Accountants in San Luis Obispo, CA — 27 Top-Rated Firms (2026)
We list 27 accounting firms in San Luis Obispo, California that have a website and a public review record — 12 CPA firms, 10 financial planners, 4 tax preparers, and 1 bookkeeper. 22 hold a Google rating of 4.5★ or higher, and the average across the 27 rated firms here is 4.67★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (12)|Financial Planners (10)
The highest-rated firm in San Luis Obispo is Crew Wealth Management (5.0★, 29 reviews). 22 of 27 rated firms hold a 4.5★ or higher Google rating.
Showing 27 of 27 firms · sorted by Google rating
1.
Crew Wealth Management
★★★★★★★★★★5.0(29 Google reviews)✓ Verified on Google
Financial Planning · 1266 Monterey St, San Luis Obispo, CA 93401
2.
Sousa and Company, LLP CPA's
★★★★★★★★★★5.0(19 Google reviews)✓ Verified on Google
CPA Firm · 11573 Los Osos Valley Rd # A, San Luis Obispo, CA 93405
Services: bookkeeping
3.
Keeping The Books Inc.
★★★★★★★★★★5.0(18 Google reviews)✓ Verified on Google
Bookkeeping · 1108 Garden St Suite 212, San Luis Obispo, CA 93401
4.
Mustang Private Wealth
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 429 Marsh St, San Luis Obispo, CA 93401
5.
Foronjy Financial
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 1085 Higuera St #120, San Luis Obispo, CA 93401
Services: advisory
6.
Summit Investment Group
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 11545 Los Osos Valley Rd Ste B1, San Luis Obispo, CA 93405
Services: advisory
7.
Aquila Wealth Advisors, LLC
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 1134 Chorro St, San Luis Obispo, CA 93401
8.
EP Wealth Advisors
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Tax Preparation · 892 Aerovista Pl Ste 220, San Luis Obispo, CA 93401
Services: financial planning, advisory
9.
Better Business Financial Services
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
CPA Firm · 3591 Sacramento Dr Ste 106, San Luis Obispo, CA 93401
Services: bookkeeping, tax preparation
10.
Hocking Denton & Palmquist
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 1181 3rd St C, San Luis Obispo, CA 93402
11.
Burkart & Stevens CPAs and Advisors
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 11573 Los Osos Valley Rd B, San Luis Obispo, CA 93405
Services: bookkeeping
12.
Gray & Harasym, LLP
★★★★★★★★★★5.0(6 Google reviews)IRS PTIN
CPA Firm · 952 Mill St, San Luis Obispo, CA 93401
Services: tax preparation
13.
Merrill Lynch Wealth Management
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1020 Marsh St, San Luis Obispo, CA 93401
14.
Crosby Company
★★★★★★★★★★5.0(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1457 Marsh St # 100, San Luis Obispo, CA 93401
Services: accounting & tax
15.
Russell Mainini & Franklin Llp
★★★★★★★★★★5.0(3 Google reviews)IRS PTIN
Accountant · 615 Clarion Ct #1, San Luis Obispo, CA 93401
Services: accounting
16.
Glenn Norris CPA
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Accountant · 11549 Los Osos Valley Rd #109, San Luis Obispo, CA 93405
Services: accounting
17.
Longcrier & Associates CPAs
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 100 Cross St Suite 103, San Luis Obispo, CA 93401
Services: tax preparation
18.
Safe Harbor Tax
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Tax Preparation · 1250 Peach St Ste C, San Luis Obispo, CA 93401
19.
Periscope Wealth Advisors
★★★★★★★★★★4.9(9 Google reviews)✓ Verified on Google
Financial Planning · 1250 Peach St, San Luis Obispo, CA 93401
Services: advisory
20.
Sound Financial & Insurance Solutions, Inc.
★★★★★★★★★★4.8(22 Google reviews)✓ Verified on Google
Financial Planning · 1177 Marsh St Suite #200, San Luis Obispo, CA 93401
21.
Heter Accountancy
★★★★★★★★★★4.7(10 Google reviews)✓ Verified on Google
CPA Firm · 2251 Broad St Suite B, San Luis Obispo, CA 93401
Services: bookkeeping, advisory
22.
H&R Block
★★★★★★★★★★4.6(119 Google reviews)✓ Verified on Google
CPA Firm · 3940 Broad St #7260, San Luis Obispo, CA 93401
Services: tax preparation, tax planning, advisory
23.
Blakeslee & Blakeslee Inc.
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 1101 Marsh St, San Luis Obispo, CA 93401
24.
Melissa Kasarjian CPA
★★★★★★★★★★4.0(4 Google reviews)IRS PTIN
Accountant · 1540 Marsh St Ste 220, San Luis Obispo, CA 93401
Services: accounting
25.
Peterson Marlin C CPA
★★★★★★★★★★3.5(2 Google reviews)IRS PTIN
Tax Preparation · 710 Fiero Ln STE 25, San Luis Obispo, CA 93401
26.
Kasarjian & Company
★★★★★★★★★★3.0(2 Google reviews)IRS PTIN
Accountant · 1250 Peach St Ste J, San Luis Obispo, CA 93401
Services: accounting
27.
Bank of America Financial Center
★★★★★★★★★★2.4(117 Google reviews)✓ Verified on Google
Financial Planning · 1102 Higuera St, San Luis Obispo, CA 93401
Services: advisory
Top accounting firms in San Luis Obispo
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Crew Wealth Management | Financial Planning | 5.0 / 5 | 29 |
| 2 | Sousa and Company, LLP CPA's | CPA Firm | 5.0 / 5 | 19 |
| 3 | Keeping The Books Inc. | Bookkeeping | 5.0 / 5 | 18 |
| 4 | Mustang Private Wealth | Financial Planning | 5.0 / 5 | 14 |
| 5 | Foronjy Financial | Financial Planning | 5.0 / 5 | 12 |
More Firms in San Luis Obispo
Firms without a website or enough reviews for a profile page of their own.
- Cruttenden Jones CPAsAccountant★ 5.0 (4)(805) 783-2900
- MosaicBookkeeping★ 5.0 (3)(805) 545-7798Website ↗
- Merrill Lynch Financial Advisor Cale KunkleFinancial Planning★ 5.0 (2)(805) 596-2226Website ↗
- CoastHills Wealth ManagementFinancial Planning★ 5.0 (1)(805) 875-6151Website ↗
- Controller On CallTax Preparation★ 5.0 (1)(805) 544-2895Website ↗
- Corvus Wealth AdvisorsFinancial Planning★ 5.0 (1)(805) 549-9020Website ↗
- Financial ResourcesFinancial Planning★ 5.0 (1)(805) 544-5311Website ↗
- Gulfstream Financial ServicesFinancial Planning★ 5.0 (1)(805) 543-9200
- Hamers John M CPAAccountant★ 5.0 (1)(805) 543-9300
- Obispo Wealth ManagementFinancial Planning★ 5.0 (1)(805) 541-6500Website ↗
- P&L AccountingCPA Firm★ 5.0 (1)(805) 980-2888Website ↗
- Right Brain MoneyFinancial Planning★ 5.0 (1)(805) 668-2020Website ↗
- Russo Faye E.A.Tax Preparation★ 5.0 (1)(805) 594-1040
- Thom Group First Allied SecuritiesFinancial Planning★ 5.0 (1)(805) 546-6022
- Preheim & Co CPA'sAccountant★ 4.5 (2)(805) 781-6222
- Porter Paul D CPAAccountant★ 4.0 (1)(805) 544-8667
- Lance Parker Wealth ManagementFinancial Planning★ 3.7 (3)(805) 781-2778Website ↗
- Slocum Wealth ManagementFinancial Planning★ 3.7 (3)(805) 541-0101Website ↗
- Blue Marble Investments LLCFinancial Planning★ 3.0 (2)(805) 595-1820Website ↗
- Ann M Palmer CPACPA Firm(805) 541-8589
- BBFS Inc.Tax PreparationWebsite ↗
- Beckie Foster CPACPA Firm(805) 544-3306
- Caliber Audit & Attest, LLPTax Preparation(805) 888-0240
- Cameron & Moresco CPA's, LLPCPA Firm(805) 592-2862
- Christine Reyes CPACPA Firm(415) 419-1117
- Curry & Associates Inc.Tax Preparation(805) 329-5757
- Debra A.G. Wacker, CPACPA Firm(805) 546-1099Website ↗
- Gabriel Certified Public AccountantCPA Firm(805) 704-0758
- Glenn Burdette, Inc.Tax Preparation(805) 544-1441Website ↗
- HHMC Tax IncTax Preparation(805) 466-8800Website ↗
- Hillary G. Trout, CPACPA Firm(805) 709-5194Website ↗
- John M Hamers, CPACPA Firm(805) 234-3984
- john warner cpaCPA Firm(805) 773-6400
- Kacy Rose Thorn, CPACPA Firm(805) 234-5934
- Kathleen Fritzley, CPACPA Firm(805) 878-3326
- Kite Point Accounting & AdvisoryAccountant(805) 706-0890Website ↗
- Kristjan J. Cindrich, CPACPA Firm(805) 215-5801
- Linda Speirs, CPACPA Firm(805) 801-3947
- Longcrier & Associates CPAs, LLPCPA Firm(805) 782-5202Website ↗
- Mary K Pagel, CPACPA Firm(805) 235-4405
- Roger Bishop, CPA, CVACPA Firm(805) 503-3867
- Seth Gibeaut CPA, A Professional CorporaCPA Firm(805) 996-0448
- Susan Preheim, CPA RetiredCPA Firm(805) 458-2752
- Tracy L Jewell, CPACPA Firm(858) 705-1152
- Valarie Koos CPACPA Firm(805) 541-1102
- Versant Advisors, Inc.Tax Preparation(805) 781-0688Website ↗
How to choose an accountant in San Luis Obispo
- 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 Luis Obispo?
- We list 27 accounting firms in San Luis Obispo, California that have a website and a public review record, 22 of which hold a 4.5★+ Google rating. 73 businesses in San Luis Obispo appear in the underlying public data.
- How much does an accountant cost in San Luis Obispo?
- 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.