Accountants in Atascadero, CA — 7 Top-Rated Firms (2026)
We list 7 accounting firms in Atascadero, California that have a website and a public review record — 2 financial planners, 2 tax preparers, 2 CPA firms, and 1 bookkeeper. 4 hold a Google rating of 4.5★ or higher, and the average across the 7 rated firms here is 4.03★. They are sorted by Google rating and review count; use the service links above to narrow the list.
The highest-rated firm in Atascadero is Preservation Capital Group LLC (5.0★, 7 reviews). 4 of 7 rated firms hold a 4.5★ or higher Google rating.
Top accounting firms in Atascadero
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Preservation Capital Group LLC✓ | Financial Planning | ★ 5.0 | 7 |
| 2 | Jackson Hewitt Tax Service✓ | Tax Preparation | ★ 4.8 | 98 |
| 3 | H&R Block✓ | CPA Firm | ★ 4.6 | 77 |
| 4 | Mongolo Mark W | Tax Preparation | ★ 4.6 | 7 |
| 5 | Nicholas Medeiros, CPA, PC✓ | Bookkeeping | ★ 3.7 | 9 |
More firms in Atascadero
- Tidwell Bookkeeping ServicesBookkeeping★ 5.0 (4)+1805-462-8608Website ↗
- Phillip J Sexton CPATax Preparation★ 5.0 (3)+1805-466-6885Website ↗
- Tax OfficeTax Preparation★ 5.0 (3)+1805-462-1040Website ↗
- Modica Financial & Tax ServicesTax Preparation★ 5.0 (2)+1805-461-5903Website ↗
- Cornerstone Wealth Management-David La RueFinancial Planning★ 5.0 (1)+1805-450-4376Website ↗
- HM Tax ServiceTax Preparation★ 5.0 (1)+1805-460-6703
- Riley McInnis Bookkeeping & TaxTax Preparation★ 5.0 (1)+1805-461-1042
- Rothman Investment ManagementFinancial Planning★ 5.0 (1)+1805-286-6378Website ↗
- Velasco Ross E CPATax Preparation★ 5.0 (1)+1805-461-3988
- Bottom Line Bookkeeping & Tax PreparationBookkeeping★ 4.4 (7)+1805-464-4457
- CliftonLarsonAllen LLPTax Preparation+1 650-270-0978Website ↗
- Deborah Laos Skinner, CPACPA Firm+1 805-423-2083
- Kerri J. Demarse, CPACPA Firm+1 208-250-4057
- Robert Hushing Kline CPACPA Firm+1 805-466-7238
- Z Villages LLCTax Preparation+1 805-610-8403
How to choose an accountant in Atascadero
- ✓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 Atascadero?+
We list 7 accounting firms in Atascadero, California that have a website and a public review record, 4 of which hold a 4.5★+ Google rating. 22 businesses in Atascadero appear in the underlying public data.
How much does an accountant cost in Atascadero?+
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.