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; use the service links above to narrow the list.
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By service in San Luis Obispo
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.
CW
Crew Wealth Management✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 5.0★ across 29 Google reviews.
SA
Sousa and Company, LLP CPA's✓ Verified
CPA FirmSan Luis Obispo, CA
CPA Firm in San Luis Obispo, California offering bookkeeping. Rated 5.0★ across 19 Google reviews.
KT
Keeping The Books Inc.✓ Verified
BookkeepingSan Luis Obispo, CA
Bookkeeping in San Luis Obispo, California offering bookkeeping. Rated 5.0★ across 18 Google reviews.
MP
Mustang Private Wealth✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 5.0★ across 14 Google reviews.
FF
Foronjy Financial✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning, and advisory. Rated 5.0★ across 12 Google reviews.
SI
Summit Investment Group✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning, and advisory. Rated 5.0★ across 12 Google reviews.
AW
Aquila Wealth Advisors, LLC✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 5.0★ across 11 Google reviews.
EW
EP Wealth Advisors✓ Verified
Tax PreparationSan Luis Obispo, CA
Tax Preparation in San Luis Obispo, California offering financial planning, and advisory. Rated 5.0★ across 11 Google reviews.
BB
Better Business Financial Services✓ Verified
CPA FirmSan Luis Obispo, CA
CPA Firm in San Luis Obispo, California offering bookkeeping, and tax preparation. Rated 5.0★ across 10 Google reviews.
HD
Tax PreparationSan Luis Obispo, CA
Tax Preparation in San Luis Obispo, California offering tax preparation. Rated 5.0★ across 9 Google reviews.
BS
CPA FirmSan Luis Obispo, CA
CPA Firm in San Luis Obispo, California offering bookkeeping. Rated 5.0★ across 7 Google reviews.
GH
Gray & Harasym, LLPIRS PTIN
CPA FirmSan Luis Obispo, CA
CPA Firm in San Luis Obispo, California offering tax preparation. Rated 5.0★ across 6 Google reviews.
ML
Merrill Lynch Wealth Management✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 5.0★ across 5 Google reviews.
CC
CPA FirmSan Luis Obispo, CA
CPA Firm in San Luis Obispo, California offering accounting & tax.
RM
Russell Mainini & Franklin LlpIRS PTIN
AccountantSan Luis Obispo, CA
Accountant in San Luis Obispo, California offering accounting.
GN
AccountantSan Luis Obispo, CA
Accountant in San Luis Obispo, California offering accounting.
LA
CPA FirmSan Luis Obispo, CA
CPA Firm in San Luis Obispo, California offering tax preparation.
SH
Tax PreparationSan Luis Obispo, CA
Tax Preparation in San Luis Obispo, California offering tax preparation.
PW
Periscope Wealth Advisors✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning, and advisory. Rated 4.9★ across 9 Google reviews.
SF
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 4.8★ across 22 Google reviews.
HA
Heter Accountancy✓ Verified
CPA FirmSan Luis Obispo, CA
CPA Firm in San Luis Obispo, California offering bookkeeping, and advisory. Rated 4.7★ across 10 Google reviews.
BB
Blakeslee & Blakeslee Inc.✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 4.2★ across 5 Google reviews.
MK
Melissa Kasarjian CPAIRS PTIN
AccountantSan Luis Obispo, CA
Accountant in San Luis Obispo, California offering accounting.
PM
Peterson Marlin C CPAIRS PTIN
Tax PreparationSan Luis Obispo, CA
Tax Preparation in San Luis Obispo, California offering tax preparation.
KC
Kasarjian & CompanyIRS PTIN
AccountantSan Luis Obispo, CA
Accountant in San Luis Obispo, California offering accounting.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning, and advisory. Rated 2.4★ across 117 Google reviews.
Top accounting firms in San Luis Obispo
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Crew Wealth Management✓ | Financial Planning | ★ 5.0 | 29 |
| 2 | Sousa and Company, LLP CPA's✓ | CPA Firm | ★ 5.0 | 19 |
| 3 | Keeping The Books Inc.✓ | Bookkeeping | ★ 5.0 | 18 |
| 4 | Mustang Private Wealth✓ | Financial Planning | ★ 5.0 | 14 |
| 5 | Foronjy Financial✓ | Financial Planning | ★ 5.0 | 12 |
More firms in San Luis Obispo
- Cruttenden Jones CPAsAccountant★ 5.0 (4)+1805-783-2900
- MosaicBookkeeping★ 5.0 (3)+1805-545-7798Website ↗
- Merrill Lynch Financial Advisor Cale KunkleFinancial Planning★ 5.0 (2)+1805-596-2226Website ↗
- CoastHills Wealth ManagementFinancial Planning★ 5.0 (1)+1805-875-6151Website ↗
- Controller On CallTax Preparation★ 5.0 (1)+1805-544-2895Website ↗
- Corvus Wealth AdvisorsFinancial Planning★ 5.0 (1)+1805-549-9020Website ↗
- Financial ResourcesFinancial Planning★ 5.0 (1)+1805-544-5311Website ↗
- Gulfstream Financial ServicesFinancial Planning★ 5.0 (1)+1805-543-9200
- Hamers John M CPAAccountant★ 5.0 (1)+1805-543-9300
- Obispo Wealth ManagementFinancial Planning★ 5.0 (1)+1805-541-6500Website ↗
- P&L AccountingCPA Firm★ 5.0 (1)+1805-980-2888Website ↗
- Right Brain MoneyFinancial Planning★ 5.0 (1)+1805-668-2020Website ↗
- Russo Faye E.A.Tax Preparation★ 5.0 (1)+1805-594-1040
- Thom Group First Allied SecuritiesFinancial Planning★ 5.0 (1)+1805-546-6022
- Preheim & Co CPA'sAccountant★ 4.5 (2)+1805-781-6222
- Porter Paul D CPAAccountant★ 4.0 (1)+1805-544-8667
- Lance Parker Wealth ManagementFinancial Planning★ 3.7 (3)+1805-781-2778Website ↗
- Slocum Wealth ManagementFinancial Planning★ 3.7 (3)+1805-541-0101Website ↗
- Blue Marble Investments LLCFinancial Planning★ 3.0 (2)+1805-595-1820Website ↗
- Ann M Palmer CPACPA Firm+1 805-541-8589
- BBFS Inc.Tax PreparationWebsite ↗
- Beckie Foster CPACPA Firm+1 805-544-3306
- Caliber Audit & Attest, LLPTax Preparation+1 805-888-0240
- Cameron & Moresco CPA's, LLPCPA Firm+1 805-592-2862
- Christine Reyes CPACPA Firm+1 415-419-1117
- Curry & Associates Inc.Tax Preparation+1 805-329-5757
- Debra A.G. Wacker, CPACPA Firm+1 805-546-1099Website ↗
- Gabriel Certified Public AccountantCPA Firm+1 805-704-0758
- Glenn Burdette, Inc.Tax Preparation+1 805-544-1441Website ↗
- HHMC Tax IncTax Preparation+1 805-466-8800Website ↗
- Hillary G. Trout, CPACPA Firm+1 805-709-5194Website ↗
- John M Hamers, CPACPA Firm+1 805-234-3984
- john warner cpaCPA Firm+1 805-773-6400
- Kacy Rose Thorn, CPACPA Firm+1 805-234-5934
- Kathleen Fritzley, CPACPA Firm+1 805-878-3326
- Kite Point Accounting & AdvisoryAccountant+1 805-706-0890Website ↗
- Kristjan J. Cindrich, CPACPA Firm+1 805-215-5801
- Linda Speirs, CPACPA Firm+1 805-801-3947
- Longcrier & Associates CPAs, LLPCPA Firm+1 805-782-5202Website ↗
- Mary K Pagel, CPACPA Firm+1 805-235-4405
- Roger Bishop, CPA, CVACPA Firm+1 805-503-3867
- Seth Gibeaut CPA, A Professional CorporaCPA Firm+1 805-996-0448
- Susan Preheim, CPA RetiredCPA Firm+1 805-458-2752
- Tracy L Jewell, CPACPA Firm+1 858-705-1152
- Valarie Koos CPACPA Firm+1 805-541-1102
- Versant Advisors, Inc.Tax Preparation+1 805-781-0688Website ↗
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.