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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.

By service: CPAs & Accountants (14)|Tax Preparers (15)|Financial Planners (9)

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.

Showing 40 of 40 firms · sorted by Google rating
1.
SNP Tax & Financials
★★★★★★★★★★5.0(140 Google reviews)✓ Verified on Google
Bookkeeping · 3015 Hopyard Rd Ste u, Pleasanton, CA 94588
Services: tax preparation, advisory
(925) 800-3561WebsiteMore info
2.
My Tax and Mortgage
★★★★★★★★★★5.0(38 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 4900 Hopyard Rd Suit 100, Pleasanton, CA 94588
(916) 548-0743WebsiteMore info
3.
Milestone Certified Public Accountants
★★★★★★★★★★5.0(35 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 6200 Stoneridge Mall Rd Ste 300, Pleasanton, CA 94588
Services: bookkeeping, tax preparation
(925) 320-0309WebsiteMore info
4.
Tax Bears
★★★★★★★★★★5.0(25 Google reviews)✓ Verified on Google
CPA Firm · 7901 Stoneridge Dr Suite 520, Pleasanton, CA 94588
Services: tax preparation
(925) 699-2302WebsiteMore info
5.
Mirador Capital Partners
★★★★★★★★★★5.0(20 Google reviews)✓ Verified on Google
Financial Planning · 6700 Koll Center Pkwy #230, Pleasanton, CA 94566
(925) 621-1000WebsiteMore info
6.
PRECISION ACCOUNTING AND TAX CPA
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 608 Main St STE G, Pleasanton, CA 94566
Services: accounting & tax
(408) 931-4303WebsiteMore info
7.
Krishna Tax Services
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Tax Preparation · 6200 Stoneridge Mall Rd Ste 300, Pleasanton, CA 94588
(510) 552-7490WebsiteMore info
8.
Conley's Tax Service
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Tax Preparation · 618 Main St Ste C, Pleasanton, CA 94566
(925) 846-6594WebsiteMore info
9.
SJ Accounting Consulting CPA CFP
★★★★★★★★★★5.0(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 4695 Chabot Dr STE 200, Pleasanton, CA 94588
Services: bookkeeping, advisory
(408) 430-7326WebsiteMore info
10.
David E. Chopp CPA
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 7041 Koll Center Pkwy #260, Pleasanton, CA 94566
Services: accounting & tax
(925) 398-8102WebsiteMore info
11.
Strother, Moreno & Fayollat, CPAs, LLP
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Tax Preparation · 6700 Koll Center Pkwy #320, Pleasanton, CA 94566
(925) 484-3000WebsiteMore info
12.
Jackson Hewitt Tax Service
★★★★★★★★★★4.9(44 Google reviews)✓ Verified on Google
Tax Preparation · 4501 Rosewood Dr, Pleasanton, CA 94588
Services: tax planning, advisory
(925) 520-3400WebsiteMore info
13.
FinloTax | Tax Planning, Bookkeeping & CFO
★★★★★★★★★★4.9(27 Google reviews)✓ Verified on Google
Bookkeeping · 1811 Santa Rita Rd #200, Pleasanton, CA 94566
Services: tax preparation
(408) 822-9406WebsiteMore info
14.
Sterling Certified Public Accountants, Inc
★★★★★★★★★★4.9(9 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 5776 Stoneridge Mall Rd # 250, Pleasanton, CA 94588
Services: payroll, financial planning
(925) 425-9307WebsiteMore info
15.
Allied Tax Planners
★★★★★★★★★★4.8(21 Google reviews)✓ Verified on Google
Tax Preparation · 7300B Johnston Rd, Pleasanton, CA 94588
(925) 248-6800WebsiteMore info
16.
Sierra Pacific Private Wealth, LLC
★★★★★★★★★★4.8(6 Google reviews)✓ Verified on Google
Financial Planning · 7077 Koll Center Pkwy #120, Pleasanton, CA 94566
Services: advisory
(925) 223-8868WebsiteMore info
17.
Sanjiv Gupta CPA
★★★★★★★★★★4.7(55 Google reviews)✓ Verified on Google
CPA Firm · 5820 Stoneridge Mall Rd Ste 222, Pleasanton, CA 94588
Services: tax preparation
(925) 905-0024WebsiteMore info
18.
Beyond Academy
★★★★★★★★★★4.7(49 Google reviews)✓ Verified on Google
Financial Planning · 4695 Chabot Dr STE 200, Pleasanton, CA 94588
(925) 690-2880WebsiteMore info
19.
Rita CPA
★★★★★★★★★★4.6(10 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 3983 Fairlands Dr, Pleasanton, CA 94588
Services: payroll, tax preparation
(925) 523-6662WebsiteMore info
20.
Block Advisors
★★★★★★★★★★4.5(77 Google reviews)✓ Verified on Google
CPA Firm · 3128 Santa Rita Rd Ste A, Pleasanton, CA 94566
Services: bookkeeping, tax preparation
(925) 461-0152WebsiteMore info
21.
Diwakar Taxes Pleasanton
★★★★★★★★★★4.5(28 Google reviews)✓ Verified on Google
Tax Preparation · 5990 Stoneridge Dr #108, Pleasanton, CA 94588
(408) 249-3985WebsiteMore info
22.
Cho Jenny CPA
★★★★★★★★★★4.4(7 Google reviews)IRS PTIN
Accountant · 6602 Owens Dr STE 200, Pleasanton, CA 94588
Services: accounting
(925) 803-0200WebsiteMore info
23.
H&R Block
★★★★★★★★★★4.3(107 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 4747 Hopyard Rd #3, Pleasanton, CA 94588
Services: tax preparation, tax planning, advisory
(925) 460-5020WebsiteMore info
24.
Huebner CPA, Inc.
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 4695 Chabot Dr STE 200, Pleasanton, CA 94588
Services: accounting & tax
(925) 460-1337WebsiteMore info
25.
Adap Tax Financial, Inc.
★★★★★★★★★★4.3(3 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 4725 First St #275, Pleasanton, CA 94566
Services: financial planning
(925) 218-2301WebsiteMore info
26.
BMO Bank N.A Branches
★★★★★★★★★★4.2(14 Google reviews)✓ Verified on Google
Financial Planning · 5452 Sunol Blvd, Pleasanton, CA 94566
Services: advisory
(925) 426-1333WebsiteMore info
27.
Nuvision Credit Union
★★★★★★★★★★4.0(23 Google reviews)✓ Verified on Google
Financial Planning · 6001 Gibraltar Dr, Pleasanton, CA 94588
(800) 444-6327WebsiteMore info
28.
De Pretis CPAs
★★★★★★★★★★4.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
Accountant · 5000 Hopyard Rd Ste 403, Pleasanton, CA 94588
Services: accounting
(925) 600-8500WebsiteMore info
29.
Tri-Valley Tax and Financial Services, Inc
★★★★★★★★★★3.9(15 Google reviews)✓ Verified on Google
Tax Preparation · 5506 Sunol Blvd #100, Pleasanton, CA 94566
Services: tax planning, advisory
(925) 469-1040WebsiteMore info
30.
Focus Your Finance, Inc
★★★★★★★★★★3.7(21 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 350 Main St h7, Pleasanton, CA 94566
Services: accounting & tax
(415) 644-5933WebsiteMore info
31.
Fox & Associates
★★★★★★★★★★3.7(6 Google reviews)
Tax Preparation · 397 Ray St, Pleasanton, CA 94566
(925) 846-5913WebsiteMore info
32.
ADP Pleasanton
★★★★★★★★★★3.4(5 Google reviews)✓ Verified on Google
Tax Preparation · 4125 Hopyard Rd, Pleasanton, CA 94588
Services: advisory
(888) 871-0155WebsiteMore info
33.
Bank of America Financial Center
★★★★★★★★★★3.3(67 Google reviews)✓ Verified on Google
Financial Planning · 6005 Stoneridge Dr, Pleasanton, CA 94588
Services: advisory
(925) 416-8661WebsiteMore info
34.
Patelco Credit Union Dublin
★★★★★★★★★★3.3(50 Google reviews)✓ Verified on Google
Financial Planning · 3 Park Pl, Pleasanton, CA 94588
(800) 358-8228WebsiteMore info
35.
AMTS Tax Services
★★★★★★★★★★3.2(9 Google reviews)
Tax Preparation · 2668 Lin Gate Ct, Pleasanton, CA 94566
(925) 249-0600WebsiteMore info
36.
Patelco Credit Union
★★★★★★★★★★3.1(26 Google reviews)✓ Verified on Google
Financial Planning · 4515 Rosewood Dr Ste 800, Pleasanton, CA 94588
(800) 358-8228WebsiteMore info
37.
Bank of America Financial Center
★★★★★★★★★★3.1(21 Google reviews)✓ Verified on Google
Financial Planning · 337 Main St, Pleasanton, CA 94566
Services: advisory
(925) 417-2112WebsiteMore info
38.
Deloitte
★★★★★★★★★★3.1(7 Google reviews)✓ Verified on Google
Tax Preparation · 6200 Stoneridge Mall Rd Ste 410, Pleasanton, CA 94588
Services: tax planning, audit & assurance, advisory
(925) 965-2800WebsiteMore info
39.
ACG - Certified Public Accountants
★★★★★★★★★★3.0(4 Google reviews)IRS PTIN
Tax Preparation · 5020 Franklin Dr Ste 100, Pleasanton, CA 94588
(925) 463-8833WebsiteMore info
40.
ADP Pleasanton
★★★★★★★★★★2.3(6 Google reviews)✓ Verified on Google
Tax Preparation · 4410 Rosewood Dr, Pleasanton, CA 94588
Services: advisory
(866) 637-9037WebsiteMore info

Top accounting firms in Pleasanton

#FirmServiceGoogle ratingReviews
1SNP Tax & FinancialsBookkeeping5.0 / 5140
2My Tax and MortgageTax Preparation5.0 / 538
3Milestone Certified Public AccountantsCPA Firm5.0 / 535
4Tax BearsCPA Firm5.0 / 525
5Mirador Capital PartnersFinancial Planning5.0 / 520

More Firms in Pleasanton

Firms without a website or enough reviews for a profile page of their own.

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.

How to verify a CPA license »

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.