Jonjic CPA & Co. APC

Jonjic CPA & Co. APC

Reviews Summary

The consensus highlights exceptional service with consistent praise for professionalism, expertise, and personalized attention. Clients appreciate clear communication, responsiveness, and thoroughness in handling taxes, financial planning, and business setups. Many note stress-free experiences, strategic tax savings, and proactive advice. The reviews emphasize trustworthiness, efficiency, and a client-centered approach, with repeated recommendations for both personal and corporate needs. The overall sentiment is overwhelmingly positive, with frequent mentions of going above and beyond expectations.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
Internal Controls
Remote Services
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
Internal Controls
Remote Services
Years of Practice
CPA License
In-person Support

Contact Information

Address

4000 MacArthur Blvd Suite 600

Newport Beach, California 92660

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I had a fantastic experience working with Marin Jonjic, CPA. From the start, Marin was attentive, responsive, and incredibly knowledgeable. He patiently addressed all of my inquiries, no matter how small, and made sure I fully understood every step of the process. What really stood out was his commitment to getting me the best possible tax return ($$$) - he truly went above and beyond to ensure nothing was overlooked. Marin is also a great listener, which made the entire experience feel personalized and str

I can't recommend Marin enough! His expertise and attention to detail made tax season a breeze. He was incredibly responsive, thorough, and proactive in finding deductions I didn't even know about. His professionalism and clear communication gave me complete confidence in his work. If you're looking for a top-notch CPA who truly cares about his clients, Marin is the one to trust!

Marin was such a pleasure to work with! He was professional, knowledgeable, and made what can often feel like a stressful process so much easier. I really appreciated how patient he was in explaining everything and making sure I felt confident in my financial decisions. His expertise and attention to detail were super impressive. You can tell he truly cares about his clients and go the extra mile to help. I wouldn't hesitate to recommend Marin to anyone looking for a reliable and friendly accountant!

A great experience with Marin for my tax needs. He's knowledgeable, reliable, and made the entire process smooth and stress free. Highly recommend their services for anyone looking for trustworthy and efficient tax help!

Marin is an exceptional professional who listens carefully to his clients? needs and offers personalized advice aligned with their financial goals. Whether it's tax filing or business accounting, he is thorough, responsive, and makes complex topics easy to understand. His office in Newport Beach is welcoming and well-organized. If you're seeking a CPA who combines expertise with a personal touch, he is definitely the one to trust.

I highly recommend Marin as an exceptional CPA. He not only helped me understand how to cut unnecessary expenses but also guided me to allocate my resources effectively, allowing me to thrive in my business. His advice has been invaluable, and his expertise is unmatched. Beyond his professional skills, Marin is a great friend who truly cares about his clients? success. If you're looking for someone who goes above and beyond, Marin is the one to trust.

I can confidently say that Marin is an excellent CPA! I've had the pleasure of working with him from the beginning of career. Marin helped me with opening my first LLC and been working with me every step of the way. Very resourceful on many aspects, and has extraordinary knowledge. His attention to detail and ability to explain complex concepts in a way that's easy to understand are big reasons I trust and love working with him. I highly recommend Marin to anyone looking for a trustworthy, reliable, and hig

Marin Jonjic, CPA, provides outstanding tax preparation and financial planning services. From the moment I entered his office, I was impressed by his professionalism and expertise. He takes the time to thoroughly understand his clients' financial situations and explains everything clearly. The team at the Newport Beach office is friendly and efficient, ensuring that my financial matters were handled with care. If you're looking for reliable and knowledgeable CPA services, I highly recommend Marin.

We had an excellent experience with our tax preparer! The process was incredibly fast, and they delivered the best results for our family. They provided us with professional consultation throughout, explaining everything clearly and offering valuable advice. Thanks to their expertise, we felt confident and well taken care of. We highly recommend their services to anyone looking for efficient, knowledgeable, and trustworthy tax preparation.

Marin Jonji? is an exceptional CPA who seamlessly combines professionalism, expertise, and a human-centered approach in his work. His deep knowledge of accounting and financial management is matched only by his dedication to understanding the unique needs of each client. Marin consistently delivers clear, reliable, and insightful advice, ensuring not only compliance but also strategic financial growth. His approachable demeanor and genuine care for his clients make working with him a pleasure. I highly reco

Marin has been working on my personal as well as business taxes for many years. His outstanding professionalism is just something you have to experience yourself. Very knowledgeable and resourceful 10/10

Reliable, Quick response even at the busiest time in the Tax season, attention to details. Marin used to do my personal taxes and now he is handling my business as well.

Marin helps me solve a three serious problems quickly with the IRS while efficiently going though my bookkeeping and communicating with the IRS field office. He was able to focus in on a solution with my corporate tax situation, requested a waiver for penalties and late fees. I highly recommend him he's sharp and motivated for his clients. He took my situation seriously and am indebted to him.

I had Marin prepare my taxes. Answered all my questions (and I ask a lot of them) he answered them with respect and clarify. He responds very quickly to my inquiries and because of this and his friendly attitude I'll be going to him for years to come. I highly recommend him.

I called several CPAs for a very specific accounting need related to the opening of our business. Marin not only had the best price, but he also gave us great, actionable advice on getting our business up and running quickly and smoothly. He also was the only CPA who knew a necessary detail related to our licensure. He finished our documents in record time and we could not be happier with his service!

I have been using Marin for my personal and corporate taxes so when I needed an new LLC. I emailed Marin and his firm to set up my LLC and registering agent within 1 week. It was streamline, quick and very reasonable priced. I felt more comfortable using his services rather than a online company since I know he is very detail orientated and transparent with all the requirements. Highly recommend Marin Jonjic for any financial services corporate and personal.

Marin Jonjic CPA has helped me prepare and organize my taxes and helped me with financial decisions for my business. Very professional expert that will go beyond to make sure the job gets done. Highly recommend Marin!

I've collaborated with Marin and his team on various ad-hoc projects for a shared client, and he consistently exceeds expectations.

Marin helped me with my business tax filings last year and it was such a pleasure working with him. I hope to continue this professional relationship for years to come.

Marin has done an incredible job at minimizing my tax liability, always staying ahead of the curve with personalized strategies that take full advantage of deductions and credits. I highly recommend!

FIVE STARS! No doubt about it!!! I had a good relationship with HR Block for a few years until this year and their business practices, up-charges, delays and difficult communication. I spoke to Mr. Jonjic and he helped me navigate how they were processing everything on his own time and guided me. What a gold mine of knowledge. I decided to shift my personal and corporate taxes to him after a few phone calls and text messages. He can explain things so easy and makes a stressful situation....as TAXES always a

Marin was very professional - grateful he was willing to help with my complicated taxes!

Marin works with you all year round to ensure you're always in best financial position, which has made a significant difference in peace of mind and my wallet.

Highly recommend Marin. Helped me with setting up an LLC last year.

Marin helped me with the Partnership operating agreement. I highly recommend

Great service. Marin has been very professional and has helped me out a lot.

Best service everrrr! I want to thank you for your help and all advices you gave me! Thank you ??

Very detailed and helpful. Understood all my concerns and addressed them accordingly.

Thank you for fast respond and quality work.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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