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; use the service links above to narrow the list.
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By service in Lodi
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.
VA
Valley Accounting Firm✓ Verified
CPA FirmLodi, CA
CPA Firm in Lodi, California offering bookkeeping, payroll, and tax preparation. Rated 5.0★ across 151 Google reviews.
VT
VW Tax Service✓ Verified
Tax PreparationLodi, CA
Tax Preparation in Lodi, California offering tax preparation. Rated 5.0★ across 15 Google reviews.
RA
CPA FirmLodi, CA
CPA Firm in Lodi, California offering bookkeeping, tax planning, and advisory.
SA
JH
Jackson Hewitt Tax Service✓ Verified
Tax PreparationLodi, CA
Tax Preparation in Lodi, California offering tax preparation, tax planning, and advisory. Rated 4.9★ across 117 Google reviews.
JH
Jackson Hewitt Tax Service✓ Verified
Tax PreparationLodi, CA
Tax Preparation in Lodi, California offering tax preparation, tax planning, and advisory. Rated 4.9★ across 29 Google reviews.
LT
Liberty Tax✓ Verified
Tax PreparationLodi, CA
Tax Preparation in Lodi, California offering tax preparation, tax planning, and advisory. Rated 4.7★ across 48 Google reviews.
JC
Tax PreparationLodi, CA
Tax Preparation in Lodi, California offering tax preparation. Rated 4.6★ across 98 Google reviews.
SA
BookkeepingLodi, CA
Bookkeeping in Lodi, California offering bookkeeping, tax preparation, and tax planning. Rated 4.6★ across 37 Google reviews.
PF
Financial PlanningLodi, CA
Financial Planning in Lodi, California offering financial planning, and advisory. Rated 4.6★ across 10 Google reviews.
FA
Fiesta Auto Insurance & Tax Service✓ Verified
Tax PreparationLodi, CA
Tax Preparation in Lodi, California offering tax preparation. Rated 4.4★ across 90 Google reviews.
PT
Tax PreparationLodi, CA
Tax Preparation in Lodi, California offering tax preparation. Rated 4.3★ across 6 Google reviews.
BT
Binning Tax Service✓ Verified
BookkeepingLodi, CA
Bookkeeping in Lodi, California offering bookkeeping, payroll, and tax preparation. Rated 3.8★ across 20 Google reviews.
CV
Central Valley Financial Services✓ Verified
BookkeepingLodi, CA
Bookkeeping in Lodi, California offering bookkeeping. Rated 3.0★ across 12 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningLodi, CA
Financial Planning in Lodi, California offering financial planning, and advisory. Rated 2.6★ across 61 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningLodi, CA
Financial Planning in Lodi, California offering advisory. Rated 2.6★ across 21 Google reviews.
Top accounting firms in Lodi
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Valley Accounting Firm✓ | CPA Firm | ★ 5.0 | 151 |
| 2 | VW Tax Service✓ | Tax Preparation | ★ 5.0 | 15 |
| 3 | Rehman and Co CPA✓ | CPA Firm | ★ 5.0 | 4 |
| 4 | Solari Accountancy | Accountant | ★ 5.0 | 1 |
| 5 | Jackson Hewitt Tax Service✓ | Tax Preparation | ★ 4.9 | 117 |
More firms in Lodi
- MY Tax ServicesTax Preparation★ 5.0 (21)+1209-366-4731
- A.R.Khan Tax & ServicesTax Preparation★ 5.0 (10)
- Linda's Tax ServicesTax Preparation★ 5.0 (7)+1209-339-0443
- Morita Kevin K CPAAccountant★ 5.0 (4)+1209-368-5324
- Bridge Pointe Financial GroupFinancial Planning★ 5.0 (3)+1209-367-8700Website ↗
- Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (3)+1209-367-8700Website ↗
- Nicholas & Robinson CPAAccountant★ 5.0 (3)+1209-334-3396Website ↗
- Duncan & CoTax Preparation★ 5.0 (2)+1209-339-0100
- Kalenas Kitchen L.L.CFinancial Planning★ 5.0 (2)+1209-370-4307
- KELLY RAY BROWN, CPACPA Firm★ 5.0 (2)+1209-367-4694Website ↗
- Mc Gladdery Matthew CPATax Preparation★ 5.0 (2)+1209-334-3497
- Multiple Legal ServiceTax Preparation★ 5.0 (2)+1209-681-2373
- Tolson Poore & ZamoraTax Preparation★ 5.0 (2)+1209-334-1065
- 4thGEN Wealth Management, LLCFinancial Planning★ 5.0 (1)+1209-263-0330Website ↗
- A To Z Bookkeeping & Tax ServicesTax Preparation★ 5.0 (1)+1209-570-9047
- Albert Paula, Financial Advisor - Parkwest Financial & Insurance SolutionsFinancial Planning★ 5.0 (1)+1209-333-2400Website ↗
- America's Professional Tax ServicesTax Preparation★ 5.0 (1)+1209-339-4886
- Armstrong G BrockAccountant★ 5.0 (1)+1209-334-2903
- Lisa Sheeran Certified Public AccountantCPA Firm★ 5.0 (1)+1209-224-5566Website ↗
- Lodi Tax ExpertTax Preparation★ 5.0 (1)+1209-339-9577
- Quality Business ServicesTax Preparation★ 5.0 (1)+1209-333-8488Website ↗
- Raymond James Financial ServicesFinancial Planning★ 5.0 (1)+1209-367-2452Website ↗
- Rieger Robin CPAAccountant★ 5.0 (1)+1209-369-5345
- Sam Bellestri - Raymond JamesFinancial Planning★ 5.0 (1)+1209-333-4500Website ↗
- Stephen Benjestorf - Raymond JamesFinancial Planning★ 5.0 (1)+1209-625-8523Website ↗
- The Elite BookkeepingBookkeeping★ 5.0 (1)+1209-938-5506Website ↗
- Wanda's Tax ServicesTax Preparation★ 4.5 (41)+1209-333-2112
- BORDERLESS TAX DMV & INSURANCE AGENCYTax Preparation★ 4.4 (12)
- L & M Tax ServicesTax Preparation★ 4.3 (8)+1209-333-8400
- Dulceria 3 HermanasTax Preparation★ 4.0 (3)+1209-310-2679
- Tom E Burns - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 4.0 (2)+1209-367-0236Website ↗
- Barrera Income TaxTax Preparation★ 4.0 (1)+1209-263-7027
- New York Life Albert PaulaFinancial Planning★ 4.0 (1)+1209-333-2400Website ↗
- Tammy's Tax Service & Bookkeeping, Inc.Tax Preparation★ 3.7 (3)+1209-224-8325
- MJ Bookkeeping ServicesBookkeeping★ 2.7 (7)+1209-625-8019
- Connie Lorz EABookkeeping★ 2.3 (3)+1209-333-8488Website ↗
- J & J Bookkeeping ServicesTax Preparation★ 2.3 (3)+1209-948-1717
- AATax Preparation★ 2.1 (7)+1209-365-7303
- Bruce W Rich CPACPA Firm+1 209-481-2785
- DeJong's Quantum Tax Strategies A Professional Accountancy CorpAccountant+1 209-369-3665Website ↗
- Dennis M Douville, CPACPA Firm+1 209-334-1565
- G Brock Armstrong, CPACPA Firm+1 209-747-9880
- Gary Daniel, CPACPA Firm+1 209-369-1360
- Gary L. Woehl CPACPA Firm+1 209-610-9500
- Green, Polack & CompanyTax Preparation+1 209-333-0637Website ↗
- Koning And AssociatesTax Preparation+1 925-788-3784
- Kpmg LLPTax Preparation+1 916-554-1171
- Nicholas & Robison AccountingAccountant+1 209-642-4795Website ↗
- Teresa E. Culbertsin Accountancy CorpAccountant+1 209-366-2948
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.