3 Best Accounting Firms in Walnut Creek, CA

“2025 Update: Joe Wu, CPA, is the principal of the firm. He is a licensed CPA who has been filing taxes for the past 10 years and has also worked in the IRS’s Volunteer Income Tax Assistance (VITA) program, which offers tax return preparation services for qualified taxpayers. In addition, he has previously worked at a boutique financial services firm that helps manage taxes and finances for small businesses and high-net-worth individuals. His goal is to help you maximize your wealth and to give you peace of mind over your taxes and finances. The team offers personalized service and prompt responses. They keep you informed of the status of their work throughout the process. You can conveniently access their virtually-powered professional services from the convenience of your home and on your schedule. Available in all 50 states, from California to New York.”

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“2025 Update: Padgett's team is passionate about helping businesses and individuals. The firm was founded with a mission that continues today: to serve as trusted advisors to small businesses across the United States. Their responsive accounting team prides itself on answering your questions and responding to requests quickly. They are excited to get to know you and your business and to partner with you in reaching your goals. The team, fluent in Mandarin, French, Arabic, and Japanese, brings a wealth of industry-related experience and knowledge you can depend on month over month. They also prepare individual tax returns, work to help you take advantage of tax deductions, and partner with you to resolve any issues that may arise. You can contact them today for your initial consultation and take the first step to receive the professional accounting assistance you deserve.”

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“2025 Update: Capital Tax is your ultimate partner for comprehensive CPA services, top-notch accounting solutions, bookkeeping, and exceptional tax services. Zachary Sahar is the Managing Director of the firm. Their carefully assembled group of tax professionals is here to guide you through the complex world of taxes and ensure that you maximize your savings while staying compliant. With a wealth of knowledge and a passion for helping clients succeed, their team is committed to delivering personalized and strategic tax solutions tailored to your unique needs. By partnering with their team of experienced small business accountants, you'll get a personalized tax plan tailored to your unique needs. They will meticulously analyze your financial situation, identifying valuable deductions, credits, and exemptions that will help reduce your annual tax bill. The firm also has offices in Santa Monica and Palo Alto. They serve individuals and small businesses throughout Northern California.”

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