It can be burdensome to find the best CPA in Walnut Creek, California, so we made this comprehensive list of the best you can find in town for you to choose wisely. Each company or individual has a variety of services you should be aware of, from tax preparation - extremely important in our city - to those who even offer financial projection. This list of amazing locations is ever-changing so please often check them. If you find another CPA that should be on the list - or one that should be removed - please don’t hesitate to inform us!
About: Robert Arnone, CPA is a full-service accounting firm offering services across the Greater San Francisco Bay Area. Clients, who find hard to achieve their financial goals, will benefit from their professional, personalized services. Robert has extensive experience in aiding clients reach their financial goals. Aside from that, there are online resources for individual clients, not for profit or small business, to determine the tax process and financial decision-making. These include financial calculators, news, downloadable tax forms, and publication and links to other useful sites.
Services Offered: Tax - Individual Tax, Small Business Tax, Tax Planning, Audits, Reviews, Accounting - Bookkeeping/Write-up/ Entity Selection & Formation, Flow and Budgeting Analysis, Financial Projections and Forecast.
What Makes them Different: Talking to Robert and reaching out to their online services will make clients feel comfortable about their tax preparations and financial goals.
About: JHS CPAs, LLP has more than 40 years experience as a full-service CPA firm. They offer outstanding support, assurance and strategic accounting advice to clients ranging from private companies to construction and real estate companies. Their professionals are committed to offering quality accounting and auditing services, tax advice and planning, and management advisory services. Their goal is to aid clients simplify the uncertainties and control of their businesses while sticking to the highest standards of professional ethics and excellence.
Services Offered: Business Services - Audits - Reviews - Compilations, Forensic and Litigation Support Services, Succession Planning, Surety and Fidelity Claims Services, Tax Services - Individual Tax Services, Tax Preparation for Businesses, Tax Planning, Estate & Trust Tax Services
What Makes them Different: With their over 40 years of experience, clients can expect a huge amount of support and professionalism in their service.
About: Cynthia A. Wilkinson has a Certified Public Accountant license and graduated from a Bachelor of Science degree in Accounting as well as a Masters of Science degree in Taxation. She has years of experience in serving different clients like the board of directors of the Tri-Valley Business and Estate Planning Council and the Business Women's Network of the Tri-Valley area. As a San Francisco Bay Area resident, she is committed to serve the community.
Services Offered: Estate Tax Planning, Family Gifting, Marital Dissolution, Small Business Form Preparation - C-Corporations, S-Corporations, General Partnerships, Sole-Proprietor, Lease-Buy Decisions, Real Estate Transactions, Equipment Purchases and Sales, Office Systems and Controls, Business Sales and Acquisitions, Limited Liability Company, Solutions for Business Problems - Systems Accounting Software Selection and Use
What Makes them Different: Cynthia Wilkinson is a dedicated CPA that has experience in the real estate industry.
About: A business that plans to run and operate successfully should choose the right CPA firm to help them financially. Since 1984, the CPA Firm of Sweeney Kovar, LLP has been offering services such as accounting, tax, business consulting and litigation support to closely held businesses and their owners in the East Bay. Due to the large organization of this firm, experts won’t sacrifice the attention and personal services that clients would expect from local firms. The company is located at Danville, CA.
Services Offered: Tax Services - Advanced tax planning, Entity selection, Estate, trust and gift taxation, Section 1031 Tax-Deferred exchanges, Merger and acquisition analysis, Federal and state tax compliance, IRS Audit support and defense, Audit & Accounting Services - Financial statement audit, Financial statement review, Financial statement compilation, Employee benefit plan audits, Agreed-upon procedures, Internal control evaluation, Litigation Support - Wage and earnings loss, Business fraud, Lost profit calculations, Economic damages, Construction claims and damages, Analysis of income available for support, Analysis of assets and liabilities for marital settlement purposes, Quickbooks Support - Improved financial reporting to help our clients monitor and manage their business, Customize QuickBooks for our client’s individual business needs, Training to fully use the powerful capacity of QuickBooks.
What Makes them Different: Since they are a large company, there are a variety of experienced CPAs you can find. If your situation is unique, they might help you find a financial solution.
About: Suzanne Eikel has a CPA license with more than 20 years’ experience in Accounting, Tax, and Business Consulting Services from start-ups to fortune 500 companies. She has experience in multiple industries and worked at Price Waterhouse Coopers, and Carlyle Group. Located in San Ramon, CA, Eikel Tax & Financial Solutions has experience in tax strategic planning, restructuring, organizational effectiveness, due diligence, mergers and acquisitions. She can help small and midsize businesses in their most complex tax and accounting scenarios. Her services and clients extend across California.
Services Offered: Services for Individuals - Personal Financial Planning, Retirement Planning, Estate Planning, Elder Care, Business Services - Small Business Accounting, Payroll, Part-Time CFO Services, Reviews - Compilations, Forensic Accounting, Cash Flow Management/ Bank Financing, Business Valuation, Strategic Business Planning, Succession Planning/ New Business Formation, Non-Profit Organizations, Internal Controls, Litigation Support, Tax Services - Tax Preparation, Tax Planning, Tax Problems, Quickbooks Services - Why QuickBooks, QuickBooks Setup, QuickBooks Training, QuickAnswers, QuickTuneup, QuickBooks Tips, Buy QuickBooks and Save.
What Makes them Different: Suzanne Eikel experiences will assure clients that she knows the ins and out of different financial planning for small to midsize businesses. Not only that, they also offer Quickbooks services.
About: Jonathan Hackman is a Certified Public Accountant with lots of experience in the financial industry. Jonathan graduated from Duke University with a Bachelor of Science degree. He started his career with BDO Seidman LLP (now BDO). After three years working with this firm, he founded Isaacs & Hackman with the purpose of creating a consulting firm for high profiles that has a strong focus on service. He has managed financial processes from business start-ups, investment management companies, all types of trusts, estate planning, and tax work for all entities and individuals.
Jonathan is one of the members of the American Institute of Certified Public Accountants (AICPA), the California Board of Accountancy, the California Society of Certified Public Accountants, and Rotary International.
Services Offered: Tax Preparation, Tax Preparation, IRS Representation, Estate Planning, Payroll Services, Financial Planning, Sales Tax Services, Retirement Planning, Bookkeeping/Write-Up, Tax Planning, Business Entity Selection, Business Entity Selection, Estate & Trust Tax Preparation, Business Succession Planning, and Other Services.
What Makes them Different: Jonathan Hackman has an extensive experience in handling entrepreneurial businesses.
About: Aaron has been doing public accounting since his internship in college. Aaron studied Master of Business Administration at UC Davis Graduate School of Management. His experience in several mid-sized firms such as Radius Global Growth Experts and Mowat Mackie & Anderson, with different specializations including: Foreign & Expatriate Taxation, as well as Real estate investment partnerships. He enjoys aiding his clients, guiding them and prioritizing their tax needs. He prides on delivering better services to business. Aaron is a native of Alameda CA where he enjoys walking his 3 dogs.
Services Offered: Closely Held Business, Nonprofits, Real Estate, High Income Individuals, Private Foundations, Trusts and Estates.
What Makes them Different: Aaron likes to directly work with his clients which make them assured that their needs are prioritized.
About: The Werner Group focuses on tax planning and preparation services. They are located in San Ramon and Fairfield. Whether you are an individual or a business, you can rest assured that this CPA firm will prioritize their clients first. They will listen and work closely with clients in order to achieve a plan that best suits the clients’ needs.
Services Offered: Tax Preparation Services for Individuals - Tax preparation services - E-filed IRS and State (multi-state also), Personalized tax planning, IRS tax help and resolution for existing clients, Tax Planning and Preparation for Business - Preparation of all types of tax returns for businesses, Accounting and Quickbooks set up, review, Strategic tax planning to minimize future liability.
What Makes them Different: Werner Group has a client-first philosophy. You will be at ease that your tax planning and preparation will be done well.
About: Regalia & Associates was established in 1990. They are a public accounting firm that focuses on providing expert audit, tax, and consulting services. They are members of the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants.
Services Offered: Audits, Single Audits, Tax Services, Management Letters, Review Services, Compilations, Business Evaluations - EBITDA Multiplier Approach/ Capitalized Earnings Approach/ Excess Earnings Method/ Discounted Cash Flow/ Rule of Thumb Methods/ Start-Up Cost Approach/ Acquisition Debt Value/ Liquidation Value Method, CONSULTING SERVICES.
What Makes them Different: The firm and staff are members of American Institute of Certified Public Accountants.
About: Steve Kau, CPA, PC is based in Dublin, California where their professionals have experience and skills in aspects of business management. They specialize in giving quality and personalized services in accounting and tax planning. They have different clients in small to big business as well as start-up technology businesses. They are willing to help their clients save thousands of dollars by applying their tax expertise.
Services Offered: Bookkeeping, Individual Income Taxes, Business Income Taxes, Tax Representation, Tax Planning, Payroll/Sales Tax Processing, Problem Resolution, New business start-up, Buy/Sell arrangements, Budget and planning projects.
What Makes them Different: They are experts on saving money for your business giving you higher profits and lower taxes.
Are you terrified of you, your business or your non-profit getting audited by the IRS? Do you wake up in the middle of the night at the thought of hearing that knock on your door? Call Robert Arnon CPA today so you can get busy relaxing tomorrow! We also handle internal audits, of course. We specialize in helping HOAs, non-profits, small and mid-sized businesses make sure their books are in order. So if you’re even a little concerned, now is the time to act. Contact us today!