Estate Planning Blog

Top 11 Best CPAs Near Walnut Creek, California

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0,

We know finding the best CPA near Walnut Creek can be a difficult and daunting ordeal, so we put together this detailed list of the best of the best Certified Public Accountants firms near Walnut Creek, California so you can make your choice wisely. Each Tax Professional strives to give their clients the best tax advice and planning they’ve always desired so you should be sure to check them out on your next visit to Walnut Creek! If you know another CPA that should also be included in our list – or one that should be removed – please let us know!

1. Joel S. Smith & Associates, Certified Public Accountant

1261 Locust Street #79, Walnut Creek, Ca 94596

About: Joel S. Smith & Associates has been offering tax and accounting services to companies and small businesses throughout the SF Bay Area and beyond for over 20 years. If you are looking for an outsourced CFO for your company or startup, look no further than the professionals at JSS CPA. His credentials include:

  • BS in Accounting and Finance, UC Berkeley,
  • Masters in Taxation, Golden Gate University,
  • Certified Public Accountant (CPA), and
  • Certified Management Accountant (CMA).

Services: Accounting Services, Outsourced Solutions, Essential Tax Services. Joel has helped clients with their tax planning and compliance issues throughout his career for all forms of business entities and many industries, including; Real Estate, Construction, Automotive Sales, Professional Services, Restaurants, Tax Exempt Entities, and many others. Joel is an active member of the Institute of Management Accountants having served as past president of the San Francisco Chapter and is currently a member of the Board of the Amador Valley Chapter. He is also a member of Business Networking International.

2. Robert Abbott Tax Services

841 Arnold Dr # C, Martinez, CA 94553

About: Robert E. “Bob” Abbott created Robert Abbott Tax Services in 1955. Rebecca Hayes (in 1990) and Oscar Antonio joined the quickly expanding Martinez, California, practice (in 2005). Oscar took over the practice in 2009 after Bob and Rebecca passed away.

They are a long-standing full-service tax planning company in Martinez, California, and 2019 Best of Martinez Award winner for Tax Preparation Service.

Services: Person, company, estate, and trust income tax preparation and resolution; revised returns; tax planning and estimates; tax withholding recommendations; audit representation; and forming installment arrangements with the IRS and state are only a few of the services available.

3. Moskowitz LLP

1700 Broadway Fl 4 Oakland, CA 94612

About: Moskowitz LLP takes a collaborative approach to address their clients’ company and personal needs. Attorneys, accountants, registered officers, paralegals, bookkeepers, and other practitioners make up their business. Engineers, private detectives, appraisers, and fiduciaries are among the professionals they work with. If they are unable to assist you with your business dilemma, they are likely to have a partner who does.

Services: The list of their services includes tax issues, pre-litigation tax matters, tax litigation, overseas tax planning, tax return, and tax judgment preparation, collections representation, real estate tax matters, bitcoin business and taxes, hemp business and taxation, property tax disputes, and criminal defense.

4. Argus CPA

3075 Citrus Cir Ste 175 Walnut Creek, CA 94598

About: Argus CPA deals in both client and corporation tax planning. They also have bookkeeping and a variety of other services including <.p>

  • Tax planning for individuals and businesses
  • Bookkeeping services (including financial statement planning, account clean-up/reconciliation, capital asset/depreciation estimate, budgeting and estimating, and so on.)
  • Setup and/or instruction for QuickBooks

Their whole staff is dedicated to delivering excellent support. Many of their clients’ financial and bookkeeping needs are met and their clients speak highly of their services.

5. Stonebridge Counsel

1990 N California Blvd Ste 830 Walnut Creek, CA 94596

About: Sandeep Singh, a tax solicitor, found there was a special need for his expertise after defending the IRS in hundreds of court cases. He created StoneBridge Counsel in order to bring his skills and expertise to work for taxpayers in IRS investigations, enforced taxes, and other conflicts with state and local taxing authorities. He is passionate about assisting people with tax issues and represents a wide range of taxpayers in the San Francisco area.

Services: Tax Litigation and Representation, Criminal Tax Defense, Audit Representation, FBAR Tax Problems, Back Taxes, Cryptocurrency Tax Problems.

6. Capital Tax

150 N Wiget Ln Walnut Creek, CA 94598

About: Be free of the pressure of being overburdened. Although accurate tax reporting is necessary, proper tax planning is the secret to lowering your annual tax bill. Capital Tax’s planning strategy is their key differentiator since it goes beyond and above industry expectations. As a result, clients have more money to spend and expand their businesses.

Services: Individual Taxes, Business Tax Planning, Estate, and Trust Tax Planning

7. Morello Accounting Group

1250-I, Newell Ave #131, Walnut Creek, CA 94596

About: Morello Accounting Group Inc. has been in business for over a decade! Their specialty is Quickbooks accounting software. About 67 years of cumulative accounting and bookkeeping expertise, and 49 years of Quickbooks accounting program experience. They are true experts in their profession, with enough technological device expertise to serve a wide range of industries.

They enjoy assisting their customers in using technologies to improve efficiencies, reduce time and costs, and maximize earnings.

Services: Morello Accounting Group will assist clients in personal and company financial accounting. They specialize in QuickBooks accounting applications and are a pioneer in offering Walnut Creek, CA accounting solutions, delivering sound accounting advisory services and guidance.

8. Harmon Burstyn, CPA for Nonprofits

1012 Hacienda Dr, Walnut Creek, CA 94598

About: Harmon Burstyn has been a Certified Public Accountant representing charities in the San Francisco Bay Area for over 30 years. Auditing for Deloitte, becoming a corporate consultant for Beach Blanket Babylon, directing a comedy club, tax and accounting for not-for-profits, and hiring and staffing for finance and accounting experts are only a few of his many accomplishments.

Fine and creative arts, entertainment, cultural and environmental programs, family counseling and sports, bioscience, healthcare and medical advancement, athletics, executive advancement, technical groups, and faith & spiritual services are among Harmon’s SF Bay Area nonprofit clients.

9.Cartwright Partners

1655 N Main St Suite 350, Walnut Creek, CA 94596

About: Cartwright Partners, LLC recognizes the depth of expertise and level of focus needed to handle the financial challenges that businesses will face. They have a wide variety of personalized, reliable accounting services as a trusted Northern California accounting company.

They’re ready to work with customers to ensure efficiency, from day-to-day bookkeeping to making educated choices on recruiting additional staff or engaging in a large buy. They will also provide investors with proactive tax preparation so that their tax burdens are minimized and their gains are maximized.

10. Hawkes Hastings & Aaron Accountancy

2700 Ygnacio Valley Rd Ste 140 Walnut Creek, CA 94598

About: Hawkes Hastings & Aaron was founded in the mid-1970s by a visionary who saw a need for high-quality technical services with a personal touch. They’ve worked hard over the years to keep that outlook. They trust in the importance of interpersonal connections. They treat any client relationship as though it were a friendship, and they sincerely feel that their success is dependent on the success of their clients.

They are dedicated to supplying their customers with an intimate, personal focus. They take pride in assuring customers that the personal assistance they receive is based on years of professional study, technological expertise, and financial knowledge.

Their dedication to success is shown by their ongoing investment in time and money in advanced continuing education, cutting-edge computing technologies, and deep corporate partnerships.

Services: Tax Services, IRS Representation, Accounting Services, Bookkeeping/Write-Up, Consulting Services, Estate Planning

11. Henrickson & Lupori

1900 Olympic Blvd, Walnut Creek, CA 94596

About: After more than 30 years as an IRS Special Enforcement Agent, Tom Lupori left the government in 1995 to join Ron Henrickson, a friend, and former IRS Special Agent, in forming Henrickson & Lupori, a company that represented taxpayers in the San Francisco Bay Area.

For more than a decade, Henrickson & Lupori has fought for the interests of taxpayers—entrepreneurs, small business owners, and professionals—against the context of increasingly complicated tax laws and to satisfy taxpayers’ ever-changing needs.

Services: Tax Preparation, Audit Representation, Incorporate Businesses, Financial Statements

Are You Looking For an Estate Planning Attorney You Can Trust?

Planning for your retirement can be a daunting task, and you may still have some remaining questions. The Law Offices of Joel A Harris are more than prepared to provide you with legal counsel pertaining to your planning, execution, or, and any other legal concerns or questions you may have. The Law Offices of Joel A Harris , located in Concord , Walnut Creek, and Antioch are available to help you to the best of their abilities. Joel Harris is an attorney with 30 years of experience and is extremely familiar with this process. If you are not sure how to begin, or you just want some help navigating the ins and outs of protecting your retirement and estate, feel free to visit us online , in person or call us by phone at (925) 757-4605.

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