Best CPA's Nearby

CPA's in 92108

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ViewRidge Funding

4719 Viewridge Ave Suite 170

San Diego, California 92123

3.21 miles
4.5 / 5 (201 ratings)

LOAN GOAT | #1 Hard Money Lender

3030 El Cajon Blvd

San Diego, California 92104

1.58 miles
5 / 5 (136 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Forensic Accounting
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination

tento

1660 Hotel Cir N #215

San Diego, California 92108

2.97 miles
4.5 / 5 (132 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Restaurants
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

Mutual of Omaha Reverse Mortgage

3131 Camino Del Rio N #1100

San Diego, California 92108

0.42 miles
4.5 / 5 (120 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

Love's Accounting San Diego

1504 Harvey Milk St

San Diego, California 92103

2.21 miles
4.5 / 5 (116 ratings)
Bookkeeping
Payroll
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
QuickBooks
GAAP Compliance

Taxlana

4950 Waring Rd STE 8

San Diego, California 92120

2.75 miles
4.5 / 5 (106 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
Multi-state Experience
Bilingual Services
CPA License

Halbert & James Inc.

4420 Hotel Cir Ct Suite 230

San Diego, California 92108

2.79 miles
4.5 / 5 (100 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks

IB CPA

3636 Camino Del Rio N STE 225

San Diego, California 92108

0.96 miles
4.5 / 5 (81 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

The Abundant Accountant

3.51 miles
4.5 / 5 (76 ratings)
Business Consulting
CFO Services
Tax Planning
Entity Structuring
Financial Advisory
Virtual CFO
High-net-worth Individuals

Debt Advisors of America

7565 Mission Valley Rd ste 120

San Diego, California 92108

1.5 miles
3.5 / 5 (90 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

San Diego, CPA A Professional Tax & Accountancy Corporation

3.51 miles
4.5 / 5 (56 ratings)
Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
Expatriates
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Law Firms
QuickBooks
Remote Services

Oath - San Diego Estate Planning & Investment Attorneys

9655 Granite Ridge Dr #200

San Diego, California 92123

2.07 miles
4.5 / 5 (54 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
QuickBooks
Xero

Copley Financial Group, Inc.

2650 Camino Del Rio N Suite #350

San Diego, California 92108

0.38 miles
4.5 / 5 (51 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Dallo Law Group - Tax Law Firm

2150 Fourth Ave

San Diego, California 92101

3.85 miles
4.5 / 5 (46 ratings)
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Forensic Accounting
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

ABC Tax Service

4452 Park Blvd

San Diego, California 92116

1.59 miles
4.5 / 5 (49 ratings)

Allied Tax Advisors

3949 Clairemont Dr #6

San Diego, California 92117

4.6 miles
4.5 / 5 (42 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services

CJ Brogan at MyHome, A Williston Financial Group Company

9665 Granite Ridge Dr ste 210

San Diego, California 92123

2.06 miles
5 / 5 (40 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks

San Diego Precision Tax Service Inc

3.51 miles
5 / 5 (40 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services

Schwartz & Schwartz

591 Camino De La Reina #103

San Diego, California 92108

1.88 miles
4.5 / 5 (40 ratings)
Bookkeeping
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Gusto
ADP
Multi-state Experience
Local Tax Credits
Years of Practice
In-person Support

Odyssey Accounting

3.64 miles
5 / 5 (38 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
ADP
Remote Services
Bilingual Services

Johnston Accountancy

1081 Camino del Rio S UNIT 107

San Diego, California 92108

1.52 miles
4.5 / 5 (38 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
QuickBooks

The American Institute of Certified Tax Planners

8885 Rio San Diego Dr UNIT 237

San Diego, California 92108

0.4 miles
4.5 / 5 (36 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
CPA License

Serrano Bookkeeping

2535 Kettner Blvd #3A1

San Diego, California 92101

4 miles
4.5 / 5 (34 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Budgeting
Outsourced Accounting
Subscription Pricing
Small Businesses
Real Estate
Construction
Contractors
Professional Services
QuickBooks

JW Financial

1286 University Ave #1025

San Diego, California 92103

2.29 miles
5 / 5 (32 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Mckenzie Adams

7710 Balboa Ave

San Diego, California 92111

3.37 miles
5 / 5 (32 ratings)
Business Consulting
Financial Advisory

Premier Taxes

2667 Camino del Rio S #105

San Diego, California 92108

0.64 miles
5 / 5 (30 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers

One Degree Advisors

8880 Rio San Diego Dr # 1000

San Diego, California 92108

0.36 miles
4.5 / 5 (30 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Crabb Tax Services

3.51 miles
5 / 5 (28 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

San Diego Business Advisors

3517 Camino del Rio S # 200

San Diego, California 92108

0.91 miles
4.5 / 5 (27 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
QuickBooks
Multi-state Experience
Local Tax Credits

Regal Group CPA

3110 Camino del Rio S UNIT 312

San Diego, California 92108

0.53 miles
4.5 / 5 (29 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls

Hoffman & Associates

4909 Murphy Canyon Rd #100

San Diego, California 92123

3.59 miles
4 / 5 (28 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Montoya CPA EA APC

4025 Camino del Rio S UNIT 300

San Diego, California 92108

1.48 miles
4.5 / 5 (27 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Technology
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Larios Income Tax and Immigration

3317 El Cajon Blvd

San Diego, California 92104

1.74 miles
4.5 / 5 (26 ratings)

The Tax Lady

3.51 miles
5 / 5 (24 ratings)
Tax Preparation
Tax Planning
Bilingual Services

Jose Ignacio Chavez: Primerica - Financial Services

3954 Murphy Canyon Rd d205

San Diego, California 92123

2.79 miles
4.5 / 5 (24 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

USA Financial Consultants

4545 Murphy Canyon Rd #209

San Diego, California 92123

3.36 miles
4.5 / 5 (22 ratings)

Exeter 1031 Exchange Services, LLC

404 Camino del Rio S Suite 600

San Diego, California 92108

2.07 miles
4.5 / 5 (22 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Government Contractors
Non-profits
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Cross-border Taxation

First Command Financial Advisor - Anna Beasley

2650 Camino Del Rio N #210

San Diego, California 92108

0.38 miles
5 / 5 (21 ratings)
Financial Advisory
Risk Management

East Village Tax

3.51 miles
5 / 5 (20 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Startups
Individual Taxpayers
Professional Services
QuickBooks

O'Connor's Tax Services

4420 Hotel Cir Ct Suite 230

San Diego, California 92108

2.79 miles
5 / 5 (19 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Risk Management
Multi-state Experience

The Balanced Bookkeeper, LLC

3.6 miles
5 / 5 (18 ratings)
Bookkeeping
Payroll
Sales Tax Compliance
Small Businesses
Restaurants
Hospitality
QuickBooks

CKYFS INC. (Chou Kuo Yu Fee Services)

1744 Sixth Ave

San Diego, California 92101

4.09 miles
4.5 / 5 (19 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
Real Estate
Restaurants
Professional Services
QuickBooks
Bilingual Services
Years of Practice
CPA License

Jennifer G Thomas, CPA an Accountancy Corporation

3130 Fifth Ave Suites 5-6

San Diego, California 92103

3.21 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Verus Capital Partners

3111 Camino Del Rio N #400

San Diego, California 92108

0.4 miles
4.5 / 5 (17 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals

Financial Haus

1253 University Ave UNIT 1002

San Diego, California 92103

2.36 miles
5 / 5 (16 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
Risk Management
Multi-state Experience
Remote Services

NTV Accountants

3635 Fairmount Ave

San Diego, California 92105

2.98 miles
4 / 5 (19 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Xero

Platt Wealth Management

3838 Camino Del Rio N Unit 365

San Diego, California 92108

1.01 miles
5 / 5 (15 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals

Wealth Legacy Group, Inc.

4540 Kearny Villa Rd # 114

San Diego, California 92123

3.14 miles
5 / 5 (15 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Real Estate
Professional Services
Risk Management
Multi-state Experience

Sirius Accounting Solutions

3245 University Ave #1-294

San Diego, California 92104

2.14 miles
5 / 5 (14 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Small Businesses
Startups
QuickBooks

Class Advisors

2555 Camino del Rio S #201

San Diego, California 92108

0.71 miles
4.5 / 5 (15 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers

Andrew Samaniego Tax Planning & Resolution

3.88 miles
4.5 / 5 (14 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Remote Services
Years of Practice

Paragon Accountants

2121 Fifth Ave #207

San Diego, California 92101

3.85 miles
5 / 5 (13 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

Flat Fee Tax Service, Inc.

3200 Fourth Ave #208

San Diego, California 92103

3.19 miles
5 / 5 (13 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Years of Practice

Abbas, Dutson & Cundari CPAs

3131 Camino Del Rio N Ste 360

San Diego, California 92108

0.41 miles
4 / 5 (15 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

TaxPro Consulting inc

2667 Camino del Rio S # 110

San Diego, California 92108

0.64 miles
4 / 5 (15 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
Small Businesses
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks

Leiman Tax Group

8745 Aero Dr #106

San Diego, California 92123

2.18 miles
4 / 5 (14 ratings)
Business Consulting
Tax Preparation

IMAccounting Inc.

5285 Mt Alifan Dr

San Diego, California 92111

3.91 miles
4.5 / 5 (13 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Client First Capital

8880 Rio San Diego Dr

San Diego, California 92108

0.36 miles
5 / 5 (12 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

L&A Consulting, LLC - Landeros & Associates

7710 Hazard Center Dr #108

San Diego, California 92108

1.42 miles
5 / 5 (12 ratings)
Business Consulting
Financial Advisory

Finest City Fiduciary

3245 University Ave

San Diego, California 92104

2.14 miles
4.5 / 5 (12 ratings)
Financial Advisory
Estate and Trust Tax

Kearny Mesa Tax Inc

4542 Ruffner St #170

San Diego, California 92111

3.42 miles
4 / 5 (13 ratings)

Thrive Business Services

3.51 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services

Tax & Financial Center, Inc.

5402 Ruffin Rd #200

San Diego, California 92123

3.81 miles
4 / 5 (13 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Linda Catalina, CPA

8880 Rio San Diego Dr # 800

San Diego, California 92108

0.35 miles
4.5 / 5 (11 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Remote Services
In-person Support

First Command Financial Advisor - Dustin Ferreiro

2650 Camino Del Rio N Suite 210

San Diego, California 92108

0.38 miles
5 / 5 (10 ratings)
Budgeting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management

First Command Financial Advisor - Abigail Woods

2650 Camino Del Rio N #210

San Diego, California 92108

0.38 miles
5 / 5 (10 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

WMA Wealth Management Accounting, Inc.

3665 Ruffin Rd #204

San Diego, California 92123

2.38 miles
4.5 / 5 (10 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Wealth & Wisdom Partners

3517 Camino del Rio S UNIT 410

San Diego, California 92108

0.91 miles
4.5 / 5 (10 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Yenor & Associates

3914 Murphy Canyon Rd Suite 239

San Diego, California 92123

2.73 miles
5 / 5 (9 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Real Estate
Healthcare
Law Firms
QuickBooks
Internal Controls
Risk Management

Next Gen Financial Planning

1455 Frazee Rd Suite 543

San Diego, California 92108

1.5 miles
5 / 5 (9 ratings)
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

William Rogers Company

9655 Granite Ridge Dr #200

San Diego, California 92123

2.06 miles
4.5 / 5 (9 ratings)
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Non-profits
E-Commerce
Real Estate
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License
In-person Support

Thefeld & Associates, CPA's

2333 Camino del Rio S STE 330

San Diego, California 92108

0.85 miles
4 / 5 (10 ratings)

Lindgren Financial Services

5402 Ruffin Rd # 210

San Diego, California 92123

3.81 miles
4.5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Multi-state Experience

Gaines & Welsh

3511 Camino del Rio S # 307

San Diego, California 92108

0.89 miles
5 / 5 (8 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers

Lotus Accounting and Tax Services

4075 Park Blvd #101B

San Diego, California 92103

1.97 miles
4 / 5 (9 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Modern Money Management

3.51 miles
5 / 5 (7 ratings)
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services

The Financial Planning Company

2761 Teresita St

San Diego, California 92104

3.07 miles
5 / 5 (7 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

First Command Financial Advisor - Ruben Camacho

2650 Camino Del Rio N #210

San Diego, California 92108

0.38 miles
5 / 5 (7 ratings)
Budgeting
Financial Advisory

Dechner CPA Financial Services

9655 Granite Ridge Dr #200

San Diego, California 92123

2.06 miles
5 / 5 (7 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

C.B. Financial Insurance Services, Inc.

9089 Clairemont Mesa Blvd Suite 307

San Diego, California 92123

3.64 miles
5 / 5 (7 ratings)

Cristian Galindo Cardenas: Primerica - Financial Services

9655 Granite Ridge Dr #200

San Diego, California 92123

2.06 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Insurance Agencies

Mission Hills Tax Services

928 Fort Stockton Dr # 110

San Diego, California 92103

2.94 miles
4.5 / 5 (7 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Freelancers
Individual Taxpayers
E-Commerce
Real Estate
Professional Services

Considine & Considine

8989 Rio San Diego Dr #250

San Diego, California 92108

0.3 miles
4 / 5 (7 ratings)
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Real Estate

First Command Financial Advisor - Sean Jacob Ferreiro

2650 Camino Del Rio N #210

San Diego, California 92108

0.38 miles
5 / 5 (6 ratings)
Budgeting
Financial Advisory
Risk Management

Thomas A Trax, Wealth Advisor, CEP, AAMS- LPL Financial

2221 Camino del Rio S STE 307

San Diego, California 92108

0.93 miles
5 / 5 (6 ratings)

Sage Financial Planning

4654 Idaho St

San Diego, California 92116

1.12 miles
5 / 5 (6 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

First Command Financial Advisor - Marcus Little

2650 Camino Del Rio N Suite 210

San Diego, California 92108

0.38 miles
5 / 5 (6 ratings)
Tax Planning
Budgeting
Financial Advisory
Risk Management

Ryan M Consulting

3.51 miles
5 / 5 (6 ratings)
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Project-Based Engagements
Subscription Pricing
Small Businesses
Startups
Technology
QuickBooks
Xero
GAAP Compliance

My Better Bookkeeping

1605 Hotel Cir S

San Diego, California 92108

2.99 miles
5 / 5 (6 ratings)
Bookkeeping
Small Businesses
QuickBooks

Ortega Income Tax +

4020 43rd St

San Diego, California 92105

2.65 miles
4.5 / 5 (6 ratings)

Van Ness CPA

2535 Kettner Blvd

San Diego, California 92101

4 miles
4 / 5 (6 ratings)

PKF San Diego, LLP

2020 Camino Del Rio N #1000

San Diego, California 92108

0.8 miles
5 / 5 (5 ratings)
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
Law Firms
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
In-person Support

Aupperle Bookkeeping

3.51 miles
5 / 5 (5 ratings)
Bookkeeping
Payroll
Small Businesses
QuickBooks
Remote Services

Macdonald CPA

2165 San Diego Ave UNIT 206

San Diego, California 92110

3.98 miles
5 / 5 (5 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation

Icono Financial Services Inc

5095 Murphy Canyon Rd # 250

San Diego, California 92123

3.72 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience
Local Tax Credits
Years of Practice
CPA License

Hone Maxwell LLP

3465 Camino del Rio S #400

San Diego, California 92108

0.83 miles
5 / 5 (5 ratings)
Audit
Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Professional Services
Cross-border Taxation
Bilingual Services

DACA Financial Group

4542 Ruffner St # 110

San Diego, California 92111

3.42 miles
5 / 5 (5 ratings)

RockSteady Financial Group

4455 Murphy Canyon Rd #100-20

San Diego, California 92123

3.33 miles
5 / 5 (5 ratings)

Elite Wealth Management

2727 Camino del Rio S ste 150

San Diego, California 92108

0.59 miles
5 / 5 (5 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax

Punctual Payroll

1620 Fifth Ave Suite 110 Suite 1000

San Diego, California 92101

4.19 miles
4 / 5 (5 ratings)
Business Consulting
Payroll
Tax Preparation
Small Businesses

Mission Hills Financial Advisory LLC

1633 W Lewis St

San Diego, California 92103

3.21 miles
4 / 5 (5 ratings)

BergTaxes

5252 Balboa Ave Ste. 501

San Diego, California 92117

4.07 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Virtual CFO
Small Businesses
Individual Taxpayers
QuickBooks

Gomez Tax Service

4456 Vandever Ave Suite 1

San Diego, California 92120

2.13 miles
4 / 5 (5 ratings)
Bookkeeping
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Restaurants

United Payroll & Hr Services Inc

6161 El Cajon Blvd

San Diego, California 92115

4.12 miles
4 / 5 (5 ratings)
Payroll
Tax Preparation
Small Businesses
Restaurants
Professional Services
QuickBooks
Multi-state Experience
Bilingual Services

Balin Accountancy

1450 Frazee Rd # 714

San Diego, California 92108

1.56 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Bondoc Tax Solutions

3.51 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

First Command Financial Advisor - Nick Wallace

2650 Camino Del Rio N Suite 210

San Diego, California 92108

0.38 miles
5 / 5 (4 ratings)

Wilson & Associates, CPA

3525 Fourth Ave

San Diego, California 92103

2.99 miles
5 / 5 (4 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits
Real Estate
Construction
QuickBooks
GAAP Compliance
Multi-state Experience

Fortunate Fields

3525 Fourth Ave

San Diego, California 92103

3 miles
5 / 5 (4 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
Remote Services

Sahmel & Associates

3033 Fifth Ave UNIT 425

San Diego, California 92103

3.25 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning

Finch Lisa R CPA

3838 Camino Del Rio N #106

San Diego, California 92108

1.01 miles
5 / 5 (4 ratings)

Credence Payments

2074 Third Ave

San Diego, California 92101

3.92 miles
5 / 5 (4 ratings)

Jocelyn Dacumos Jimenez: Primerica - Financial Services

2650 Camino Del Rio N #100

San Diego, California 92108

0.38 miles
5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

BookkeepingRE

3.51 miles
5 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Real Estate
QuickBooks

Sync-Up Bookkeeping

2307 Fenton Pkwy #107-102

San Diego, California 92108

0.23 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
QuickBooks

Invictus Advisors

3636 Camino Del Rio N

San Diego, California 92108

0.96 miles
4 / 5 (4 ratings)
Business Consulting
Tax Planning
IRS Representation
Budgeting
Forecasting
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
Multi-state Experience
Cross-border Taxation
Bilingual Services

Leaf & Cole LLP

2810 Camino del Rio S #200

San Diego, California 92108

0.55 miles
5 / 5 (3 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
Internal Controls
Complex Situations
Multi-state Experience
Years of Practice
CPA License

West Rhode & Roberts

2741 Fourth Ave

San Diego, California 92103

3.46 miles
5 / 5 (3 ratings)
Audit
Assurance
Tax Planning
Educational Institutions
Non-profits
Real Estate
Construction
GAAP Compliance
State-Specific Experience

David Thomas, CPA, Esq.

2340 Moore St

San Diego, California 92110

4.09 miles
5 / 5 (3 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
GAAP Compliance
SOX Compliance
Internal Controls
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
CPA License

Grum Jr Robert

4540 Kearny Villa Rd # 108

San Diego, California 92123

3.14 miles
5 / 5 (3 ratings)

SAN DIEGO VIP TAX CENTER

9655 Granite Ridge Dr #200

San Diego, California 92123

2.06 miles
5 / 5 (3 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP

2851 Camino del Rio S UNIT 410

San Diego, California 92108

0.61 miles
5 / 5 (3 ratings)
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks

San Diego Financial Literacy Center

9325 Sky Park Ct suite 260

San Diego, California 92123

2.67 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Educational Institutions
Non-profits
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Bilingual Services

Corlett Financial

9655 Granite Ridge Dr #200

San Diego, California 92123

2.06 miles
5 / 5 (3 ratings)

First Command Financial Advisor - Nasrin Gohar

2650 Camino Del Rio N Suite 210

San Diego, California 92108

0.38 miles
5 / 5 (3 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Risk Management

365 Glacier Payments

1901 First Ave.

San Diego, California 92101

4.05 miles
5 / 5 (3 ratings)

Alliance Accounting

3.51 miles
5 / 5 (3 ratings)
Bookkeeping
Payroll
Small Businesses
Construction
Contractors
QuickBooks
Remote Services
Bilingual Services

Grigg Financial Group

3111 Camino Del Rio N Ste 430

San Diego, California 92108

0.42 miles
4 / 5 (3 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
Risk Management
Multi-state Experience

Axiom Tax Group

4025 Camino del Rio S Suite 352

San Diego, California 92108

1.49 miles
4 / 5 (3 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation

TIB MULTI SERVICES LLC

3.51 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
IRS Representation
Small Businesses
Startups
Foreign Nationals
Individual Taxpayers
Remote Services
Bilingual Services

Christian Accounting and Payroll Services

3.51 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Years of Practice
CPA License

Magers Money Management

3.51 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Sales Tax Compliance
Small Businesses
QuickBooks
Remote Services

Still Waters Business Services

3.51 miles
5 / 5 (2 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Construction
Local Tax Credits
Remote Services

4 All Intents and Purposes | 4AIAP

3.51 miles
5 / 5 (2 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Restaurants
QuickBooks

J SEO, CPA

7750 Dagget St #101b

San Diego, California 92111

3.43 miles
5 / 5 (2 ratings)

JM Financial Strategies

4550 Kearny Villa Rd # 201

San Diego, California 92123

3.14 miles
5 / 5 (2 ratings)

Smart Money LLC

3.51 miles
5 / 5 (2 ratings)
Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Estate and Trust Tax

Celeste & Associates

7840 Mission Center Ct # 101

San Diego, California 92108

1.37 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks
GAAP Compliance

Proko Uribe & Maynard LLP

591 Camino De La Reina suite 1125

San Diego, California 92108

1.88 miles
5 / 5 (2 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Manufacturing
Technology
Law Firms
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
CPA License

Karla Sarhan Tax & Accounting Services Inc.

1455 Frazee Rd Suite 500

San Diego, California 92108

1.51 miles
5 / 5 (2 ratings)

Engage Advisors

2020 Camino Del Rio N # 610

San Diego, California 92108

0.8 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
Mid-size Businesses
Healthcare
QuickBooks

RED DRAGON FINANCIAL - INCOME TAX PREPARATION

2171 Ulric St Ste 202

San Diego, California 92111

2.14 miles
5 / 5 (2 ratings)

Ardagnas Tax & Bookkeeping

4070 Goldfinch St STE A

San Diego, California 92103

2.92 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

TaxPlus San Diego

4340 Genesee Ave UNIT 205

San Diego, California 92117

4.25 miles
5 / 5 (2 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation

Protect with Moe

2815 Camino del Rio S #240

San Diego, California 92108

0.67 miles
5 / 5 (2 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

The Society for Financial Awareness

3655 Ruffin Rd Suite 230

San Diego, California 92123

2.35 miles
5 / 5 (2 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Professional Services

Vitality Health Inc.

3.51 miles
5 / 5 (2 ratings)
Business Consulting
Financial Advisory
Healthcare

Eddie Lindo: Primerica - Financial Services

1455 Frazee Rd Suite 500

San Diego, California 92108

1.51 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Insurance Agencies

Providence Wealth Planning

3160 Camino del Rio S #204

San Diego, California 92108

0.57 miles
5 / 5 (2 ratings)

Bamboo Wealth Strategies

3131 Camino Del Rio N

San Diego, California 92108

0.41 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate

Donald Fischer Licensed Fiduciary

7710 Hazard Center Dr # E

San Diego, California 92108

1.42 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Sebastian Ruelas

1223 Cleveland Ave #200

San Diego, California 92103

2.33 miles
5 / 5 (2 ratings)

Phase Four Financial Solutions

8880 Rio San Diego Dr # 1098

San Diego, California 92108

0.35 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

Atlas Executive

1545 & 1565, 1545 Hotel Cir S

San Diego, California 92108

2.92 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Government Contractors
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Remote Services

Zimmerman Private Wealth Management

3111 Camino Del Rio N

San Diego, California 92108

0.41 miles
5 / 5 (2 ratings)

First Command Financial Advisor - David Morales

2650 Camino Del Rio N #210

San Diego, California 92108

0.38 miles
5 / 5 (2 ratings)
Financial Advisory
Risk Management

AJX Capital

5959 Mission Gorge Rd STE 206

San Diego, California 92120

2.03 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate

Weekley Consulting

3175 Juniper St

San Diego, California 92104

3.4 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Small Businesses
Real Estate
Restaurants
Hospitality
QuickBooks

Mitch Ruibal - LPL Financial

4550 Kearny Villa Rd STE 214

San Diego, California 92123

3.14 miles
5 / 5 (2 ratings)

Roadmap Tax Services, Inc.

4025 Camino del Rio S UNIT 300

San Diego, California 92108

1.49 miles
5 / 5 (2 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Bromeliad Books

3.64 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Small Businesses
QuickBooks

Bridget Hartley-Loftman: Primerica - Financial Services

3838 Camino Del Rio N Ste 200

San Diego, California 92108

1.01 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory

Jeff DePry, CPA

8880 Rio San Diego Dr # 800

San Diego, California 92108

0.35 miles
4 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Pacific Ease Financial Advisory and Accounting Services, LLC

3.48 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Mid-size Businesses
Large Enterprises
Real Estate
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
CPA License

CW Business Advisory

3.51 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
Mid-size Businesses
Startups
Technology
QuickBooks
Internal Controls
Risk Management
Remote Services
CPA License

Olympia Business Services, Inc. (All Caps)

4550 Kearny Villa Rd #220

San Diego, California 92123

3.14 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services

Financial Planning Consultants

1450 Frazee Rd # 308

San Diego, California 92108

1.57 miles
5 / 5 (1 ratings)

Celeste Financial Group

3131 Camino Del Rio N STE 300

San Diego, California 92108

0.41 miles
5 / 5 (1 ratings)

Sikorski Wealth Management

3435 Camino del Rio S

San Diego, California 92108

0.77 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

Practice Enhancement Group Inc

8989 Rio San Diego Dr # 365

San Diego, California 92108

0.32 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Planning
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
Mid-size Businesses
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Remote Services
Years of Practice
CPA License

Independent Capital Management, Inc.

3131 Camino Del Rio N #810

San Diego, California 92108

0.42 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Risk Management
Multi-state Experience
Bilingual Services

Shareholders Foundation, Inc.

3111 Camino Del Rio N #423

San Diego, California 92108

0.4 miles
5 / 5 (1 ratings)
Audit
Assurance
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Large Enterprises
High-net-worth Individuals
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
Law Firms
QuickBooks
Xero
NetSuite
UltraTax
Lacerte
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

Gatto Pope & Walwick, LLP Certified Public Accountants

3131 Camino Del Rio N #1200

San Diego, California 92108

0.42 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals

MiklosCPA Accounting & Tax Strategy

4545 Murphy Canyon Rd STE 208

San Diego, California 92123

3.36 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
Financial Advisory
Estate and Trust Tax
International Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

Lang & Brown, CPAs

3990 Old Town Ave Suite A-206

San Diego, California 92110

3.95 miles
5 / 5 (1 ratings)

Goldberg Richard

2851 Camino del Rio S UNIT 410

San Diego, California 92108

0.61 miles
5 / 5 (1 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks

AB Tawil

3131 Camino Del Rio N Suite #160

San Diego, California 92108

0.48 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
International Tax
Small Businesses
Mid-size Businesses
E-Commerce
Real Estate
Restaurants
Construction
QuickBooks
Bilingual Services

Best Co

2333 Camino del Rio S

San Diego, California 92108

0.85 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Local Tax Credits
Years of Practice
CPA License

Yellowbird Accounting

3288 Adams Ave Unit 16338

San Diego, California 92176

1.17 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Non-profits
QuickBooks

My Tax Advisers

2525 Camino del Rio S # 260

San Diego, California 92108

0.77 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services

L F Hodge & Associates

2727 Camino del Rio S #110

San Diego, California 92108

0.63 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
QuickBooks
Internal Controls

Chakarian & Associates Inc

3971 Goldfinch St # A

San Diego, California 92103

2.98 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Healthcare
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

WF Sheridan Consulting, APC

6328 Caminito Del Pastel

San Diego, California 92111

2.77 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Freelancers
Individual Taxpayers

ProFiduciary, Inc

1842 Third Ave

San Diego, California 92101

4.08 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Avitus Group

3160 Camino del Rio S

San Diego, California 92108

0.56 miles
5 / 5 (1 ratings)

LumaTax Inc.,

8799 Balboa Ave #280

San Diego, California 92123

2.87 miles
5 / 5 (1 ratings)
Tax Preparation
Sales Tax Compliance
E-Commerce
Multi-state Experience
Cross-border Taxation
Nexus Determination

AIM Financial Consulting Group

5030 Camino De La Siesta # 406

San Diego, California 92108

1.85 miles
5 / 5 (1 ratings)

Beacon Retirement Planning Group

8340 Clairemont Mesa Blvd Student Break Room

San Diego, California 92111

3.93 miles
5 / 5 (1 ratings)
Tax Planning
Estate and Trust Tax
High-net-worth Individuals

Advisors On Target

3940 Hortensia St

San Diego, California 92110

3.96 miles
5 / 5 (1 ratings)

Mission Retirement Consulting

3245 University Ave

San Diego, California 92104

2.14 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Professional Services
QuickBooks

Todd Financial & Insurance Services, Inc.

7676 Hazard Center Dr #1050

San Diego, California 92108

1.47 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Insurance Agencies

Sonia Maxwell: Primerica - Financial Services

6136 Mission Gorge Rd # 212

San Diego, California 92120

2.11 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory

WealthBridge Insurance Solutions

8775 Aero Dr # 138

San Diego, California 92123

2.17 miles
5 / 5 (1 ratings)

MPD Wealth

1011 Camino del Rio S Ste 550

San Diego, California 92108

1.59 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Educational Institutions
Non-profits
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

KCB Financial Services

4344 Cleveland Ave

San Diego, California 92103

1.83 miles
5 / 5 (1 ratings)

Copia Wealth Management & Insurance Services

2333 Camino del Rio S STE 240

San Diego, California 92108

0.84 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

First Command District Advisor - Jason Surya

2650 Camino Del Rio N Suite 210

San Diego, California 92108

0.38 miles
5 / 5 (1 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Edward Jones - Financial Advisor: Tim West

4134 Adams Ave UNIT 104

San Diego, California 92116

1.84 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

KMAAX ACCOUNTING & TAX

2667 Camino del Rio S

San Diego, California 92108

0.64 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Premier Financial Group--San Diego

3.51 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

First Command Financial Advisor - Nicholas Wakefield

2650 Camino Del Rio N Suite 210

San Diego, California 92108

0.38 miles
5 / 5 (1 ratings)

Books Balanced and Beyond

2127 Adams Ave C

San Diego, California 92116

1.2 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
Xero

Grapefruit Tax Service

5080 Camino Del Arroyo #123

San Diego, California 92108

1.73 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience

Lyons Bookkeeping

3.51 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Payroll
Small Businesses
QuickBooks

Avante Bookkeeping LLC

3.51 miles
5 / 5 (1 ratings)
Bookkeeping
Small Businesses
QuickBooks
Remote Services

Hedgi

591 Camino De La Reina

San Diego, California 92108

1.85 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Advisors Mortgage Group - San Diego

7801 Mission Center Ct #102

San Diego, California 92108

1.39 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
Multi-state Experience

Gaston Blanc - Prudential Financial

7676 Hazard Center Dr #600

San Diego, California 92108

1.47 miles
4 / 5 (1 ratings)

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.