Accountants in San Carlos, CA — 8 Top-Rated Firms (2026)
We list 8 accounting firms in San Carlos, California that have a website and a public review record — 5 financial planners, 2 CPA firms, and 1 tax preparer. 5 hold a Google rating of 4.5★ or higher, and the average across the 8 rated firms here is 4.41★. They are sorted by Google rating and review count.
By service: Financial Planners (5)
The highest-rated firm in San Carlos is Red Tower Advisors® (5.0★, 19 reviews). 5 of 8 rated firms hold a 4.5★ or higher Google rating.
Showing 8 of 8 firms · sorted by Google rating
1.
Red Tower Advisors®
★★★★★★★★★★5.0(19 Google reviews)✓ Verified on Google
Financial Planning · 1150 White Oak Way, San Carlos, CA 94070
2.
MA Private Wealth, Financial Advisors
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 1355 A San Carlos Ave, San Carlos, CA 94070
3.
Golden Gate Financial & Insurance Solutions
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 1395 San Carlos Ave #A, San Carlos, CA 94070
4.
Liberty Tax
★★★★★★★★★★4.9(146 Google reviews)✓ Verified on Google
Tax Preparation · 108 El Camino Real, San Carlos, CA 94070
Services: tax planning, advisory
5.
Block Advisors
★★★★★★★★★★4.5(95 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 99 El Camino Real, San Carlos, CA 94070
Services: bookkeeping, tax preparation
6.
Abacus Wealth Partners
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 973 Laurel St, San Carlos, CA 94070
7.
Blake Heather J CPA
★★★★★★★★★★3.7(3 Google reviews)IRS PTIN
Accountant · 1687 Laurel St, San Carlos, CA 94070
Services: accounting
8.
Bank of America Financial Center
★★★★★★★★★★3.0(32 Google reviews)✓ Verified on Google
Financial Planning · 760 Laurel St, San Carlos, CA 94070
Services: advisory
Top accounting firms in San Carlos
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Red Tower Advisors® | Financial Planning | 5.0 / 5 | 19 |
| 2 | MA Private Wealth, Financial Advisors | Financial Planning | 5.0 / 5 | 11 |
| 3 | Golden Gate Financial & Insurance Solutions | Financial Planning | 5.0 / 5 | 1 |
| 4 | Liberty Tax | Tax Preparation | 4.9 / 5 | 146 |
| 5 | Block Advisors | CPA Firm | 4.5 / 5 | 95 |
More Firms in San Carlos
Firms without a website or enough reviews for a profile page of their own.
- Alcazar & AssociatesBookkeeping★ 5.0 (11)(650) 591-1700
- Pilch & Pilch Accountancy CorporationAccountant★ 5.0 (3)(650) 631-7044Website ↗
- Glenn MacDonell CPACPA Firm★ 5.0 (2)(650) 595-4725
- Rem AssociatesTax Preparation★ 5.0 (2)(650) 637-9554
- JPS Global Investments, LLCFinancial Planning★ 5.0 (1)(650) 597-9798Website ↗
- Progression FinancialFinancial Planning★ 5.0 (1)(650) 508-4060
- Salzano Mario R CPATax Preparation★ 5.0 (1)(650) 592-8037
- King & Associates Taxes & Bookkeeping ServicesTax Preparation★ 4.0 (4)(650) 264-8199
- Rebu Financial Accounting & Tax ServicesTax Preparation★ 4.0 (4)(415) 515-3060Website ↗
- Southward & AssociatesTax Preparation★ 4.0 (1)(650) 591-9661Website ↗
- Legaspi TaxAccountant★ 3.7 (3)(650) 344-9450Website ↗
- FinancialContentFinancial Planning★ 3.0 (2)(888) 688-9880Website ↗
- Finnegan & Associates, A Blackline Partners CompanyBookkeeping★ 1.0 (1)(650) 595-1643
- Anna Lippi CPACPA Firm(650) 593-5757
- Gregory S. Fredrick CPACPA Firm(650) 367-1545
- Heather Maire CPACPA Firm(650) 743-0854
- Jeanne L Wiener CPACPA Firm(415) 816-8171
- Johnson & Kurn LLPTax Preparation(650) 592-2967
- Joseph V Dalli CPACPA Firm(650) 868-6245
- Mark B. Taylor CPACPA Firm(650) 340-8720
- Michael J. O'Connor CPACPA Firm(650) 369-3690
- Raj R. Jhaveri, CPACPA Firm(650) 592-6529
- Richard V. Philpot, Certified Public AccountantCPA Firm(650) 363-5977
- Richard Wright CPACPA Firm(650) 678-8382
- robert j ravano, cpaCPA Firm(415) 412-6663
- William T. Jacobs, CPACPA Firm(650) 704-5178
How to choose an accountant in San Carlos
- 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 San Carlos?
- We list 8 accounting firms in San Carlos, California that have a website and a public review record, 5 of which hold a 4.5★+ Google rating. 34 businesses in San Carlos appear in the underlying public data.
- How much does an accountant cost in San Carlos?
- 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.