Accountants in Monterey, CA — 22 Top-Rated Firms (2026)
We list 22 accounting firms in Monterey, California that have a website and a public review record — 13 CPA firms, 5 financial planners, and 4 tax preparers. 9 hold a Google rating of 4.5★ or higher, and the average across the 22 rated firms here is 3.87★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (13)|Financial Planners (5)
The highest-rated firm in Monterey is H&R Block (5.0★, 34 reviews). 9 of 22 rated firms hold a 4.5★ or higher Google rating.
Showing 22 of 22 firms · sorted by Google rating
1.
H&R Block
★★★★★★★★★★5.0(34 Google reviews)✓ Verified on Google
CPA Firm · 1712 Pvt Bolio Rd Bldg 517, Monterey, CA 93940
Services: tax preparation, tax planning, advisory
2.
First Command Financial Advisor - David Slater, RICP®|CFP®
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 200 Camino Aguajito Ste 201, Monterey, CA 93940
3.
The Mattox Group
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
CPA Firm · 659 Abrego St Ste 1A, Monterey, CA 93940
Services: tax preparation
4.
Ganeles & Associates - A Monterey CPA Firm
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1900 Garden Rd #240, Monterey, CA 93940
Services: bookkeeping
5.
First Command Financial Advisor - Chalitda Hughes
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 200 Camino Aguajito Suite 201, Monterey, CA 93940
6.
Compass Tax And Financial Services, Inc
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Tax Preparation · 2511 Garden Rd # B150, Monterey, CA 93940
7.
Finn & Cohen
★★★★★★★★★★5.0(2 Google reviews)IRS PTIN
CPA Firm · 425 Pacific St #302, Monterey, CA 93940
Services: advisory
8.
Block Advisors
★★★★★★★★★★4.8(40 Google reviews)✓ Verified on Google
CPA Firm · 99 Pacific St Bldg 575 Ste E, Monterey, CA 93940
Services: bookkeeping, tax preparation
9.
H&R Block
★★★★★★★★★★4.7(89 Google reviews)✓ Verified on Google
CPA Firm · 2440 N Fremont St Ste 206, Monterey, CA 93940
Services: tax preparation, tax planning, advisory
10.
H&R Block
★★★★★★★★★★4.3(26 Google reviews)✓ Verified on Google
Tax Preparation · 685 Lighthouse Ave, Monterey, CA 93940
11.
AJ Houston Financial Services
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 225 Cannery Row #21, Monterey, CA 93940
Services: bookkeeping
12.
Fidelity Investments
★★★★★★★★★★3.8(11 Google reviews)✓ Verified on Google
Financial Planning · 553 Munras Ave, Monterey, CA 93940
13.
Barbara Simonich, CPA
★★★★★★★★★★3.8(6 Google reviews)
Tax Preparation · 10 Harris Ct, Monterey, CA 93940
14.
BMO Bank N.A Branches
★★★★★★★★★★3.7(14 Google reviews)✓ Verified on Google
Financial Planning · 1050 Del Monte Center, Monterey, CA 93940
Services: advisory
15.
TOLKAN & ITO, CPA's
★★★★★★★★★★3.7(3 Google reviews)IRS PTIN
Tax Preparation · 659 Abrego St #1B, Monterey, CA 93940
16.
Joel Knight Tax & Business Services
★★★★★★★★★★3.0(6 Google reviews)
Accountant · 9825 Blue Larkspur Ln, Monterey, CA 93940
Services: accounting
17.
JK Chyo & Company
★★★★★★★★★★3.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1010 Cass St suite d-10, Monterey, CA 93940
Services: tax preparation
18.
Bianchi, Kasavan & Pope, LLP
★★★★★★★★★★3.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1000 Munras Ave Suite 200, Monterey, CA 93940
Services: tax preparation
19.
Bank of America Financial Center
★★★★★★★★★★2.6(38 Google reviews)✓ Verified on Google
Financial Planning · 200 E Franklin St, Monterey, CA 93940
Services: advisory
20.
CAL Accounting, P.C.
★★★★★★★★★★2.3(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 98 Del Monte Ave #202, Monterey, CA 93940
Services: bookkeeping
21.
Ward Accountancy Inc
★★★★★★★★★★2.3(3 Google reviews)IRS PTIN
CPA Firm · 10 Bonifacio Pl, Monterey, CA 93940
Services: accounting & tax
22.
McGilloway, Ray, Brown & Kaufman
★★★★★★★★★★1.0(1 Google review)IRS PTIN
CPA Firm · 2511 Garden Rd a180, Monterey, CA 93940
Services: accounting & tax
Top accounting firms in Monterey
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | H&R Block | CPA Firm | 5.0 / 5 | 34 |
| 2 | First Command Financial Advisor - David Slater, RICP®|CFP® | Financial Planning | 5.0 / 5 | 23 |
| 3 | The Mattox Group | CPA Firm | 5.0 / 5 | 11 |
| 4 | Ganeles & Associates - A Monterey CPA Firm | CPA Firm | 5.0 / 5 | 10 |
| 5 | First Command Financial Advisor - Chalitda Hughes | Financial Planning | 5.0 / 5 | 9 |
More Firms in Monterey
Firms without a website or enough reviews for a profile page of their own.
- Central Coast Financial ManagementFinancial Planning★ 5.0 (3)(831) 275-2608Website ↗
- First CommandFinancial Planning★ 5.0 (3)(831) 649-8772Website ↗
- Evanson Asset ManagementFinancial Planning★ 5.0 (2)(831) 333-2060Website ↗
- Juran Wealth Management Inc.Financial Planning★ 5.0 (2)(831) 324-4877Website ↗
- Legal Tech Time AccountingBookkeeping★ 5.0 (2)(831) 656-0834Website ↗
- Barry Dolowich, CPA, Inc.CPA Firm★ 5.0 (1)(831) 372-7200
- Integris Wealth ManagementFinancial Planning★ 5.0 (1)(831) 333-1717Website ↗
- Karen Turner - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)(831) 419-4725Website ↗
- Merrill Lynch Financial Advisor Kay SullivanFinancial Planning★ 5.0 (1)(831) 264-9457Website ↗
- Monterey Peninsula BusinessTax Preparation★ 5.0 (1)(831) 649-5554
- Poulos James F CPAAccountant★ 5.0 (1)(831) 372-8422
- Rand, Williams & Associates, LLCFinancial Planning★ 5.0 (1)(831) 648-4249Website ↗
- Creative PlanningFinancial Planning★ 4.0 (4)(831) 372-3426Website ↗
- Royal Alliance Associates IncFinancial Planning★ 4.0 (1)(831) 655-5131Website ↗
- Blakenship Marilyn T CPAAccountant★ 3.7 (3)(831) 657-0525
- RINA R. TRINGALI, CPA, CFECPA Firm★ 3.0 (6)(831) 372-4272
- Merrill Lynch Wealth ManagementFinancial Planning★ 2.7 (3)(831) 264-9000Website ↗
- Accounting by FrancescaAccountant★ 1.0 (1)(831) 920-1670Website ↗
- Kathy Davi, CPA, PCCPA Firm★ 1.0 (1)(831) 324-0530
- Athas Karahalios CPACPA Firm(831) 373-3247
- Cynthia Schnarre-Healy, CPACPA Firm(831) 655-3716
- Devin Financial GroupTax Preparation(831) 647-8445Website ↗
- Lori Runkle CPA EACPA Firm(831) 372-4477
- Major Accountancy GroupAccountant(831) 432-3161Website ↗
- Precision CPACPA Firm(831) 277-4616Website ↗
- Susan F Turner, CPACPA Firm(831) 747-1245
- Tostevin Accountancy CorpAccountant(831) 372-7348
- Victor I Feuerstein, CPACPA Firm(831) 915-0053
How to choose an accountant in Monterey
- 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 Monterey?
- We list 22 accounting firms in Monterey, California that have a website and a public review record, 9 of which hold a 4.5★+ Google rating. 50 businesses in Monterey appear in the underlying public data.
- How much does an accountant cost in Monterey?
- 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.