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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; use the service links above to narrow the list.

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By service in San Rafael

🧮CPAs & Accountants10🧾Tax Preparers10📈Financial Planners14

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.

FF
Fiduciary Financial Group✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 53 Google reviews.
★5.0 (53)
☎↗
MJ
Mary Jo Lafaye at Mutual of Omaha Reverse Mortgage✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 23 Google reviews.
★5.0 (23)
☎↗
WP
Wealth Protection Lady, LLC✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 23 Google reviews.
★5.0 (23)
↗
MT
My Tax and Mortgage✓ VerifiedIRS PTIN
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation. Rated 5.0★ across 16 Google reviews.
★5.0 (16)
☎↗
ES
Emily S. Chan - Ameriprise Financial Services, LLC✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 14 Google reviews.
★5.0 (14)
☎↗
BI
BOOKS IN BALANCE✓ Verified
AccountantSan Rafael, CA
Accountant in San Rafael, California offering accounting. Rated 5.0★ across 8 Google reviews.
★5.0 (8)
☎↗
MC
Moraes & Cassidy Group
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning. Rated 5.0★ across 6 Google reviews.
★5.0 (6)
☎↗
PC
Pacific Crest Group✓ Verified
BookkeepingSan Rafael, CA
Bookkeeping in San Rafael, California offering bookkeeping, and advisory. Rated 5.0★ across 6 Google reviews.
★5.0 (6)
☎↗
ES
Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
★5.0 (5)
☎↗
PA
Perotti and CarradeIRS PTIN
CPA FirmSan Rafael, CA
CPA Firm in San Rafael, California offering financial planning, and advisory.
★5.0 (3)
☎↗
DJ
Derryck J Dias & AssociatesIRS PTIN
AccountantSan Rafael, CA
Accountant in San Rafael, California offering accounting.
★5.0 (2)
☎↗
EC
Edward C. Challberg CPA✓ VerifiedIRS PTIN
CPA FirmSan Rafael, CA
CPA Firm in San Rafael, California offering financial planning.
★5.0 (1)
☎↗
HG
Hendriks G Paul CPAIRS PTIN
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation.
★5.0 (1)
☎↗
JW
James Waite, CPAIRS PTIN
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation, and advisory.
★5.0 (1)
☎↗
JI
Jorstad IncIRS PTIN
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation.
★5.0 (1)
☎↗
W
Wealthspire✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning. Rated 4.8★ across 5 Google reviews.
★4.8 (5)
☎↗
BC
Bridgewater Certified Public Accountants, Inc.✓ VerifiedIRS PTIN
CPA FirmSan Rafael, CA
CPA Firm in San Rafael, California offering bookkeeping, and advisory. Rated 4.7★ across 26 Google reviews.
★4.7 (26)
☎↗
TT
Tumi Tax Service✓ Verified
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation. Rated 4.6★ across 11 Google reviews.
★4.6 (11)
☎↗
HB
H&R Block✓ Verified
CPA FirmSan Rafael, CA
CPA Firm in San Rafael, California offering tax preparation, tax planning, and advisory. Rated 4.5★ across 109 Google reviews.
★4.5 (109)
☎↗
HB
H&R Block✓ Verified
CPA FirmSan Rafael, CA
CPA Firm in San Rafael, California offering tax preparation, tax planning, and advisory. Rated 4.5★ across 58 Google reviews.
★4.5 (58)
☎↗
MW
Marin Wealth Advisors LLC✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 4.5★ across 8 Google reviews.
★4.5 (8)
☎↗
VR
Via Rapida Services✓ Verified
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation. Rated 4.4★ across 15 Google reviews.
★4.4 (15)
☎↗
DW
DeMartini, Walker & Ghaedi LLP✓ Verified
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation. Rated 4.4★ across 14 Google reviews.
★4.4 (14)
☎↗
RC
Redwood Credit Union✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning. Rated 4.3★ across 40 Google reviews.
★4.3 (40)
☎↗
MF
M&M Financial Group✓ Verified
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation. Rated 4.0★ across 7 Google reviews.
★4.0 (7)
☎↗
RK
Richard K. Chinlund, CPA✓ VerifiedIRS PTIN
CPA FirmSan Rafael, CA
CPA Firm in San Rafael, California offering accounting & tax.
★4.0 (2)
☎↗
CA
Cloutier Accountancy✓ VerifiedIRS PTIN
AccountantSan Rafael, CA
Accountant in San Rafael, California offering accounting. Rated 3.9★ across 7 Google reviews.
★3.9 (7)
☎↗
HW
HCM Wealth✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 3.6★ across 5 Google reviews.
★3.6 (5)
☎↗
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 3.0★ across 44 Google reviews.
★3.0 (44)
☎↗
LT
Liberty Tax Service✓ Verified
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation. Rated 3.0★ across 6 Google reviews.
★3.0 (6)
☎↗
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 2.7★ across 23 Google reviews.
★2.7 (23)
☎↗
FL
Forward LLP✓ VerifiedIRS PTIN
CPA FirmSan Rafael, CA
CPA Firm in San Rafael, California offering accounting & tax. Rated 1.8★ across 5 Google reviews.
★1.8 (5)
☎↗
CF
Cornerstone Financial Services
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning. Rated 1.5★ across 17 Google reviews.
★1.5 (17)
☎↗
BO
Bank of America ATM✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 1.4★ across 9 Google reviews.
★1.4 (9)
☎↗
WC
Winston CPA | Goodman Tax ServicesIRS PTIN
Tax PreparationSan Rafael, CA
Tax Preparation in San Rafael, California offering tax preparation.
★1.0 (1)
☎↗

Top accounting firms in San Rafael

#FirmServiceRatingReviews
1Fiduciary Financial Group✓Financial Planning★ 5.053
2Mary Jo Lafaye at Mutual of Omaha Reverse Mortgage✓Financial Planning★ 5.023
3Wealth Protection Lady, LLC✓Financial Planning★ 5.023
4My Tax and Mortgage✓Tax Preparation★ 5.016
5Emily S. Chan - Ameriprise Financial Services, LLC✓Financial Planning★ 5.014

More firms in San Rafael

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.

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.

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