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Accountants in Petaluma, CA — 15 Top-Rated Firms (2026)

We list 15 accounting firms in Petaluma, California that have a website and a public review record — 7 CPA firms, 5 financial planners, 2 bookkeepers, and 1 tax preparer. 7 hold a Google rating of 4.5★ or higher, and the average across the 15 rated firms here is 4.11★. 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 Petaluma

🧮CPAs & Accountants7📈Financial Planners5

The highest-rated firm in Petaluma is Lucey Wealth Advisors LLC (5.0★, 8 reviews). 7 of 15 rated firms hold a 4.5★ or higher Google rating.

LW
Lucey Wealth Advisors LLC✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering financial planning, and advisory. Rated 5.0★ across 8 Google reviews.
★5.0 (8)
☎↗
TA
Torkelson & Associates CPAs, LLP✓ VerifiedIRS PTIN
BookkeepingPetaluma, CA
Bookkeeping in Petaluma, California offering bookkeeping, tax preparation, and tax planning.
★5.0 (2)
☎↗
BM
Baldwin, McGaughey & Co. LLP✓ VerifiedIRS PTIN
CPA FirmPetaluma, CA
CPA Firm in Petaluma, California offering accounting & tax.
★5.0 (1)
☎↗
NB
North Bay CPAIRS PTIN
CPA FirmPetaluma, CA
CPA Firm in Petaluma, California offering bookkeeping.
★5.0 (1)
☎↗
HI
Hispano Income Tax✓ Verified
BookkeepingPetaluma, CA
Bookkeeping in Petaluma, California offering bookkeeping, payroll, and tax preparation. Rated 4.9★ across 84 Google reviews.
★4.9 (84)
☎↗
HB
H&R Block✓ Verified
CPA FirmPetaluma, CA
CPA Firm in Petaluma, California offering tax preparation, tax planning, and advisory. Rated 4.8★ across 47 Google reviews.
★4.8 (47)
☎↗
HB
H&R Block✓ Verified
CPA FirmPetaluma, CA
CPA Firm in Petaluma, California offering tax preparation, tax planning, and advisory. Rated 4.6★ across 121 Google reviews.
★4.6 (121)
☎↗
RC
Redwood Credit Union✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering financial planning. Rated 4.4★ across 52 Google reviews.
★4.4 (52)
☎↗
ST
Strategic Tax and Accounting Group✓ VerifiedIRS PTIN
CPA FirmPetaluma, CA
CPA Firm in Petaluma, California offering bookkeeping, and financial planning. Rated 4.2★ across 21 Google reviews.
★4.2 (21)
☎↗
BA
Block Advisors✓ Verified
CPA FirmPetaluma, CA
CPA Firm in Petaluma, California offering bookkeeping, and tax preparation. Rated 3.9★ across 9 Google reviews.
★3.9 (9)
☎↗
HR
Haas & Reaney, LLP✓ VerifiedIRS PTIN
Tax PreparationPetaluma, CA
Tax Preparation in Petaluma, California offering tax preparation. Rated 3.7★ across 6 Google reviews.
★3.7 (6)
☎↗
BO
Bank of America Financial Center✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering financial planning, and advisory. Rated 3.1★ across 8 Google reviews.
★3.1 (8)
☎↗
SP
Sorren - Petaluma✓ VerifiedIRS PTIN
CPA FirmPetaluma, CA
CPA Firm in Petaluma, California offering bookkeeping, and audit & assurance.
★3.0 (4)
☎↗
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering advisory. Rated 2.6★ across 13 Google reviews.
★2.6 (13)
☎↗
BO
Bank of America Financial Center✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering financial planning, and advisory. Rated 2.4★ across 37 Google reviews.
★2.4 (37)
☎↗

Top accounting firms in Petaluma

#FirmServiceRatingReviews
1Lucey Wealth Advisors LLC✓Financial Planning★ 5.08
2Torkelson & Associates CPAs, LLP✓Bookkeeping★ 5.02
3Baldwin, McGaughey & Co. LLP✓CPA Firm★ 5.01
4North Bay CPACPA Firm★ 5.01
5Hispano Income Tax✓Bookkeeping★ 4.984

More firms in Petaluma

How to choose an accountant in Petaluma

  • ✓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 Petaluma?+

We list 15 accounting firms in Petaluma, California that have a website and a public review record, 7 of which hold a 4.5★+ Google rating. 64 businesses in Petaluma appear in the underlying public data.

How much does an accountant cost in Petaluma?+

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.

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