a8accounting8

Accountants in Pleasanton, CA — 40 Top-Rated Firms (2026)

We list 40 accounting firms in Pleasanton, California that have a website and a public review record — 15 tax preparers, 14 CPA firms, 9 financial planners, and 2 bookkeepers. 21 hold a Google rating of 4.5★ or higher, and the average across the 40 rated firms here is 4.27★. They are sorted by Google rating and review count; use the service links above to narrow the list.

✦
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
Add your firm →

By service in Pleasanton

🧮CPAs & Accountants14🧾Tax Preparers15📈Financial Planners9

The highest-rated firm in Pleasanton is SNP Tax & Financials (5.0★, 140 reviews). 21 of 40 rated firms hold a 4.5★ or higher Google rating.

ST
SNP Tax & Financials✓ Verified
BookkeepingPleasanton, CA
Bookkeeping in Pleasanton, California offering bookkeeping, tax preparation, and advisory. Rated 5.0★ across 140 Google reviews.
★5.0 (140)
☎↗
MT
My Tax and Mortgage✓ VerifiedIRS PTIN
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation. Rated 5.0★ across 38 Google reviews.
★5.0 (38)
☎↗
MC
Milestone Certified Public Accountants✓ VerifiedIRS PTIN
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering bookkeeping, and tax preparation. Rated 5.0★ across 35 Google reviews.
★5.0 (35)
☎↗
TB
Tax Bears✓ Verified
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering tax preparation. Rated 5.0★ across 25 Google reviews.
★5.0 (25)
☎↗
MC
Mirador Capital Partners✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 5.0★ across 20 Google reviews.
★5.0 (20)
☎↗
PA
PRECISION ACCOUNTING AND TAX CPA✓ VerifiedIRS PTIN
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering accounting & tax. Rated 5.0★ across 15 Google reviews.
★5.0 (15)
☎↗
KT
Krishna Tax Services✓ Verified
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation. Rated 5.0★ across 11 Google reviews.
★5.0 (11)
☎↗
CT
Conley's Tax Service✓ Verified
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation. Rated 5.0★ across 9 Google reviews.
★5.0 (9)
☎↗
SA
SJ Accounting Consulting CPA CFP✓ VerifiedIRS PTIN
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering bookkeeping, and advisory.
★5.0 (3)
☎↗
DE
David E. Chopp CPA✓ VerifiedIRS PTIN
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering accounting & tax.
★5.0 (2)
☎↗
SM
Strother, Moreno & Fayollat, CPAs, LLP✓ VerifiedIRS PTIN
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation.
★5.0 (1)
☎↗
JH
Jackson Hewitt Tax Service✓ Verified
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation, tax planning, and advisory. Rated 4.9★ across 44 Google reviews.
★4.9 (44)
☎↗
FT
FinloTax | Tax Planning, Bookkeeping & CFO✓ Verified
BookkeepingPleasanton, CA
Bookkeeping in Pleasanton, California offering bookkeeping, and tax preparation. Rated 4.9★ across 27 Google reviews.
★4.9 (27)
☎↗
SC
Sterling Certified Public Accountants, Inc✓ VerifiedIRS PTIN
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering payroll, and financial planning. Rated 4.9★ across 9 Google reviews.
★4.9 (9)
☎↗
AT
Allied Tax Planners✓ Verified
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation. Rated 4.8★ across 21 Google reviews.
★4.8 (21)
☎↗
SP
Sierra Pacific Private Wealth, LLC✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning, and advisory. Rated 4.8★ across 6 Google reviews.
★4.8 (6)
☎↗
SG
Sanjiv Gupta CPA✓ Verified
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering tax preparation. Rated 4.7★ across 55 Google reviews.
★4.7 (55)
☎↗
BA
Beyond Academy✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 4.7★ across 49 Google reviews.
★4.7 (49)
☎↗
RC
Rita CPA✓ VerifiedIRS PTIN
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering payroll, and tax preparation. Rated 4.6★ across 10 Google reviews.
★4.6 (10)
☎↗
BA
Block Advisors✓ Verified
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering bookkeeping, and tax preparation. Rated 4.5★ across 77 Google reviews.
★4.5 (77)
☎↗
DT
Diwakar Taxes Pleasanton✓ Verified
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation. Rated 4.5★ across 28 Google reviews.
★4.5 (28)
☎↗
CJ
Cho Jenny CPAIRS PTIN
AccountantPleasanton, CA
Accountant in Pleasanton, California offering accounting. Rated 4.4★ across 7 Google reviews.
★4.4 (7)
☎↗
HB
H&R Block✓ VerifiedIRS PTIN
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering tax preparation, tax planning, and advisory. Rated 4.3★ across 107 Google reviews.
★4.3 (107)
☎↗
HC
Huebner CPA, Inc.✓ VerifiedIRS PTIN
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering accounting & tax. Rated 4.3★ across 6 Google reviews.
★4.3 (6)
☎↗
AT
Adap Tax Financial, Inc.✓ VerifiedIRS PTIN
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation, and financial planning.
★4.3 (3)
☎↗
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering advisory. Rated 4.2★ across 14 Google reviews.
★4.2 (14)
☎↗
NC
Nuvision Credit Union✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 4.0★ across 23 Google reviews.
★4.0 (23)
☎↗
DP
De Pretis CPAs✓ VerifiedIRS PTIN
AccountantPleasanton, CA
Accountant in Pleasanton, California offering accounting.
★4.0 (4)
☎↗
TT
Tri-Valley Tax and Financial Services, Inc✓ Verified
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation, tax planning, and advisory. Rated 3.9★ across 15 Google reviews.
★3.9 (15)
☎↗
FY
Focus Your Finance, Inc✓ VerifiedIRS PTIN
CPA FirmPleasanton, CA
CPA Firm in Pleasanton, California offering accounting & tax. Rated 3.7★ across 21 Google reviews.
★3.7 (21)
☎↗
FA
Fox & Associates
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation. Rated 3.7★ across 6 Google reviews.
★3.7 (6)
☎↗
AP
ADP Pleasanton✓ Verified
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering advisory. Rated 3.4★ across 5 Google reviews.
★3.4 (5)
☎↗
BO
Bank of America Financial Center✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning, and advisory. Rated 3.3★ across 67 Google reviews.
★3.3 (67)
☎↗
PC
Patelco Credit Union Dublin✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 3.3★ across 50 Google reviews.
★3.3 (50)
☎↗
AT
AMTS Tax Services
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation. Rated 3.2★ across 9 Google reviews.
★3.2 (9)
☎↗
PC
Patelco Credit Union✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 3.1★ across 26 Google reviews.
★3.1 (26)
☎↗
BO
Bank of America Financial Center✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning, and advisory. Rated 3.1★ across 21 Google reviews.
★3.1 (21)
☎↗
D
Deloitte✓ Verified
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax planning, audit & assurance, and advisory. Rated 3.1★ across 7 Google reviews.
★3.1 (7)
☎↗
AC
ACG - Certified Public AccountantsIRS PTIN
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering tax preparation.
★3.0 (4)
☎↗
AP
ADP Pleasanton✓ Verified
Tax PreparationPleasanton, CA
Tax Preparation in Pleasanton, California offering advisory. Rated 2.3★ across 6 Google reviews.
★2.3 (6)
☎↗

Top accounting firms in Pleasanton

#FirmServiceRatingReviews
1SNP Tax & Financials✓Bookkeeping★ 5.0140
2My Tax and Mortgage✓Tax Preparation★ 5.038
3Milestone Certified Public Accountants✓CPA Firm★ 5.035
4Tax Bears✓CPA Firm★ 5.025
5Mirador Capital Partners✓Financial Planning★ 5.020

More firms in Pleasanton

How to choose an accountant in Pleasanton

  • ✓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 Pleasanton?+

We list 40 accounting firms in Pleasanton, California that have a website and a public review record, 21 of which hold a 4.5★+ Google rating. 112 businesses in Pleasanton appear in the underlying public data.

How much does an accountant cost in Pleasanton?+

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.

Keep exploring

DublinLivermoreDanvilleSan RamonCastro ValleyUnion CitySan LorenzoHayward