We know finding the top CPA Near Walnut Creek, California can be difficult, so we put together this detailed list of the best of the best CPA in Walnut Creek so you can make your choice wisely. Each Walnut Creek location gives its clients the utmost in professional tax, bookkeeping and accounting services so you should be sure to check them out on your next visit to Walnut Creek, CA! If you know another amazing Certified Public Accountant that should also be included in our list - or one that should be removed - please let us know!
1. Joel S. Smith & Associates CPA
About: With 23 years of experience—19 years in public accounting and 4 years in private industry – Joel has shown multiple proficiencies and become an exceptionally well-rounded CPA. His credentials include:
- BS in Accounting and Finance, UC Berkeley,
- Masters in Taxation, Golden Gate University,
- Certified Public Accountant (CPA), and
- Certified Management Accountant (CMA).
Joel has helped clients with their tax planning and compliance issues throughout his career for all forms of business entities and many industries, including; Real Estate, Construction, Automotive Sales, Professional Services, Restaurants, Tax Exempt Entities, and many others.
Joel is an active member of the Institute of Management Accountants having served as past president of the San Francisco Chapter and is currently a member of the Board of the Amador Valley Chapter. He is also a member of Business Networking International.
- Outsourced Solutions - Companies have a variety of accounting needs, from transaction processing, to tax planning, to budgeting. The challenge is to meet those needs in an efficient and cost effective manner. In short, does a company maintain an in-house accounting staff or does it outsource its accounting needs?
- Audits and Review - Timely and accurate financial reporting provides you with the critical information needed to make key business decisions and meet today’s demanding requirements by regulators and financial institutions. Whether it’s private equity investors, venture capitalists, bankers, Department of Labor, state or local governments, or major donors, they deliver for you, their client.
- Essential Tax Services - Companies have a variety of accounting needs, from transaction processing, to tax planning, to budgeting. Their challenge is to meet those needs in an efficient and cost effective manner. In most cases, local outsourcing of your accounting needs is a better solutions.
2. Mauricio Midence Tax Preparation & Financial Services
About: They are a full-service accounting firm that focuses on tax and regulatory issues. All of their staff is professionally qualified to provide customers with the highest level of support and guidance in all fields of personal and company taxation.
For over 30 years, their team of experts has worked to offer solid strategies for the personal planning and corporate management needs. All of their offerings are customized to suit the various stages of a client's personal and professional development.
They deal with businesses of all sizes and sectors, and have more than two decades of experience. They are committed to resolving all tax problems quickly and reliably so that clients can concentrate on what matters most to them.
Services: Tax Preparation and Planning, Audits, Reviews and Compilation, Business Consulting, Business Entity Selection, Buying or Selling a Business, Estate and Trust Tax Preparation, Financial Analysis, Management Advisory Services, Payroll Services, Sales Tax Services, Retirement Planning.
3. Tax & Accounting Services
About: Since 1998, Tax & Accounting Services, Inc has been in operation. Viet Dinh, the director, has 23 years of experience in the industry. He is a federally certified tax attorney who specializes in taxation and has unrestricted authority to represent taxpayers before the Internal Revenue Service.
He has worked as a controller for companies, a Treasury Manager for a private equity company, and the CFO of a non-profit organization. He was fed up with working for companies and decided to give his customers his undivided attention.
Services: They specialize in income tax and sales tax preparation and representation, year-round tax planning, bookkeeping, full-service payroll, accounting, and financial statement preparation. Notary, Life Insurance, and Annuities are also examples of their services.
4. Argus CPA Inc.
About: In 2005, Argus CPA Inc. was established.They have extensive experience in accounting and taxation and have worked as a controller and accounting consultant for a number of businesses. They have a lot of expertise in accounting systems for new businesses.
They also have extensive experience transforming one accounting program to another. They have worked for a variety of accounting systems including, but not limited to, QuickBooks, Peachtree, Great Plains, SBC, Mas 90, Mas 200, and NetSuite.
Services: Tax planning for individuals and businesses, bookkeeping services (including financial statement planning, account clean-up/reconciliation, capital asset/depreciation estimate, budgeting and estimating), setup and/or instruction for QuickBooks Our whole staff is dedicated to delivering excellent support. Many of your financial and bookkeeping needs will be met by them.
5. Mt. Diablo Tax Pros
About: The director, Jeffrey J. Rondini, has been an Enrolled Agent (EA) and Senior Tax Advisor in the East Bay for over 23 years. He is also certified in small business/sole proprietorships, investment income, retirement, and military returns. Jeff focuses on Real Estate Investment, Home Ownership/Foreclosures, Self-Employment, Investments/Stock Options, Retirement Planning, Trusts & Estates, Partnerships, Corporations, and Non-Profit Organizations.
Their company is regarded as one of the best in the region. Each customer provides near personal and technical consideration as a result of their skills, experience, and staff's energy.
Their quality expectations, operation, and specialized personnel distinguish them from other companies. They make it that any customer benefits from their whole firm's experience.
Services: Personal Financial Planning, Estate Planning, Small Business Accounting, Payroll, Part-Time CFO Services, Forensic Accounting, Bank Financing and many more.
6. Robert Abbott Tax Services
About: Robert E. "Bob" Abbott created Robert Abbott Tax Services in 1955. Rebecca Hayes (in 1990) and Oscar Antonio joined the quickly expanding Martinez, California, practice (in 2005). Oscar took over the practice in 2009 after Bob and Rebecca passed away.
Oscar is an Enrolled Agent, a federally-authorized tax lawyer with technical experience in the area of taxes who is granted unrestricted privileges by the United States Department of the Treasury to represent taxpayers before the Internal Revenue Service at all administrative levels – audit, processing, and appeals.
He is a member of the National Association of Enrolled Agents, the California Society of Enrolled Agents, and the National Association of Tax Professionals, as well as a Fellow of the distinguished National Tax Practice Institute.
Services: Tax Preparation, Amended Returns, Tax Planning and Estimates, Tax Withholding Recommendations, Taxpayer Representation, Negotiating Installment Plans.
7. Tax Home
About: Tax Home is owned by Charlie Husen. He is a tax accountant as well as an IRS Agent Enrolled. Ben, his son-in-law, is an Enrolled Agent, and Kathy, his niece, is a Registered Tax Preparer. In Pleasant Hill, their family tax office is directly above Slow Hand BBQ.
Charlie has consulted for a large tax accounting firm for several years. When he told them the price, his clients were still completely pleased with their tax planning experience.
He found that he could run his own business and charge half the price of the big boys while also making a decent profit. But, most importantly, as he completes his customers' taxes, they are fully fulfilled.
Services: Tax Preparation, Tax Advice, Tax Planning, IRS Representation, Short Sale Advice, Real Estate Services.
8. Jing & Company
About: Jing, the owner, is a California-licensed CPA with more than 16 years of public accounting experience. She has considerable experience in financial statement auditing, HUD auditing, nonprofit and government auditing, and single auditing. Jing also assists businesses, partnerships, and entities with tax strategic planning and preparation of federal and multi-state tax returns.
Jing worked as a senior manager at Spiegel Accountancy Corp and an audit and tax manager at Novogradic and Company LLP before founding her own firm, where she provided audit, tax, financial modelling, and market advisory services to her clients. Jing has extensive experience in mortgage banking, private finance, manufacturing, and the nonprofit sector. She is also knowledgeable about construction tax credits and the real estate industry.
Services: Financial Statement Preparation, Tax Strategic Planning, IRS Tax Audit, Multi State Taxation, Bookkeeping, Part-time CFO Services, and many more.
9. Gamarra, CPA Inc.
About: Mr. Will Gamarra founded Gamarra, CPA Inc., which specializes in small business and individual start-up planning and tax strategies. He is a registered attorney in the states of Virginia and California.
He holds a master's degree from John Hopkins University and a bachelor's degree from George Mason University. Individual tax returns, multi-state tax returns, small business tax returns, and foreign taxes are among his specialties.
Services: Accounting Services, Business Tax Return Preparation, FTB Audits/Conflict Resolution, IRS Audits/Conflict Resolution, Bookkeeping Services, e-Filing Services, Individual Tax Return Preparation, ITIN Application & Renewal.
10. Hawkes Hastings & Aaron Accountancy Corporation
About: Hawkes Hastings & Aaron was founded in the mid-1970s by a visionary who saw a need for high-quality technical services with a personal touch. They've worked hard over the years to keep that outlook. They trust in the importance of interpersonal connections. They treat any client relationship as though it were a friendship, and they sincerely feel that their success is dependent on the success of their clients.
They are dedicated to supplying their customers with intimate, personal focus. They take pride in assuring clients that the personal assistance they receive is based on years of specialized study, technological expertise, and financial knowledge.
Their dedication to success is shown by their ongoing investment in time and money in advanced continuing education, cutting-edge computing technologies, and deep corporate partnerships.
Their extensive expertise combined with close, intimate interaction enables them to provide clients a one-of-a-kind approach to their specific situation.
Services: Tax Services, IRS Representation, Accounting Services, Bookkeeping, Consulting, and Estate Planning.
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