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Accountants in San Mateo, CA — 40 Top-Rated Firms (2026)

We list 40 accounting firms in San Mateo, California that have a website and a public review record — 18 CPA firms, 8 financial planners, 7 tax preparers, and 7 bookkeepers. 26 hold a Google rating of 4.5★ or higher, and the average across the 40 rated firms here is 4.36★. 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 Mateo

🧮CPAs & Accountants18📚Bookkeepers7🧾Tax Preparers7📈Financial Planners8

The highest-rated firm in San Mateo is Sid Financial Services, LLC (5.0★, 35 reviews). 26 of 40 rated firms hold a 4.5★ or higher Google rating.

SF
Sid Financial Services, LLC✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning. Rated 5.0★ across 35 Google reviews.
★5.0 (35)
☎↗
CR
CLEAR Retirement Advice✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning. Rated 5.0★ across 13 Google reviews.
★5.0 (13)
☎↗
CF
Chen Financial Group, LLC✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning. Rated 5.0★ across 10 Google reviews.
★5.0 (10)
☎↗
AA
Alliance Accounting, PC✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering bookkeeping, and tax preparation. Rated 5.0★ across 8 Google reviews.
★5.0 (8)
☎↗
GF
Gosho Financial Group✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning. Rated 5.0★ across 8 Google reviews.
★5.0 (8)
☎↗
TT
Trust The Tax Pros✓ Verified
Tax PreparationSan Mateo, CA
Tax Preparation in San Mateo, California offering tax preparation. Rated 5.0★ across 5 Google reviews.
★5.0 (5)
☎↗
CP
Crisafi, Pryor & Farquhar, Inc.✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering accounting & tax.
★5.0 (3)
☎↗
DC
DeMartini & Company✓ VerifiedIRS PTIN
BookkeepingSan Mateo, CA
Bookkeeping in San Mateo, California offering bookkeeping, tax preparation, and tax planning.
★5.0 (3)
☎↗
MG
Matt Grodin CPA✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering tax preparation, tax planning, and advisory.
★5.0 (2)
☎↗
SM
SD Mayer, a Springline company✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering advisory.
★5.0 (2)
☎↗
BS
Byrne, Seligman & Co, CPAIRS PTIN
BookkeepingSan Mateo, CA
Bookkeeping in San Mateo, California offering bookkeeping, and tax preparation.
★5.0 (1)
☎↗
CW
Caplan & Wong CPAs, LLP✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering accounting & tax.
★5.0 (1)
☎↗
CU
CG Uhlenberg, LLP✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering tax preparation, tax planning, and advisory.
★5.0 (1)
☎↗
MC
Maemura & Co., CPAs✓ VerifiedIRS PTIN
AccountantSan Mateo, CA
Accountant in San Mateo, California offering accounting.
★5.0 (1)
☎↗
SL
Sensiba LLP✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering audit & assurance.
★5.0 (1)
☎↗
WH
William HefterIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering accounting & tax.
★5.0 (1)
☎↗
PB
Padgett Business Services San Mateo✓ Verified
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering bookkeeping, payroll, and advisory. Rated 4.9★ across 24 Google reviews.
★4.9 (24)
☎↗
SP
Sunshine Pro Accounting and Tax✓ VerifiedIRS PTIN
Tax PreparationSan Mateo, CA
Tax Preparation in San Mateo, California offering tax planning, and advisory. Rated 4.9★ across 22 Google reviews.
★4.9 (22)
☎↗
ET
Elliott Tax Service Inc.✓ Verified
Tax PreparationSan Mateo, CA
Tax Preparation in San Mateo, California offering tax preparation. Rated 4.8★ across 110 Google reviews.
★4.8 (110)
☎↗
HB
HNK Bookkeeping,Inc✓ Verified
BookkeepingSan Mateo, CA
Bookkeeping in San Mateo, California offering bookkeeping, payroll, and audit & assurance. Rated 4.8★ across 20 Google reviews.
★4.8 (20)
☎↗
CC
Christina Carter Tax Service✓ Verified
BookkeepingSan Mateo, CA
Bookkeeping in San Mateo, California offering bookkeeping, tax preparation, and advisory. Rated 4.7★ across 26 Google reviews.
★4.7 (26)
☎↗
MB
M Bess Kane CPA✓ Verified
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering accounting & tax. Rated 4.7★ across 12 Google reviews.
★4.7 (12)
☎↗
FS
Fernway Solutions✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering accounting & tax.
★4.7 (3)
☎↗
BA
Block Advisors✓ Verified
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering bookkeeping, and tax preparation. Rated 4.6★ across 81 Google reviews.
★4.6 (81)
☎↗
LT
Liberty Tax✓ Verified
BookkeepingSan Mateo, CA
Bookkeeping in San Mateo, California offering bookkeeping, payroll, and tax preparation. Rated 4.6★ across 52 Google reviews.
★4.6 (52)
☎↗
SC
Sullivan & Company CPA Inc✓ VerifiedIRS PTIN
Tax PreparationSan Mateo, CA
Tax Preparation in San Mateo, California offering tax preparation, and advisory.
★4.5 (2)
☎↗
BA
Block Advisors✓ Verified
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering bookkeeping, and tax preparation. Rated 4.4★ across 89 Google reviews.
★4.4 (89)
☎↗
BW
Brickley Wealth Management✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering financial planning, and advisory. Rated 4.4★ across 5 Google reviews.
★4.4 (5)
☎↗
HC
HK & Company✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering bookkeeping, and tax preparation.
★4.3 (3)
☎↗
DT
Dragon Tax & Management, Inc.✓ VerifiedIRS PTIN
CPA FirmSan Mateo, CA
CPA Firm in San Mateo, California offering bookkeeping, payroll, and tax preparation. Rated 4.0★ across 27 Google reviews.
★4.0 (27)
☎↗
HA
Hing Accountancy Corporation✓ VerifiedIRS PTIN
Tax PreparationSan Mateo, CA
Tax Preparation in San Mateo, California offering tax preparation.
★4.0 (4)
☎↗
SF
Sevilla Financial Services LLC✓ Verified
BookkeepingSan Mateo, CA
Bookkeeping in San Mateo, California offering bookkeeping, payroll, and tax preparation. Rated 3.8★ across 8 Google reviews.
★3.8 (8)
☎↗
PT
Pollard Tax Company✓ Verified
Tax PreparationSan Mateo, CA
Tax Preparation in San Mateo, California offering tax preparation. Rated 3.4★ across 5 Google reviews.
★3.4 (5)
☎↗
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering advisory. Rated 3.2★ across 19 Google reviews.
★3.2 (19)
☎↗
SM
San Mateo Tax Service✓ Verified
BookkeepingSan Mateo, CA
Bookkeeping in San Mateo, California offering bookkeeping, tax preparation, and advisory. Rated 3.0★ across 19 Google reviews.
★3.0 (19)
☎↗
PS
Polly, Scatena, Vasheresse & SaterIRS PTIN
AccountantSan Mateo, CA
Accountant in San Mateo, California offering accounting.
★3.0 (2)
☎↗
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning, and advisory. Rated 2.8★ across 59 Google reviews.
★2.8 (59)
☎↗
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning, and advisory. Rated 2.7★ across 7 Google reviews.
★2.7 (7)
☎↗
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning, and advisory. Rated 2.5★ across 27 Google reviews.
★2.5 (27)
☎↗
RR
Rapid Resolution Tax Group
Tax PreparationSan Mateo, CA
Tax Preparation in San Mateo, California offering tax preparation, tax planning, and advisory. Rated 1.8★ across 5 Google reviews.
★1.8 (5)
☎↗

Top accounting firms in San Mateo

#FirmServiceRatingReviews
1Sid Financial Services, LLC✓Financial Planning★ 5.035
2CLEAR Retirement Advice✓Financial Planning★ 5.013
3Chen Financial Group, LLC✓Financial Planning★ 5.010
4Alliance Accounting, PC✓CPA Firm★ 5.08
5Gosho Financial Group✓Financial Planning★ 5.08

More firms in San Mateo

How to choose an accountant in San Mateo

  • ✓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 Mateo?+

We list 40 accounting firms in San Mateo, California that have a website and a public review record, 26 of which hold a 4.5★+ Google rating. 136 businesses in San Mateo appear in the underlying public data.

How much does an accountant cost in San Mateo?+

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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