Accountants in Folsom, CA — 27 Top-Rated Firms (2026)
We list 27 accounting firms in Folsom, California that have a website and a public review record — 11 CPA firms, 8 tax preparers, 7 financial planners, and 1 bookkeeper. 18 hold a Google rating of 4.5★ or higher, and the average across the 27 rated firms here is 4.49★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (11)|Tax Preparers (8)|Financial Planners (7)
The highest-rated firm in Folsom is JMS Tax Inc. (5.0★, 100 reviews). 18 of 27 rated firms hold a 4.5★ or higher Google rating.
Showing 27 of 27 firms · sorted by Google rating
1.
JMS Tax Inc.
★★★★★★★★★★5.0(100 Google reviews)✓ Verified on Google
CPA Firm · 75 Natoma St c, Folsom, CA 95630
Services: payroll, tax preparation
2.
Allworth Financial
★★★★★★★★★★5.0(42 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 340 Palladio Pkwy Ste 501, Folsom, CA 95630
Services: advisory
3.
Talon Wealth Management
★★★★★★★★★★5.0(36 Google reviews)✓ Verified on Google
Financial Planning · 620 Coolidge Dr #220, Folsom, CA 95630
4.
James Slaughter – Financial Advisor
★★★★★★★★★★5.0(28 Google reviews)✓ Verified on Google
Financial Planning · 1180 Iron Point Rd #180, Folsom, CA 95630
5.
Holmes & Company
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Tax Preparation · 1024 Iron Point Rd, Folsom, CA 95630
6.
Folsom Lake Accounting
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 25005 Blue Ravine Rd Ste. 110-193, Folsom, CA 95630
Services: accounting & tax
7.
Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 1130 Iron Point Rd #150, Folsom, CA 95630
8.
Dave Fechter
★★★★★★★★★★5.0(3 Google reviews)IRS PTIN
Accountant · 1024 Iron Point Rd, Folsom, CA 95630
Services: accounting
9.
Allen Tax Planning
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 2600 E Bidwell St Ste #210, Folsom, CA 95630
Services: financial planning, advisory
10.
AP Group Inc
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 950 Glenn Dr Suite 125, Folsom, CA 95630
Services: accounting & tax
11.
Capstone Accountancy, Incorporated
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 193 Blue Ravine Rd, Folsom, CA 95630
Services: accounting & tax
12.
TaxAudit
★★★★★★★★★★4.8(131 Google reviews)✓ Verified on Google
Tax Preparation · 600 Coolidge Dr #300, Folsom, CA 95630
Services: tax planning, advisory
13.
Next Peak CPA, Inc.
★★★★★★★★★★4.8(20 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1839 Iron Point Rd Ste 100, Folsom, CA 95630
Services: advisory
14.
Jackson Hewitt Tax Service
★★★★★★★★★★4.7(24 Google reviews)✓ Verified on Google
Tax Preparation · 1018 Riley St, Folsom, CA 95630
Services: tax planning, advisory
15.
Block Advisors
★★★★★★★★★★4.6(127 Google reviews)✓ Verified on Google
CPA Firm · 711 E Bidwell St Ste 13, Folsom, CA 95630
Services: bookkeeping, tax preparation
16.
H&R Block
★★★★★★★★★★4.6(117 Google reviews)✓ Verified on Google
CPA Firm · 2700 E Bidwell St Ste B400, Folsom, CA 95630
Services: tax preparation, tax planning, advisory
17.
C&A Welch Inc
★★★★★★★★★★4.6(20 Google reviews)✓ Verified on Google
Bookkeeping · 101 Parkshore Dr #100, Folsom, CA 95630
Services: payroll, tax preparation
18.
Daniels & Co
★★★★★★★★★★4.5(2 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 1004 River Rock Dr STE 140, Folsom, CA 95630
19.
Centenal Tax Group, Inc.
★★★★★★★★★★4.4(14 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 600 Coolidge Dr Ste 350, Folsom, CA 95630
20.
Horn Fulton, Inc. Certified Public Accountants
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 2600 E Bidwell St Ste 190, Folsom, CA 95630
Services: bookkeeping
21.
KOI Tax Service
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on Google
Tax Preparation · 31 Natoma St #150, Folsom, CA 95630
Services: financial planning, advisory
22.
Mark R. Green, CPA
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on GoogleIRS PTIN
Accountant · 2360 E Bidwell St Ste 110, Folsom, CA 95630
Services: accounting
23.
Staszak & Co
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1180 Iron Point Rd, Folsom, CA 95630
Services: financial planning, advisory
24.
Lockhart Tax Service
★★★★★★★★★★3.9(14 Google reviews)✓ Verified on Google
Tax Preparation · 1024 Iron Point Rd, Folsom, CA 95630
25.
BMO Bank N.A Branches
★★★★★★★★★★3.1(19 Google reviews)✓ Verified on Google
Financial Planning · 1000 E Bidwell St, Folsom, CA 95630
Services: advisory
26.
Bank of America Financial Center
★★★★★★★★★★2.9(30 Google reviews)✓ Verified on Google
Financial Planning · 200 Palladio Pkwy #2201, Folsom, CA 95630
Services: advisory
27.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(41 Google reviews)✓ Verified on Google
Financial Planning · 403 E Bidwell St, Folsom, CA 95630
Services: advisory
Top accounting firms in Folsom
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | JMS Tax Inc. | CPA Firm | 5.0 / 5 | 100 |
| 2 | Allworth Financial | Financial Planning | 5.0 / 5 | 42 |
| 3 | Talon Wealth Management | Financial Planning | 5.0 / 5 | 36 |
| 4 | James Slaughter – Financial Advisor | Financial Planning | 5.0 / 5 | 28 |
| 5 | Holmes & Company | Tax Preparation | 5.0 / 5 | 13 |
More Firms in Folsom
Firms without a website or enough reviews for a profile page of their own.
- Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMAFinancial Planning★ 5.0 (3)(916) 351-0000Website ↗
- Capstone Financial GroupFinancial Planning★ 5.0 (3)(916) 467-8850Website ↗
- Boyd & Associates P.C.Bookkeeping★ 5.0 (2)(916) 932-2030Website ↗
- Fidelity InvestmentsFinancial Planning★ 5.0 (2)(916) 850-6959Website ↗
- Leslie Roper Day & AssociatesFinancial Planning★ 5.0 (2)(916) 984-1150Website ↗
- Moore Tax ServiceTax Preparation★ 5.0 (2)(916) 988-3376Website ↗
- Bright Lux BizBookkeeping★ 5.0 (1)(916) 705-9175
- Dachtler Wealth Management, LLCFinancial Planning★ 5.0 (1)(916) 933-3076Website ↗
- Elizabeth KeyserFinancial Planning★ 5.0 (1)(916) 936-1937
- Fairchild Financial AdvisorsFinancial Planning★ 5.0 (1)(916) 351-9900Website ↗
- Green Wealth ManagementFinancial Planning★ 5.0 (1)(916) 983-8200Website ↗
- Humex Income TaxTax Preparation★ 5.0 (1)(650) 345-4445
- OMMTAXTax Preparation★ 5.0 (1)(916) 337-5219Website ↗
- Parkshore Wealth ManagementFinancial Planning★ 5.0 (1)(916) 797-3007Website ↗
- Sierra Oaks Financial PlanningFinancial Planning★ 5.0 (1)(916) 259-9605Website ↗
- Westcorp Financial Services IncFinancial Planning★ 5.0 (1)(916) 985-0288Website ↗
- Kim Sutton, SAFE Financial Services - FolsomFinancial Planning★ 4.3 (3)(916) 971-2254Website ↗
- Innovative Tax SolutionsTax Preparation★ 4.0 (4)(916) 985-2268Website ↗
- Massey & Massey AccountancyAccountant★ 3.0 (4)(916) 608-8166
- Wealth Management Associate - U.S. Bancorp Investments: Edwin KumarFinancial Planning★ 3.0 (2)(916) 983-5663Website ↗
- Willis & WalshCPA Firm★ 3.0 (2)(916) 458-7350
- Folsom TaxTax Preparation★ 2.6 (5)(916) 983-4297
- Dennis Nelson ApcTax Preparation★ 1.0 (1)(916) 988-8583
- Merrill Lynch Wealth ManagementFinancial Planning★ 1.0 (1)
- National Financial RecoveryFinancial Planning★ 1.0 (1)(916) 294-7412
- Allworth Tax SolutionsTax Preparation(916) 426-1555
- Apercen PartnersTax Preparation(650) 804-7140Website ↗
- Bruce Michael Smith, CPACPA Firm(916) 257-7488Website ↗
- Darla Colson, CPACPA Firm(916) 730-5902
- Evolution Tax & AdvisoryTax Preparation(916) 932-2184Website ↗
- Group One Consulting IncTax Preparation(916) 817-8877
- Katie A. Williams, CPACPA Firm(916) 616-6873
- Kenneth M Anderson, CPACPA Firm(916) 752-7813
- Kevin Mcbride CPACPA Firm(916) 293-3265
- Lake Tahoe Wealth Management, IncFinancial Planning(607) 654-1182Website ↗
- Lawrence E Brammer, CPACPA Firm(916) 346-7339
- Lisa Driver CPACPA Firm(916) 357-0109
- Masako Maupin, CPACPA Firm(916) 353-2622
- Mathewson Lew, CPAsCPA Firm(916) 218-5830
- Mr Chow Tax & Financial ServicesTax Preparation(510) 246-2111
- Nord & Associates CPA's, Inc.CPA Firm(916) 294-0200Website ↗
- Owen & Reiken, CPAS, A Prof CorpCPA Firm(530) 871-9696Website ↗
- Owen & Reiken, CPAs, APCCPA Firm(530) 537-3752Website ↗
- Patrick Finnegan CPACPA Firm(916) 718-1068
- Paula E. Hegner, CPACPA Firm(916) 983-6396
- PGL Tax AdvisorsTax Preparation(916) 983-1160Website ↗
- Planned Solutions, Inc.Tax Preparation(916) 361-0100Website ↗
- Pokorny & Associates, PCTax Preparation(916) 932-2034Website ↗
- Rachel Menaugh CPACPA Firm(916) 601-2108
- Rebecca L Myers CPACPA Firm(916) 932-3688
- Robert Warren CPACPA Firm(916) 549-3180
- Shaun Shah CPACPA Firm(916) 245-6086Website ↗
- Sozo ConsultingTax Preparation(650) 906-7272
- Steven B Serafin, CPACPA Firm(916) 397-5786
- Steven J. Rutlen CPA CDFACPA Firm(916) 313-5722
- Terra Van Zant CPACPA Firm(916) 844-8206Website ↗
- Thomas & Associates, CPAS Inc.CPA Firm(916) 985-6288
How to choose an accountant in Folsom
- 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 Folsom?
- We list 27 accounting firms in Folsom, California that have a website and a public review record, 18 of which hold a 4.5★+ Google rating. 84 businesses in Folsom appear in the underlying public data.
- How much does an accountant cost in Folsom?
- 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.