Accountants in Lodi, CA — 20 Top-Rated Firms (2026)
We list 20 accounting firms in Lodi, California that have a website and a public review record — 7 tax preparers, 6 CPA firms, 4 financial planners, and 3 bookkeepers. 13 hold a Google rating of 4.5★ or higher, and the average across the 20 rated firms here is 4.32★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (6)|Tax Preparers (7)
The highest-rated firm in Lodi is Valley Accounting Firm (5.0★, 151 reviews). 13 of 20 rated firms hold a 4.5★ or higher Google rating.
Showing 20 of 20 firms · sorted by Google rating
1.
Valley Accounting Firm
★★★★★★★★★★5.0(151 Google reviews)✓ Verified on Google
CPA Firm · 1822 W Kettleman Ln #1, Lodi, CA 95242
Services: bookkeeping, payroll, tax preparation
2.
VW Tax Service
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on Google
Tax Preparation · 4825 E Harney Ln, Lodi, CA 95240
3.
Rehman and Co CPA
★★★★★★★★★★5.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1826 W Kettleman Ln, Lodi, CA 95242
Services: bookkeeping, tax planning, advisory
4.
Solari Accountancy
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Accountant · 1806 W Kettleman Ln Ste H, Lodi, CA 95242
Services: accounting
5.
Jackson Hewitt Tax Service
★★★★★★★★★★4.9(117 Google reviews)✓ Verified on Google
Tax Preparation · 218 S School St, Lodi, CA 95240
Services: tax planning, advisory
6.
Jackson Hewitt Tax Service
★★★★★★★★★★4.9(29 Google reviews)✓ Verified on Google
Tax Preparation · 1601 S Lower Sacramento Rd, Lodi, CA 95242
Services: tax planning, advisory
7.
Liberty Tax
★★★★★★★★★★4.7(48 Google reviews)✓ Verified on Google
Tax Preparation · 306 N Ham Ln, Lodi, CA 95242
Services: tax planning, advisory
8.
H&R Block
★★★★★★★★★★4.7(43 Google reviews)✓ Verified on Google
CPA Firm · 550 S Cherokee Ln Ste D, Lodi, CA 95240
Services: tax preparation, tax planning, advisory
9.
Jennifer & Co. Insurance and Registration Services
★★★★★★★★★★4.6(98 Google reviews)✓ Verified on Google
Tax Preparation · 115 S Cherokee Ln Ste A, Lodi, CA 95240
10.
H&R Block
★★★★★★★★★★4.6(86 Google reviews)✓ Verified on Google
CPA Firm · 19 W Pine St, Lodi, CA 95240
Services: tax preparation, tax planning, advisory
11.
H&R Block
★★★★★★★★★★4.6(57 Google reviews)✓ Verified on Google
CPA Firm · 1379 S Lower Sacramento Rd Ste 502, Lodi, CA 95242
Services: tax preparation, tax planning, advisory
12.
Saldana & Associates, Saldana Tax Service
★★★★★★★★★★4.6(37 Google reviews)✓ Verified on Google
Bookkeeping · 16 W Elm St, Lodi, CA 95240
Services: tax preparation, tax planning
13.
PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist
★★★★★★★★★★4.6(10 Google reviews)✓ Verified on Google
Financial Planning · 1920 Tienda Dr Ste 202, Lodi, CA 95242
Services: advisory
14.
Fiesta Auto Insurance & Tax Service
★★★★★★★★★★4.4(90 Google reviews)✓ Verified on Google
Tax Preparation · 230 W Kettleman Ln Ste. A, Lodi, CA 95240
15.
PROFESSIONAL TAX SOLUTIONS
★★★★★★★★★★4.3(6 Google reviews)
Tax Preparation · 135 N Church St Ste 3, Lodi, CA 95240
16.
Binning Tax Service
★★★★★★★★★★3.8(20 Google reviews)✓ Verified on Google
Bookkeeping · 1110 W Kettleman Ln Ste 21, Lodi, CA 95240
Services: payroll, tax preparation
17.
F&M Bank
★★★★★★★★★★3.5(23 Google reviews)✓ Verified on Google
Financial Planning · 121 W Pine St, Lodi, CA 95240
18.
Central Valley Financial Services
★★★★★★★★★★3.0(12 Google reviews)✓ Verified on Google
Bookkeeping · 1822 W Kettleman Ln Ste 2, Lodi, CA 95242
19.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.6(61 Google reviews)✓ Verified on Google
Financial Planning · 700 W Kettleman Ln, Lodi, CA 95240
Services: advisory
20.
BMO Bank N.A Branches
★★★★★★★★★★2.6(21 Google reviews)✓ Verified on Google
Financial Planning · 229 Church St, Lodi, CA 95240
Services: advisory
Top accounting firms in Lodi
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Valley Accounting Firm | CPA Firm | 5.0 / 5 | 151 |
| 2 | VW Tax Service | Tax Preparation | 5.0 / 5 | 15 |
| 3 | Rehman and Co CPA | CPA Firm | 5.0 / 5 | 4 |
| 4 | Solari Accountancy | Accountant | 5.0 / 5 | 1 |
| 5 | Jackson Hewitt Tax Service | Tax Preparation | 4.9 / 5 | 117 |
More Firms in Lodi
Firms without a website or enough reviews for a profile page of their own.
- MY Tax ServicesTax Preparation★ 5.0 (21)(209) 366-4731
- A.R.Khan Tax & ServicesTax Preparation★ 5.0 (10)
- Linda's Tax ServicesTax Preparation★ 5.0 (7)(209) 339-0443
- Morita Kevin K CPAAccountant★ 5.0 (4)(209) 368-5324
- Bridge Pointe Financial GroupFinancial Planning★ 5.0 (3)(209) 367-8700Website ↗
- Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (3)(209) 367-8700Website ↗
- Nicholas & Robinson CPAAccountant★ 5.0 (3)(209) 334-3396Website ↗
- Duncan & CoTax Preparation★ 5.0 (2)(209) 339-0100
- Kalenas Kitchen L.L.CFinancial Planning★ 5.0 (2)(209) 370-4307
- KELLY RAY BROWN, CPACPA Firm★ 5.0 (2)(209) 367-4694Website ↗
- Mc Gladdery Matthew CPATax Preparation★ 5.0 (2)(209) 334-3497
- Multiple Legal ServiceTax Preparation★ 5.0 (2)(209) 681-2373
- Tolson Poore & ZamoraTax Preparation★ 5.0 (2)(209) 334-1065
- 4thGEN Wealth Management, LLCFinancial Planning★ 5.0 (1)(209) 263-0330Website ↗
- A To Z Bookkeeping & Tax ServicesTax Preparation★ 5.0 (1)(209) 570-9047
- Albert Paula, Financial Advisor - Parkwest Financial & Insurance SolutionsFinancial Planning★ 5.0 (1)(209) 333-2400Website ↗
- America's Professional Tax ServicesTax Preparation★ 5.0 (1)(209) 339-4886
- Armstrong G BrockAccountant★ 5.0 (1)(209) 334-2903
- Lisa Sheeran Certified Public AccountantCPA Firm★ 5.0 (1)(209) 224-5566Website ↗
- Lodi Tax ExpertTax Preparation★ 5.0 (1)(209) 339-9577
- Quality Business ServicesTax Preparation★ 5.0 (1)(209) 333-8488Website ↗
- Raymond James Financial ServicesFinancial Planning★ 5.0 (1)(209) 367-2452Website ↗
- Rieger Robin CPAAccountant★ 5.0 (1)(209) 369-5345
- Sam Bellestri - Raymond JamesFinancial Planning★ 5.0 (1)(209) 333-4500Website ↗
- Stephen Benjestorf - Raymond JamesFinancial Planning★ 5.0 (1)(209) 625-8523Website ↗
- The Elite BookkeepingBookkeeping★ 5.0 (1)(209) 938-5506Website ↗
- Wanda's Tax ServicesTax Preparation★ 4.5 (41)(209) 333-2112
- BORDERLESS TAX DMV & INSURANCE AGENCYTax Preparation★ 4.4 (12)
- L & M Tax ServicesTax Preparation★ 4.3 (8)(209) 333-8400
- Dulceria 3 HermanasTax Preparation★ 4.0 (3)(209) 310-2679
- Tom E Burns - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 4.0 (2)(209) 367-0236Website ↗
- Barrera Income TaxTax Preparation★ 4.0 (1)(209) 263-7027
- New York Life Albert PaulaFinancial Planning★ 4.0 (1)(209) 333-2400Website ↗
- Tammy's Tax Service & Bookkeeping, Inc.Tax Preparation★ 3.7 (3)(209) 224-8325
- MJ Bookkeeping ServicesBookkeeping★ 2.7 (7)(209) 625-8019
- Connie Lorz EABookkeeping★ 2.3 (3)(209) 333-8488Website ↗
- J & J Bookkeeping ServicesTax Preparation★ 2.3 (3)(209) 948-1717
- AATax Preparation★ 2.1 (7)(209) 365-7303
- Bruce W Rich CPACPA Firm(209) 481-2785
- DeJong's Quantum Tax Strategies A Professional Accountancy CorpAccountant(209) 369-3665Website ↗
- Dennis M Douville, CPACPA Firm(209) 334-1565
- G Brock Armstrong, CPACPA Firm(209) 747-9880
- Gary Daniel, CPACPA Firm(209) 369-1360
- Gary L. Woehl CPACPA Firm(209) 610-9500
- Green, Polack & CompanyTax Preparation(209) 333-0637Website ↗
- Koning And AssociatesTax Preparation(925) 788-3784
- Kpmg LLPTax Preparation(916) 554-1171
- Nicholas & Robison AccountingAccountant(209) 642-4795Website ↗
- Teresa E. Culbertsin Accountancy CorpAccountant(209) 366-2948
How to choose an accountant in Lodi
- 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 Lodi?
- We list 20 accounting firms in Lodi, California that have a website and a public review record, 13 of which hold a 4.5★+ Google rating. 69 businesses in Lodi appear in the underlying public data.
- How much does an accountant cost in Lodi?
- 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.