Top 11 Bookkeepers in the Stockton-Lodi Area, CA (2026)
Key Takeaways
- First on the list: Expert Accountant Services, scoring 56 with 83% of the evidence checked.
- We reviewed 48 firms here; 16 of the 18 that met the listing bar reached 70% evidence coverage, and the 11 with at least 6 documented items are numbered.
- Pricing is hidden across the board: no firm here publishes a monthly price, and 16 of 18 don't mention fees at all.
- Compared with every firm we list, this group stands out on onboarding: none of the 18 describe their onboarding (0% against 18%).
Sources cited in this article: DNS check, Firm's own website, IRS preparer records, State accountancy board, and our published methodology.
48 profiles reviewed, 18 met the listing bar, 16 scored (evidence coverage of 70% or more). 11 document at least 6 of the items we score and are ranked by Evidence Score; the other 5 are under the list as Also scored.
Firms on this page have offices in Stockton (8), Lodi (4), Manteca (3) and Tracy (3). The page covers 28 towns and cities in the metro area, and a firm elsewhere in California appears on the state page.
How this list is built: Methodology · Disclosures · About · Report a correction
This list numbers the 11 Stockton-Lodi bookkeeping firms with enough documented evidence to rank, out of 18 that met our listing bar, and scores 5 more below it without a number. Narrow it by need first. The filters above the list cover remote service (5).
Top 11 Bookkeepers in the Stockton-Lodi Area, CA, Ranked by Evidence Score
- Expert Accountant Services (Stockton, CA). Evidence Score 56/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person; states it prices by quote. Documented fit: real estate, e-commerce; Xero users.Who they say they serve (self-reported): real estate, e-commerce.
- Peter Holtz CPA (Manteca, CA). Evidence Score 46/100 at 83% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person. Documented fit: Xero users.
- Tholborn & Ostrowski (Stockton, CA). Evidence Score 39/100 at 81% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person. Documented fit: medical, attorneys.Who they say they serve (self-reported): medical, attorneys.
- Dilbag Singh CPA (Manteca, CA). Evidence Score 39/100 at 80% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person.
- DOUGHERTY CPAs, Inc. (Stockton, CA). Evidence Score 37/100 at 74% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board.
- Solari Accountancy (Lodi, CA). Evidence Score 30/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board. Documented fit: non-profits, consultants.Who they say they serve (self-reported): non-profits, consultants.
- MG Financial, Tax & Accounting, Inc. (Stockton, CA). Evidence Score 29/100 at 81% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person. Documented fit: contractors.Who they say they serve (self-reported): contractors.
- Valley Accounting Firm (Lodi, CA). Evidence Score 28/100 at 83% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person. Documented fit: technology, construction.Who they say they serve (self-reported): technology, construction, real estate, hospitality.
- Stockton CPA Alvaro (Stockton, CA). Evidence Score 28/100 at 80% coverage. Read the full profileDocuments 2 of 5 core services. Documented fit: construction, medical; Xero users.Who they say they serve (self-reported): construction, medical, dental, e-commerce, retail.
- Bourn Bookkeeping (Stockton, CA). Evidence Score 26/100 at 83% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person.
- Green, Polack & Company (Lodi, CA). Evidence Score 26/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services; states it prices by quote.
Also scored
These firms reached 70% evidence coverage, but fewer than 6 of the items we score are documented for them, so they carry a score and no number.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) | Evidence Score |
|---|---|---|---|---|---|---|---|
| Taxpath | Tracy, CA | AP/AR, payroll coordination | QuickBooks | Not verified | Not verified | 77 | 15 |
| SB CPA Inc | Tracy, CA | payroll coordination | Not verified | Not verified | Active CPA firm or individual license | 77 | 14 |
| BINNING TAX SERVICE | Lodi, CA Local | payroll coordination | Not verified | Not verified | IRS preparer record | 81 | 13 |
| Sharma Tax Pro | Manteca, CA Local | Not verified | Not verified | Not verified | IRS preparer record | 81 | 11 |
| Tax Returns | TRACY, CA Local | Not verified | Not verified | Not verified | Not verified | 77 | 8 |
Top firms in Stockton
Expert Accountant Services leads Stockton with an Evidence Score of 56/100 at 83% coverage. Also ranked in Stockton: Tholborn & Ostrowski (39/100, 81% coverage), DOUGHERTY CPAs, Inc. (37/100, 74% coverage), MG Financial, Tax & Accounting, Inc. (29/100, 81% coverage), Stockton CPA Alvaro (28/100, 80% coverage), Bourn Bookkeeping (26/100, 83% coverage).
Top firms in Lodi
Solari Accountancy leads Lodi with an Evidence Score of 30/100 at 77% coverage. Also ranked in Lodi: Valley Accounting Firm (28/100, 83% coverage), Green, Polack & Company (26/100, 77% coverage).
Top firms in Manteca
Peter Holtz CPA leads Manteca with an Evidence Score of 46/100 at 83% coverage. Also ranked in Manteca: Dilbag Singh CPA (39/100, 80% coverage).
Comparison table
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) | Evidence Score |
|---|---|---|---|---|---|---|---|
| Expert Accountant Services Says it serves: real estate, e-commerce | Stockton, CA Local + remote | AP/AR, payroll coordination, month-end close | QuickBooks, Shopify, Xero | Quote only (stated) | IRS preparer record | 83 | 56 |
| Peter Holtz CPA | Manteca, CA Local + remote | payroll coordination, month-end close | Xero | Not verified | Active CPA firm or individual license, IRS preparer record | 83 | 46 |
| Tholborn & Ostrowski Says it serves: medical, attorneys | Stockton, CA Local + remote | payroll coordination, month-end close | QuickBooks | Not verified | IRS preparer record | 81 | 39 |
| Dilbag Singh CPA | Manteca, CA Local | payroll coordination, month-end close | Not verified | Not verified | Active CPA firm or individual license, IRS preparer record | 80 | 39 |
| DOUGHERTY CPAs, Inc. | Stockton, CA Local | AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | Active CPA firm or individual license | 74 | 37 |
| Solari Accountancy Says it serves: non-profits, consultants | Lodi, CA | payroll coordination, month-end close | QuickBooks | Not verified | Active CPA firm or individual license | 77 | 30 |
| MG Financial, Tax & Accounting, Inc. Says it serves: contractors | Stockton, CA | monthly bookkeeping, payroll coordination | Not verified | Not verified | IRS preparer record | 81 | 29 |
| Valley Accounting Firm Says it serves: technology, construction, real estate, hospitality | Lodi, CA | monthly bookkeeping, payroll coordination | Not verified | Not verified | IRS preparer record | 83 | 28 |
| Stockton CPA Alvaro Says it serves: construction, medical, dental, e-commerce, retail | Stockton, CA Local + remote | AP/AR, payroll coordination | Xero, QuickBooks Online | Not verified | Not verified | 80 | 28 |
| Bourn Bookkeeping | Stockton, CA | AP/AR, payroll coordination | QuickBooks | Not verified | IRS preparer record | 83 | 26 |
| Green, Polack & Company | Lodi, CA Local + remote | payroll coordination, month-end close | QuickBooks | Quote only (stated) | Not verified | 77 | 26 |
Also listed (not scored yet)
These firms met the listing bar but have under 70% evidence coverage, so they are not ranked.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) |
|---|---|---|---|---|---|---|
| All About Numbers Says it serves: professional services | Stockton, CA Local | AP/AR, payroll coordination, month-end close | QuickBooks Online | Not verified | Not verified | 68 |
| R-First Bookkeeping & Tax Practice | Stockton, CA | Not verified | Not verified | Not verified | Not verified | 64 |
What the evidence shows
Pricing
None of these 18 websites shows a monthly fee. 2 of 18 say they work by quote, and 16 of 18 don't mention pricing. That's less open than California as a whole, where 6% publish a monthly price. Ask for the fee and what it covers in writing before the first month starts.
Services and process
None of the 18 sites here mentions catch-up or cleanup work, so ask about past months directly if you're behind. 2 of 18 state how often reports arrive, and none describe how onboarding works. Nationally 24% of listed firms name a reporting schedule, so this group is below the norm.
Software and remote work
QuickBooks leads the software firms here name (39%); after it come Xero 17% and QuickBooks Online 11%. If you run Xero, Expert Accountant Services, Peter Holtz CPA and Stockton CPA Alvaro name it. 5 of 18 say they work with clients remotely, so a firm across the metro can still take you on.
Licenses and public records
Because California publishes its records as open data, the checks for this group found 5 firms with an active CPA license or permit on California's published register. The CPA records we matched belong to Peter Holtz CPA, Dilbag Singh CPA, DOUGHERTY CPAs, Inc. and Solari Accountancy. Each profile shows the license or permit number and the date we checked. Check any CPA claim yourself on the California Board of Accountancy lookup.
The ranking
Numbered scores on this list run from 56 down to 26, and the median across every scored firm is 28. 5 more firms reached 70% coverage with fewer than 6 documented items, so they sit under the list as Also scored, without a number. The top of the list: Expert Accountant Services (56 at 83% coverage), Peter Holtz CPA (46 at 83% coverage) and Tholborn & Ostrowski (39 at 81% coverage). Stockton has the most numbered firms (6), and the list spans 3 towns in all. A high-coverage firm with a modest score isn't a weak firm. Its site simply leaves more for you to ask.
Stockton-Lodi area in figures
Shares of the 18 firms listed, from accepted evidence only. A firm with no evidence for an item counts as not stating it. Median evidence coverage: 80%; median Evidence Score of the scored firms: 28.
| What the firms state | Share (%) | Firms (of 18) |
|---|---|---|
| Publish a price or starting price | 0 | 0 |
| State they price by quote | 11 | 2 |
| Say nothing about pricing | 89 | 16 |
| Hold a third-party-verified credential | 28 | 5 |
| State a reporting cadence | 11 | 2 |
| Describe onboarding | 0 | 0 |
| Offer catch-up or cleanup work | 0 | 0 |
| Work remotely (stated) | 28 | 5 |
| Mention QuickBooks | 39 | 7 |
| Mention Xero | 17 | 3 |
| Mention QuickBooks Online | 11 | 2 |
| Mention Shopify | 6 | 1 |
Frequently Asked Questions
Do any Stockton-Lodi bookkeepers publish their prices?
Not on their websites. 2 of 18 say they quote each client, and the rest don't mention fees. Ask for the monthly fee and what it covers in writing.
Which Stockton-Lodi bookkeepers work in Xero?
Expert Accountant Services, Peter Holtz CPA and Stockton CPA Alvaro name Xero on their site. More firms here name QuickBooks, so ask which one a firm prefers before you switch anything.
Which Stockton-Lodi bookkeepers say which industries they serve?
7 of 18 name them on their own sites, among them Expert Accountant Services (real estate and e-commerce), Tholborn & Ostrowski (medical and attorneys), Solari Accountancy (non-profits and consultants), MG Financial, Tax & Accounting, Inc. (contractors) and Valley Accounting Firm (technology and construction). It's self-reported, so ask for a client reference in your trade.
Every place this page covers (28)
Acampo, August, Collierville, Country Club, Dogtown, Escalon, Farmington, French Camp, Garden Acres, Kennedy, Lathrop, Lincoln Village, Linden, Lockeford, Lodi, Manteca, Morada, Mountain House, Peters, Ripon, Stockton, Taft Mosswood, Terminous, Thornton, Tracy, Victor, Waterloo, Woodbridge.
Sources and further reading
Dates are when we checked. Report an error.
- DNS checkChecked Sep 26, 2026 to Nov 12, 2026
- Firm's own websiteChecked Sep 26, 2026 to Nov 12, 2026
- IRS preparer recordsChecked Sep 27, 2026 to Nov 10, 2026
- State accountancy boardChecked Sep 26, 2026 to Nov 10, 2026
- California Board of Accountancy: license lookupCalifornia Board of Accountancy
- California business entity searchState of California
- How the Evidence Score worksBookkeeping Index methodology
- Commercial disclosuresBookkeeping Index