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← Back to Top 14 Bookkeepers in the Oxnard-Thousand Oaks Area, CA (2026)

Privity CPA Partners

Evidence Score 49/100 at 78% evidence coverage 2 of 14 on the Oxnard-Thousand Oaks area list How the score works

What we could verify

Registered business?
Not verified
CPA license or firm permit?
CPA license active (individual: Privity Cpa Partners Pc) · 9826 · California Board of Accountancy (DCA public licensee data file)
Publishes prices?
Not stated on its website
Local or remote?
Not stated on its website
Software?
QuickBooks

Who they say they serve: real estate, property management (self-reported, from the firm's own website)

2 of 5 answered from a dated source.

Documents 4 of 5 core services; CPA license verified with the state board.

Score breakdown

Documented services + buyer fit32 of 40 pts, 40 checked
Independently verifiable qualifications8 of 20 pts, 14 checked
Operational + pricing transparency7 of 25 pts, 22 checked
Verified identity + continuity2 of 15 pts, 2 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Privity CPA Partners's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Privity CPA Partners home page
Website https://www.privitycpa.com/ home page
Office locality Thousand Oaks, CA home page
Phone +18053794869 home page
Offers bookkeeping Documented: ...will steer your business towards success. We will stabilize cash flow, take over your bookkeeping, and develop tax strategies to save you money. Our smart, analytical, insights... home page
Monthly bookkeeping Documented: ...state payroll tax filings Worker's compensation audits Unemployment claims Weekly or monthly accounting summaries Customized payroll reports Consultation Contact us today to... /payroll-services.htm 8 pts (max 8)
AP / AR Documented: ...your books will be in good hands. We can take time-consuming tasks like payroll, accounts payable and credit card reconciliations off your plate so you can focus on bringing in new... /outsourced-accounting-and-bookkeeping.htm 4 pts (max 4)
Payroll coordination Documented: ...Paid IRS Penalties 06/30/26 - 2 PM EST What Every Business Owner Needs to Know About Payroll (Whether you have employees or not!) 06/30/26 - 1 PM EST Accounting Services + Small... home page 4 pts (max 4)
Month-end close + reporting Documented: ...processing Accounts payable and receivable General ledger maintenance Weekly and monthly financial statements and reports Balance sheets Credit card reconciliations Cash balance... /outsourced-accounting-and-bookkeeping.htm 6 pts (max 6)
Industries served (documented) real estate, property management /real-estate-accounting-services.htm
Sep 27, 2026
5 pts (max 5)
Software supported QuickBooks /business-incorporation-services.htm 5 pts (max 5)
Active CPA firm or individual license (state board) CPA license active (individual: Privity Cpa Partners Pc) · 9826 · California Board of Accountancy (DCA public licensee data file) State accountancy board
Third-party
Sep 26, 2026
expires Jan 31, 2027
8 pts (max 8)
Reporting cadence stated Documented: ...off your plate so you can focus on bringing in new business. And our monthly and weekly financial reports will give you a clear picture of your expenses and assets so you have... /outsourced-accounting-and-bookkeeping.htm 4 pts (max 4)
Communication channel / process Documented: feel free to call or email us anytime for QuickBooks support /quickbooks-accounting.htm
Oct 11, 2026
3 pts (max 3)
Privacy / data-handling page Documented: Privacy /privacy.htm 2 pts (max 2)

Checked and not found

  • Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4).
  • Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Privity CPA Partners' in Thousand Oaks, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).

Searches that find nothing are not a mark against a firm. How we search.

Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).

Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.

  • Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2027-01-31. It does not prove service quality.

Data limitations

  • 19 of 21 evidenced items come from Privity CPA Partners's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

Is this your firm?

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