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About Our Firm

Years of service, solutions and solving problems for our clients has made us the go-to choice for Bay Area financial guidance.

Accounting

Corporate, business & personal accounting solutions for all levels of clientele.  We have answers.

Financial Guidance

Many of clients are look for direction regarding investment and retirement planning.  We have answers.

Mortgage & Real Estate

Bay Area Real Estate is a unique animal.  Our professionals know the right path to take. We have answers. 

Who We Are

We Are Certified Financial Professionals

Our licensed and bonded professionals have the knowledge, experience and know-how to lead you to  to the solutions you’re seeking.  Our backgrounds, personal lives, hobbies and interests vary; but our goal is a common one: to provide professional, purposeful and prioritized resolutions to your pursuits.

Average years in the Business

Our financial services professionals have an average of 28 years in their specialty.  Where have you been?

Happy Clients

We estimate our satisfied clientele number in the 3000’s, though it could be more, but hey…  who’s counting.  😉

What Are You Waiting For?

Tax laws are ever-evolving.  Federal Interest rates are rising.  The stock market is tumultuous. Are you ready for the future?  It’s already begun.

Our Story

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Jone Than

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Stacy Waller

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William Davidson

Join Us

Our Clients Are Like Family

Above all else, our greatest commitment is to our clients.  Our philosophy is shake the hand of our brothers, mothers, sons and daughters.  We view each client member of our professional family as if they were our own blood.  We’ll look out for you with your best interest at heart and we believe this approach will reward us all in both literal and figurative dividends. 

Who We Are

Our Team of Experts

Walnut Creek Accounting is much more than an accounting service.  Apart from CPA’s and Bookkeepers, we also have qualified financial and wealth advisors, mortgage professionals and more. 

Justin Ballard

Justin Ballard

Founder & CEO

Justin isn’t actually a real person.  He’s just holding this space until we complete our new website.  Please be patient.  We’re so busy helping people make and save money, we’re a bit behind here.

Brett Thompson

Brett Thompson

Accountant

Brett would be a great accountant if he were an accountant and not a model posing for this temporary picture.  He’s probably good at bookkeeping too except that he’s not a bookkeeper. Pardon Brett.

Theo McCormick Thompson

Theo McCormick Thompson

Financial Adviser

Of course Theo isn’t real either.  He’s a stock-image guy just holding the place of our real professionals who are com ing soon, but first we need a good photographer.  Know any?

Contact Us

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info@walnutcreekaccounting.com

Serving the Bay Area & Walnut Creek

M-F: 8am-5pm, S-S: Closed

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