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Accountants in San Rafael, CA — 35 Top-Rated Firms (2026)

We list 35 accounting firms in San Rafael, California that have a website and a public review record — 14 financial planners, 10 tax preparers, 10 CPA firms, and 1 bookkeeper. 21 hold a Google rating of 4.5★ or higher, and the average across the 35 rated firms here is 4.16★. They are sorted by Google rating and review count.

By service: CPAs & Accountants (10)|Tax Preparers (10)|Financial Planners (14)

The highest-rated firm in San Rafael is Fiduciary Financial Group (5.0★, 53 reviews). 21 of 35 rated firms hold a 4.5★ or higher Google rating.

Showing 35 of 35 firms · sorted by Google rating
1.
Fiduciary Financial Group
★★★★★★★★★★5.0(53 Google reviews)✓ Verified on Google
Financial Planning · 1101 Fifth Ave, San Rafael, CA 94901
Services: advisory
(208) 957-6922WebsiteMore info
2.
Mary Jo Lafaye at Mutual of Omaha Reverse Mortgage
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 1000 4th St #875, San Rafael, CA 94901
Services: advisory
(650) 440-8934WebsiteMore info
3.
Wealth Protection Lady, LLC
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 79 Acacia Ave, San Rafael, CA 94901
Services: advisory
WebsiteMore info
4.
My Tax and Mortgage
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 1000 4th St 3rd Floor, San Rafael, CA 94901
(916) 548-0743WebsiteMore info
5.
Emily S. Chan - Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 914 Mission Ave Ste 4F, San Rafael, CA 94901
Services: advisory
(415) 524-8687WebsiteMore info
6.
BOOKS IN BALANCE
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Accountant · BOOKS IN BALANCE, 4040 Civic Center Dr, San Rafael, CA 94903
Services: accounting
(415) 455-9455WebsiteMore info
7.
Moraes & Cassidy Group
★★★★★★★★★★5.0(6 Google reviews)
Financial Planning · 7 Mt Lassen Dr, San Rafael, CA 94903
(415) 785-4867WebsiteMore info
8.
Pacific Crest Group
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Bookkeeping · 810 Fifth Ave Ste 200, San Rafael, CA 94901
Services: advisory
(415) 461-2586WebsiteMore info
9.
Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1000 4th St Ste 300, San Rafael, CA 94901
Services: advisory
(415) 926-3071WebsiteMore info
10.
Perotti and Carrade
★★★★★★★★★★5.0(3 Google reviews)IRS PTIN
CPA Firm · 1 McInnis Pkwy Suite 200, San Rafael, CA 94903
Services: financial planning, advisory
(415) 461-8500WebsiteMore info
11.
Derryck J Dias & Associates
★★★★★★★★★★5.0(2 Google reviews)IRS PTIN
Accountant · 280 Miller Creek Rd, San Rafael, CA 94903
Services: accounting
(415) 499-1904WebsiteMore info
12.
Edward C. Challberg CPA
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 175 N Redwood Dr Ste 200, San Rafael, CA 94903
Services: financial planning
(415) 491-1322WebsiteMore info
13.
Hendriks G Paul CPA
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Tax Preparation · 1050 Northgate Dr #52, San Rafael, CA 94903
(415) 492-8933WebsiteMore info
14.
James Waite, CPA
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Tax Preparation · 777 Grand Ave #205, San Rafael, CA 94901
Services: advisory
(415) 256-8076WebsiteMore info
15.
Jorstad Inc
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Tax Preparation · 1000 4th St #375, San Rafael, CA 94901
(415) 459-6622WebsiteMore info
16.
Wealthspire
★★★★★★★★★★4.8(5 Google reviews)✓ Verified on Google
Financial Planning · 100 Smith Ranch Rd #300, San Rafael, CA 94903
(415) 526-2900WebsiteMore info
17.
Bridgewater Certified Public Accountants, Inc.
★★★★★★★★★★4.7(26 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1299 4th St Ste 500, San Rafael, CA 94901
Services: bookkeeping, advisory
(415) 528-5400WebsiteMore info
18.
Tumi Tax Service
★★★★★★★★★★4.6(11 Google reviews)✓ Verified on Google
Tax Preparation · 14 Mitchell Blvd Suite B, San Rafael, CA 94903
(415) 595-3244WebsiteMore info
19.
H&R Block
★★★★★★★★★★4.5(109 Google reviews)✓ Verified on Google
CPA Firm · 301 3rd St, San Rafael, CA 94901
Services: tax preparation, tax planning, advisory
(415) 456-0763WebsiteMore info
20.
H&R Block
★★★★★★★★★★4.5(58 Google reviews)✓ Verified on Google
CPA Firm · 170 Northgate Dr, San Rafael, CA 94903
Services: tax preparation, tax planning, advisory
(415) 479-4219WebsiteMore info
21.
Marin Wealth Advisors LLC
★★★★★★★★★★4.5(8 Google reviews)✓ Verified on Google
Financial Planning · 4040 Civic Center Dr Suite 200, San Rafael, CA 94903
Services: advisory
(415) 458-5880WebsiteMore info
22.
Via Rapida Services
★★★★★★★★★★4.4(15 Google reviews)✓ Verified on Google
Tax Preparation · 9 Vivian St, San Rafael, CA 94901
(415) 785-3492WebsiteMore info
23.
DeMartini, Walker & Ghaedi LLP
★★★★★★★★★★4.4(14 Google reviews)✓ Verified on Google
Tax Preparation · 185 N Redwood Dr Unit 220, San Rafael, CA 94903
(415) 472-7880WebsiteMore info
24.
Redwood Credit Union
★★★★★★★★★★4.3(40 Google reviews)✓ Verified on Google
Financial Planning · 209 3rd St, San Rafael, CA 94901
(800) 479-7928WebsiteMore info
25.
M&M Financial Group
★★★★★★★★★★4.0(7 Google reviews)✓ Verified on Google
Tax Preparation · 866 4th St, San Rafael, CA 94901
(415) 521-5630WebsiteMore info
26.
Richard K. Chinlund, CPA
★★★★★★★★★★4.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1299 4th St #506, San Rafael, CA 94901
Services: accounting & tax
(415) 526-3686WebsiteMore info
27.
Cloutier Accountancy
★★★★★★★★★★3.9(7 Google reviews)✓ Verified on GoogleIRS PTIN
Accountant · 4040 Civic Center Dr Ste 200, San Rafael, CA 94903
Services: accounting
(415) 462-6398WebsiteMore info
28.
HCM Wealth
★★★★★★★★★★3.6(5 Google reviews)✓ Verified on Google
Financial Planning · 1101 Fifth Ave #160, San Rafael, CA 94901
Services: advisory
(415) 464-5650WebsiteMore info
29.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(44 Google reviews)✓ Verified on Google
Financial Planning · 1000 4th St, San Rafael, CA 94901
Services: advisory
(415) 451-2770WebsiteMore info
30.
Liberty Tax Service
★★★★★★★★★★3.0(6 Google reviews)✓ Verified on Google
Tax Preparation · 975 Grand Ave, San Rafael, CA 94901
(628) 888-6417WebsiteMore info
31.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(23 Google reviews)✓ Verified on Google
Financial Planning · 30 Smith Ranch Rd, San Rafael, CA 94903
Services: advisory
(415) 446-7590WebsiteMore info
32.
Forward LLP
★★★★★★★★★★1.8(5 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 4040 Civic Center Dr Ste 200, San Rafael, CA 94903
Services: accounting & tax
(415) 491-1099WebsiteMore info
33.
Cornerstone Financial Services
★★★★★★★★★★1.5(17 Google reviews)
Financial Planning · 4310 Redwood Hwy Ste 100, San Rafael, CA 94903
(415) 479-6530WebsiteMore info
34.
Bank of America ATM
★★★★★★★★★★1.4(9 Google reviews)✓ Verified on Google
Financial Planning · 190 Northgate Dr One, San Rafael, CA 94903
Services: advisory
(844) 401-8500WebsiteMore info
35.
Winston CPA | Goodman Tax Services
★★★★★★★★★★1.0(1 Google review)IRS PTIN
Tax Preparation · 999 Fifth Ave Suite 250, San Rafael, CA 94901
(415) 459-1040WebsiteMore info

Top accounting firms in San Rafael

#FirmServiceGoogle ratingReviews
1Fiduciary Financial GroupFinancial Planning5.0 / 553
2Mary Jo Lafaye at Mutual of Omaha Reverse MortgageFinancial Planning5.0 / 523
3Wealth Protection Lady, LLCFinancial Planning5.0 / 523
4My Tax and MortgageTax Preparation5.0 / 516
5Emily S. Chan - Ameriprise Financial Services, LLCFinancial Planning5.0 / 514

More Firms in San Rafael

Firms without a website or enough reviews for a profile page of their own.

How to choose an accountant in San Rafael

  • 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.

How to verify a CPA license »

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 Rafael?
We list 35 accounting firms in San Rafael, California that have a website and a public review record, 21 of which hold a 4.5★+ Google rating. 114 businesses in San Rafael appear in the underlying public data.
How much does an accountant cost in San Rafael?
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.