Large enough to serve you and small enough to know you
Founded in 2007, Cates and Company CPA is a trusted accounting and tax preparation firm serving individuals and small businesses in the Central Valley. We believe in personalized attention, accessible service, and building lasting relationships with our clients.
What sets us apart
- Family-friendly atmosphere: We foster a welcoming and comfortable environment where clients feel at ease discussing their financial concerns.
- Expert guidance: Our team stays updated on the latest tax laws and accounting practices to deliver unparalleled guidance and support.
- Accessibility redefined: We offer flexible communication options, including phone interviews and online document sharing, for your convenience.
- Competitive pricing: We believe financial guidance should be accessible, offering competitive rates without compromising quality.
Tax Services
- Individual tax preparation and filing
- Small business tax preparation
- Estimated tax payments and tax planning
- IRS representation
- Non-profit tax preparation
- Real estate tax consulting
Accounting Services
- Bookkeeping and payroll services
- General ledger maintenance
- Financial statement preparation
- Business consulting and problem-solving
- Quickbooks support and training
Tailored for Your Needs
We understand that every client is different. We take the time to understand your unique financial situation, goals, and challenges to provide customized solutions and strategies. We also offer a free consultation to new clients, allowing us to assess your needs and collaboratively create a strategy that meets your requirements.
Join our growing list of satisfied clients and experience the Cates and Company CPA difference!
Overall Experience
The reviewers have had an overwhelmingly positive experience with Cates & Co, describing the team as professional, personable, and dedicated to providing top-notch service.
Quality of Service
The reviewers praise the quality of service provided by Cates & Co, highlighting their expertise in tax preparation, bookkeeping, and financial management. They appreciate the team's proactive approach, tailored advice, and ability to maximize savings.
Communication and Responsiveness
The reviewers commend the team's responsiveness, saying that they are always available to answer questions and provide guidance. They appreciate the prompt and accurate responses to their queries.
Personal Touch
Many reviewers appreciate the personal touch provided by Cates & Co, describing the team as kind, knowledgeable, and down-to-earth. They feel supported and valued as clients.
Recommendations
All reviewers highly recommend Cates & Co to anyone seeking a reliable and proactive CPA firm.

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