Best CPA's Nearby

CPA's in 92120

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ViewRidge Funding

4719 Viewridge Ave Suite 170

San Diego, California 92123

3.42 miles
4.5 / 5 (201 ratings)

LOAN GOAT | #1 Hard Money Lender

3030 El Cajon Blvd

San Diego, California 92104

4.39 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

Mutual of Omaha Reverse Mortgage

3131 Camino Del Rio N #1100

San Diego, California 92108

3.56 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

Taxlana

4950 Waring Rd STE 8

San Diego, California 92120

1.19 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

IB CPA

3636 Camino Del Rio N STE 225

San Diego, California 92108

2.88 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

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

San Diego, CPA A Professional Tax & Accountancy Corporation

2.91 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

2.91 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

Italiano Tax Solutions, Inc. Dba Lacy Italiano, EA

7851 University Ave Ste 208

La Mesa, California 91942

3.36 miles
4.5 / 5 (49 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Years of Practice

Copley Financial Group, Inc.

2650 Camino Del Rio N Suite #350

San Diego, California 92108

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

San Diego Tax Professionals

6050 Santo Rd # 160

San Diego, California 92124

3.48 miles
4.5 / 5 (44 ratings)
Business Consulting
Tax Preparation
Tax Planning

Farmers Insurance - James Adsit

3025 Lemon Grove Ave

Lemon Grove, California 91945

4.59 miles
5 / 5 (42 ratings)
Insurance Agencies

CJ Brogan at MyHome, A Williston Financial Group Company

9665 Granite Ridge Dr ste 210

San Diego, California 92123

2.94 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

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

Odyssey Accounting

2.71 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

The American Institute of Certified Tax Planners

8885 Rio San Diego Dr UNIT 237

San Diego, California 92108

4.17 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

The Law Offices of Dorian Lopez

7567 El Cajon Blvd ste 101

La Mesa, California 91942

2.87 miles
5 / 5 (34 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate

SMIB Management

8330 Allison Ave

La Mesa, California 91942

3.68 miles
4.5 / 5 (34 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Complex Situations
Years of Practice
CPA License

J Bravo & Associates

8318 University Ave

La Mesa, California 91942

3.59 miles
4.5 / 5 (34 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Professional Services
Years of Practice
CPA License
In-person Support

Premier Taxes

2667 Camino del Rio S #105

San Diego, California 92108

4.17 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

4.16 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

2.91 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

2.98 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

3.55 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

3.62 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

2.46 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

4.08 miles
4.5 / 5 (26 ratings)

The Tax Lady

2.91 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

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

USA Financial Consultants

4545 Murphy Canyon Rd #209

San Diego, California 92123

3.45 miles
4.5 / 5 (22 ratings)

First Command Financial Advisor - Anna Beasley

2650 Camino Del Rio N #210

San Diego, California 92108

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

East Village Tax

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

The Balanced Bookkeeper, LLC

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

Verus Capital Partners

3111 Camino Del Rio N #400

San Diego, California 92108

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

NTV Accountants

3635 Fairmount Ave

San Diego, California 92105

3.93 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

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

Helix Law Firm

7904 Broadway

Lemon Grove, California 91945

4.4 miles
5 / 5 (14 ratings)

Sirius Accounting Solutions

3245 University Ave #1-294

San Diego, California 92104

4.52 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

4.28 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

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

Abbas, Dutson & Cundari CPAs

3131 Camino Del Rio N Ste 360

San Diego, California 92108

3.55 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

4.16 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

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

AIO Business Solutions

7484 University Ave Suite 240

La Mesa, California 91942

3.27 miles
4.5 / 5 (13 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Restaurants
Construction
Contractors
Automotive
Logistics

Client First Capital

8880 Rio San Diego Dr

San Diego, California 92108

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

Finest City Fiduciary

3245 University Ave

San Diego, California 92104

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

Thrive Business Services

2.91 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

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

Rogers & Ho CPA

7435 University Ave UNIT 101

La Mesa, California 91942

3.3 miles
4.5 / 5 (11 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Local Tax Credits
CPA License
In-person Support

Linda Catalina, CPA

8880 Rio San Diego Dr # 800

San Diego, California 92108

4.15 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

4.04 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

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

FSA Tax Service

8893 La Mesa Blvd Ste G

La Mesa, California 91942

4.13 miles
4.5 / 5 (10 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Manufacturing
Complex Situations
Multi-state Experience
Cross-border Taxation

San Diego Tax Services

6977 Navajo Rd #140

San Diego, California 92119

1.62 miles
4.5 / 5 (10 ratings)
Tax Preparation
Tax Planning
International Tax
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice

WMA Wealth Management Accounting, Inc.

3665 Ruffin Rd #204

San Diego, California 92123

2.98 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

2.98 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

3.04 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

SFS Life Settlements

8100 La Mesa Blvd #105

La Mesa, California 91942

3.59 miles
5 / 5 (9 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
High-net-worth Individuals

William Rogers Company

9655 Granite Ridge Dr #200

San Diego, California 92123

2.9 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

Lindgren Financial Services

5402 Ruffin Rd # 210

San Diego, California 92123

4.16 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

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

Modern Money Management

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

First Command Financial Advisor - Ruben Camacho

2650 Camino Del Rio N #210

San Diego, California 92108

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

Dechner CPA Financial Services

9655 Granite Ridge Dr #200

San Diego, California 92123

2.9 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

4.37 miles
5 / 5 (7 ratings)

Cristian Galindo Cardenas: Primerica - Financial Services

9655 Granite Ridge Dr #200

San Diego, California 92123

2.9 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

Best Team Tax and Financial

8680 Navajo Rd Unit 106

San Diego, California 92119

3.55 miles
4 / 5 (8 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Considine & Considine

8989 Rio San Diego Dr #250

San Diego, California 92108

4.06 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

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

Sage Financial Planning

4654 Idaho St

San Diego, California 92116

4.35 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

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

Ryan M Consulting

2.91 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

Ortega Income Tax +

4020 43rd St

San Diego, California 92105

3.64 miles
4.5 / 5 (6 ratings)

Sharp Thunstrom & Batson Inc

4710 4th St STE 100

La Mesa, California 91941

3.79 miles
4 / 5 (6 ratings)

Petix & Botte Tax and Business Services

7777 Alvarado Rd # 520

La Mesa, California 91942

2.82 miles
4 / 5 (6 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
In-person Support

Tavai Bookkeeping LLC

8080 La Mesa Blvd

La Mesa, California 91942

3.57 miles
5 / 5 (5 ratings)

Aupperle Bookkeeping

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

Icono Financial Services Inc

5095 Murphy Canyon Rd # 250

San Diego, California 92123

3.75 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

3.07 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

RockSteady Financial Group

4455 Murphy Canyon Rd #100-20

San Diego, California 92123

3.43 miles
5 / 5 (5 ratings)

Elite Wealth Management

2727 Camino del Rio S ste 150

San Diego, California 92108

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

Raymond Dexter Lpl: Dexter Raymond

8313 La Mesa Blvd

La Mesa, California 91942

3.71 miles
4 / 5 (5 ratings)

McRea Woodson & Associates, Inc.

8274 La Mesa Blvd

La Mesa, California 91942

3.67 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

Gomez Tax Service

4456 Vandever Ave Suite 1

San Diego, California 92120

1.67 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

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

Dall George B CPA

8917 La Mesa Blvd

La Mesa, California 91942

4.14 miles
5 / 5 (4 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Remote Services
CPA License

Roberts Business Services Inc

8080 La Mesa Blvd # 102

La Mesa, California 91942

3.55 miles
5 / 5 (4 ratings)

Bondoc Tax Solutions

2.91 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

4.04 miles
5 / 5 (4 ratings)

Blum & Clark Accountancy Group

9252 Chesapeake Dr

San Diego, California 92123

4.44 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Professional Services
QuickBooks
Multi-state Experience
Cross-border Taxation

Finch Lisa R CPA

3838 Camino Del Rio N #106

San Diego, California 92108

2.81 miles
5 / 5 (4 ratings)

Jocelyn Dacumos Jimenez: Primerica - Financial Services

2650 Camino Del Rio N #100

San Diego, California 92108

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

BookkeepingRE

2.91 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

3.59 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

2.88 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

Tax & Capital Management 360

7777 Alvarado Rd #106

La Mesa, California 91942

2.81 miles
5 / 5 (3 ratings)

Patricia Godfrey, E.A.

7839 University Ave

La Mesa, California 91942

3.36 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Years of Practice
In-person Support

Ophio Consulting

7646 Parkway Dr

La Mesa, California 91942

2.69 miles
5 / 5 (3 ratings)
Business Consulting
Small Businesses
Mid-size Businesses
Remote Services

Financial Telesis Network

7227 Broadway #402

Lemon Grove, California 91945

4.06 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Individual Taxpayers
Multi-state Experience
Years of Practice

Leaf & Cole LLP

2810 Camino del Rio S #200

San Diego, California 92108

4.1 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

San Diego Tax & Wealth Management

7777 Alvarado Rd #405

La Mesa, California 91942

2.82 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice
CPA License
In-person Support

SAN DIEGO VIP TAX CENTER

9655 Granite Ridge Dr #200

San Diego, California 92123

2.9 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

AD Bookkeeping Services

6955 Alvarado Rd

San Diego, California 92120

1.87 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP

2851 Camino del Rio S UNIT 410

San Diego, California 92108

4.01 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

3.4 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

2.9 miles
5 / 5 (3 ratings)

First Command Financial Advisor - Nasrin Gohar

2650 Camino Del Rio N Suite 210

San Diego, California 92108

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

Alliance Accounting

2.91 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

3.63 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

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

Alumbra CPA, PC

7777 Alvarado Rd # 310

La Mesa, California 91942

2.81 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

Whitney Consulting

5575 Lake Park Way

La Mesa, California 91942

2.35 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Financial Advisory
Small Businesses
Real Estate
Restaurants
Hospitality
Construction
Contractors
QuickBooks
Complex Situations

Bennett's bookkeeping service

9019 Park Plaza Dr Suite A

La Mesa, California 91942

3.98 miles
5 / 5 (2 ratings)

Geri & Stephanie Tax Prep

5464 Baltimore Dr b

La Mesa, California 91942

3.22 miles
5 / 5 (2 ratings)
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers

TIB MULTI SERVICES LLC

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

Accounting and Payroll Services (PSA)

4953 68th St

San Diego, California 92115

2.17 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
CFO Services
Tax Planning
IRS Representation
Forensic Accounting
Small Businesses
Years of Practice
CPA License

Christian Accounting and Payroll Services

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

Magers Money Management

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

Still Waters Business Services

2.91 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

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

Banks & Banks Fiduciary Services

8270 La Mesa Blvd # 201

La Mesa, California 91942

3.67 miles
5 / 5 (2 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Years of Practice
CPA License

Smart Money LLC

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

Protect with Moe

2815 Camino del Rio S #240

San Diego, California 92108

4.12 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

2.93 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.

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

Providence Wealth Planning

3160 Camino del Rio S #204

San Diego, California 92108

3.46 miles
5 / 5 (2 ratings)

Bamboo Wealth Strategies

3131 Camino Del Rio N

San Diego, California 92108

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

Phase Four Financial Solutions

8880 Rio San Diego Dr # 1098

San Diego, California 92108

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

Zimmerman Private Wealth Management

3111 Camino Del Rio N

San Diego, California 92108

3.58 miles
5 / 5 (2 ratings)

First Command Financial Advisor - David Morales

2650 Camino Del Rio N #210

San Diego, California 92108

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

AJX Capital

5959 Mission Gorge Rd STE 206

San Diego, California 92120

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

Investment Property Advisors of San Diego

9320 Chesapeake Dr #104

San Diego, California 92123

4.41 miles
5 / 5 (2 ratings)
Accounting
Real Estate

Roadmap Tax Services, Inc.

4025 Camino del Rio S UNIT 300

San Diego, California 92108

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

Bromeliad Books

2.71 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

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

Jeff DePry, CPA

8880 Rio San Diego Dr # 800

San Diego, California 92108

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

YHWH, Inc.

9019 Park Plaza Dr

La Mesa, California 91942

3.98 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Years of Practice
CPA License
In-person Support

Pacific Ease Financial Advisory and Accounting Services, LLC

2.98 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

2.91 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

Eide Bailly

5675 Ruffin Rd STE 300

San Diego, California 92131

4.31 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Construction
Contractors
Internal Controls
Risk Management
Multi-state Experience
Remote Services
CPA License
In-person Support

David Moran, CFP , ChFC

5480 Baltimore Dr

La Mesa, California 91942

2.5 miles
5 / 5 (1 ratings)

Mission Trails Financial

7187 Navajo Rd Suite B

San Diego, California 92119

1.84 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice

LS Investment Management

4700 Spring St UNIT 308

La Mesa, California 91942

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

Blue Summit Wealth Management - Sustainable Investing

9001 Grossmont Blvd # 718

La Mesa, California 91941

4.23 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits

Celeste Financial Group

3131 Camino Del Rio N STE 300

San Diego, California 92108

3.55 miles
5 / 5 (1 ratings)

Christine Dellacato

8356 Allison Ave

La Mesa, California 91942

3.71 miles
5 / 5 (1 ratings)

Tweet Management Services

5480 Baltimore Dr #206

La Mesa, California 91942

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

Sikorski Wealth Management

3435 Camino del Rio S

San Diego, California 92108

3.13 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

4.08 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

3.54 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

3.59 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

3.55 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

3.45 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

Goldberg Richard

2851 Camino del Rio S UNIT 410

San Diego, California 92108

4.01 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

3.46 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

Yellowbird Accounting

3288 Adams Ave Unit 16338

San Diego, California 92176

3.75 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

4.33 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

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

Avitus Group

3160 Camino del Rio S

San Diego, California 92108

3.46 miles
5 / 5 (1 ratings)

LumaTax Inc.,

8799 Balboa Ave #280

San Diego, California 92123

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

Mission Retirement Consulting

3245 University Ave

San Diego, California 92104

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

Sonia Maxwell: Primerica - Financial Services

6136 Mission Gorge Rd # 212

San Diego, California 92120

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

WealthBridge Insurance Solutions

8775 Aero Dr # 138

San Diego, California 92123

4.07 miles
5 / 5 (1 ratings)

First Command District Advisor - Jason Surya

2650 Camino Del Rio N Suite 210

San Diego, California 92108

4.05 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

3.05 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

4.17 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

2.91 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

4.04 miles
5 / 5 (1 ratings)

Lyons Bookkeeping

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

Liang & Quinley Tax Management

5675 Ruffin Rd Suite 260

San Diego, California 92123

4.31 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Real Estate
QuickBooks

Avante Bookkeeping LLC

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

PhySource Solutions

4495 Dale Ave

La Mesa, California 91941

3.33 miles
5 / 5 (1 ratings)
Business Consulting
Financial Advisory
Healthcare
Professional Services
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Bilingual Services
Years of Practice
CPA License

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.