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.
By service: CPAs & Accountants (18)|Bookkeepers (7)|Tax Preparers (7)|Financial Planners (8)
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.
Showing 40 of 40 firms · sorted by Google rating
1.
Sid Financial Services, LLC
★★★★★★★★★★5.0(35 Google reviews)✓ Verified on Google
Financial Planning · 1710 S Amphlett Blvd #128, San Mateo, CA 94402
2.
CLEAR Retirement Advice
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 1900 S Norfolk St #350, San Mateo, CA 94403
3.
Chen Financial Group, LLC
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402
4.
Alliance Accounting, PC
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 235 3rd Ave STE 202, San Mateo, CA 94401
Services: bookkeeping, tax preparation
5.
Gosho Financial Group
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 1900 S Norfolk St #350, San Mateo, CA 94403
6.
Trust The Tax Pros
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Tax Preparation · 1777 Borel Pl #415, San Mateo, CA 94402
7.
Crisafi, Pryor & Farquhar, Inc.
★★★★★★★★★★5.0(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1300 S El Camino Real Ste#300, San Mateo, CA 94402
Services: accounting & tax
8.
DeMartini & Company
★★★★★★★★★★5.0(3 Google reviews)✓ Verified on GoogleIRS PTIN
Bookkeeping · 411 Borel Ave Suite 450, San Mateo, CA 94402
Services: tax preparation, tax planning
9.
Matt Grodin CPA
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1720 S Amphlett Blvd Ste 104, San Mateo, CA 94402
Services: tax preparation, tax planning, advisory
10.
SD Mayer, a Springline company
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 411 Borel Ave Suite 512, San Mateo, CA 94402
Services: advisory
11.
Byrne, Seligman & Co, CPA
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Bookkeeping · 1700 S El Camino Real #506, San Mateo, CA 94402
Services: tax preparation
12.
Caplan & Wong CPAs, LLP
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 1670 S Amphlett Blvd #250, San Mateo, CA 94402
Services: accounting & tax
13.
CG Uhlenberg, LLP
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 160 Bovet Rd Suite 101, San Mateo, CA 94402
Services: tax preparation, tax planning, advisory
14.
Maemura & Co., CPAs
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Accountant · 177 Bovet Rd #545, San Mateo, CA 94402
Services: accounting
15.
Sensiba LLP
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 1900 S Norfolk St suite 330, San Mateo, CA 94403
Services: audit & assurance
16.
William Hefter
★★★★★★★★★★5.0(1 Google review)IRS PTIN
CPA Firm · 1700 S El Camino Real #420, San Mateo, CA 94402
Services: accounting & tax
17.
Padgett Business Services San Mateo
★★★★★★★★★★4.9(24 Google reviews)✓ Verified on Google
CPA Firm · 1700 El Camino Real Ste 388, San Mateo, CA 94402
Services: bookkeeping, payroll, advisory
18.
Sunshine Pro Accounting and Tax
★★★★★★★★★★4.9(22 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 713 S Claremont St, San Mateo, CA 94402
Services: tax planning, advisory
19.
Elliott Tax Service Inc.
★★★★★★★★★★4.8(110 Google reviews)✓ Verified on Google
Tax Preparation · 302 E 5th Ave, San Mateo, CA 94401
20.
HNK Bookkeeping,Inc
★★★★★★★★★★4.8(20 Google reviews)✓ Verified on Google
Bookkeeping · 1825 S Grant St, San Mateo, CA 94402
Services: payroll, audit & assurance
21.
Christina Carter Tax Service
★★★★★★★★★★4.7(26 Google reviews)✓ Verified on Google
Bookkeeping · 430 Peninsula Ave #2, San Mateo, CA 94401
Services: tax preparation, advisory
22.
M Bess Kane CPA
★★★★★★★★★★4.7(12 Google reviews)✓ Verified on Google
CPA Firm · 177 Bovet Rd # 600, San Mateo, CA 94402
Services: accounting & tax
23.
Fernway Solutions
★★★★★★★★★★4.7(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 34 Tidal Wy, San Mateo, CA 94401
Services: accounting & tax
24.
Block Advisors
★★★★★★★★★★4.6(81 Google reviews)✓ Verified on Google
CPA Firm · 21 41st Ave, San Mateo, CA 94403
Services: bookkeeping, tax preparation
25.
Liberty Tax
★★★★★★★★★★4.6(52 Google reviews)✓ Verified on Google
Bookkeeping · 1612 S El Camino Real, San Mateo, CA 94402
Services: payroll, tax preparation
26.
Sullivan & Company CPA Inc
★★★★★★★★★★4.5(2 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 533 Airport Blvd. #400, San Mateo, CA 94401
Services: advisory
27.
Block Advisors
★★★★★★★★★★4.4(89 Google reviews)✓ Verified on Google
CPA Firm · 17 S B St, San Mateo, CA 94401
Services: bookkeeping, tax preparation
28.
Brickley Wealth Management
★★★★★★★★★★4.4(5 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 161 W 25th Ave Ste 204, San Mateo, CA 94403
Services: financial planning, advisory
29.
HK & Company
★★★★★★★★★★4.3(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 675 Mariners Island Blvd STE 108, San Mateo, CA 94404
Services: bookkeeping, tax preparation
30.
Dragon Tax & Management, Inc.
★★★★★★★★★★4.0(27 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1700 S El Camino Real #222, San Mateo, CA 94402
Services: bookkeeping, payroll, tax preparation
31.
Hing Accountancy Corporation
★★★★★★★★★★4.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 300 N Bayshore Blvd, San Mateo, CA 94401
32.
Sevilla Financial Services LLC
★★★★★★★★★★3.8(8 Google reviews)✓ Verified on Google
Bookkeeping · 600 S Amphlett Blvd, San Mateo, CA 94402
Services: payroll, tax preparation
33.
Pollard Tax Company
★★★★★★★★★★3.4(5 Google reviews)✓ Verified on Google
Tax Preparation · 1650 Borel Pl UNIT 206, San Mateo, CA 94402
34.
BMO Bank N.A Branches
★★★★★★★★★★3.2(19 Google reviews)✓ Verified on Google
Financial Planning · 195 E 4th Ave, San Mateo, CA 94401
Services: advisory
35.
San Mateo Tax Service
★★★★★★★★★★3.0(19 Google reviews)✓ Verified on Google
Bookkeeping · 521 E 3rd Ave, San Mateo, CA 94401
Services: tax preparation, advisory
36.
Polly, Scatena, Vasheresse & Sater
★★★★★★★★★★3.0(2 Google reviews)IRS PTIN
Accountant · 1061, 655 Mariners Island Blvd # 304, San Mateo, CA 94404
Services: accounting
37.
Bank of America Financial Center
★★★★★★★★★★2.8(59 Google reviews)✓ Verified on Google
Financial Planning · 300 S El Camino Real, San Mateo, CA 94402
Services: advisory
38.
Bank of America Financial Center
★★★★★★★★★★2.7(7 Google reviews)✓ Verified on Google
Financial Planning · 3150 Campus Dr, San Mateo, CA 94403
Services: advisory
39.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(27 Google reviews)✓ Verified on Google
Financial Planning · 2900 S El Camino Real, San Mateo, CA 94403
Services: advisory
40.
Rapid Resolution Tax Group
★★★★★★★★★★1.8(5 Google reviews)
Tax Preparation · 1900 S Norfolk St #350, San Mateo, CA 94403
Services: tax planning, advisory
Top accounting firms in San Mateo
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Sid Financial Services, LLC | Financial Planning | 5.0 / 5 | 35 |
| 2 | CLEAR Retirement Advice | Financial Planning | 5.0 / 5 | 13 |
| 3 | Chen Financial Group, LLC | Financial Planning | 5.0 / 5 | 10 |
| 4 | Alliance Accounting, PC | CPA Firm | 5.0 / 5 | 8 |
| 5 | Gosho Financial Group | Financial Planning | 5.0 / 5 | 8 |
More Firms in San Mateo
Firms without a website or enough reviews for a profile page of their own.
- Humex Income TaxTax Preparation★ 5.0 (34)(650) 290-6412
- BalancePoint BookkeepingBookkeeping★ 5.0 (8)(650) 420-0720
- EYCPA Firm★ 5.0 (4)(650) 802-4500Website ↗
- Accounting for TAXBookkeeping★ 5.0 (3)(650) 740-7842Website ↗
- Grimsdale Tax & AdvisoryCPA Firm★ 5.0 (3)(323) 238-9710Website ↗
- Pabla Tax CPACPA Firm★ 5.0 (3)(650) 349-9333Website ↗
- Fuller & Thaler Asset ManagementFinancial Planning★ 5.0 (2)(650) 931-1500Website ↗
- George Papadoyannis - Ameriprise Financial Services, Inc.Financial Planning★ 5.0 (2)(650) 593-9170Website ↗
- Merrill Lynch Financial Advisor Cary KohFinancial Planning★ 5.0 (2)(650) 579-3097Website ↗
- XigniteFinancial Planning★ 5.0 (2)(650) 655-3700Website ↗
- Baker TillyCPA Firm★ 5.0 (1)(650) 343-1100Website ↗
- Bay Financial CompanyFinancial Planning★ 5.0 (1)(650) 685-5815Website ↗
- Brinzo Joseph D CPAAccountant★ 5.0 (1)(650) 341-2400
- Charles & AssociatesAccountant★ 5.0 (1)(650) 685-8768
- Donald J Lazar AccountancyAccountant★ 5.0 (1)(650) 343-4900
- FocusYOUFinancial Planning★ 5.0 (1)(650) 684-1199Website ↗
- G H Hubbell & AssociatesFinancial Planning★ 5.0 (1)(650) 577-5961
- Gtf Financial Services LlcAccountant★ 5.0 (1)(650) 548-1065
- HARARAH & AssociatesTax Preparation★ 5.0 (1)(650) 389-7256Website ↗
- Hernandez John Financial & TaxAccountant★ 5.0 (1)
- Lester D. Laterza, CPAAccountant★ 5.0 (1)(650) 412-2210
- Maheras Wealth ManagementFinancial Planning★ 5.0 (1)(650) 525-0600Website ↗
- Mark Flowers, CFP, CDFAFinancial Planning★ 5.0 (1)(650) 548-9800Website ↗
- Merrill Lynch Financial Advisor Rajiv EluthesenFinancial Planning★ 5.0 (1)(650) 579-3052Website ↗
- Pascual & Associates LLPCPA Firm★ 5.0 (1)(844) 728-4699Website ↗
- SageCrest Wealth ManagementFinancial Planning★ 5.0 (1)(800) 350-4500Website ↗
- Thomas David CPATax Preparation★ 5.0 (1)(650) 570-7766
- Alvarado Tax & Accounting ServicesAccountant★ 4.6 (5)(650) 347-7016
- Linares Tax & Notary ServicesTax Preparation★ 4.5 (8)(650) 312-1882
- Lincoln Financial AdvisorsFinancial Planning★ 4.3 (3)(650) 377-4101
- Jie's Income TaxTax Preparation★ 4.2 (10)(650) 274-0968
- MSBAccountant★ 4.2 (5)(650) 401-6953
- Fisher InvestmentsFinancial Planning★ 4.0 (4)(650) 425-9356Website ↗
- MCCLOSKEY TAX PREPTax Preparation★ 4.0 (3)Website ↗
- Robert's Tax ServiceTax Preparation★ 4.0 (1)(415) 320-7871Website ↗
- First Republic BankFinancial Planning★ 3.8 (17)(650) 571-8388
- Lee & Co LLPAccountant★ 3.7 (3)(650) 577-1500
- Phillips James E CPAAccountant★ 3.5 (2)(650) 341-6006
- Klaus Jane ETax Preparation★ 3.4 (5)(650) 357-1099
- TD AmeritradeFinancial Planning★ 3.3 (3)(650) 340-6000Website ↗
- Merrill Lynch Wealth ManagementFinancial Planning★ 3.0 (2)(650) 579-3000Website ↗
- Heritage Financial NorthFinancial Planning★ 3.0 (1)(650) 579-5575Website ↗
- Bank of America ATM (Drive-thru)Financial Planning★ 1.5 (2)(844) 401-8500Website ↗
- Aspire Planning AssociatesTax Preparation★ 1.0 (2)(925) 938-2023Website ↗
- Blair PamelaTax Preparation★ 1.0 (2)(650) 573-7530Website ↗
- A James Mong EaTax Preparation★ 1.0 (1)(650) 372-1040
- Eos Accountants LLPAccountant★ 1.0 (1)(650) 212-2611Website ↗
- Merrill Lynch Financial Advisor Deepak GanjuFinancial Planning★ 1.0 (1)(650) 579-3030Website ↗
- U.S. Bancorp Advisors - Financial Advisors: David EllisFinancial Planning★ 1.0 (1)(650) 685-1106Website ↗
- Aileen A. Furukawa, CPA retiredCPA Firm(650) 574-7792
- Andersen Mckune & AssociateTax Preparation(650) 574-1785Website ↗
- Anderson TaxTax PreparationWebsite ↗
- Barry B. Lockwood, Cpa,EaCPA Firm(650) 345-7581
- Bpm LLPTax Preparation(650) 455-6377
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- Chen & Associates, LLPTax Preparation(650) 685-6576Website ↗
- Colleen Dieterle CPACPA Firm(650) 573-3334
- CSH Accountancy, Inc.Accountant(650) 642-3492
- Daniel P Kennedy, Inc.Tax Preparation(650) 577-2314
- David A. Vella, CPACPA Firm(650) 574-1790
- David Krakower, CPACPA Firm(650) 305-1194Website ↗
- DeLong & AssociatesTax Preparation(650) 539-9440
- Diawara & Associates, CPAs, P.C.CPA Firm(650) 521-1620Website ↗
- Fan Wen C.P.A.CPA Firm(650) 389-9850
- Fong Ko & Associates LLPTax Preparation(650) 286-9966Website ↗
- Fontanello, Duffield & Otake LLPTax Preparation(650) 281-1450
- Frank J Espina CPACPA Firm(650) 245-2142
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- Gilmore & Associates, LLPTax Preparation(650) 432-6110Website ↗
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- HS Chang Accountancy Corp.Accountant(415) 793-7023
- Ian M Baltuch CPACPA Firm(650) 642-2210
- Jack Liu, CPACPA Firm(650) 383-7989
- Jeffrey R Kawaguchi, CPACPA Firm(650) 372-5307Website ↗
- Julieta I Guenley, CPACPA Firm(650) 224-4284
- Karyn Stiles, CPACPA Firm(650) 766-2553Website ↗
- Kevin Lam CPACPA Firm(650) 571-1738
- KKR Accounting Services, LLCAccountant(650) 653-2407
- Kkras LLCTax Preparation(650) 653-2491
- Lisa Toy, CPACPA Firm(415) 518-0749
- Mark A. Sommer, CPACPA Firm(650) 570-4100
- Martin R. Holl, CPACPA Firm(650) 378-1277Website ↗
- Mitchell Richstone, CPACPA Firm(650) 678-9381
- Ozawa, Kaneko and Associates LLPTax Preparation(650) 445-8035Website ↗
- Payne Financial Consulting IncTax Preparation(650) 372-0113
- Robert L. Borelli, CPACPA Firm(650) 348-8299Website ↗
- Robertson CPA,, Professional CorporationCPA Firm(415) 608-5907
- Ronald Ruttenberg & Co., CPA'sCPA Firm(650) 342-5272
- Roxanne Cyr, CPACPA Firm(650) 577-0555
- Serapio and Associates, Inc.Tax Preparation(650) 349-5533Website ↗
- Shital S Patel, CPACPA Firm(650) 520-6262
- Suttle, D Aquisto & Knolla, LLPTax Preparation(415) 781-7728Website ↗
- Topia Mobility Inc.Tax Preparation(415) 465-8484Website ↗
- UltraCPA LLPTax Preparation(415) 533-4998Website ↗
- Virginia Mangini, CPACPA Firm(650) 867-1970Website ↗
- William D Swackhamer CPACPA Firm(650) 548-1039
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.