Best CPA's Nearby

CPA's in 92110

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Than Merrill

3033 Bunker Hill St

San Diego, California 92109

2.84 miles
4.5 / 5 (550 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
State-Specific Experience
Multi-state Experience

tento

1660 Hotel Cir N #215

San Diego, California 92108

1.4 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

Love's Accounting San Diego

1504 Harvey Milk St

San Diego, California 92103

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

RJS LAW

303 A St STE 400

San Diego, California 92101

3.91 miles
4.5 / 5 (115 ratings)
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting

WealthFit

3033 Bunker Hill St

San Diego, California 92109

2.84 miles
4.5 / 5 (106 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate
QuickBooks

SVA Tax Services - San Diego

3148 Midway Dr Suite 201

San Diego, California 92110

0.92 miles
5 / 5 (102 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
E-Commerce
Real Estate
QuickBooks

Halbert & James Inc.

4420 Hotel Cir Ct Suite 230

San Diego, California 92108

1.69 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

United Debt Relief

2907 Shelter Island Dr Ste 105

San Diego, California 92106

3.28 miles
4.5 / 5 (73 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Debt Advisors of America

7565 Mission Valley Rd ste 120

San Diego, California 92108

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

Copley Financial Group, Inc.

2650 Camino Del Rio N Suite #350

San Diego, California 92108

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

Traction Wealth Management

4438 Ingraham St #2002

San Diego, California 92109

3.27 miles
5 / 5 (48 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Dallo Law Group - Tax Law Firm

2150 Fourth Ave

San Diego, California 92101

3.45 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

3.31 miles
4.5 / 5 (49 ratings)

Allied Tax Advisors

3949 Clairemont Dr #6

San Diego, California 92117

3.42 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

Dimov Tax Specialists

600 B St Suite 300

San Diego, California 92101

4.07 miles
4.5 / 5 (41 ratings)
Bookkeeping
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
International Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Non-profits
Real Estate
QuickBooks
Xero
Multi-state Experience
Cross-border Taxation

Schwartz & Schwartz

591 Camino De La Reina #103

San Diego, California 92108

2.41 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

Johnston Accountancy

1081 Camino del Rio S UNIT 107

San Diego, California 92108

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

Brotman Law

402 W Broadway

San Diego, California 92101

3.88 miles
4.5 / 5 (41 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

San Diego Credit Repair Company

402 W Broadway Suite 400

San Diego, California 92101

3.88 miles
5 / 5 (36 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

The American Institute of Certified Tax Planners

8885 Rio San Diego Dr UNIT 237

San Diego, California 92108

3.84 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

Tax Service Express

5215 Lovelock St

San Diego, California 92110

0.1 miles
4.5 / 5 (35 ratings)

Semanchik Law Group

2869 Historic Decatur Rd #500

San Diego, California 92106

1.67 miles
5 / 5 (34 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Non-profits

Serrano Bookkeeping

2535 Kettner Blvd #3A1

San Diego, California 92101

2.93 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

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

Tadmor T Barzilai CPA Inc

4501 Mission Bay Dr. #3a

San Diego, California 92109

2.85 miles
4.5 / 5 (32 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
International Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
CPA License

Premier Taxes

2667 Camino del Rio S #105

San Diego, California 92108

3.95 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

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

Persistence Bookkeeping

1001 Garnet Ave Suite 200

San Diego, California 92109

3.65 miles
5 / 5 (29 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services

Launch CPA

550 W B St 4th Floor Ste 404

San Diego, California 92101

3.74 miles
4.5 / 5 (27 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Startups
Freelancers
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Exeter 1031 Exchange Services, LLC

404 Camino del Rio S Suite 600

San Diego, California 92108

2.38 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

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

Complete Controller San Diego, CA - Bookkeeping Service

501 W Broadway Suite 800

San Diego, California 92101

3.91 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
High-net-worth Individuals
Startups
Non-profits
E-Commerce
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

O'Connor's Tax Services

4420 Hotel Cir Ct Suite 230

San Diego, California 92108

1.69 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 Light For Seniors, Inc

3405 Kenyon St #301

San Diego, California 92110

1.26 miles
4.5 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax

B & K Financial - Accounting & Tax Services

402 W Broadway Suite 400

San Diego, California 92101

3.88 miles
4.5 / 5 (18 ratings)
Bookkeeping
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Freelancers
Individual Taxpayers
QuickBooks
Remote Services

CKYFS INC. (Chou Kuo Yu Fee Services)

1744 Sixth Ave

San Diego, California 92101

3.74 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

3.02 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

The Tax Service

1305 Morena Blvd

San Diego, California 92110

0.58 miles
4 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Freelancers
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License

Sandra A Lara Income Tax & Bookkeeping

2446 Imperial Ave

San Diego, California 92102

5.32 miles
4 / 5 (20 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation

Financial Haus

1253 University Ave UNIT 1002

San Diego, California 92103

3.14 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

kept.pro

600 B St Suite 300

San Diego, California 92101

4.07 miles
5 / 5 (16 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Real Estate
Technology
QuickBooks
GAAP Compliance
Remote Services

StrataTax

2305 Historic Decatur Rd Suite 100

San Diego, California 92106

2.17 miles
4.5 / 5 (15 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses

Class Advisors

2555 Camino del Rio S #201

San Diego, California 92108

3.84 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

Paragon Accountants

2121 Fifth Ave #207

San Diego, California 92101

3.53 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

2.95 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

TaxPro Consulting inc

2667 Camino del Rio S # 110

San Diego, California 92108

3.95 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

SDC Tax & Business Services

3575 Kenyon St

San Diego, California 92110

1.22 miles
4 / 5 (15 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience

Leiman Tax Group

8745 Aero Dr #106

San Diego, California 92123

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

IMAccounting Inc.

5285 Mt Alifan Dr

San Diego, California 92111

3.82 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

3.84 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

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

Pacific Beach Tax Center

4655 Cass St Ste. 403

San Diego, California 92109

3.79 miles
4.5 / 5 (13 ratings)

Golden Hill Tax Solutions

1212 28th St

San Diego, California 92102

5.08 miles
4.5 / 5 (12 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience

After-Tax Wealth Management

1255 Scott St

San Diego, California 92106

3.21 miles
5 / 5 (11 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Daniel Shahmoradian, CFP - Financial Planner

600 W Broadway #600

San Diego, California 92101

3.82 miles
5 / 5 (11 ratings)

Action Accountants

3026 Midway Dr Suite E

San Diego, California 92110

0.94 miles
4.5 / 5 (12 ratings)

Linda Catalina, CPA

8880 Rio San Diego Dr # 800

San Diego, California 92108

3.85 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

4 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

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

Addleman & Associates

1350 Columbia St UNIT 703

San Diego, California 92101

3.67 miles
4 / 5 (11 ratings)
Forensic Accounting

Next Gen Financial Planning

1455 Frazee Rd Suite 543

San Diego, California 92108

2.69 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

Thefeld & Associates, CPA's

2333 Camino del Rio S STE 330

San Diego, California 92108

3.66 miles
4 / 5 (10 ratings)

L.R. Accounting LLC

4455 Morena Blvd STE 105

San Diego, California 92117

4.01 miles
5 / 5 (8 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
ADP
State-Specific Experience

Bankers Hill Advisors Accountancy Corp

550 W B St #223

San Diego, California 92101

3.74 miles
5 / 5 (8 ratings)
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Healthcare
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Lotus Accounting and Tax Services

4075 Park Blvd #101B

San Diego, California 92103

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

Dyer Wealth Management

5672 La Jolla Blvd

La Jolla, California 92037

5.32 miles
5 / 5 (7 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate

First Command Financial Advisor - Ruben Camacho

2650 Camino Del Rio N #210

San Diego, California 92108

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

Lori A. Riccardi, CPA A Professional Accountancy Corporation

2869 Historic Decatur Rd

San Diego, California 92106

1.67 miles
5 / 5 (7 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance

Bookkeeping and Tax Pros

401 W A St #200

San Diego, California 92101

3.87 miles
5 / 5 (7 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Steer Financial - Small Business Loans

1111 Sixth Ave

San Diego, California 92101

4.11 miles
5 / 5 (7 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Restaurants
Hospitality
QuickBooks
Xero

Mission Hills Tax Services

928 Fort Stockton Dr # 110

San Diego, California 92103

1.99 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

Craig V. Castanos CPA

401 B St UNIT 2300

San Diego, California 92101

4.03 miles
4 / 5 (7 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
Bilingual Services

Considine & Considine

8989 Rio San Diego Dr #250

San Diego, California 92108

3.94 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

3.99 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

3.59 miles
5 / 5 (6 ratings)

Freebird Financial LLC

2305 Historic Decatur Rd

San Diego, California 92106

2.17 miles
5 / 5 (6 ratings)

Sage Financial Planning

4654 Idaho St

San Diego, California 92116

3.99 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

Ocean Point Financial System Inc

3565 Del Rey St

San Diego, California 92109

2.84 miles
5 / 5 (6 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals

First Command Financial Advisor - Marcus Little

2650 Camino Del Rio N Suite 210

San Diego, California 92108

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

My Better Bookkeeping

1605 Hotel Cir S

San Diego, California 92108

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

Van Ness CPA

2535 Kettner Blvd

San Diego, California 92101

2.91 miles
4 / 5 (6 ratings)

PKF San Diego, LLP

2020 Camino Del Rio N #1000

San Diego, California 92108

3.51 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

The Taxman

Dean's Office, 841 Turquoise St d

San Diego, California 92109

4.47 miles
5 / 5 (5 ratings)

Macdonald CPA

2165 San Diego Ave UNIT 206

San Diego, California 92110

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

Elite Wealth Management

2727 Camino del Rio S ste 150

San Diego, California 92108

4 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

3.77 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

1.65 miles
4 / 5 (5 ratings)

BergTaxes

5252 Balboa Ave Ste. 501

San Diego, California 92117

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

Balin Accountancy

1450 Frazee Rd # 714

San Diego, California 92108

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

First Command Financial Advisor - Nick Wallace

2650 Camino Del Rio N Suite 210

San Diego, California 92108

4 miles
5 / 5 (4 ratings)

New Era CPAs

1322 Scott St

San Diego, California 92106

3.13 miles
5 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
Law Firms
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination

Wilson & Associates, CPA

3525 Fourth Ave

San Diego, California 92103

2.84 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

2.84 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

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

The Bookkeeper's Friend: The Pro Bookkeepers Network

350 Tenth Ave suite 1000

San Diego, California 92101

4.66 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Payroll
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Professional Services
QuickBooks

Credence Payments

2074 Third Ave

San Diego, California 92101

3.46 miles
5 / 5 (4 ratings)

Jocelyn Dacumos Jimenez: Primerica - Financial Services

2650 Camino Del Rio N #100

San Diego, California 92108

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

Alacritous Solutions

1050 Rosecrans St UNIT G

San Diego, California 92106

3.39 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Payroll
Sales Tax Compliance
Small Businesses
QuickBooks
Remote Services

Fitzsimmons Accountancy

928 Hornblend St

San Diego, California 92109

3.67 miles
4 / 5 (4 ratings)

Leaf & Cole LLP

2810 Camino del Rio S #200

San Diego, California 92108

3.99 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

3.18 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

1.15 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

Point Loma Advisors

4172 Hill St

San Diego, California 92107

3.73 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

First Command Financial Advisor - Nasrin Gohar

2650 Camino Del Rio N Suite 210

San Diego, California 92108

3.99 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

3.48 miles
5 / 5 (3 ratings)

McKenna Financial

4305 Gesner St # 306

San Diego, California 92117

1.91 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Risk Management

Cass St. Tax Services

4609 Cass St

San Diego, California 92109

3.74 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers

La Jolla Pacific Consultants LLC

5726 La Jolla Blvd

La Jolla, California 92037

5.41 miles
5 / 5 (3 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Real Estate

Stirling Financial Group

750 B St suite 2230

San Diego, California 92101

4.09 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory

Schoettle Financial

1010 Turquoise St UNIT 255

San Diego, California 92109

4.4 miles
5 / 5 (2 ratings)

Legacy Park Advisors

750 B St UNIT 1220

San Diego, California 92101

4.08 miles
5 / 5 (2 ratings)

Celeste & Associates

7840 Mission Center Ct # 101

San Diego, California 92108

2.82 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

Fleetridge Financial, Inc.

3725 Talbot St # C

San Diego, California 92106

3.73 miles
5 / 5 (2 ratings)

Proko Uribe & Maynard LLP

591 Camino De La Reina suite 1125

San Diego, California 92108

2.41 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

Osborne Linda G CPA

1545 Grand Ave

San Diego, California 92109

3.22 miles
5 / 5 (2 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Karla Sarhan Tax & Accounting Services Inc.

1455 Frazee Rd Suite 500

San Diego, California 92108

2.68 miles
5 / 5 (2 ratings)

Engage Advisors

2020 Camino Del Rio N # 610

San Diego, California 92108

3.51 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

2.38 miles
5 / 5 (2 ratings)

Ardagnas Tax & Bookkeeping

4070 Goldfinch St STE A

San Diego, California 92103

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

The Conscious Accounting Firm

550 W B St 4th Floor

San Diego, California 92101

3.74 miles
5 / 5 (2 ratings)

Wright Leonard

600 W Broadway #600

San Diego, California 92101

3.82 miles
5 / 5 (2 ratings)

RJ Patterson Group

402 W Broadway #2600

San Diego, California 92101

3.87 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Protect with Moe

2815 Camino del Rio S #240

San Diego, California 92108

4.01 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

Eddie Lindo: Primerica - Financial Services

1455 Frazee Rd Suite 500

San Diego, California 92108

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

Donald Fischer Licensed Fiduciary

7710 Hazard Center Dr # E

San Diego, California 92108

2.79 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

3.09 miles
5 / 5 (2 ratings)

Phase Four Financial Solutions

8880 Rio San Diego Dr # 1098

San Diego, California 92108

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

Holland Group Inc

Imperial Bank Tower, 701 B St #1830

San Diego, California 92101

4.13 miles
5 / 5 (2 ratings)

Atlas Executive

1545 & 1565, 1545 Hotel Cir S

San Diego, California 92108

1.53 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

First Command Financial Advisor - David Morales

2650 Camino Del Rio N #210

San Diego, California 92108

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

Sunset Cliffs Capital

1635 Rosecrans St Suite B

San Diego, California 92106

2.82 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services

IRS Tax Credit Pros Inc.

402 W Broadway #400

San Diego, California 92101

3.89 miles
5 / 5 (2 ratings)

Lauer, Georgatos, Covel, Devine & Feiles APC

402 W Broadway Ste 1890

San Diego, California 92101

3.88 miles
5 / 5 (2 ratings)

Stoel Rives LLP

501 W Broadway UNIT 2000

San Diego, California 92101

3.92 miles
4.5 / 5 (2 ratings)

Jeff DePry, CPA

8880 Rio San Diego Dr # 800

San Diego, California 92108

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

The Financial Planning & Investment Group - Ameriprise Financial Services, LLC

4455 Morena Blvd Ste 215 & Ste 216

San Diego, California 92117

4.02 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Financial Planning Consultants

1450 Frazee Rd # 308

San Diego, California 92108

2.62 miles
5 / 5 (1 ratings)

Practice Enhancement Group Inc

8989 Rio San Diego Dr # 365

San Diego, California 92108

3.93 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

Softwealth - Financial Advisor

5580 La Jolla Blvd #74

La Jolla, California 92037

5.18 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Risk Management

Financial Law Group

5656 La Jolla Blvd

La Jolla, California 92037

5.29 miles
5 / 5 (1 ratings)
Financial Advisory
Real Estate
Professional Services

Golden State CPAs

835 Fifth Ave #314

San Diego, California 92101

4.23 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting

SAC Accounting

800 The Mark Ln #1708

San Diego, California 92101

4.5 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

Lang & Brown, CPAs

3990 Old Town Ave Suite A-206

San Diego, California 92110

1.12 miles
5 / 5 (1 ratings)

TOA Global

600 B St Suite 300

San Diego, California 92101

4.07 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
IRS Representation
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services

Best Co

2333 Camino del Rio S

San Diego, California 92108

3.66 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

My Tax Advisers

2525 Camino del Rio S # 260

San Diego, California 92108

3.81 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

4 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

2.1 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

1.8 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

Nebulae Profit Solutions

402 W Broadway Suite 400

San Diego, California 92101

3.88 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
International Tax
GAAP Compliance
IFRS Compliance
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

ProFiduciary, Inc

1842 Third Ave

San Diego, California 92101

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

LumaTax Inc.,

8799 Balboa Ave #280

San Diego, California 92123

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

The Liddy Group - UBS Financial Services Inc.

600 W Broadway UNIT 2100

San Diego, California 92101

3.82 miles
5 / 5 (1 ratings)

Fleming & Associates, LLC

350 Tenth Ave #1000

San Diego, California 92101

4.66 miles
5 / 5 (1 ratings)
Financial Advisory
Risk Management

LPL Financial: Sanders Alvin

555 W Beech St #458

San Diego, California 92101

3.93 miles
5 / 5 (1 ratings)

Investment Placement Group

501 W Broadway ste 1350

San Diego, California 92101

3.9 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation

Private Bank, Bank of America

701 B St Suite 1650

San Diego, California 92101

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

AIM Financial Consulting Group

5030 Camino De La Siesta # 406

San Diego, California 92108

2.47 miles
5 / 5 (1 ratings)

Merrill Lynch Financial Advisor William Sparks

701 B St 24th Floor

San Diego, California 92101

4.13 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation

Advisors On Target

3940 Hortensia St

San Diego, California 92110

1.2 miles
5 / 5 (1 ratings)

Jane Fitzpatrick - Morgan Stanley

101 W Broadway UNIT 1800

San Diego, California 92101

4.04 miles
5 / 5 (1 ratings)

Todd Financial & Insurance Services, Inc.

7676 Hazard Center Dr #1050

San Diego, California 92108

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

WealthBridge Insurance Solutions

8775 Aero Dr # 138

San Diego, California 92123

4.87 miles
5 / 5 (1 ratings)

MPD Wealth

1011 Camino del Rio S Ste 550

San Diego, California 92108

2.82 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

3.1 miles
5 / 5 (1 ratings)

Copia Wealth Management & Insurance Services

2333 Camino del Rio S STE 240

San Diego, California 92108

3.66 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

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

KMAAX ACCOUNTING & TAX

2667 Camino del Rio S

San Diego, California 92108

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

Carlos Vasquez - Morgan Stanley

101 W Broadway UNIT 1800

San Diego, California 92101

4.04 miles
5 / 5 (1 ratings)

Morgan Stanley: Oliver James

101 W Broadway

San Diego, California 92101

4.03 miles
5 / 5 (1 ratings)

Perpetum Consulting

Union Bank of California Building, 525 B St

San Diego, California 92101

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

Northwestern Mutual - Robert Ekhaml

600 W Broadway

San Diego, California 92101

3.81 miles
5 / 5 (1 ratings)

First Command Financial Advisor - Nicholas Wakefield

2650 Camino Del Rio N Suite 210

San Diego, California 92108

4 miles
5 / 5 (1 ratings)

Books Balanced and Beyond

2127 Adams Ave C

San Diego, California 92116

3.55 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

Barrow Bookkeeping & Accounting LLC

3270 Rosecrans St Suite 3270 1/2

San Diego, California 92110

1.14 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
State-Specific Experience

RPC Property Tax Advisors LLC

5019 Newport Ave #200

San Diego, California 92107

3.05 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
State-Specific Experience
Multi-state Experience

Grapefruit Tax Service

5080 Camino Del Arroyo #123

San Diego, California 92108

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

Dolan Xitco Consulting Group

501 W Broadway

San Diego, California 92101

3.91 miles
5 / 5 (1 ratings)
Forensic Accounting

English Management Solutions

311 Fourth Ave

San Diego, California 92101

4.52 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
QuickBooks
Remote Services

Hedgi

591 Camino De La Reina

San Diego, California 92108

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

Nathan Medina Tax Services

1255 Scott St

San Diego, California 92106

3.2 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Advisors Mortgage Group - San Diego

7801 Mission Center Ct #102

San Diego, California 92108

2.8 miles
5 / 5 (1 ratings)

Amy Melton - RBC Wealth Management Financial Advisor

655 W Broadway Suite 1000

San Diego, California 92101

3.91 miles
4 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

Gaston Blanc - Prudential Financial

7676 Hazard Center Dr #600

San Diego, California 92108

2.73 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.