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Pacific Coast CPAs

Pacific Coast CPAs

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
Non-profits
Healthcare
Manufacturing
Technology
QuickBooks
GAAP Compliance
Multi-state Experience
Remote Services
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
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
Non-profits
Healthcare
Manufacturing
Technology
QuickBooks
GAAP Compliance
Multi-state Experience
Remote Services
In-person Support

Contact Information

Address

27201 Puerta Real Suite 300

Mission Viejo, California 92691

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM

Customer Reviews

Been working with Troy over the past 4 years or so and he is great! Their book keeping services are excellent, and their Tax Prep and advice has always been Stellar. They have watched my company grow and advised me along the way. They also are helping us modernize our accounting process by switching away from the terrible Quickbooks Online and Quickbooks Payroll to Xero and Gusto as well as have guided us through our options for a 401K for our company and it's employees! I highly recommend using them!

My company and I personally have been clients of Pacific Coast CPAs for several years now and they have always done an outstanding job in every aspect. From advice to organization to taxes and bookkeeping. I would highly recommend them for anyone that?s looking for honest, well thought out accounting services.

I?ve been with Pacific Coast CPAs for over three years now and I?ve been extremely happy with the results with all their help! They are extremely detailed oriented, have lotta experience, I feel very comfortable when I?m working with him knowing that I know that everything will be OK. They are very fairly priced. They are a great team! Definitely recommend them to any of my associates or friends!

Troy and his team have done my taxes for the last 3 years. They don't try to nickle and dime you and do an awesome job. They have an easy scheduling system and use great software. Highly Recommended. I recently started with there book keeping service and things seem to be going great, will update at a later date.

We've been working with Pacific Coast CPAs for a few years now and always trust we are in good hands. Their knowledgeable team is always happy to help us out and they truly value the well being of their clients. I highly recommend Pacific Coast CPAs!

I have been doing business with Pacific Coast CPAs for over 3 years and I can't be more satisfied. My business has definitely benefited from their knowledge and attention to detail. They are quick to respond to my questions by email and by phone and are very thorough, explaining in terms that are easy for me to understand.

Genuine, professional, patient, personable. Could not be happier with the service from Pacific Coast CPAs. Over the past several years. They will speak to you in regular terms, not assume that everyone should understand accounting language. They also keep their prices fair and do not surprise you with shocking yearly increases. They cater to everyone, from large corporations to small businesses. Their online portal is very easy to use to upload documents and make payment. Makes doing your taxes a lot easier

I've been working with Pacific Coast CPAs for the past several years as they have been extremely accommodating in working with me as I've been experiencing challenging health issues. Both Julia and Troy took a keen interest in my company so they could better help me along the way and this was huge. They guided me through the sale of one of my company's as well! It really made dealing with bookkeeping and reporting, a company and personal tax return, a pleasant experience. Troy has been exceptional to work

I have been with Pacific Coast CPAs and its predecessor firm(s) for a number of years now for taxation services as well as taxation and bookkeeping services in relation to an entity in which I hold an interest. I have been pleased with the professionalism and tax advice offered and have referred various individuals and entities to Pacific Coast CPAs.

Recently started my own business and I?ve been working with Troy. He has been very helpful and gives me great advice. Couldn?t ask for someone better.

Highly recommend Coley Accounting! The team is thoughtful, thorough, and responsive. Coley Accounting is capable of meeting your needs whether you are an individual or a small business.

The customer service here is literally TOP NOTCH! I can get questions answered or get help any time of day or night and they take pride in helping their clients! They know their stuff and i feel assured my business is in good hands!

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.