Accountants in Alamo, CA — 5 Top-Rated Firms (2026)
We list 5 accounting firms in Alamo, California that have a website and a public review record — 3 financial planners, 1 CPA firm, and 1 tax preparer. 4 hold a Google rating of 4.5★ or higher, and the average across the 5 rated firms here is 4.52★. They are sorted by Google rating and review count.
The highest-rated firm in Alamo is Waldron Partners (5.0★, 6 reviews). 4 of 5 rated firms hold a 4.5★ or higher Google rating.
Showing 5 of 5 firms · sorted by Google rating
1.
Waldron Partners
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 3201 Danville Blvd 190 Suite 190, Alamo, CA 94507
2.
Isaacs & Hackman
★★★★★★★★★★5.0(1 Google review)IRS PTIN
CPA Firm · 3189 Danville Blvd #270, Alamo, CA 94507
Services: accounting & tax
3.
Lodestar Private Asset Management
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 3201 Danville Blvd Ste 275, Alamo, CA 94507
Services: advisory
4.
FinTax CPAs
★★★★★★★★★★4.8(16 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 160 Alamo Plaza #592, Alamo, CA 94507
Services: tax planning, advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.8(19 Google reviews)✓ Verified on Google
Financial Planning · 110 Alamo Plaza, Alamo, CA 94507
Services: advisory
Top accounting firms in Alamo
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Waldron Partners | Financial Planning | 5.0 / 5 | 6 |
| 2 | Isaacs & Hackman | CPA Firm | 5.0 / 5 | 1 |
| 3 | Lodestar Private Asset Management | Financial Planning | 5.0 / 5 | 1 |
| 4 | FinTax CPAs | Tax Preparation | 4.8 / 5 | 16 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.8 / 5 | 19 |
More Firms in Alamo
Firms without a website or enough reviews for a profile page of their own.
- Journey Strategic Wealth, Kristin BartlowFinancial Planning★ 5.0 (4)(415) 840-3033Website ↗
- Del Monte Group, LLC - Financial PlannerFinancial Planning★ 5.0 (3)(925) 736-6410Website ↗
- Investment Architects IncFinancial Planning★ 5.0 (1)(925) 838-7568
- RMJR Tax and AccountingCPA Firm★ 5.0 (1)(925) 725-6999Website ↗
- David R. Ramos, CPACPA Firm(925) 915-6020
- Desmond Consulting Group Inc.Tax Preparation(925) 285-1533Website ↗
- Ian L. Marsh, CPACPA Firm(925) 913-0015
- Joann K Kading, CPACPA Firm(925) 708-7217
- Thomas P Dietler CPACPA Firm(925) 942-0819
- Trafton ConsultingTax Preparation(925) 935-6817
- Wallin & AssociatesTax Preparation(925) 324-6726
- Young And AssociatesTax Preparation(925) 406-5460
How to choose an accountant in Alamo
- Verify credentials — a CPA holds a state Board of Accountancy license; a tax preparer should have a valid IRS PTIN and, ideally, an EA (Enrolled Agent) designation.
- Match the specialty to your needs — small-business tax, S-corp/LLC filings, bookkeeping, or personal returns are different skill sets.
- Confirm they e-file and use current software, and ask how they handle IRS notices or audits.
- Get the fee structure in writing — hourly, flat per-return, or monthly retainer — before engaging.
- Ask for an engagement letter defining scope, responsibilities, and deadlines.
What accountants cost
Typical national ranges: individual tax return $150–$450, monthly bookkeeping $200–$700, business return $500–$2,500+.
Cost guidance is a national reference range, not a quote — actual fees depend on return complexity, entity type, and the firm. Always request a written estimate.
Frequently asked questions
- How many accountants are in Alamo?
- We list 5 accounting firms in Alamo, California that have a website and a public review record, 4 of which hold a 4.5★+ Google rating. 17 businesses in Alamo appear in the underlying public data.
- How much does an accountant cost in Alamo?
- Fees vary by complexity and firm. As a national reference, an individual tax return typically runs $150–$450, monthly bookkeeping $200–$700, and a business return $500–$2,500+. Ask each firm for a written fee estimate.
- Do I need a CPA or a bookkeeper?
- A bookkeeper records day-to-day transactions and reconciles accounts; a CPA is a state-licensed accountant who can also handle complex tax planning, audits, and represent you before the IRS. Many small businesses use a bookkeeper year-round and a CPA at tax time.
- Are the ratings on this page real?
- Yes — ratings and review counts are aggregate figures from Google, attributed to Google, with a link to the firm's Google reviews. accounting8 does not host or write reviews.