The highest-rated Financial Record Keeping & Controllership companies out of 150 vetted & reviewed in the San Mateo area.
Learn how we score.
Prominent finalists A-Z in San Mateo
Accounteam
Accounting For TAX
B.o.l. Global
Bleske & Associates
Books in Balance
Bridgewater Certified Public Accountants
Christina Carter Tax Service
Cristian Borcan, CPA
David D Tobkin, CPA
Duan Wei-Maynez CPA
Fractions Tax Services & Bookkeeping
Grindy Tax Service
Kaufmann Advisors
Kruze Consulting
Larson Tax Services
Linda Rost’s Better Bookkeepers
M & Z Tax Services
MCS Tax Professionals
Oneill & Bergado
S & S Tax Service
SM Accounting Services
Sunshine Pro Accounting and Tax
Torres Bookkeeping &
Turner Accounting & Technology Group
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Turner Accounting & Technology Group
(7)
Quickbooks
Cleaning
“Excellent job cleaning up our 2018 accounting and migrating over our accounting data from quickbooks to Xero”
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S & S Tax Service
(42)
Tax Services, Business Services, Quickbooks Services
“I have posted FIVE STARS because S&S Tax diligently represented me in an Audit with the IRS and helped me come out of a grueling process with results so spectacular, I had to pinch myself twice to believe it.”
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Bridgewater Certified Public Accountants
(23)
New Business Formation, Dental Practice Services, Business Services
“They respond quickly, are honest about what they know and what they need to check up upon, engage appropriately with the right set of questions, and ultimately have recommendations which are practical, cost effective, and realistic.”
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B.o.l. Global
(37)
Succession Planning, Tax Planning, Business Services
“My experience here was beyond what I expected, Ling is fun to work with, she is helpful, professional and responsive, super easy and fast process, making doing taxes a breeze not a drag, everyone in the office is very friendly and professional too, ...”
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Christina Carter Tax Service
(22)
Tax Laws
Understanding
Employed
“Christina brings a positive and open-mind to her analysis of your tax issues, and allows you to rest assured she will handle the complexities with professional acuity and transparency.”
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Torres Bookkeeping &
(5)
“They are professional, caring and truly responsive, every time I have a question that might affect my taxes they are quick to respond and give a straight answer.”
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SM Accounting Services
(11)
“On of the best accounting firms around the bay, professional and quick, appointments always in time, Mohammed is such a professional and authentic accountant, he would go the extra mile so ur business is in a safe hand.”
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Linda Rost's Better Bookkeepers
(32)
U-Z, Remote Bookkeeping, Bookkeeping
“I highly recommend Linda Rost and her staff for anyone operating a small to medium sized company who either do not have any capable in house bookkeeping or wish to supplement whatever they have with outside quality work.”
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M & Z Tax Services
(3)
“She did an excellent job in completing my taxes and explained in detail how I could save money on my taxes.”
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David D Tobkin, CPA
(1)
Services For Individuals, Business Services, Services For Quickbooks
“Did great work for us in a difficult tax situation.”
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Grindy Tax Service
(3)
Audit Representation, Loan Application Assistance, Business Taxation
“Handle things I don't understand and offer excellent advice during tax time and any time if the year.”
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Fractions Tax Services & Bookkeeping
(23)
Questions
Bookkeeper
Prices
“Well, it turns out that turbo tax is very glitchy— it skipped an entire section of deductions which we didn't realize until we saw our DMV vehicle license fee paperwork and donation paperwork untouched.”
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Sunshine Pro Accounting and Tax
(22)
Questions
Accountant
Tax Services
“Having worked with Sunshine over the last few years I now see the value of investing CPA and booking keeping services from a firm that has their clients best interest at heart...”
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Accounteam
(21)
Quickbooks
Work
Tax Returns
“We are extremely happy Accounteam--our main interface has been with Anna (bookkeeper), but Stephanie, Svetlana, and tax-guru Rudulf have all been excellent.”
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Duan Wei-Maynez CPA
“While we provide appointment-only services at our conveniently-located offices in downtown San Francisco, Burlingame (next to the new Oculus campus), and Hermosa Beach, our secure web portal ensures that clients are able to share documents with the u...”
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MCS Tax Professionals
(3)
“As we started to fill out my Income Tax Return, they explained every step of the process.”
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Snap Advisory
(25)
Questions
“Patti and her team really help their clients - they prepare a well thought-out income tax planning packet every year, and it allows me to pull all my year-end documents together and file well in advance of the deadline, with less stress.”
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Bleske & Associates
(15)
Business Services, Tax Services
“What blew me away is that when I first came to this business, I learned that my prior tax preparer had totally butchered our refund the prior year, with lack of communication and making us owe a lot of money.”
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Kruze Consulting
(24)
Startup
Bookkeeping
Manage
“They are courteous, helpful, and went above and beyond so that I could even learn to take care of some of the little things myself (Delaware filing)...”
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Cristian Borcan, CPA
(4)
Bookkeeping Houston, TX, Bookkeeping Los Angeles, CA, Bookkeeping San Francisco, CA
“During my first year of business, Christian helped to file business tax and answered a lot of questions that a new business owner would ask.”
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Accounting For TAX
(2)
Consultations, Bookkeeping, Tax Returns
“John knew what he was doing and helped me get a substantial tax return this year as well as help me get a potentially really good tax return for my previous year, something my previous CPA completely missed.”
“They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better.”
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Larson Tax Associates
(2)
“I have been getting my taxes done by Larons Tax Service for many years now and all I get from them is excellent service at a reasonable price.”
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Kaufmann Advisors
(1)
“It was refreshing to find and meet someone of his calibre as he provides tax advice, bookkeeping, personal and business tax returns in addition to filing and setting up new businesses - a one-stop-shop!”
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Bookkeeping and Controller Services in San Mateo, CA Cost Estimates