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Accountants in San Marino, CA6 Top-Rated Firms (2026)

We list 6 accounting firms in San Marino, California that have a website and a public review record — 2 CPA firms, 2 bookkeepers, and 2 financial planners. 4 hold a Google rating of 4.5★ or higher, and the average across the 6 rated firms here is 4.35★. They are sorted by Google rating and review count; use the service links above to narrow the list.

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The highest-rated firm in San Marino is Trina Rozen CPA (5.0★, 22 reviews). 4 of 6 rated firms hold a 4.5★ or higher Google rating.

TR
Trina Rozen CPA✓ VerifiedIRS PTIN
CPA FirmSan Marino, CA
CPA Firm in San Marino, California offering accounting & tax. Rated 5.0★ across 22 Google reviews.
5.0 (22)
CC
CHAN & CHEN LLP✓ VerifiedIRS PTIN
CPA FirmSan Marino, CA
CPA Firm in San Marino, California offering accounting & tax.
5.0 (2)
LF
BookkeepingSan Marino, CA
Bookkeeping in San Marino, California offering bookkeeping. Rated 4.8★ across 81 Google reviews.
4.8 (81)
KA
BookkeepingSan Marino, CA
Bookkeeping in San Marino, California offering bookkeeping. Rated 4.7★ across 60 Google reviews.
4.7 (60)
BB
Financial PlanningSan Marino, CA
Financial Planning in San Marino, California offering advisory. Rated 3.5★ across 8 Google reviews.
3.5 (8)
BO
Financial PlanningSan Marino, CA
Financial Planning in San Marino, California offering financial planning, and advisory. Rated 3.1★ across 25 Google reviews.
3.1 (25)

Top accounting firms in San Marino

More firms in San Marino

How to choose an accountant in San Marino

  • 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 Marino?+

We list 6 accounting firms in San Marino, California that have a website and a public review record, 4 of which hold a 4.5★+ Google rating. 19 businesses in San Marino appear in the underlying public data.

How much does an accountant cost in San Marino?+

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.

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