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; use the service links above to narrow the list.
By service in Monterey
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.
Top accounting firms in Monterey
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | H&R Block✓ | CPA Firm | ★ 5.0 | 34 |
| 2 | First Command Financial Advisor - David Slater, RICP®|CFP®✓ | Financial Planning | ★ 5.0 | 23 |
| 3 | The Mattox Group✓ | CPA Firm | ★ 5.0 | 11 |
| 4 | Ganeles & Associates - A Monterey CPA Firm✓ | CPA Firm | ★ 5.0 | 10 |
| 5 | First Command Financial Advisor - Chalitda Hughes✓ | Financial Planning | ★ 5.0 | 9 |
More firms in Monterey
- Central Coast Financial ManagementFinancial Planning★ 5.0 (3)+1831-275-2608Website ↗
- First CommandFinancial Planning★ 5.0 (3)+1831-649-8772Website ↗
- Evanson Asset ManagementFinancial Planning★ 5.0 (2)+1831-333-2060Website ↗
- Juran Wealth Management Inc.Financial Planning★ 5.0 (2)+1831-324-4877Website ↗
- Legal Tech Time AccountingBookkeeping★ 5.0 (2)+1831-656-0834Website ↗
- Barry Dolowich, CPA, Inc.CPA Firm★ 5.0 (1)+1831-372-7200
- Integris Wealth ManagementFinancial Planning★ 5.0 (1)+1831-333-1717Website ↗
- Karen Turner - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)+1831-419-4725Website ↗
- Merrill Lynch Financial Advisor Kay SullivanFinancial Planning★ 5.0 (1)+1831-264-9457Website ↗
- Monterey Peninsula BusinessTax Preparation★ 5.0 (1)+1831-649-5554
- Poulos James F CPAAccountant★ 5.0 (1)+1831-372-8422
- Rand, Williams & Associates, LLCFinancial Planning★ 5.0 (1)+1831-648-4249Website ↗
- Creative PlanningFinancial Planning★ 4.0 (4)+1831-372-3426Website ↗
- Royal Alliance Associates IncFinancial Planning★ 4.0 (1)+1831-655-5131Website ↗
- Blakenship Marilyn T CPAAccountant★ 3.7 (3)+1831-657-0525
- RINA R. TRINGALI, CPA, CFECPA Firm★ 3.0 (6)+1831-372-4272
- Merrill Lynch Wealth ManagementFinancial Planning★ 2.7 (3)+1831-264-9000Website ↗
- Accounting by FrancescaAccountant★ 1.0 (1)+1831-920-1670Website ↗
- Kathy Davi, CPA, PCCPA Firm★ 1.0 (1)+1831-324-0530
- Athas Karahalios CPACPA Firm+1 831-373-3247
- Cynthia Schnarre-Healy, CPACPA Firm+1 831-655-3716
- Devin Financial GroupTax Preparation+1 831-647-8445Website ↗
- Lori Runkle CPA EACPA Firm+1 831-372-4477
- Major Accountancy GroupAccountant+1 831-432-3161Website ↗
- Precision CPACPA Firm+1 831-277-4616Website ↗
- Susan F Turner, CPACPA Firm+1 831-747-1245
- Tostevin Accountancy CorpAccountant+1 831-372-7348
- Victor I Feuerstein, CPACPA Firm+1 831-915-0053
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.