Accountants in Pismo Beach, CA — 3 Top-Rated Firms (2026)
We list 3 accounting firms in Pismo Beach, California that have a website and a public review record — 1 financial planner, 1 bookkeeper, and 1 CPA firm. 3 hold a Google rating of 4.5★ or higher, and the average across the 3 rated firms here is 5.00★. They are sorted by Google rating and review count.
The highest-rated firm in Pismo Beach is Sherri Banta Group (5.0★, 13 reviews). 3 of 3 rated firms hold a 4.5★ or higher Google rating.
Top accounting firms in Pismo Beach
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Sherri Banta Group | Financial Planning | 5.0 / 5 | 13 |
| 2 | AUXILEE Bookkeeping Services | Bookkeeping | 5.0 / 5 | 5 |
| 3 | Thornburgh CPA | CPA Firm | 5.0 / 5 | 2 |
More Firms in Pismo Beach
Firms without a website or enough reviews for a profile page of their own.
- Brittingham Financial GroupFinancial Planning★ 5.0 (2)(805) 295-6555Website ↗
- Dritsas and CompanyBookkeeping★ 5.0 (2)(805) 586-3250Website ↗
- Nolberto Chavez - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)(805) 773-9468Website ↗
- Royal Alliance Associates IncFinancial Planning★ 5.0 (1)(805) 773-7474Website ↗
- Brian Boyle - ThriventFinancial Planning★ 1.0 (1)(805) 692-1122Website ↗
- Ann C Ketelaar CPACPA Firm(805) 550-7718
- Caliber Accounting & Tax, LLPAccountant(805) 888-0200Website ↗
- Cathy McKenna Business ServicesTax Preparation(805) 441-0959
- Janet S. George, CPACPA Firm(805) 440-6173
- Matt Reese, CPACPA Firm(805) 481-7474
How to choose an accountant in Pismo Beach
- 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 Pismo Beach?
- We list 3 accounting firms in Pismo Beach, California that have a website and a public review record, 3 of which hold a 4.5★+ Google rating. 13 businesses in Pismo Beach appear in the underlying public data.
- How much does an accountant cost in Pismo Beach?
- 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.