Best CPA's Nearby

CPA's in 91362

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Bankful
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Bankful

2985 E Hillcrest Dr Suite 209

Thousand Oaks, California 91362

+1 888-882-9494
1.62 miles
4.5 / 5 (499 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
International Tax
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services
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CorpNet, Incorporated
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CorpNet, Incorporated

31416 Agoura Rd #118

Westlake Village, California 91361

+1 888-449-2638
3.57 miles
4.5 / 5 (409 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Startups
Non-profits
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
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Faucher Law, P.C.
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Faucher Law, P.C.

2945 Townsgate Rd STE 200

Westlake Village, California 91361

+1 818-889-8080
2.91 miles
4.5 / 5 (70 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Bilingual Services
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Concierge College Consulting
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Concierge College Consulting

3835 Thousand Oaks Blvd Ste 158

Westlake Village, California 91362

+1 805-660-4755
2.14 miles
5 / 5 (65 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
Multi-state Experience
Cross-border Taxation
CPA License
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Credit Wellness Center
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Credit Wellness Center

775 Wind Willow Way

Simi Valley, California 93065

+1 805-334-7273
3.8 miles
4 / 5 (71 ratings)
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Revolution Financial Management
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Revolution Financial Management

515 Marin St

Thousand Oaks, California 91360

+1 818-879-9514
3.44 miles
4 / 5 (55 ratings)
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The Law Office of Jeffrey T. Gillingham
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The Law Office of Jeffrey T. Gillingham

515 Marin St Suite 414

Thousand Oaks, California 91360

+1 805-433-2227
3.45 miles
5 / 5 (45 ratings)
Business Consulting
Tax Preparation
Estate and Trust Tax
Real Estate
Restaurants
Hospitality
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Garry A Jones & Associates - CPA, Tax Preparation, Accounting & Bookkeeping
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Garry A Jones & Associates - CPA, Tax Preparation, Accounting & Bookkeeping

2815 Townsgate Rd STE 125

Westlake Village, California 91361

+1 805-778-1858
2.75 miles
4.5 / 5 (36 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Manufacturing
QuickBooks
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License
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Mona Payment Solutions
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Mona Payment Solutions

1325 E Thousand Oaks Blvd

Thousand Oaks, California 91362

+1 805-418-7595
2.17 miles
4.5 / 5 (33 ratings)
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
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Westward Financial & Tax Relief, Inc
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Westward Financial & Tax Relief, Inc

2945 Townsgate Rd STE 200

Westlake Village, California 91361

+1 877-228-8223
2.9 miles
5 / 5 (27 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Contractors
Remote Services
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Andrew P. Dragotto, CPA
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Andrew P. Dragotto, CPA

100 E Thousand Oaks Blvd #139

Thousand Oaks, California 91360

+1 805-329-3098
3.18 miles
5 / 5 (23 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Freelancers
Individual Taxpayers
Professional Services
QuickBooks
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Premier Tax & Finance, Inc.
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Premier Tax & Finance, Inc.

223 Thousand Oaks Blvd # 405

Thousand Oaks, California 91360

+1 805-880-4202
3.02 miles
4.5 / 5 (25 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
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Today's College Solutions
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Today's College Solutions

650 Hampshire Rd # 116

Westlake Village, California 91361

+1 805-413-2500
2.54 miles
5 / 5 (20 ratings)
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Tax Prose Inc
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Tax Prose Inc

2829 Townsgate Rd STE 100

Westlake Village, California 91361

+1 888-688-7896
2.81 miles
4.5 / 5 (21 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
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Fridman & Associates, Inc.
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Fridman & Associates, Inc.

30700 Russell Ranch Rd #250

Westlake Village, California 91362

+1 805-591-8000
3.52 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Internal Controls
Multi-state Experience
Bilingual Services
Years of Practice
CPA License
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Keystone Business Advisors
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Keystone Business Advisors

250 N Westlake Blvd STE 230

Westlake Village, California 91362

+1 805-370-5210
2.21 miles
5 / 5 (19 ratings)
Business Consulting
Financial Statements
Tax Planning
Entity Structuring
Financial Advisory
Mergers and Acquisitions
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Hinna Rajp, CPA
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Hinna Rajp, CPA

1580 Valecroft Ave

Westlake Village, California 91361

+1 818-205-4064
3.34 miles
5 / 5 (17 ratings)
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Michael Adams, CPA
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Michael Adams, CPA

223 E Thousand Oaks Blvd # 313

Thousand Oaks, California 91360

+1 805-373-1003
3.02 miles
5 / 5 (12 ratings)
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
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HDonovan Consulting
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HDonovan Consulting

5543 Partridge Ct

Westlake Village, California 91362

+1 805-573-2699
1.75 miles
5 / 5 (10 ratings)
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TRUST Management Inc. Aaron, THE Accountant
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TRUST Management Inc. Aaron, THE Accountant

2829 Townsgate Rd STE 100

Westlake Village, California 91361

+1 866-546-8660
2.8 miles
4.5 / 5 (10 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
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Seapoint Business Advisors
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Seapoint Business Advisors

3011 Townsgate Rd Suite 240

Westlake Village, California 91361

+1 805-557-8200
2.93 miles
4.5 / 5 (10 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
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Michael Drews and Company
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Michael Drews and Company

1414 Thousand Oaks Blvd #101

Thousand Oaks, California 91362

+1 805-484-4008
2.18 miles
4 / 5 (10 ratings)
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Roth IUL
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Roth IUL

30101 Agoura Ct Suite #205

Agoura Hills, California 91301

+1 800-202-7398
4.21 miles
5 / 5 (8 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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DaVinci Capital Partners
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DaVinci Capital Partners

30700 Russell Ranch Rd #250

Westlake Village, California 91362

+1 805-341-7104
3.54 miles
5 / 5 (8 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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StarLite Tax Solutions
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StarLite Tax Solutions

2625 Townsgate Rd #330

Westlake Village, California 91361

+1 805-719-2216
2.53 miles
5 / 5 (7 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
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Urban IT, Inc.
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Urban IT, Inc.

370 N Westlake Blvd Suite 230

Westlake Village, California 91362

+1 818-914-5152
2.06 miles
5 / 5 (7 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Professional Services
Law Firms
QuickBooks
Xero
GAAP Compliance
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Confide Financial Planning & Investments
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Confide Financial Planning & Investments

+1 805-267-9540
3.81 miles
5 / 5 (6 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website
Hope Financial Services LLC
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Hope Financial Services LLC

+1 805-813-3000
2.03 miles
5 / 5 (6 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
QuickBooks
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Smart Choice Accounting Services
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Smart Choice Accounting Services

2629 Townsgate Rd Suite 255

Westlake Village, California 91361

+1 818-889-7484
2.58 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
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Amodio Wealth Advisors
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Amodio Wealth Advisors

2829 Townsgate Rd STE 100

Westlake Village, California 91361

+1 818-458-8946
2.81 miles
5 / 5 (5 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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Fintegrity Group, P.C.
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Fintegrity Group, P.C.

31300 Via Colinas #108

Westlake Village, California 91362

+1 818-889-9079
2.83 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Law Firms
QuickBooks
Internal Controls
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Mark D Reader, CPA | An Accountancy Corporation
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Mark D Reader, CPA | An Accountancy Corporation

2945 Townsgate Rd STE 200

Westlake Village, California 91361

+1 805-574-7911
2.9 miles
4 / 5 (5 ratings)
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
QuickBooks
Years of Practice
CPA License
Visit Website Get Directions
Total Wealth Group, LLP CPA
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Total Wealth Group, LLP CPA

4165 E Thousand Oaks Blvd #355

Westlake Village, California 91362

+1 213-523-7004
2.41 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
CPA License
Visit Website Get Directions
Westlake Private Wealth Management
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Westlake Private Wealth Management

200 N Westlake Blvd Suite 202

Westlake Village, California 91362

+1 818-436-6800
2.25 miles
5 / 5 (4 ratings)
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Strategic Business Advisory & Tax
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Strategic Business Advisory & Tax

3835 E Thousand Oaks Blvd #356

Westlake Village, California 91362

+1 805-491-4419
2.15 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Professional Services
QuickBooks
Lacerte
CPA License
Visit Website Get Directions
Alphatax Tax Service
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Alphatax Tax Service

215 N Moorpark Rd e

Thousand Oaks, California 91360

+1 805-496-5005
3.25 miles
4.5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Multi-state Experience
Visit Website Get Directions
Ransenberg Financial & Insurance Services
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Ransenberg Financial & Insurance Services

2815 Townsgate Rd STE 145

Westlake Village, California 91361

+1 805-230-9915
2.75 miles
4 / 5 (4 ratings)
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Spaulding Managed Credit
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Spaulding Managed Credit

30423 Canwood St #112

Agoura Hills, California 91301

+1 888-726-7304
3.94 miles
5 / 5 (3 ratings)
Business Consulting
Tax Planning
Financial Advisory
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Brewer & Tominaga, CPA's
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Brewer & Tominaga, CPA's

310 N Westlake Blvd # 260

Westlake Village, California 91362

+1 805-496-0075
2.16 miles
5 / 5 (3 ratings)
Bookkeeping
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Manufacturing
QuickBooks
GAAP Compliance
Years of Practice
CPA License
In-person Support
Visit Website Get Directions
Signet Strategic Wealth Management
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Signet Strategic Wealth Management

2625 Townsgate Rd #330

Westlake Village, California 91361

+1 805-267-1226
2.53 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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Carington Financial
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Carington Financial

2660 Townsgate Rd

Westlake Village, California 91361

+1 805-777-7799
2.7 miles
5 / 5 (3 ratings)
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The College Advisor, Inc.
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The College Advisor, Inc.

3117 W Sierra Dr

Westlake Village, California 91362

+1 818-631-3406
1.6 miles
5 / 5 (3 ratings)
Business Consulting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Educational Institutions
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Bottom Line Strategies Inc
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Bottom Line Strategies Inc

4333 Park Terrace Dr # 110

Westlake Village, California 91361

+1 805-230-1313
3.7 miles
5 / 5 (3 ratings)
Bookkeeping
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Non-profits
QuickBooks
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The Dubrow Group, CPAs
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The Dubrow Group, CPAs

5655 Lindero Canyon Rd #601

Westlake Village, California 91362

+1 818-889-7285
3.09 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
Visit Website Get Directions
Loveless Accounting Inc
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Loveless Accounting Inc

275 E Hillcrest Dr Suite 235

Thousand Oaks, California 91360

+1 818-781-4872
2.93 miles
5 / 5 (3 ratings)
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Abrams Howard J CPA
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Abrams Howard J CPA

32107 Lindero Canyon Rd # 235

Westlake Village, California 91361

+1 818-597-3420
3.8 miles
4.5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
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Burkes Business Services
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Burkes Business Services

31225 La Baya Dr suite 100

Westlake Village, California 91362

+1 805-495-6422
2.86 miles
4.5 / 5 (3 ratings)
Tax Preparation
Tax Planning
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WES CPA
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WES CPA

2945 Townsgate Rd STE 200

Westlake Village, California 91361

+1 805-405-6510
2.91 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Agriculture
QuickBooks
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Duncan-Newman Associates
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Duncan-Newman Associates

30300 Agoura Rd Suite B-280

Agoura Hills, California 91301

+1 818-964-0105
4.2 miles
5 / 5 (2 ratings)
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The Oaks Group - Morgan Stanley
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The Oaks Group - Morgan Stanley

100 N Westlake Blvd STE 200

Westlake Village, California 91362

+1 805-494-0215
2.32 miles
5 / 5 (2 ratings)
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The Warren Group Wealth Management, Inc.
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The Warren Group Wealth Management, Inc.

2555 Townsgate Rd Suite 300

Westlake Village, California 91361

+1 818-817-3111
2.51 miles
5 / 5 (2 ratings)
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Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC

100 E Thousand Oaks Blvd STE 290

Thousand Oaks, California 91360

+1 805-777-7875
3.18 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
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Merrill Lynch Financial Advisor Hosung Byun
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Merrill Lynch Financial Advisor Hosung Byun

2815 Townsgate Rd Suite 300

Westlake Village, California 91361

+1 805-381-2665
2.76 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Acena Consulting
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Acena Consulting

340 N Westlake Blvd

Westlake Village, California 91362

+1 805-426-9669
2.12 miles
5 / 5 (2 ratings)
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
International Tax
Small Businesses
Startups
Real Estate
Professional Services
Manufacturing
Technology
Agriculture
Multi-state Experience
Local Tax Credits
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FMB Wealth Management
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FMB Wealth Management

100 N Westlake Blvd #201

Westlake Village, California 91362

+1 805-446-4494
2.33 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Retirement Planning Associates, Inc.
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Retirement Planning Associates, Inc.

200 N Westlake Blvd #111

Thousand Oaks, California 91362

+1 805-495-2157
2.26 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Multi-state Experience
Years of Practice
Visit Website Get Directions
National College Planners
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National College Planners

890 Hampshire Rd # T

Westlake Village, California 91361

+1 805-230-2777
2.84 miles
5 / 5 (2 ratings)
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Educational Institutions
QuickBooks
GAAP Compliance
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Kevin Jester C.P.A.
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Kevin Jester C.P.A.

43 S Skyline Dr

Thousand Oaks, California 91362

+1 805-496-9990
1.92 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
QuickBooks
Visit Website Get Directions
Guglielmo Accounting, Inc.
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Guglielmo Accounting, Inc.

2625 Townsgate Rd STE 200

Thousand Oaks, California 91361

+1 805-371-7117
2.53 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Visit Website Get Directions
My Finance Resource
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My Finance Resource

31320 Via Colinas #104

Westlake Village, California 91362

+1 805-719-1132
2.83 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Healthcare
QuickBooks
GAAP Compliance
Internal Controls
Visit Website Get Directions
David Fox EA
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David Fox EA

2945 Townsgate Rd STE 200

Westlake Village, California 91361

+1 310-678-5023
2.9 miles
5 / 5 (2 ratings)
Bookkeeping
Visit Website Get Directions
Sternberg & Associates, APLC
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Sternberg & Associates, APLC

4195 Thousand Oaks Blvd STE 250

Thousand Oaks, California 91362

+1 818-598-0700
2.46 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
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Westlake Village CPA's Barmache & Alford LLP
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Westlake Village CPA's Barmache & Alford LLP

4035 Thousand Oaks Blvd

Westlake Village, California 91362

+1 805-371-7898
2.35 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Small Businesses
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
CPA License
Visit Website Get Directions
Crestview Capital Management
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Crestview Capital Management

29800 Agoura Rd Ste 102

Agoura Hills, California 91301

+1 805-871-0050
4.46 miles
5 / 5 (1 ratings)
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Village Wealth Advisors
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Village Wealth Advisors

2945 Townsgate Rd #120

Westlake Village, California 91361

+1 805-603-4960
2.91 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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LC EQUITY GROUP
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LC EQUITY GROUP

5737 Kanan Rd #559

Agoura Hills, California 91301

+1 818-804-8313
4.6 miles
5 / 5 (1 ratings)
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Morando Wealth Management - Tremblay Financial
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Morando Wealth Management - Tremblay Financial

32129 Lindero Canyon Rd # 107

Westlake Village, California 91361

+1 805-569-1982
3.84 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
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Hillcrest Financial Group
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Hillcrest Financial Group

515 Marin St Suite 406

Thousand Oaks, California 91360

+1 805-373-8686
3.45 miles
5 / 5 (1 ratings)
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ClearCoast Wealth Management
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ClearCoast Wealth Management

2555 Townsgate Rd Suite 300

Thousand Oaks, California 91361

+1 805-379-1444
2.51 miles
5 / 5 (1 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
Visit Website Get Directions
All Good Bookkeeping & Tutoring
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All Good Bookkeeping & Tutoring

+1 805-204-8087
0.86 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Payroll
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Small Businesses
Educational Institutions
Non-profits
Construction
QuickBooks
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CG Simple Solutions - Boutique Bookkeeping | Consulting | Courses
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CG Simple Solutions - Boutique Bookkeeping | Consulting | Courses

+1 805-410-5695
1.68 miles
5 / 5 (1 ratings)
Bookkeeping
Small Businesses
QuickBooks
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Hughes William R CPA
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Hughes William R CPA

223 Thousand Oaks Blvd #401

Thousand Oaks, California 91360

+1 805-497-1999
3.02 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
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Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
CPA License
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Wender And McLaine, CPAs
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Wender And McLaine, CPAs

100 Thousand Oaks Blvd #196

Thousand Oaks, California 91360

+1 805-497-9796
3.18 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
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Manufacturing
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Life Strategies Advisors, Inc
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Life Strategies Advisors, Inc

3625 E Thousand Oaks Blvd Suite 112

Westlake Village, California 91362

+1 818-483-6611
2.12 miles
5 / 5 (1 ratings)
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Alteri Wealth
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Alteri Wealth

4195 E Thousand Oaks Blvd STE 250

Westlake Village, California 91362

+1 805-809-0400
2.46 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
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Scott Wilcox - Financial Advisor, Ameriprise Financial Services, LLC
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Scott Wilcox - Financial Advisor, Ameriprise Financial Services, LLC

250 N Westlake Blvd STE 200

Westlake Village, California 91362

+1 805-981-3303
2.2 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
State-Specific Experience
Multi-state Experience
Cross-border Taxation
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Zephyr Investment Management
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Zephyr Investment Management

3625 Thousand Oaks Blvd STE 145

Thousand Oaks, California 91362

+1 800-966-3579
2.05 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
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High-net-worth Individuals
Professional Services
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Remote Services
Years of Practice
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EPIC Wealth Partners - Ameriprise Financial Services, LLC
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EPIC Wealth Partners - Ameriprise Financial Services, LLC

250 N Westlake Blvd STE 200

Westlake Village, California 91362

+1 805-981-3303
2.2 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
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Silverberg Wealth Management
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Silverberg Wealth Management

340 N Westlake Blvd Suite 118

Westlake Village, California 91362

+1 805-497-7032
2.12 miles
5 / 5 (1 ratings)
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The Brodsky Financial Group of Raymond James
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The Brodsky Financial Group of Raymond James

3027 Townsgate Rd Ste 100

Westlake Village, California 91361

+1 805-373-5680
2.88 miles
5 / 5 (1 ratings)
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Chris Hendricks Finance
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Chris Hendricks Finance

340 N Westlake Blvd

Westlake Village, California 91362

+1 818-665-6066
2.12 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Foreign Nationals
Real Estate
Construction
Professional Services
Multi-state Experience
Cross-border Taxation
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Glickman Tax Solutions
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Glickman Tax Solutions

3717 Thousand Oaks Blvd #195

Westlake Village, California 91362

+1 805-335-8500
2.07 miles
5 / 5 (1 ratings)
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Fintax Advisors P.C.
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Fintax Advisors P.C.

2535 Townsgate Rd #100

Westlake Village, California 91361

+1 805-917-2066
2.46 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
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Kernochan & Associates, Inc.
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Kernochan & Associates, Inc.

31111 Agoura Rd Suite 110

Westlake Village, California 91361

+1 818-991-5184
3.64 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
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Small Businesses
Startups
E-Commerce
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ADP
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Whitewood & Associates
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Whitewood & Associates

32107 Lindero Canyon Rd #124

Westlake Village, California 91361

+1 818-865-9160
3.79 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
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State-Specific Experience
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Abercrombie & Associates
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Abercrombie & Associates

32107 Lindero Canyon Rd Ste, 115

Westlake Village, California 91361

+1 805-583-2053
3.8 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
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Small Businesses
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State-Specific Experience
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RK Accountancy Group
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RK Accountancy Group

5743 Corsa Ave # 216

Westlake Village, California 91362

+1 818-991-3788
2.92 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
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Assessment Counselling Services
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Assessment Counselling Services

125 Auburn Ct # 210

Westlake Village, California 91362

+1 805-374-9500
2.03 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Real Estate
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
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SABRE Financial Services
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SABRE Financial Services

2829 Townsgate Rd Suite 315

Westlake Village, California 91361

+1 800-981-4891
2.81 miles
5 / 5 (1 ratings)
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Graystone Consulting - Los Angeles | Honolulu - Morgan Stanley
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Graystone Consulting - Los Angeles | Honolulu - Morgan Stanley

100 N Westlake Blvd STE 200

Westlake Village, California 91362

+1 805-374-8111
2.33 miles
5 / 5 (1 ratings)
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Copti and Associates
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Copti and Associates

+1 818-397-7430
3.81 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
Small Businesses
Mid-size Businesses
Startups
Real Estate
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Kaltenecker Inc.
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Kaltenecker Inc.

2659 Townsgate Rd STE 240

Thousand Oaks, California 91361

+1 818-876-3066
2.66 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
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Pik Accounting
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Pik Accounting

2829 Townsgate Rd

Westlake Village, California 91361

+1 747-888-4358
2.8 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
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Real Estate
Healthcare
Construction
Professional Services
Law Firms
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Law Office of Susan J. Salehi
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Law Office of Susan J. Salehi

2945 Townsgate Rd STE 200

Westlake Village, California 91361

+1 805-409-0540
2.89 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
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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.