San Francisco, CA CPA, Accounting, Tax, Audit & Advisory Services Firm

accountant san francisco

VITA is a national program providing free assistance to low income, elderly, limited English proficiency and disabled individuals who require assistance in preparing their tax returns. There are no pre-requisites and experience is not necessary to join. You will learn how to prepare your own tax return and will receive an IRS Certificate of Recognition.

accountant san francisco

Chun was very helpful and polite, and willing to work with me to get my taxes processed and filed. As I was on a deadline, I brought my tax info over a couple of days later. Safe Harbor got my taxes done quickly (I think it was two days later I was picking them up). When they had a question about something, they called me to clarify. My taxes were done right and I felt confident they had taken the time to find me credits and other benefits.

Accounting Manager, Card Accounting

Cherkas Accountancy is a small business for small businesses, specializing in transforming accounting, bookkeeping, and tax systems into effective decision-making tools. Cherkas Accountancy values connections, seeing each customer relationship as a collaboration, certain their success is contingent upon their clients’ success. Cherkas is devoted to offering close, personal attention to each customer, taking delight in assuring you that the personal help you receive is the result of years of advanced training, technical expertise, and financial insight. Frank J. Giovannoni, CPA is established as a premium accounting firm in the San Francisco, CA area. As one of the top growing firms, you can be ensured an accountant dedicated to provide full attention to your personal business accounting and financial needs.

Marcum LLP’s San Francisco, CA Advisory Services division helps you innovate and seize opportunities. Business owners and managers choose Marcum for our pragmatic, industry-focused insights. And, because we come to know your business well, our ability to anticipate.


The Accounts Receivable (AR) team works closely with our sales, go-to-market, and revenue analytics functions, and is critical in driving the success of the organization. Our account management team is staffed by CPAs and accountants who have, on average, 11 years of experience. Kruze’s calculator tells you how much it will cost to prepare your startup’s tax return. Tax season was fast approaching, and I needed to get my taxes done ASAP for my school FAFSA form. I saw their office while crossing 12th Ave. and thought I would stop in and see what they could do for me.  I went in and spoke with Chun Wong.

Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing. In addition to accounting services, we believe that a CPA should add a purpose to their insight by addressing each client’s own financial needs. Such insights equip quality accountants to offer solutions for the difficult and complex, daily financial situations that come along. Our San Francisco CPAs strive to maximize revenue and minimize expenses for small businesses. Ghirardo CPA is a full-service accounting, tax, and business firm based in Novato that has served the area for more than 30 years.

SF State Volunteer Income Tax Assistance (VITA) program

Owner Ying McKee has been in the accounting and tax industry for nearly 20 years. The Henry Levy Group is an accounting firm catering to the needs of individuals, businesses, and nonprofit organizations throughout San Francisco. Founded in 1991, the company comprises accounting and tax professionals who are dedicated to helping clients manage their financial matters. They handle bookkeeping, A/P and A/R, financial statements, and cash management.

accountant san francisco

Their expert team is all well educated and has undergone rigorous training in order to give tax and advisory services that assist their clients in reaching optimal levels of success. RINA, founded in 1946, provides a comprehensive range of accounting and consulting services through 80 skilled experts across four sites in Northern California. RINA’s CPAs and employees provide services to closely-held businesses and their owners, high net worth individuals and families, as well as a variety of not-for-profit organizations and private foundations.

Zen Accountants

Our experienced team of partners, managers, specialists, and support staff are able to offer a boutique level of personalization and client service. Our clients tend to be high net worth individuals and/or company principals located on the US West Coast. We have particular experience in serving individuals who have both personal (family) needs, as well as corporate business entities. Spott, Lucey & Wall is a local certified public accounting business that provides a comprehensive variety of taxation and attestation services. They have over 40 years of expertise supporting local and international businesses, as well as individuals, in managing complex cross-border transactions. Spott, Lucey & Wall have substantial technical expertise and resources to assist customers in resolving complicated business challenges.

The accountants have more than 50 years of combined experience in the industry. The firm serves individuals with personal financial planning and estate planning, and serves businesses with small business accounting, QuickBooks support, cash flow management, internal controls, and other services. Spott, Lucey & Wall, CPAs, is an accounting firm located in San Francisco. Serving clients in and around the area, the firm provides a complete array of tax consulting and attestation services, including general accounting and business income tax. Its specific fields of expertise also include handling multiple areas of international tax. In addition, the firm specializes in pre-immigration U.S. income tax planning.

Get a personable & experienced CPA who will partner with you to achieve unparalleled results.

Spend time with your peers going over real-world financial data. Conduct audits the same way a certified public accountant (CPA) does. Evaluate case studies, perform deep-diving research, and hone your presentation skills. Choose electives ranging from accounting data analytics to cost accounting. Get to know your professors, who can help you prep for the CPA exam. The above list includes Accountants Accounting Firms SF that SFist believes actively provides superior services.

accountant san francisco

They are invested in their clients’ success and are committed to learning about their businesses and processes, as well as their fields, in order to provide them with customized and creative solutions. RINA aids its clients in achieving their financial bookkeeping services san francisco objectives by providing prompt, attentive, and proactive services. CBIZ SLD is one of the Bay Area’s most reputable and long-standing accounting companies, offering a comprehensive range of professional accounting, tax, and consulting services.

What is the difference between an accountant and a CPA?

Our talented team provides you with the financial insight & information you need when you need it. Our secure technology means your business information is always safe. Hager Accounting provides precise and specialized accounting services to individuals and corporations at an affordable fee. Hager is able to handle all of your accounting needs by aiding you with day-to-day bookkeeping, as well as monthly, quarterly, and yearly accounting records and financial reports.

  • Help us have a productive first consultation by providing some additional information.
  • Apartment List will consider paying compensation near the higher of the range in exceptional circumstances, where candidates have the experience, credentials or expertise that would warrant such consideration.
  • Chun of Safe Harbor came into our company at a time when we were four years behind on our tax filings.
  • In some cases, they are among the most successful teams in San Francisco.
  • Investment advisory offered through Moss Adams Wealth Advisors LLC.
  • The firm is a Northbay Biz 500 Company and is a ten-time winner of the North Bay Business Journal’s Best Places to Work.