Accountants in Capitola, CA — 7 Top-Rated Firms (2026)
We list 7 accounting firms in Capitola, California that have a website and a public review record — 3 CPA firms, 3 financial planners, and 1 tax preparer. 4 hold a Google rating of 4.5★ or higher, and the average across the 7 rated firms here is 4.20★. They are sorted by Google rating and review count.
The highest-rated firm in Capitola is Allison Duffy, An Accountancy Corporation (5.0★, 11 reviews). 4 of 7 rated firms hold a 4.5★ or higher Google rating.
Showing 7 of 7 firms · sorted by Google rating
1.
Allison Duffy, An Accountancy Corporation
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1395 41st Ave Ste. C, Capitola, CA 95010
Services: tax preparation
2.
Lanai Wealth Partners
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 820 Bay Ave Ste 101, Capitola, CA 95010
3.
Liberty Tax
★★★★★★★★★★4.9(52 Google reviews)✓ Verified on Google
CPA Firm · 4208 Capitola Rd, Capitola, CA 95010
Services: bookkeeping, tax preparation, tax planning
4.
Block Advisors
★★★★★★★★★★4.5(99 Google reviews)✓ Verified on Google
CPA Firm · 1475 41st Ave B, Capitola, CA 95010
Services: bookkeeping, tax preparation
5.
AB Tax Systems
★★★★★★★★★★4.3(6 Google reviews)
Tax Preparation · de bernardo professional Building, 4259 Capitola Rd, Capitola, CA 95010
6.
BMO Bank N.A Branches
★★★★★★★★★★3.8(6 Google reviews)✓ Verified on Google
Financial Planning · 3820 Capitola Rd, Capitola, CA 95010
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★1.9(58 Google reviews)✓ Verified on Google
Financial Planning · 4055 Capitola Rd, Capitola, CA 95010
Services: advisory
Top accounting firms in Capitola
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Allison Duffy, An Accountancy Corporation | CPA Firm | 5.0 / 5 | 11 |
| 2 | Lanai Wealth Partners | Financial Planning | 5.0 / 5 | 6 |
| 3 | Liberty Tax | CPA Firm | 4.9 / 5 | 52 |
| 4 | Block Advisors | CPA Firm | 4.5 / 5 | 99 |
| 5 | AB Tax Systems | Tax Preparation | 4.3 / 5 | 6 |
More Firms in Capitola
Firms without a website or enough reviews for a profile page of their own.
- Mauldin & Co: Mauldin Patrick CPAAccountant★ 5.0 (2)(831) 464-8481Website ↗
- Phelps Karen a CPAAccountant★ 5.0 (2)(831) 438-5184Website ↗
- LPL FinancialFinancial Planning★ 5.0 (1)(831) 476-7283
- EZ TaxTax Preparation★ 4.9 (15)(831) 479-9292
- Linda Contreras, CPACPA Firm★ 3.3 (4)(831) 479-1040
- E M Rasmussen Tax & ConsultingAccountant★ 1.0 (1)(831) 429-6757
- A. Bagley CPA Tax & Accounting Services, Inc.CPA Firm(831) 234-6322Website ↗
- About Tax IncTax Preparation(831) 338-2222Website ↗
- Benjamin J. Wolfe, CPACPA Firm(831) 566-2705
- Christopher T. Moore, CPACPA Firm(559) 917-3068
- Karen A Phelps, CPACPA Firm(831) 251-9859Website ↗
- Kent Sluiter CPACPA Firm(916) 354-0932
- Maura Matera CPACPA Firm(831) 464-0188
- nomi & takaichi llpTax Preparation(831) 465-8500
- Sandra H. Baird, CPA Accountancy CorporaCPA Firm(831) 477-4600
How to choose an accountant in Capitola
- 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 Capitola?
- We list 7 accounting firms in Capitola, California that have a website and a public review record, 4 of which hold a 4.5★+ Google rating. 22 businesses in Capitola appear in the underlying public data.
- How much does an accountant cost in Capitola?
- 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.