Accountants in Santa Rosa, CA — 61 Top-Rated Firms (2026)
We list 61 accounting firms in Santa Rosa, California that have a website and a public review record — 22 tax preparers, 18 CPA firms, 13 financial planners, and 8 bookkeepers. 37 hold a Google rating of 4.5★ or higher, and the average across the 61 rated firms here is 4.30★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (18)|Bookkeepers (8)|Tax Preparers (22)|Financial Planners (13)
The highest-rated firm in Santa Rosa is Roseland Bookkeeping & Tax (5.0★, 30 reviews). 37 of 61 rated firms hold a 4.5★ or higher Google rating.
Showing 50 of 61 firms · sorted by Google rating
1.
Roseland Bookkeeping & Tax
★★★★★★★★★★5.0(30 Google reviews)✓ Verified on Google
Bookkeeping · 1410 Neotomas Ave #238 Unit 200, FL 2, Santa Rosa, CA 95405
Services: payroll, tax preparation
2.
TurboTax - Southwest, Santa Rosa
★★★★★★★★★★5.0(26 Google reviews)✓ Verified on Google
Tax Preparation · 131 Stony Cir Office 548, Office 546, Santa Rosa, CA 95401
Services: tax planning, advisory
3.
Moreno's Business Services
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Bookkeeping · 427 Mendocino Ave #100, Santa Rosa, CA 95401
4.
Swad Wealth Management
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 100 Stony Point Rd Ste 244, Santa Rosa, CA 95401
Services: advisory
5.
Kobrin Financial & Insurance Services
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 4849 Old Redwood Hwy, Santa Rosa, CA 95403
Services: advisory
6.
Arrow Point Wealth Management
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 1011 2nd St #100, Santa Rosa, CA 95404
7.
Miles Brown Asset Management, LLC
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 4863 Old Redwood Hwy B, Santa Rosa, CA 95403
8.
Paternoster & Associates
★★★★★★★★★★5.0(7 Google reviews)
Tax Preparation · 2500 Vallejo St #103, Santa Rosa, CA 95405
9.
Sonoma County Wealth Advisors
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 884 3rd St Suite A, Santa Rosa, CA 95404
Services: advisory
10.
Denegri & Associates
★★★★★★★★★★5.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 800 College Ave, Santa Rosa, CA 95404
Services: bookkeeping
11.
Figueroa CPA Inc.
★★★★★★★★★★5.0(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 3510 Unocal Pl Suite 301, Santa Rosa, CA 95403
Services: tax preparation
12.
Avior Wealth Management, LLC
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 2880 Cleveland Ave STE 2, Santa Rosa, CA 95403
Services: financial planning, advisory
13.
Duane J. Phillips Inc., CPAs
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1100 Sonoma Ave STE E2, Santa Rosa, CA 95405
Services: bookkeeping
14.
Wilkinson & Davis LLP
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Accountant · 3750 Westwind Blvd Ste 220A, Santa Rosa, CA 95403
Services: accounting
15.
Chassey Associates
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 3550 Round Barn Blvd, Santa Rosa, CA 95403
Services: accounting & tax
16.
Dal Poggetto & Company LLP
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Tax Preparation · 149 Stony Cir 1st Floor, Santa Rosa, CA 95401
Services: audit & assurance
17.
Meineke & Co CPA
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 412 Aviation Blvd E, Santa Rosa, CA 95403
Services: accounting & tax
18.
Sorren - Santa Rosa
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 3562 Round Barn Cir #200, Santa Rosa, CA 95403
Services: bookkeeping, audit & assurance
19.
Summer Morris CPA
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Accountant · 3558 Round Barn Blvd Ste 247, Santa Rosa, CA 95403
Services: accounting
20.
Taber John C CPA
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Tax Preparation · 807 St Helena Ave, Santa Rosa, CA 95404
21.
AM Income Tax
★★★★★★★★★★4.9(9 Google reviews)✓ Verified on Google
Tax Preparation · 100 Mariah Pl, Santa Rosa, CA 95409
22.
Sonoma County Paralegal
★★★★★★★★★★4.8(51 Google reviews)✓ Verified on Google
Tax Preparation · 3558 Round Barn Blvd #256, Santa Rosa, CA 95403
Services: advisory
23.
Paladin Fiduciary Services LLC
★★★★★★★★★★4.8(18 Google reviews)✓ Verified on Google
Financial Planning · 6570 Oakmont Dr #100B, Santa Rosa, CA 95409
24.
L H Harris CPA
★★★★★★★★★★4.8(6 Google reviews)IRS PTIN
Accountant · 1260 N Dutton Ave Ste 160, Santa Rosa, CA 95401
Services: accounting
25.
H&R Block
★★★★★★★★★★4.7(106 Google reviews)✓ Verified on Google
CPA Firm · 1791 Marlow Rd Ste 5, Santa Rosa, CA 95401
Services: tax preparation, tax planning, advisory
26.
SONOMA TAX SERVICE, INC.
★★★★★★★★★★4.7(95 Google reviews)✓ Verified on Google
Tax Preparation · 2544 Cleveland Ave Ste 200, Santa Rosa, CA 95403
27.
Maximo Insurance Services, Inc.
★★★★★★★★★★4.7(82 Google reviews)✓ Verified on Google
Tax Preparation · 443 Dutton Ave, Santa Rosa, CA 95407
28.
Stephens Tax Services
★★★★★★★★★★4.7(15 Google reviews)✓ Verified on Google
Tax Preparation · 3418B Mendocino Ave, Santa Rosa, CA 95403
Services: tax planning, advisory
29.
Septimo Tax Services
★★★★★★★★★★4.7(13 Google reviews)
Tax Preparation · 2776 Red Tail St, Santa Rosa, CA 95407
30.
Liberty Tax
★★★★★★★★★★4.6(36 Google reviews)✓ Verified on Google
Tax Preparation · 1770 Piner Rd Suite B, Santa Rosa, CA 95403
Services: tax planning, advisory
31.
Mares Tax Services
★★★★★★★★★★4.6(33 Google reviews)✓ Verified on Google
Tax Preparation · 775 Farmers Ln, Santa Rosa, CA 95405
Services: tax planning, advisory
32.
Cromwell Tax & Bookkeeping
★★★★★★★★★★4.6(21 Google reviews)✓ Verified on Google
Bookkeeping · 1045 College Ave, Santa Rosa, CA 95404
Services: tax preparation
33.
Central Income Tax
★★★★★★★★★★4.6(9 Google reviews)✓ Verified on Google
Bookkeeping · 3903 Sebastopol Rd, Santa Rosa, CA 95407
Services: tax preparation
34.
H&R Block
★★★★★★★★★★4.5(199 Google reviews)✓ Verified on Google
CPA Firm · 1583 Farmers Ln, Santa Rosa, CA 95405
Services: tax preparation, tax planning, advisory
35.
H&R Block
★★★★★★★★★★4.5(36 Google reviews)✓ Verified on Google
Tax Preparation · 711 Stony Point Rd, Santa Rosa, CA 95407
Services: tax planning, advisory
36.
Joly Vita Bookkeeping & Consulting
★★★★★★★★★★4.5(8 Google reviews)✓ Verified on Google
Bookkeeping · 2635 Cleveland Ave Ste 8, Santa Rosa, CA 95403
37.
Muegge Baldi Hardcastle
★★★★★★★★★★4.5(2 Google reviews)IRS PTIN
CPA Firm · 747 5th St, Santa Rosa, CA 95404
Services: accounting & tax
38.
H&R Block
★★★★★★★★★★4.4(120 Google reviews)✓ Verified on Google
CPA Firm · 2280 Mendocino Ave B2, Santa Rosa, CA 95403
Services: tax preparation, tax planning, advisory
39.
Fiesta Auto Insurance & Tax Service
★★★★★★★★★★4.4(95 Google reviews)✓ Verified on Google
Tax Preparation · 500 Sebastopol Ave #C, Santa Rosa, CA 95407
40.
Scheuer Tax Services
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on Google
Tax Preparation · 1313 College Ave, Santa Rosa, CA 95404
41.
Redwood Tax Service, Inc
★★★★★★★★★★4.3(11 Google reviews)✓ Verified on Google
Bookkeeping · 600 McDonald Ave #200, Santa Rosa, CA 95404
Services: payroll, tax preparation
42.
Community First Credit Union
★★★★★★★★★★4.2(93 Google reviews)✓ Verified on Google
Financial Planning · 501 College Ave, Santa Rosa, CA 95404
43.
MNH Income Tax Services
★★★★★★★★★★4.0(12 Google reviews)✓ Verified on Google
Tax Preparation · 1400 Guerneville Rd STE 15, Santa Rosa, CA 95403
Services: payroll
44.
Pletkin & Associates Inc
★★★★★★★★★★4.0(11 Google reviews)✓ Verified on Google
Tax Preparation · 475 Aviation Blvd Ste 200, Santa Rosa, CA 95403
45.
Kyle W. Hagemann, CPA, Inc.
★★★★★★★★★★4.0(8 Google reviews)IRS PTIN
Accountant · 122 S E St, Santa Rosa, CA 95404
Services: accounting
46.
M V Immigration & Income Tax Services
★★★★★★★★★★4.0(8 Google reviews)✓ Verified on Google
Tax Preparation · 1420 Guerneville Rd #4, Santa Rosa, CA 95401
Services: advisory
47.
Redwood Credit Union
★★★★★★★★★★3.9(103 Google reviews)✓ Verified on Google
Financial Planning · 1205 N Dutton Ave, Santa Rosa, CA 95401
48.
BMO Bank N.A Branches
★★★★★★★★★★3.9(19 Google reviews)✓ Verified on Google
Financial Planning · 2801 4th St, Santa Rosa, CA 95405
Services: advisory
49.
Elusik Tax & Accounting, Inc
★★★★★★★★★★3.9(7 Google reviews)✓ Verified on Google
Bookkeeping · 1221 Farmers Ln # 300, Santa Rosa, CA 95405
Services: tax preparation
50.
Patelco Credit Union Santa Rosa
★★★★★★★★★★3.8(26 Google reviews)✓ Verified on Google
Financial Planning · 1965 Cleveland Ave, Santa Rosa, CA 95401
Top accounting firms in Santa Rosa
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Roseland Bookkeeping & Tax | Bookkeeping | 5.0 / 5 | 30 |
| 2 | TurboTax - Southwest, Santa Rosa | Tax Preparation | 5.0 / 5 | 26 |
| 3 | Moreno's Business Services | Bookkeeping | 5.0 / 5 | 12 |
| 4 | Swad Wealth Management | Financial Planning | 5.0 / 5 | 12 |
| 5 | Kobrin Financial & Insurance Services | Financial Planning | 5.0 / 5 | 10 |
More Firms in Santa Rosa
Firms without a website or enough reviews for a profile page of their own.
- Income Tax ServicesTax Preparation★ 5.0 (6)(707) 541-7572
- Standridge & AssociatesTax Preparation★ 5.0 (5)(707) 525-1066
- A.E.I. TaxTax Preparation★ 5.0 (4)(707) 538-8027Website ↗
- Goranson Tax and Consulting, Inc.Bookkeeping★ 5.0 (4)(707) 542-1256Website ↗
- Tasha's Tax ServicesTax Preparation★ 5.0 (4)(707) 919-3107
- Armbrust Bookkeeping ServiceBookkeeping★ 5.0 (3)(707) 538-4673Website ↗
- Betty's TaxesTax Preparation★ 5.0 (3)(707) 521-9390Website ↗
- Censia Wealth AdvisorsFinancial Planning★ 5.0 (3)(707) 528-3010Website ↗
- Cumulus Bookkeeping & ConsultingBookkeeping★ 5.0 (3)(707) 542-2256Website ↗
- Doyle Kenneth P CPAAccountant★ 5.0 (3)(707) 546-4507
- Howard Thomas M CPATax Preparation★ 5.0 (3)(707) 576-1008
- Kimes Cal B CPAAccountant★ 5.0 (3)(707) 331-1040
- Options Tax ServicesTax Preparation★ 5.0 (3)(707) 579-3155
- Sy Tax SolutionsBookkeeping★ 5.0 (3)(707) 708-4577Website ↗
- Virtual Jeannie Bookkeeping Services Inc.CPA Firm★ 5.0 (3)(707) 908-8235Website ↗
- Andy Nielsen Tax & BookkeepingTax Preparation★ 5.0 (2)(707) 545-8884
- Delpalacio Income Tax ServiceTax Preparation★ 5.0 (2)(707) 843-2770
- DeVries Tax ServiceTax Preparation★ 5.0 (2)(707) 539-6070Website ↗
- Freitas Frank W CPAAccountant★ 5.0 (2)(707) 575-8835
- Gannon Tax & BookkeepingTax Preparation★ 5.0 (2)(707) 536-1168Website ↗
- Olvera's Tax ServicesAccountant★ 5.0 (2)(707) 576-8805
- Petaluma Tax ServiceTax Preparation★ 5.0 (2)(707) 566-0383
- The Master's Tax & Financial ServicesTax Preparation★ 5.0 (2)(707) 544-5732Website ↗
- Truong Accounting ServicesBookkeeping★ 5.0 (2)(707) 583-3492Website ↗
- Tweeten Eldercare AdvisorsFinancial Planning★ 5.0 (2)(707) 570-2589Website ↗
- Veronica Mendoza Insurance AgencyTax Preparation★ 5.0 (2)(707) 799-6554
- Wall Terry CPAAccountant★ 5.0 (2)(707) 544-3507
- Allworth FinancialFinancial Planning★ 5.0 (1)(707) 299-3868Website ↗
- Bruner Michael WAccountant★ 5.0 (1)(707) 545-0928
- David BurrittFinancial Planning★ 5.0 (1)
- Double Eagle FinancialFinancial Planning★ 5.0 (1)(707) 576-1313Website ↗
- Five Star Business ServicesAccountant★ 5.0 (1)(707) 575-7902Website ↗
- Focus Partners WealthFinancial Planning★ 5.0 (1)(707) 542-3600Website ↗
- Forensic Accounting CorpAccountant★ 5.0 (1)(707) 324-1002Website ↗
- Gbs Financial CorporationFinancial Planning★ 5.0 (1)(707) 568-2400
- Goranson SusanAccountant★ 5.0 (1)(707) 542-1256
- Imboden Stephen G CPAAccountant★ 5.0 (1)(707) 546-8884
- Joy M Parker CPA IncTax Preparation★ 5.0 (1)(707) 525-8111
- Judith F. Sterling, CDFA, CPAAccountant★ 5.0 (1)(707) 538-2665Website ↗
- K B AccountingAccountant★ 5.0 (1)(707) 525-1120
- Mahacek KathleenTax Preparation★ 5.0 (1)(707) 544-1528
- Merrill Lynch Financial Advisor Nicholas NicholsonFinancial Planning★ 5.0 (1)(707) 575-6305Website ↗
- PDS Bookkeeping ServicesBookkeeping★ 5.0 (1)(707) 542-6962
- Pooley & Pooley, CPAsCPA Firm★ 5.0 (1)(707) 544-5699
- Retirement Investment SpecialistsFinancial Planning★ 5.0 (1)(707) 571-8222Website ↗
- Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)(916) 823-3011Website ↗
- Scarbrough Financial Group, LLC.Financial Planning★ 5.0 (1)(866) 536-7400Website ↗
- SLB Business Management - PW ComplianceBookkeeping★ 5.0 (1)(707) 541-7256Website ↗
- V M Accounting ServicesCPA Firm★ 5.0 (1)(707) 542-4465
- Christensen Accountancy CorporationAccountant★ 4.9 (16)(707) 546-8512
- Stameroff Nicholas L CPA MBACPA Firm★ 4.8 (5)(707) 573-1333
- Simplify Your BizBookkeeping★ 4.4 (7)(707) 542-1003
- First Republic BankFinancial Planning★ 3.8 (5)(707) 544-8881
- Jordan & Associates Retirement ServicesFinancial Planning★ 3.7 (3)(707) 545-1001Website ↗
- Kendrick & AssociatesTax Preparation★ 3.7 (3)(707) 544-4829
- Strobino RichardTax Preparation★ 3.7 (3)(707) 527-7310
- Merrill Lynch Wealth ManagementFinancial Planning★ 3.5 (2)(707) 575-6300Website ↗
- Fidelity National FinancialFinancial Planning★ 3.0 (4)(707) 544-2379
- Passarell Tax & Bookkeeping ServicesAccountant★ 3.0 (4)(707) 953-9405
- Alpha Wealth Management and PlanningFinancial Planning★ 3.0 (2)(707) 852-5320Website ↗
- Bank of America ATM (Drive-thru)Financial Planning★ 3.0 (2)(844) 401-8500Website ↗
- Kerrigan BookkeepingAccountant★ 3.0 (2)(707) 579-1530Website ↗
- Labor Resource Management Inc.Tax Preparation★ 3.0 (2)(707) 303-7575Website ↗
- Prince Accountancy CorporationAccountant★ 3.0 (2)(707) 526-7578
- Wedbush SecuritiesFinancial Planning★ 3.0 (2)(707) 521-2280Website ↗
- Bank of America Private Client Advisor Jason M FosterFinancial Planning★ 3.0 (1)(707) 293-2533Website ↗
- Diane Piccioni CPAAccountant★ 3.0 (1)(707) 545-6829
- Marco Rivera - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 3.0 (1)(707) 545-1013Website ↗
- Tax Service PlusTax Preparation★ 1.9 (8)(707) 575-7755
- Elliott CPA Group Inc.Accountant★ 1.0 (4)(707) 541-6081Website ↗
- Northwestern MutualFinancial Planning★ 1.0 (2)(707) 578-2477Website ↗
- Archive To Thrive Bookkeeping LLCBookkeeping★ 1.0 (1)(707) 494-2294Website ↗
- Golden State Wealth ManagementFinancial Planning★ 1.0 (1)(707) 583-1719Website ↗
- Irwin Robert C CPATax Preparation★ 1.0 (1)(707) 579-1040
- K.H. BookkeepingBookkeeping★ 1.0 (1)(707) 540-2260
- Silicon Valley BankFinancial Planning★ 1.0 (1)(707) 535-5060Website ↗
- Alan F. Beyer, Certified Public AccountantCPA Firm(707) 576-1221
- Alan Wingate CPACPA Firm(707) 595-7840Website ↗
- Alfredo Jimenez, CPACPA Firm(707) 228-3567
- Allen Group LLPTax Preparation(707) 320-7730Website ↗
- Allison Boone CPACPA Firm(707) 579-3425
- Armstrong CPACPA Firm(707) 494-1661
- Boyle & Stoll CPACPA Firm(707) 571-1951Website ↗
- Bruce Garritson, CPACPA Firm(707) 538-8520
- Capitani & Company CPAsCPA Firm(707) 544-2256
- Carolyn A. Mayes, CPACPA Firm(707) 573-8892Website ↗
- Craig A Lorenz, CPACPA Firm(707) 545-1717
- Danielle Sandoval CPACPA Firm(707) 495-0446Website ↗
- Darlene L. Elmore, CPACPA Firm(707) 523-3540
- David C. Faris, CPACPA Firm(707) 824-7225
- Debbi Stoss-Osullivan CPACPA Firm(707) 799-5209
- Elliot John Funk CPACPA Firm(707) 525-9430
- Evan Conklin, CPACPA FirmWebsite ↗
- Fowler Financial Services, Inc.Tax Preparation(510) 713-0500Website ↗
- George Stameroff, CPACPA Firm(415) 902-3055
- Houghton & Houghton CPAs IncCPA Firm(707) 575-3535
- James R Mckee CPACPA Firm(707) 332-9695
- Jillian M. Helmer, CPACPA Firm(707) 578-4444
- Karen J. Irwin, CPACPA Firm(707) 322-6219
- Katherine L. Snodgrass, CPACPA Firm(707) 332-7617
30 more firms are listed without reviews or a website and are not shown.
How to choose an accountant in Santa Rosa
- 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 Santa Rosa?
- We list 61 accounting firms in Santa Rosa, California that have a website and a public review record, 37 of which hold a 4.5★+ Google rating. 191 businesses in Santa Rosa appear in the underlying public data.
- How much does an accountant cost in Santa Rosa?
- 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.