Jim Rinehart - State Farm Insurance Agent
★★★★★ (282 reviews)2511 Garden Rd Suite C-125, Monterey, CA 93940
(831) 393-8500
Website: www.jimrinehart.com/?cmpid=NNRU_blm_0001
Hours: {"Friday":["9 AM–5:30 PM"],"Monday":["9 AM–5:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5:30 PM"],"Tuesday":["9 AM–5:30 PM"],"Wednesday":["9 AM–5:30 PM"]}
AAA Monterey Branch
★★★★½ (281 reviews)53 Soledad Dr, Monterey, CA 93940
(831) 645-1900
Website: mwg.aaa.com/agent-office-locations/ca/monterey/aaa-monterey-branch
Hours: {"Friday":["9 AM–6 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
Monterey Credit Union
★★★★☆ (224 reviews)501 E Franklin St, Monterey, CA 93940
(831) 647-1000
Website: www.montereycu.com
Hours: {"Friday":["10 AM–5 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
H&R Block
★★★★½ (89 reviews)2440 N Fremont St Ste 206, Monterey, CA 93940
(831) 655-1293
Website: www.hrblock.com/tax-office-near-me/california/monterey/4941/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["1–6 PM"],"Monday":["Closed"],"Saturday":["10 AM–5 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["Closed"],"Wednesday":["1–7 PM"]}
Block Advisors
★★★★★ (39 reviews)99 Pacific St Bldg 575 Ste E, Monterey, CA 93940
(831) 373-0744
Website: www.blockadvisors.com/tax-office-near-me/california/monterey/6344/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["10 AM–2 PM"],"Wednesday":["3–7 PM"]}
R.S.C. Law Group, Inc.
★★★★☆ (30 reviews)659 Abrego St UNIT 6, Monterey, CA 93940
(831) 275-0987
Website: www.montereydivorcelawgroup.com/?npcmp=dir:local:5019720:93940
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
The Mattox Group
★★★★★ (11 reviews)659 Abrego St Ste 1A, Monterey, CA 93940
(831) 747-1381
Website: www.themattoxgroup.com
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
Compass Tax And Financial Services, Inc
★★★★★ (8 reviews)2511 Garden Rd # B150, Monterey, CA 93940
(831) 324-4114
Website: compasstaxpros.com
Hours: {"Friday":["9 AM–5:30 PM"],"Monday":["9 AM–5:30 PM"],"Saturday":["10 AM–2 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5:30 PM"],"Tuesday":["9 AM–5:30 PM"],"Wednesday":["9 AM–5:30 PM"]}
Fidelity Investments
★★★½☆ (10 reviews)553 Munras Ave, Monterey, CA 93940
(800) 224-7566
Website: www.fidelity.com/branches/investor-center-monterey-california-93940?ccsource=local_search
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Ganeles & Associates - A Monterey CPA Firm
★★★★★ (7 reviews)1900 Garden Rd #240, Monterey, CA 93940
(831) 375-1910
Website: monterey-cpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Barbara Simonich, CPA
★★★★☆ (6 reviews)10 Harris Ct, Monterey, CA 93940
(831) 375-7779
Website: www.cpamonterey.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
AJ Houston Financial Services
★★★★☆ (5 reviews)225 Cannery Row #21, Monterey, CA 93940
(831) 373-3800
Website: www.ajhoustonfinancialservices.com
Hours: {"Friday":["10 AM–4 PM"],"Monday":["10 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–4 PM"],"Tuesday":["10 AM–4 PM"],"Wednesday":["10 AM–4 PM"]}
Joel Knight Tax & Business Services
★★★☆☆ (6 reviews)9825 Blue Larkspur Ln, Monterey, CA 93940
(831) 646-8931
Website: www.joelknight.com
Hours: {"Friday":["Closed"],"Monday":["7 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["7 AM–5 PM"],"Tuesday":["7 AM–5 PM"],"Wednesday":["7 AM–5 PM"]}
RINA R. TRINGALI, CPA, CFE
★★★☆☆ (6 reviews)550 Figueroa St # E, Monterey, CA 93940
(831) 372-4272
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
JK Chyo & Company
★★★☆☆ (4 reviews)1010 Cass St suite d-10, Monterey, CA 93940
(831) 645-9456
Website: www.chyocpa.com
Hours: {"Friday":["8:30 AM–4:30 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–4:30 PM"],"Tuesday":["8:30 AM–4:30 PM"],"Wednesday":["8:30 AM–4:30 PM"]}
TOLKAN & ITO, CPA's
★★★½☆ (3 reviews)659 Abrego St #1B, Monterey, CA 93940
(831) 372-8104
Website: www.tolkananditocpas.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Blakenship Marilyn T CPA
★★★½☆ (3 reviews)515 Hartnell St, Monterey, CA 93940
(831) 657-0525
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Finn & Cohen
★★★★★ (2 reviews)425 Pacific St # 302, Monterey, CA 93940
(831) 375-5166
Website: www.fc-cpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Legal Tech Time Accounting
★★★★★ (2 reviews)301 Bonifacio Pl, Monterey, CA 93940
(831) 656-0834
Website: lgltech.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Evers Law Office
★★★★★ (2 reviews)2100 Garden Rd STE F, Monterey, CA 93940
(831) 648-1500
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Ward Accountancy Inc
★★½☆☆ (3 reviews)10 Bonifacio Pl, Monterey, CA 93940
(831) 373-1211
Website: www.wardaccountancy.com
Hours: {"Friday":["7 AM–5 PM"],"Monday":["7 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["7 AM–5 PM"],"Tuesday":["7 AM–5 PM"],"Wednesday":["7 AM–5 PM"]}
Bianchi, Kasavan & Pope, LLP
★★★☆☆ (2 reviews)1000 Munras Ave Suite 200, Monterey, CA 93940
(831) 373-1697
Website: www.bkpcpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Major Accountancy Group
★★★☆☆ (2 reviews)400 Camino El Estero, Monterey, CA 93940
(831) 432-3161
Website: www.majoraccountancygroup.com/contact.php
Hours: {}
Poulos James F CPA
★★★★★ (1 reviews)578 Houston St C, Monterey, CA 93940
(831) 372-8422
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Barry Dolowich, CPA, Inc.
★★★★★ (1 reviews)71 Soledad Dr, Monterey, CA 93940
(831) 372-7200
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Integris Wealth Management
★★★★★ (1 reviews)435 Washington St Suite A, Monterey, CA 93940
(831) 333-1717
Website: www.integriswealth.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
McGilloway, Ray, Brown & Kaufman
★☆☆☆☆ (1 reviews)2511 Garden Rd a180, Monterey, CA 93940
(831) 373-3337
Website: www.mrbkcpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Kathy Davi, CPA, PC
★☆☆☆☆ (1 reviews)484 Washington St ste f, Monterey, CA 93940
(831) 324-0530
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Accounting by Francesca
★☆☆☆☆ (1 reviews)462 Webster St, Monterey, CA 93940
(831) 920-1670
Website: www.montereyaccounting.com
Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
Finn & Cohen: Bain Duncan S CPA
425 Pacific St # 302, Monterey, CA 93940
(831) 375-5166
Website: www.fc-cpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Lori Runkle, CPA, EA
1010 Cass St D-6, Monterey, CA 93940
(831) 372-4477
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Ledger Plus
Monterey, CA 93940
(831) 375-2284
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Tostevin Accountancy Corporation
877 Pacific St # 300, Monterey, CA 93940
(831) 372-7348
Website: www.tostevin.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Precision CPA
245 Foam St #210, Monterey, CA 93940
(831) 277-4616
Website: www.precision.cpa
Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
Scholl & Arensdorf, LLP CPA
2100 Garden Rd #315, Monterey, CA 93940
(831) 649-5643
Website: www.schollcompany.com
Hours: {"Friday":["8:30 AM–4:30 PM"],"Monday":["8:30 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–4:30 PM"],"Tuesday":["8:30 AM–4:30 PM"],"Wednesday":["8:30 AM–4:30 PM"]}
Adolfo Herrera-Trujillo CPA, M.Acc.
225 Cannery Row # G, Monterey, CA 93940
(831) 373-3800
Website: www.ajhoustonfinancialservices.com
Hours: {"Friday":["8:30 AM–6 PM"],"Monday":["8:30 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–6 PM"],"Tuesday":["8:30 AM–6 PM"],"Wednesday":["8:30 AM–6 PM"]}
davis & davi, cpas in monterey, ca
1010 Cass St, Monterey, CA 93940
(831) 649-1665
Hours: {}
SR Management
1102 Airport Road, Monterey, CA 93940
(831) 649-4495
Website: www.facebook.com/SRMgmnt
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
About CPAs in Monterey, CA
Monterey’s economy blends tourism, hospitality, and marine research, with many residents working as small business owners, freelancers, or in the tech and nonprofit sectors. A CPA in Monterey can help you navigate California’s complex tax rules, especially if you run a bed-and-breakfast, manage rental properties, or earn income from multiple sources. They also assist with year-round planning, not just tax season—helping you avoid surprises and stay compliant with local and state regulations.
When searching for a CPA in Monterey, look for someone familiar with the area’s unique industries, such as the Monterey Bay Aquarium or Cannery Row businesses. A good fit will understand the seasonal nature of local income and can advise on deductions for home offices, business equipment, or charitable contributions. BeforeTaxUSA.com makes it easy to compare professionals by location and specialty, so you can find a qualified CPA who knows Monterey’s tax landscape without committing to a specific provider.
Frequently Asked Questions
What is the difference between a CPA and a regular accountant?
A CPA has passed the Uniform CPA Examination and met state licensing requirements, while a general accountant may not hold this credential. CPAs can represent you before the IRS, sign audit reports, and are held to strict ethical standards by their state board of accountancy.
How much does a CPA typically charge?
CPA fees vary by location and complexity. Simple individual tax returns typically cost $200-$500, while business returns can range from $500-$2,500 or more. Many CPAs also offer hourly consulting at $150-$400 per hour.
When should I hire a CPA instead of doing my own taxes?
Consider hiring a CPA if you are self-employed, own rental properties, have investment income, experienced major life changes like marriage or home purchase, or received an IRS notice. A CPA can often save you more in deductions than their fee costs.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email info@beforetaxusa.com.