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; use the service links above to narrow the list.
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.
Top accounting firms in Alamo
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Waldron Partners✓ | Financial Planning | ★ 5.0 | 6 |
| 2 | Isaacs & Hackman | CPA Firm | ★ 5.0 | 1 |
| 3 | Lodestar Private Asset Management✓ | Financial Planning | ★ 5.0 | 1 |
| 4 | FinTax CPAs✓ | Tax Preparation | ★ 4.8 | 16 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.8 | 19 |
More firms in Alamo
- Journey Strategic Wealth, Kristin BartlowFinancial Planning★ 5.0 (4)+1415-840-3033Website ↗
- Del Monte Group, LLC - Financial PlannerFinancial Planning★ 5.0 (3)+1925-736-6410Website ↗
- Investment Architects IncFinancial Planning★ 5.0 (1)+1925-838-7568
- RMJR Tax and AccountingCPA Firm★ 5.0 (1)+1925-725-6999Website ↗
- David R. Ramos, CPACPA Firm+1 925-915-6020
- Desmond Consulting Group Inc.Tax Preparation+1 925-285-1533Website ↗
- Ian L. Marsh, CPACPA Firm+1 925-913-0015
- Joann K Kading, CPACPA Firm+1 925-708-7217
- Thomas P Dietler CPACPA Firm+1 925-942-0819
- Trafton ConsultingTax Preparation+1 925-935-6817
- Wallin & AssociatesTax Preparation+1 925-324-6726
- Young And AssociatesTax Preparation+1 925-406-5460
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.