3 Best Accounting Firms in Walnut Creek, CA

Expert-recommended Top 3 Accounting Firms in Walnut Creek, California. All of our accounting firms actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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JOE WU, CPA

2872 Ygnacio Valley Road, 136A,
Walnut Creek, CA 94598 Directions

Since 2021

Specialty:

✓Tax Preparation ✓Individual Tax Preparation ✓Business Tax Preparation ✓Estate Tax Preparation ✓Trust Tax Preparation ✓Tax Planning ✓Tax Withholding Planning ✓Estimated Tax Payment Planning ✓Tax-favored Account Planning ✓Required Minimum Distribution Planning ✓Tax-efficient Investment Strategies ✓Equity Compensation Planning ✓Itemized Deduction Planning ✓Business Deduction Planning ✓Entity Formation Tax Planning ✓Alternative Minimum Tax Planning ✓Cash Flow Timing Strategies ✓Estate and Gift Tax Planning ✓Tax Return Review ✓Tax Return Audit ✓Tax Return Reconciliation

" Joe Wu, CPA is the principal of the firm. He is a licensed CPA with 10 years of experience preparing and filing tax returns. He has also worked with the IRS’s Volunteer Income Tax Assistance (VITA) program, which provides tax preparation services to qualified taxpayers. Joe previously worked at a boutique financial services firm that helps small businesses and high-net-worth individuals manage their taxes and finances. His goal is to help clients maximize their wealth while providing peace of mind about their taxes and finances. The team provides personalized service, prompt responses, and regular updates throughout the process, keeping you informed about the status of your work. Their virtual professional services, you can conveniently access expert tax and financial assistance from the comfort of your home, on your schedule. Services are available in all 50 states, from California to New York.

2026 Highlights: Joe Wu, CPA is a leading public accounting firm with a global presence and extensive experience in tax planning and preparation. The firm helps identify tax-related opportunities and develop strategies designed to maximize the amount of money you keep in your pocket. They can create a personalized tax plan tailored to your unique needs. Their goal is to help you make informed decisions, take advantage of available tax opportunities, and optimize your overall tax position."

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License #143436

Price:

Basic Forms For Individuals $399
Itemized Deductions Sch, $150-$350
Distributions From Retirement Plans Form 1099-R $50
Nondeductible IRAs Form 8606 $75-$150
Health Savings Account (HSA) Form 8889, $75-$125
Profit And Loss From Business $249-$949

Contact:

(925) 775-5389

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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PADGETT

2121 North California Boulevard, Suite 305,
Walnut Creek, CA 94596 Directions

Since 2009

Specialty:

✓Tax Preparation ✓Tax Planning ✓Accounting ✓Bookkeeping ✓Payroll ✓Financial Statement Preparation ✓Business Advisory ✓CFO Services ✓QuickBooks Services ✓Xero Services ✓Business Consulting ✓Cash Flow Management ✓Accounts Payable and Receivable Tracking

" Padgett’s team is passionate about helping businesses and individuals achieve their financial goals. The firm was founded with a mission that continues today: to serve as trusted advisors to small businesses across the United States. They look forward to getting to know you and your business and partnering with you to achieve your goals. The team is fluent in Mandarin, French, Arabic, and Japanese. They bring extensive industry experience and knowledge you can rely on month after month. They also prepare individual tax returns, help clients maximize available tax deductions, and work with them to resolve any tax or accounting issues that may arise. Contact the team today to schedule your initial consultation and take the first step toward receiving the professional accounting support you deserve.

2026 Highlights: Padgett’s local professionals combine personalized service with the resources of a national network, keeping your success at the forefront. They take the time to understand your business’s unique financial circumstances and provide thoughtful guidance tailored to your goals. Their Walnut Creek small business accounting team carefully manages your incoming and outgoing payments to maintain healthy cash flow. They help minimize late fees, streamline your finances, and foster stronger relationships with clients and vendors."

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License #02098365

Contact:

(925) 281-7235 (510) 751-3696

Mon-Fri: 9am - 5pm
Sat: By Appointment
Sun: Closed

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CAPITAL TAX

2121 North California Boulevard, Suite 290,
Walnut Creek, CA 94596 Directions

Since 2000

Specialty:

✓Small Business Tax Services ✓Individual Tax Planning ✓Estate and Trust Tax ✓Tax Preparation and Planning ✓Small Business Bookkeeping ✓Consulting ✓Virtual CFO ✓Tax and Accounting for Contractors ✓Expat Taxes ✓Tax Planning for Executives ✓Cryptocurrency Tax Services ✓Divorce Taxes ✓Living Trusts ✓Charitable Lead Trusts ✓Charitable Remainder Trusts ✓Grantor Retained Annuity Trusts ✓Generation Skipping Trusts ✓Special Needs Trusts ✓Dynasty Trusts ✓Mergers and Acquisitions ✓Business Sales ✓Business Purchases ✓Due Diligence ✓IRS Representation

" Capital Tax is your trusted partner for comprehensive CPA, accounting, bookkeeping, and tax services. Zachary Sahar serves as the firm’s Managing Director. The firm’s team of experienced tax professionals is dedicated to guiding you through the complexities of taxation while helping you maximize your savings and remain compliant. the team provides strategic tax solutions designed to meet your individual financial needs. They will carefully analyze your finances to identify valuable deductions, credits, and exemptions that may help reduce your annual tax liability. Capital Tax has offices in Santa Monica and Palo Alto and serves individuals and small businesses throughout Northern California.

2026 Highlights: Capital Tax uses a customized, taxpayer-specific tax plan to help reduce your tax liability year after year and grow your net worth faster. They help executives understand complex tax laws, improve compensation structures, and use tax-efficient investment strategies. They also help with multi-generational tax planning and ways to reduce estate and inheritance taxes. Their goal is to create a simple, long-term tax plan that helps protect and grow your wealth."

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License #75842

Contact:

(925) 977-7780

Mon-Sat: 9am - 5pm
Sun: Closed

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