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.
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.
Showing 7 of 7 firms · sorted by Google rating
1.
Preservation Capital Group LLC
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 4401 El Camino Real # A, Atascadero, CA 93422
Services: advisory
2.
Jackson Hewitt Tax Service
★★★★★★★★★★4.8(98 Google reviews)✓ Verified on Google
Tax Preparation · 6907 El Camino Real, Atascadero, CA 93422
Services: tax planning, advisory
3.
H&R Block
★★★★★★★★★★4.6(77 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 4801 El Camino Real, Atascadero, CA 93422
Services: tax preparation, tax planning, advisory
4.
5.
Nicholas Medeiros, CPA, PC
★★★★★★★★★★3.7(9 Google reviews)✓ Verified on Google
Bookkeeping · 8930 Morro Rd, Atascadero, CA 93422
Services: tax preparation
6.
Better Business & Tax Services
★★★★★★★★★★3.5(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 4401 El Camino Real Unit C, Atascadero, CA 93422
Services: bookkeeping, payroll, tax preparation
7.
Bank of America Financial Center
★★★★★★★★★★2.0(26 Google reviews)✓ Verified on Google
Financial Planning · 6905 Capistrano Ave, Atascadero, CA 93422
Services: advisory
Top accounting firms in Atascadero
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Preservation Capital Group LLC | Financial Planning | 5.0 / 5 | 7 |
| 2 | Jackson Hewitt Tax Service | Tax Preparation | 4.8 / 5 | 98 |
| 3 | H&R Block | CPA Firm | 4.6 / 5 | 77 |
| 4 | Mongolo Mark W | Tax Preparation | 4.6 / 5 | 7 |
| 5 | Nicholas Medeiros, CPA, PC | Bookkeeping | 3.7 / 5 | 9 |
More Firms in Atascadero
Firms without a website or enough reviews for a profile page of their own.
- Tidwell Bookkeeping ServicesBookkeeping★ 5.0 (4)(805) 462-8608Website ↗
- Phillip J Sexton CPATax Preparation★ 5.0 (3)(805) 466-6885Website ↗
- Tax OfficeTax Preparation★ 5.0 (3)(805) 462-1040Website ↗
- Modica Financial & Tax ServicesTax Preparation★ 5.0 (2)(805) 461-5903Website ↗
- Cornerstone Wealth Management-David La RueFinancial Planning★ 5.0 (1)(805) 450-4376Website ↗
- HM Tax ServiceTax Preparation★ 5.0 (1)(805) 460-6703
- Riley McInnis Bookkeeping & TaxTax Preparation★ 5.0 (1)(805) 461-1042
- Rothman Investment ManagementFinancial Planning★ 5.0 (1)(805) 286-6378Website ↗
- Velasco Ross E CPATax Preparation★ 5.0 (1)(805) 461-3988
- Bottom Line Bookkeeping & Tax PreparationBookkeeping★ 4.4 (7)(805) 464-4457
- CliftonLarsonAllen LLPTax Preparation(650) 270-0978Website ↗
- Deborah Laos Skinner, CPACPA Firm(805) 423-2083
- Kerri J. Demarse, CPACPA Firm(208) 250-4057
- Robert Hushing Kline CPACPA Firm(805) 466-7238
- Z Villages LLCTax Preparation(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.