Best CPA's Nearby

CPA's in 92614

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Americor

18200 Von Karman Ave 6th floor

Irvine, California 92612

1.24 miles
4.5 / 5 (13401 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

TaxRise Inc.

19900 MacArthur Blvd Suite 400

Irvine, California 92612

2.52 miles
4.5 / 5 (9022 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services

Clear Start Tax

5 Park Plaza Suite 800

Irvine, California 92614

0.6 miles
4.5 / 5 (5119 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Remote Services

Tax Relief Advocates

16808 Armstrong Ave # 215

Irvine, California 92606

1.07 miles
4.5 / 5 (4346 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

Optima Tax Relief

6 Hutton Centre Dr Suite 300

Santa Ana, California 92707

2.27 miles
4 / 5 (4669 ratings)
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation

Better Tax Relief

2525 Main St #550

Irvine, California 92614

0.81 miles
4.5 / 5 (1403 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience

Alleviate Tax Relief Services

2600 Michelson Dr # 1500

Irvine, California 92612

1.32 miles
4.5 / 5 (1071 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers

Clarity Debt Resolution Inc.

17875 Von Karman Ave Ste. 150-250

Irvine, California 92614

1.02 miles
4.5 / 5 (996 ratings)

FreshTax

200 Sandpointe Ave #350

Santa Ana, California 92707

2.31 miles
4.5 / 5 (464 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Remote Services

Ideal Tax

240 Progress Suite 250

Irvine, California 92618

3.82 miles
4 / 5 (490 ratings)
Tax Preparation
Tax Planning
IRS Representation

Simple Path Financial

16842 Von Karman Ave Suite 300

Irvine, California 92606

0.86 miles
4 / 5 (435 ratings)

TaxWave

555 Anton Blvd Suite 101

Costa Mesa, California 92626

2.78 miles
4.5 / 5 (379 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience

First Choice Debt Relief

530 Technology Dr Suite 100 Office 205

Irvine, California 92618

4.05 miles
4.5 / 5 (360 ratings)

Reliant Capital

6 Executive Cir STE 250

Irvine, California 92614

2.03 miles
4.5 / 5 (295 ratings)

Civic Tax Relief

555 Anton Blvd Suite 150

Costa Mesa, California 92626

2.83 miles
4 / 5 (303 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Remote Services

Taycor Financial

30 Executive Park Suite 100

Irvine, California 92614

1.71 miles
4.5 / 5 (285 ratings)

Boostify Financial Solutions

18004 Sky Park Cir #200A

Irvine, California 92614

1.69 miles
4.5 / 5 (256 ratings)

Casapueblo, Notary Public, Live Scan, Taxes

1901 S Main St

Santa Ana, California 92707

3.55 miles
4.5 / 5 (237 ratings)
Bookkeeping
Accounting
Audit
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

Rescue One Financial

16842 Von Karman Ave Ste 300A

Irvine, California 92606

0.86 miles
4.5 / 5 (226 ratings)

Acceptance Financial

9 Executive Cir #215

Irvine, California 92614

2.02 miles
4.5 / 5 (184 ratings)

Liberty1 Financial

1 Corporate Park #200

Irvine, California 92606

0.6 miles
4 / 5 (140 ratings)
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination

uDirect IRA Services, LLC

8 Corporate Park #300

Irvine, California 92606

0.56 miles
4.5 / 5 (139 ratings)
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience

Amigos Income Tax Services

1212 S Bristol St #11

Santa Ana, California 92704

4.67 miles
4.5 / 5 (118 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice
In-person Support

CPA California Professional Accountants Group Inc. | Natalie M. Elser CPA Orange County

2030 Main St # 1300

Irvine, California 92614

1.33 miles
4.5 / 5 (116 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Mergers and Acquisitions
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License

CA Dental and Medical CPA (Pedram Kalantari, CPA)

4695 MacArthur Ct 11th floor

Newport Beach, California 92660

2.03 miles
5 / 5 (111 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Subscription Pricing
Small Businesses
Mid-size Businesses
Freelancers
Individual Taxpayers
Healthcare
Contractors
Professional Services
QuickBooks
Remote Services

Save Financial - Home Mortgage Lender & Hard Money Loans

4000 MacArthur Blvd #600e

Newport Beach, California 92660

2.4 miles
4.5 / 5 (110 ratings)

New Wealth Advisors Club

3333 Michelson Dr

Irvine, California 92612

1.07 miles
4.5 / 5 (102 ratings)
Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Real Estate

California CPA Corner - Best Tax Planning IRS Audit Advisors Irvine Orange County

4000 Barranca Pkwy #165

Irvine, California 92604

1.21 miles
4.5 / 5 (97 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Complex Situations
Multi-state Experience
Remote Services
CPA License
In-person Support

Pacific Associates Corporation

19900 MacArthur Blvd Ste 890

Irvine, California 92612

2.52 miles
4.5 / 5 (91 ratings)
Financial Advisory

Modern Wealth Law

2600 Michelson Dr Suite 950

Irvine, California 92612

1.34 miles
4.5 / 5 (81 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Multi-state Experience
Cross-border Taxation

Bharmal & Associates, Inc.

18301 Von Karman Ave UNIT 120

Irvine, California 92612

1.45 miles
4.5 / 5 (81 ratings)

Insurance Services VIA

1471 S Main St

Santa Ana, California 92707

3.74 miles
5 / 5 (68 ratings)

Beheshti Accounting INC. | Tax Return | Bookkeeping | Payroll | IRS Audit

17870 Sky Park Cir # 280

Irvine, California 92614

1.68 miles
4.5 / 5 (62 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Startups
Individual Taxpayers
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Zaher Fallahi , Attorney At Law, CPA

650 Town Center Dr Suite 510

Costa Mesa, California 92626

3.11 miles
4.5 / 5 (60 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services
Years of Practice
CPA License

JW Financial Solutions

2603 Main St Suite 100

Irvine, California 92614

0.58 miles
3.5 / 5 (69 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Retirement Planners of America

18500 Von Karman Ave STE 520

Irvine, California 92612

1.33 miles
4.5 / 5 (55 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Leigh McMahon ~ Mortgage Updates Powered by Strata Lending

17877 Von Karman Ave Suite 230

Irvine, California 92614

1.06 miles
4.5 / 5 (51 ratings)

Defense Tax Partners - Tax Attorney, Tax Relief Settlement Service, Free Consultation

3200 Park Center Dr UNIT 300

Costa Mesa, California 92626

3.06 miles
4.5 / 5 (48 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation

Landmark Tax Group

2030 Main St # 1300

Irvine, California 92614

1.33 miles
4.5 / 5 (44 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers

RYAN & YVAINE TAX ASSOCIATES

780 Roosevelt #114

Irvine, California 92620

3.57 miles
5 / 5 (41 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax
Expatriates
Foreign Nationals
Individual Taxpayers
Remote Services
Bilingual Services

Juan J. Lopez

3151 Airway Ave Ste. H3

Costa Mesa, California 92626

2.58 miles
4.5 / 5 (42 ratings)
Tax Preparation
Small Businesses
Freelancers
Individual Taxpayers
Years of Practice
In-person Support

JC&Company

10 Corporate Park #210

Irvine, California 92606

0.52 miles
4 / 5 (48 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Virtual CFO
Outsourced Accounting
High-net-worth Individuals
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Professional Services
Cross-border Taxation
Remote Services
Bilingual Services
Years of Practice
CPA License

The College Counseling Specialist

8 Corporate Park #300

Irvine, California 92606

0.56 miles
5 / 5 (40 ratings)

Pacific Sunrise Tax Services

2.91 miles
4.5 / 5 (37 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Jonjic CPA & Co. APC

4000 MacArthur Blvd Suite 600

Newport Beach, California 92660

2.4 miles
5 / 5 (34 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
Internal Controls
Remote Services
Years of Practice
CPA License
In-person Support

John Stokes Financial

2040 Main St Suite 570

Irvine, California 92614

1.29 miles
5 / 5 (34 ratings)

Bayres Insurance Agency

1438 S Main St

Santa Ana, California 92707

3.78 miles
5 / 5 (34 ratings)

SCORE Orange County (mentors to small businesses)

4.07 miles
5 / 5 (33 ratings)
Business Consulting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Non-profits
E-Commerce
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Professional Services
Manufacturing
Technology
Remote Services

My Bookkeeping Team

1.62 miles
5 / 5 (30 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Startups
Non-profits
E-Commerce
Real Estate
QuickBooks
Xero
NetSuite
Remote Services

Omega Investments

2020 Main St Ste 1200

Irvine, California 92614

0.81 miles
5 / 5 (30 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
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
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Multi-state Experience
Years of Practice

Irvine Bookkeeping

2372 Morse Ave #9

Irvine, California 92614

1.11 miles
5 / 5 (29 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Healthcare
Construction
Law Firms
QuickBooks
Remote Services

Pacific Resources Group

151 Kalmus Dr suite c-250

Costa Mesa, California 92626

3.06 miles
4.5 / 5 (30 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Advisory
Virtual CFO
Small Businesses
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Automotive
Logistics
Remote Services

K&S Law Group, P.C.

1301 Dove St #960

Newport Beach, California 92660

2.55 miles
5 / 5 (27 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations

KORUS CPAs, LLP

43 Corporate Park Ste 201

Irvine, California 92606

0.65 miles
4.5 / 5 (28 ratings)

Galici Financial

4.07 miles
5 / 5 (25 ratings)
CFO Services
Budgeting
Forecasting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Irvine Tax Group

18881 Von Karman Ave Suite 220E

Irvine, California 92612

1.82 miles
5 / 5 (25 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Non-profits
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Hitchman Fiduciaries

20351 Irvine Ave Suite C1/C2

Newport Beach, California 92660

3.34 miles
4.5 / 5 (26 ratings)
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Years of Practice

Shahem Accounting & Tax

17777 Main St D2

Irvine, California 92614

1.64 miles
5 / 5 (24 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
CPA License

Essential Trust Financial Insurance Solutions

4590 MacArthur Blvd 5th Floor

Newport Beach, California 92660

2.17 miles
5 / 5 (23 ratings)

CAPATA

5000 Birch St # 4000

Newport Beach, California 92660

2.08 miles
4.5 / 5 (23 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Forensic Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Healthcare
Professional Services
Law Firms
Complex Situations
Years of Practice
CPA License
In-person Support

CaseAdvance

650 Town Center Dr #1830

Costa Mesa, California 92626

3.11 miles
4.5 / 5 (23 ratings)

Retirement Planning Newport Beach | Miramontes Capital

4701 Teller Ave

Newport Beach, California 92660

1.9 miles
4.5 / 5 (23 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Cross-border Taxation
CPA License

Expat CPA

2211 Michelson Dr 9th Floor

Irvine, California 92612

1.52 miles
4 / 5 (25 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax
Expatriates
Individual Taxpayers
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Folkers & Associates, CPA's

18818 Teller Ave #275

Irvine, California 92612

1.64 miles
5 / 5 (22 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Ameritax

3151 Airway Ave Suite F202

Costa Mesa, California 92626

2.57 miles
4.5 / 5 (22 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Wilson Tax Law Group - Newport Beach Tax Attorney

895 Dove St #300

Newport Beach, California 92660

2.67 miles
5 / 5 (21 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Expatriates
Foreign Nationals
Government Contractors
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

J Nanni Income Tax Service

521 S Broadway

Santa Ana, California 92701

4.55 miles
4 / 5 (25 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
In-person Support

xoa Tax Certified Public Accountants

940 S Coast Dr Suite 205

Costa Mesa, California 92626

3.79 miles
4 / 5 (23 ratings)

Global Finance Group, Inc.

2424 SE Bristol St # 280

Newport Beach, California 92660

2.88 miles
4.5 / 5 (21 ratings)

CHARLIE KIM CPA (찰리킴 공인회계사)

13925 Yale Ave #190

Irvine, California 92620

3.63 miles
5 / 5 (20 ratings)

Bookkeeping Enterprises

17752 Sky Park Cir # 235

Irvine, California 92614

1.6 miles
5 / 5 (20 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Budgeting
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
GAAP Compliance
Remote Services

StrateFi Wealth Management

18881 Von Karman Ave Suite 410

Irvine, California 92612

1.82 miles
5 / 5 (20 ratings)

Madrid Income Tax Services

117 E St Andrew Pl

Santa Ana, California 92707

3.48 miles
5 / 5 (20 ratings)

LUIS E VASQUEZ LAW

1820 E Garry Ave #108

Santa Ana, California 92705

1.98 miles
5 / 5 (19 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services
Years of Practice

Check Capital Management

575 Anton Blvd # 500

Costa Mesa, California 92626

2.82 miles
5 / 5 (19 ratings)
Financial Advisory
High-net-worth Individuals

citytax

3200 Park Center Dr 13th Floor

Costa Mesa, California 92626

3.06 miles
5 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination

Elevate Financial Partners

4675 MacArthur Ct Suite 1430

Newport Beach, California 92660

2.05 miles
4.5 / 5 (20 ratings)

Heo & Associates, CPA A Profissional Corporation

420 Exchange #270

Irvine, California 92602

3.46 miles
4.5 / 5 (19 ratings)
Bookkeeping
Accounting
Audit
Assurance
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance

Solvable

530 Technology Dr

Irvine, California 92618

4.05 miles
5 / 5 (18 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Remote Services

Zweig & Associates, CPAs, LLP

4299 MacArthur Blvd Ste 211

Newport Beach, California 92660

2.32 miles
4 / 5 (20 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Lacerte
Years of Practice
CPA License
In-person Support

McCullough Financial

18021 Sky Park Cir suite d

Irvine, California 92614

1.45 miles
4.5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Restaurants
Construction
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Banks Accountancy

13821 Newport Ave # 170

Tustin, California 92780

3.97 miles
4.5 / 5 (18 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Accrew

4.07 miles
5 / 5 (16 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Sales Tax Compliance
Subscription Pricing
Small Businesses
Non-profits
QuickBooks
Remote Services

Castle Rock Accountants

20351 Irvine Ave c6

Newport Beach, California 92660

3.36 miles
5 / 5 (16 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
GAAP Compliance
Complex Situations
Multi-state Experience
Cross-border Taxation

Levy Accounting Inc

3152 Red Hill Ave #210

Costa Mesa, California 92626

2.56 miles
5 / 5 (16 ratings)
Accounting
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
CPA License
In-person Support

Maven Group Investment Strategies - Irvine HQ

530 Technology Dr Suite 100

Irvine, California 92618

4.04 miles
5 / 5 (16 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Professional Services
Complex Situations
Multi-state Experience

Tax Pro USA

20250 SW Acacia St #200

Newport Beach, California 92660

3.24 miles
5 / 5 (16 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Freelancers
Expatriates
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License

Capital Group

6455 Irvine Center Dr

Irvine, California 92618

3.72 miles
4 / 5 (18 ratings)

Duner and Foote

18818 Teller Ave Suite 265

Irvine, California 92612

1.64 miles
5 / 5 (15 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
QuickBooks
Risk Management
Multi-state Experience
Remote Services

Yi & Company, CPA

4000 Barranca Pkwy suite 250

Irvine, California 92604

1.21 miles
5 / 5 (15 ratings)
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
CPA License

Advanced Planning Wealth Management Group

4770 Campus Dr Ste 210

Newport Beach, California 92660

2.02 miles
4.5 / 5 (15 ratings)

Advisory Benefit Services

4695 MacArthur Ct # 360

Newport Beach, California 92660

2.04 miles
4.5 / 5 (15 ratings)

Amarlo, Inc.

4.07 miles
5 / 5 (14 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Small Businesses
Startups
QuickBooks
Gusto
Remote Services

Centro Documental: Tax Preparation and Professional Services

1740 S Main St

Santa Ana, California 92707

3.6 miles
4.5 / 5 (14 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
In-person Support

OC Tax Group

245 Fischer Ave Suite D-2

Costa Mesa, California 92626

2.91 miles
5 / 5 (13 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits

Panamericana Income Tax and Insurance

903 S Bristol St

Santa Ana, California 92703

4.8 miles
4.5 / 5 (13 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Insurance Agencies

D Tax LLC

20 Truman St #103

Irvine, California 92620

3.73 miles
4.5 / 5 (13 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience

Priority Plus Financial

3200 Park Center Dr UNIT 400

Costa Mesa, California 92626

3.07 miles
4.5 / 5 (13 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

Wright Ford Young & Co.

16140 Sand Canyon Ave

Irvine, California 92618

3.67 miles
5 / 5 (12 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Non-profits
Healthcare
Restaurants
Manufacturing
GAAP Compliance
IFRS Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Years of Practice
CPA License
In-person Support

Raberi Services

1420 E Edinger Ave #221

Santa Ana, California 92705

3.23 miles
5 / 5 (12 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits

John J. Pulles, CPA

2900 Bristol St STE E202

Costa Mesa, California 92626

3.28 miles
4.5 / 5 (12 ratings)

Brigim Accountants & Advisors LLP

20 Corporate Park #260

Irvine, California 92606

0.48 miles
4.5 / 5 (12 ratings)
Bookkeeping
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
Virtual CFO
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
QuickBooks
Remote Services

iamC & CPAs

800 Roosevelt STE 200

Irvine, California 92620

3.57 miles
4.5 / 5 (12 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Healthcare
Restaurants
Professional Services
Manufacturing
QuickBooks
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Alter Tax Solutions LLC

930 Roosevelt suite 335

Irvine, California 92620

3.73 miles
4.5 / 5 (12 ratings)
Tax Preparation
Tax Planning
IRS Representation

Onitus Capital, LLC

3857 Birch St Suite #5059

Newport Beach, California 92660

2.73 miles
4.5 / 5 (12 ratings)

KPP Financial Inc.

4 Park Plaza Suite 1010

Irvine, California 92614

0.55 miles
4 / 5 (13 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers

Rizvi & Rizvi CPAs

3200 Park Center Dr Suite 1100

Costa Mesa, California 92626

3.06 miles
5 / 5 (11 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Ascot Accounting (TAXLOOP)

One Park Plaza suit 600

Irvine, California 92614

0.6 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Outsourced Accounting
Subscription Pricing
Small Businesses
Startups
E-Commerce
QuickBooks
Multi-state Experience
Local Tax Credits
Remote Services

Jeff Huang CPA

930 Roosevelt #205

Irvine, California 92620

3.73 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Healthcare
Professional Services
Remote Services

Eight Oaks Financial

2201 Dupont Dr Suite 810

Irvine, California 92612

1.7 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License

Green60 .com

1500 Quail St STE 270

Newport Beach, California 92660

2.67 miles
5 / 5 (11 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Large Enterprises
QuickBooks
Xero
Gusto
ADP
Paychex
Multi-state Experience
Remote Services
Years of Practice

RiseUp Financial Group, LLC

2600 Michelson Dr Ste 1400

Irvine, California 92612

1.33 miles
4 / 5 (13 ratings)

Balboa Tax & Accounting Services

4100 Newport Pl Ste 760

Newport Beach, California 92660

2.45 miles
4.5 / 5 (11 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
Complex Situations
Local Tax Credits
CPA License

True Path Financial and Insurance Services

20 Executive Park suite 190

Irvine, California 92614

1.63 miles
5 / 5 (10 ratings)

UpLend Financial

17748 Sky Park Cir #220

Irvine, California 92614

1.6 miles
5 / 5 (10 ratings)

STAR Tax Solutions, LLC

17880 Sky Park Cir #125

Irvine, California 92614

1.67 miles
5 / 5 (10 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
Real Estate

Nahid Khoshroo/ Arvis Tax LLC

16755 Von Karman Ave #200

Irvine, California 92606

1 miles
5 / 5 (10 ratings)

JLK Rosenberger, LLP

2601 Main St

Irvine, California 92614

0.61 miles
4.5 / 5 (10 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Construction
Contractors
Professional Services
Manufacturing
Insurance Agencies
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Skyvault Consulting Group

17748 Sky Park Cir #220

Irvine, California 92614

1.6 miles
4.5 / 5 (10 ratings)
Business Consulting
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

Evolution Tax and Legal

3500 Barranca Pkwy #100

Irvine, California 92606

0.9 miles
4 / 5 (11 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Professional Services
Complex Situations
Multi-state Experience
Cross-border Taxation
CPA License

Blueprint CFO - Top Accounting and Fractional CFO Firm in Orange County

100 Bayview Cir STE 4300

Newport Beach, California 92660

2.86 miles
5 / 5 (9 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Startups
E-Commerce
Healthcare
Construction
Professional Services
Manufacturing
Technology
Logistics
Internal Controls
Risk Management
Remote Services

Deloitte

695 Town Center Dr Suite 1000

Costa Mesa, California 92626

3.19 miles
5 / 5 (9 ratings)

Disparte Tax Law

17901 Von Karman Ave #600

Irvine, California 92614

1.12 miles
5 / 5 (9 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Law Firms
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

Iglesias & Associates

818 S Main St

Santa Ana, California 92701

4.37 miles
4.5 / 5 (9 ratings)

CapFirst Financial

3420 Bristol St 6th fl

Costa Mesa, California 92626

3.25 miles
4 / 5 (10 ratings)

TVN Advisors LLP

20201 SW Birch St STE 250

Newport Beach, California 92660

3.14 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License

Core CPAs & Advisors

650 Town Center Dr

Costa Mesa, California 92626

3.14 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks
Xero
Sage
GAAP Compliance
Multi-state Experience
Remote Services
Years of Practice
CPA License

PlanPerfect Retirement

4001 MacArthur Blvd

Newport Beach, California 92660

2.49 miles
5 / 5 (8 ratings)
Business Consulting
Tax Planning
Small Businesses
Professional Services
Complex Situations

MGM Accounting

2082 Business Center Dr #172

Irvine, California 92612

1.49 miles
5 / 5 (8 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

Pelletier & Leo, LLP

4910 Campus Dr

Newport Beach, California 92660

1.93 miles
4.5 / 5 (8 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Forecasting
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience

JL CPA & Co

780 Roosevelt #216

Irvine, California 92620

3.57 miles
4.5 / 5 (8 ratings)

Collaso Tax Services, Inc.

4101 Birch St Suite 130

Newport Beach, California 92660

2.56 miles
5 / 5 (7 ratings)

Miracle Tax Group

2801 Main St suite 257

Irvine, California 92614

0.43 miles
5 / 5 (7 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience

Sunpath Financial

3333 Michelson Dr #300

Irvine, California 92612

1.07 miles
5 / 5 (7 ratings)

Atlantis Tax Group & Financial Services, Inc.

4590 MacArthur Blvd Suite 500

Newport Beach, California 92660

2.17 miles
5 / 5 (7 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance

Financial Advisors Network

1432 Edinger Ave #200

Tustin, California 92780

2.69 miles
4.5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Insurance Agencies
Multi-state Experience
Remote Services
CPA License

Wertz & Co LLP

5450 Trabuco Rd

Irvine, California 92620

3.84 miles
4 / 5 (7 ratings)
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Construction
Manufacturing
Technology
QuickBooks
Lacerte
GAAP Compliance
Internal Controls
Multi-state Experience
Years of Practice
CPA License

Fourth Point Wealth

4590 MacArthur Blvd Suite 500

Newport Beach, California 92660

2.17 miles
4 / 5 (7 ratings)
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax

Syriac CPA Tax & Accounting Services - CPA in Newport Beach

4425 Jamboree Rd Ste 115

Newport Beach, California 92660

2.11 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Startups
Individual Taxpayers
Real Estate
Restaurants
QuickBooks
Multi-state Experience
Remote Services

TRAN & CO., INC APC

20201 SW Birch St STE 250

Newport Beach, California 92660

3.14 miles
5 / 5 (6 ratings)

Tipping & Company - Certified Public Accountants & Business Consultants

4000 Barranca Pkwy #250

Irvine, California 92604

1.21 miles
5 / 5 (6 ratings)
Accounting
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Construction
Law Firms
Years of Practice
CPA License

Professional Tax Resolution

2100 Main St #270

Irvine, California 92614

1.27 miles
5 / 5 (6 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Years of Practice
CPA License

Rex Behrashi CFP Blu Financial Planning

4000 Barranca Pkwy #250

Irvine, California 92604

1.21 miles
5 / 5 (6 ratings)
Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Professional Services
Risk Management
Remote Services
Years of Practice

Financial Solutions Plus

2575 McCabe Way #200

Irvine, California 92614

0.92 miles
5 / 5 (6 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Small Businesses
Individual Taxpayers

YHC Wealth Management Group

4675 MacArthur Ct Suite 450, Floor 4

Newport Beach, California 92660

2.05 miles
5 / 5 (6 ratings)
Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Risk Management
Complex Situations
Multi-state Experience

Ray Valencia - Financial Planner

3333 Michelson Dr #820

Irvine, California 92612

1.07 miles
5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice

Pacific Crest Financial

18872 MacArthur Blvd # 100

Irvine, California 92612

1.93 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Remote Services
In-person Support

Prosperity Capital

1700 E Garry Ave Ste 202

Santa Ana, California 92705

2.07 miles
5 / 5 (6 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Professional Services
Manufacturing
Technology
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Alpha Cubed Investments

1124 Bristol St

Costa Mesa, California 92626

3.37 miles
4.5 / 5 (6 ratings)
Financial Advisory
High-net-worth Individuals
Risk Management
SEC Reporting

Spinnaker Investment Group, LLC

4100 MacArthur Blvd STE 120

Newport Beach, California 92660

2.29 miles
4 / 5 (6 ratings)
Business Consulting
CFO Services
Tax Planning
Entity Structuring
Budgeting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Real Estate
Law Firms
Risk Management

Golden State Wealth Management

201 Sandpointe Ave #460

Santa Ana, California 92707

2.34 miles
4 / 5 (6 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Outsourced Accounting
High-net-worth Individuals
Multi-state Experience
Years of Practice
CPA License

Accounting Karma

1820 E Garry Ave

Santa Ana, California 92705

1.96 miles
5 / 5 (5 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Startups
E-Commerce
QuickBooks
Multi-state Experience
Remote Services

AT&A Advisors Inc

1400 Quail St Suite 155

Newport Beach, California 92660

2.66 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Startups
Individual Taxpayers

AURA Accounting

2280 University Dr Suite 102

Newport Beach, California 92660

3.68 miles
5 / 5 (5 ratings)
Accounting
Business Consulting
CFO Services
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Startups
Professional Services
Technology
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Remote Services

Guild Accounting

4.07 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Small Businesses
Remote Services

Construction Cost Accounting

2372 Morse Ave #8

Irvine, California 92614

1.11 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Outsourced Accounting
Small Businesses
Mid-size Businesses
Construction
Contractors
QuickBooks
Sage
Remote Services
Years of Practice
CPA License

Kempton Accountancy

3420 Bristol St Suite 600

Costa Mesa, California 92626

3.25 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Years of Practice
CPA License

Sun Group Wealth Partners

17500 Red Hill Ave STE 140

Irvine, California 92614

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

Financial Control Mastery

4.07 miles
5 / 5 (5 ratings)
Tax Planning
Budgeting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

Gateway Group, Inc.

4685 MacArthur Ct #400

Newport Beach, California 92660

2.08 miles
5 / 5 (5 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Startups
Healthcare
Professional Services
Manufacturing
Technology
SEC Reporting

Pacific Tax Advisors

1101 Dove St #190

Newport Beach, California 92660

2.56 miles
4 / 5 (5 ratings)

Tax & Financial Group

4001 MacArthur Blvd # 300

Newport Beach, California 92660

2.49 miles
4 / 5 (5 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License

Mr. Smart Tax, Inc.

4590 MacArthur Blvd

Newport Beach, California 92660

2.17 miles
4 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
High-net-worth Individuals
Individual Taxpayers
Non-profits
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Friedman & Co

4040 Barranca Pkwy #280

Irvine, California 92604

1.32 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Construction
Contractors
QuickBooks

Bourque & McLucas CPAs

5151 California Ave #100

Irvine, California 92617

3.29 miles
4 / 5 (5 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Multi-state Experience
Years of Practice
CPA License

Heredia Income Tax Services

1420 E Edinger Ave # 122

Santa Ana, California 92705

3.23 miles
4 / 5 (5 ratings)

BML Wealth Management

2 Park Plaza #800

Irvine, California 92614

0.56 miles
5 / 5 (4 ratings)

Corcapa 1031 Advisors

650 Town Center Dr #1400

Costa Mesa, California 92626

3.11 miles
5 / 5 (4 ratings)
Tax Planning
High-net-worth Individuals
Real Estate
Complex Situations
Multi-state Experience

Rapid Lending Solutions

3420 Bristol St 6th floor #621

Costa Mesa, California 92626

3.25 miles
5 / 5 (4 ratings)

LA Wealth Management

3200 Park Center Dr fl 14

Costa Mesa, California 92626

3.07 miles
5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services

MBC Accounting

4000 Barranca Pkwy suite 250

Irvine, California 92604

1.21 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Small Businesses
Professional Services
Manufacturing

Complete Controller Costa Mesa, CA - Bookkeeping Service

600 Anton Blvd 11th Floor

Costa Mesa, California 92626

3.01 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
E-Commerce
Real Estate
Healthcare
Restaurants
Construction
Professional Services
QuickBooks
GAAP Compliance
Multi-state Experience

Apex Bookkeeping

4533 MacArthur Blvd Suite #A5062

Newport Beach, California 92660

2.23 miles
5 / 5 (4 ratings)
Bookkeeping
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
E-Commerce
Real Estate
Professional Services
QuickBooks

Franchise Tax Company

895 Dove St #300

Newport Beach, California 92660

2.67 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation

SP Unique Accounting

4000 Barranca Pkwy #250

Irvine, California 92604

1.21 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
IRS Representation
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
QuickBooks

Sunlis Management Resources Corp.

1 Park Plaza suit 600

Irvine, California 92614

0.6 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Financial Advisory
Outsourced Accounting
QuickBooks
GAAP Compliance
IFRS Compliance
Internal Controls
Risk Management

Liberty Capital Management

1811 E Garry Ave

Santa Ana, California 92705

2 miles
5 / 5 (4 ratings)

FINANCE AGENTS

20281 SW Birch St #200

Newport Beach, California 92660

3.24 miles
4.5 / 5 (4 ratings)
Business Consulting

HCVT Irvine

18565 Jamboree Rd Fourth Floor

Irvine, California 92612

1.52 miles
4 / 5 (4 ratings)
Accounting
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Hospitality
Professional Services
Manufacturing
Technology
Law Firms
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation
Local Tax Credits
CPA License
In-person Support

Takenaga Hashizu Jay & Co

1381 Warner Ave Suite C

Tustin, California 92780

2.14 miles
4 / 5 (4 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Bilingual Services

David A. Vasquez, CPA

940 S Coast Dr # 115

Costa Mesa, California 92626

3.79 miles
4 / 5 (4 ratings)

Index Fund Advisors, Inc.

19200 Von Karman Ave #150

Irvine, California 92612

1.81 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

Vatreni

2211 Michelson Dr

Irvine, California 92612

1.51 miles
4 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Chronolytix Accounting Solutions

4.07 miles
5 / 5 (3 ratings)
Bookkeeping
Audit
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
E-Commerce
Real Estate
Construction
Professional Services
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Remote Services

R. Brian Willard, CPA

4 Upper Newport Plaza Dr Ste 102

Newport Beach, California 92660

2.76 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Montagna & Associates, Inc.

1101 Dove St #190

Newport Beach, California 92660

2.57 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks
Complex Situations
Remote Services
Years of Practice
CPA License
In-person Support

Farris & Company Accountancy Corp

4101 Birch St #210c

Newport Beach, California 92660

2.56 miles
5 / 5 (3 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
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Hamid Financials, CPA Services

17702 Mitchell N #210

Irvine, California 92614

1.83 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
International Tax

Pricewaterhousecoopers

2020 Main St # 400

Irvine, California 92614

1.35 miles
5 / 5 (3 ratings)
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
Law Firms
Insurance Agencies
Agriculture
Logistics
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation

Lee & Associates Accountancy Corporation

4695 MacArthur Ct 11th floor

Newport Beach, California 92660

2.04 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Restaurants
Professional Services
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
Remote Services
Years of Practice
CPA License

SMA Financial Inc

20 Truman St #201

Irvine, California 92620

3.73 miles
5 / 5 (3 ratings)
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Small Businesses
Non-profits
Remote Services

Georges & Moore: Georges Patty CPA

2151 Michelson Dr # 295

Irvine, California 92612

1.59 miles
5 / 5 (3 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
Mid-size Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Years of Practice
CPA License
In-person Support

Hoffski Pisano & Co., CPAs

4 Hutton Centre Dr #750

Santa Ana, California 92707

2.18 miles
5 / 5 (3 ratings)
Accounting
Business Consulting
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Professional Services
Years of Practice
CPA License
In-person Support

Mark Tehrani, CPA

1322 Bell Ave #1c

Tustin, California 92780

2.31 miles
5 / 5 (3 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License
In-person Support

Quon & Associates, Inc.

1432 Edinger Ave STE 120

Tustin, California 92780

2.69 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Restaurants
Construction
Contractors
Professional Services
Manufacturing
QuickBooks
Internal Controls
Multi-state Experience
Remote Services
CPA License

BNG Wealth Advisors

16755 Von Karman Ave Suite 200C

Irvine, California 92606

1 miles
5 / 5 (3 ratings)

Creative Planning

1 Park Plaza #700

Irvine, California 92614

0.6 miles
5 / 5 (3 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Outsourced Accounting
High-net-worth Individuals
Expatriates
Cross-border Taxation
Remote Services

Pabrai Investment Funds

1220 Roosevelt STE 200

Irvine, California 92620

3.62 miles
5 / 5 (3 ratings)

PacificView Wealth Management

19200 Von Karman Ave #400

Irvine, California 92612

1.8 miles
5 / 5 (3 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Technology
Remote Services

John A Graham & Associates

18019 Sky Park Cir # H

Irvine, California 92614

1.49 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
QuickBooks

Actual Accounting

2070 Business Center Dr # 198

Irvine, California 92612

1.53 miles
5 / 5 (3 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

SingerLewak, LLP

2010 Main St #300

Irvine, California 92614

1.25 miles
5 / 5 (3 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Government Contractors
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
GAAP Compliance
SOX Compliance
State-Specific Experience
Multi-state Experience

YadCowntz

4201 Jamboree Rd

Newport Beach, California 92660

2.31 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Sales Tax Compliance

Forbes Bookkeeping Service

1.32 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Planning
Sales Tax Compliance
Small Businesses
QuickBooks

SoCal Tax Services LLC

17595 Harvard Ave

Irvine, California 92614

0.4 miles
5 / 5 (3 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Numbers Southwest Inc.

2102 Business Center Dr

Irvine, California 92612

1.45 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Tax Preparation
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Mike Loo

2601 Main St STE 100

Irvine, California 92614

0.62 miles
5 / 5 (3 ratings)

Proof Of Income Data Processing Services

2372 Morse Ave #1016

Irvine, California 92614

1.11 miles
4.5 / 5 (3 ratings)
Financial Statements
Payroll
Tax Preparation
Small Businesses
Freelancers
Contractors

CLA (CliftonLarsonAllen)

2875 Michelle Dr Suite 300

Irvine, California 92606

3.1 miles
4 / 5 (3 ratings)
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
Agriculture
Logistics
NetSuite
Sage
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
CPA License
In-person Support

Five Star Tax Resolution

929 S Coast Dr Suite 170

Costa Mesa, California 92626

3.83 miles
4 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience

Y&G INCOME TAX / LIVE SCAN /NOTARY PUBLIC/TRAVEL AGENCY

3.26 miles
5 / 5 (2 ratings)
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
Non-profits
Bilingual Services
Years of Practice
In-person Support

RM Executive Bookkeeping, LLC

4.07 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Small Businesses
QuickBooks
Remote Services

Gray Proctor & McMannis CPAs

3991 MacArthur Blvd # 240

Newport Beach, California 92660

2.51 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Individual Taxpayers
State-Specific Experience
Multi-state Experience

Nava & Company

4695 MacArthur Ct Eleventh Floor

Newport Beach, California 92660

2.03 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Remote Services

Stafford & Warren

4041 MacArthur Blvd STE 280

Newport Beach, California 92660

2.45 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
CPA License

Olmsted & Associates Accountancy Corporation

3151 Airway Ave J-1

Costa Mesa, California 92626

2.59 miles
5 / 5 (2 ratings)

RJI International CPAs

18012 Sky Park Cir Suite 200

Irvine, California 92614

1.55 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
International Tax
Forensic Accounting
Mergers and Acquisitions
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Restaurants
Hospitality
Professional Services
Manufacturing
QuickBooks
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
Bilingual Services

Lee & Co. CPA, An Accountancy Corporation

30 Corporate Park #315

Irvine, California 92606

0.39 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
International Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Construction
Professional Services
Manufacturing
Technology
Agriculture
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Top Tier Tax & Advisory LLP

3.27 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

Annie Chen CPA Inc.

5440 Trabuco Rd

Irvine, California 92620

3.82 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
Complex Situations
Bilingual Services
CPA License

Cobalt PacWest | CPAs and Tax Advisors

3333 Michelson Dr

Irvine, California 92612

1.07 miles
5 / 5 (2 ratings)

Redwood Investments - Raymond James

2 Executive Cir Ste 280

Irvine, California 92614

1.98 miles
5 / 5 (2 ratings)

Apriem Advisors

19200 Von Karman Ave #1050

Irvine, California 92612

1.81 miles
5 / 5 (2 ratings)
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits
Risk Management
Years of Practice

Noble Financial Advisors

4299 MacArthur Blvd Suite 100

Newport Beach, California 92660

2.32 miles
5 / 5 (2 ratings)

Integrity Wealth Management

3991 MacArthur Blvd

Newport Beach, California 92660

2.51 miles
5 / 5 (2 ratings)

J. Derek Lewis & Associates

1001 Dove St STE 155

Newport Beach, California 92660

2.58 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers

Jerry T Lai, CPA, MBA

20 Corporate Park #135

Irvine, California 92606

0.48 miles
5 / 5 (2 ratings)

Weyer Crellin & Custer

245 Fischer Ave Ste A3

Costa Mesa, California 92626

2.93 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Pathfinder Accounting Services

4.07 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Estate and Trust Tax
Small Businesses
QuickBooks
GAAP Compliance
Internal Controls

Tax Alliance

2002 E McFadden Ave

Santa Ana, California 92705

3.49 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Complex Situations
State-Specific Experience
Multi-state Experience
Years of Practice

Bookkeeping Solutions

16755 Von Karman Ave #200

Irvine, California 92606

1 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Budgeting
Forecasting
Small Businesses
Mid-size Businesses
Non-profits
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
QuickBooks

Quantum Accounting Tax Group

2372 Morse Ave

Irvine, California 92606

1.11 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits

Swati Pratap/Apex Tax Services LLC

16755 Von Karman Ave suite 200

Irvine, California 92606

1 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers

Orange County Bookkeeping Pro

2372 Morse Ave Suite 947

Irvine, California 92614

1.11 miles
5 / 5 (2 ratings)

Green Squares Tax

2942 Century Pl Suite 753

Costa Mesa, California 92626

3.42 miles
5 / 5 (2 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers

Philander Tran - Northwestern Mutual

18575 Jamboree Rd #400

Irvine, California 92612

1.53 miles
5 / 5 (2 ratings)

Veracity Capital

4100 Newport Pl suite 255

Newport Beach, California 92660

2.45 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Pacific Accounting & Bookkeeping Services

2.78 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services
CPA License

Standard Accountancy Group

4.07 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks

Swell Crest Accounting - Outsourced Accounting & Bookkeeping Services

4.07 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups

Goodrich, Thomas, Cannon & Reeds, LLP

3200 Park Center Dr #1170

Costa Mesa, California 92626

3.06 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Years of Practice
CPA License
In-person Support

James D. Anderson CPA

1101 Dove St # 100

Newport Beach, California 92660

2.56 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Forensic Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
Law Firms
QuickBooks
Internal Controls
Years of Practice
CPA License

DBB McKennon, A CPA FIRM

20321 SW Birch St

Newport Beach, California 92660

3.27 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
GAAP Compliance
SOX Compliance
Internal Controls
SEC Reporting
Complex Situations
Multi-state Experience
Remote Services

Stephens, Reidinger & Beller LLP

Parking lot, 1301 Dove St #890

Newport Beach, California 92660

2.55 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Remote Services

MinowCPA Corporation

4343 Von Karman Ave #150

Newport Beach, California 92660

2.25 miles
5 / 5 (1 ratings)

Jacqueline S. Zweig, Inc.

4299 MacArthur Blvd Ste 211

Newport Beach, California 92660

2.32 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Lacerte
Multi-state Experience
Years of Practice
CPA License

The Pierce Group

18022 Cowan # 215

Irvine, California 92614

2.05 miles
5 / 5 (1 ratings)

Izumi & Co. Accountancy Corporation

580 Anton Blvd Ste 332

Costa Mesa, California 92626

2.94 miles
5 / 5 (1 ratings)
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
International Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Cross-border Taxation
Bilingual Services
CPA License

ACS Accountancy

3300 Irvine Ave STE 235

Newport Beach, California 92660

3.17 miles
5 / 5 (1 ratings)

Smith Dickson LLP, Certified Public Accountants & Litigation Experts

18100 Von Karman Ave UNIT 420

Irvine, California 92612

1.24 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Forensic Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
Law Firms
GAAP Compliance
Complex Situations
Multi-state Experience
Years of Practice
CPA License

Sonny & Company, CPA, Certified Public Accountants

950 S Coast Dr # 195

Costa Mesa, California 92626

3.89 miles
5 / 5 (1 ratings)

G Rowland CPA & Associates, AAC

2082 Business Center Dr #172

Irvine, California 92612

1.49 miles
5 / 5 (1 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Forensic Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
Startups
Individual Taxpayers
GAAP Compliance
Internal Controls
SEC Reporting
Multi-state Experience
CPA License
In-person Support

Gelman LLP

One Park Plaza suite 950

Irvine, California 92614

0.6 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mid-size Businesses
Large Enterprises
Government Contractors
Real Estate
Restaurants
Construction
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Years of Practice
CPA License
In-person Support

DEJ Accountancy Corp

1190 Roosevelt #200

Irvine, California 92620

3.64 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Multi-state Experience
CPA License

MM & Company, LLP

1 MacArthur Pl Suite 500

Santa Ana, California 92707

2.42 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
Internal Controls
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
In-person Support

Augustus Firm

4.07 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Professional Services
QuickBooks
Complex Situations
Multi-state Experience
Remote Services
Bilingual Services
CPA License

Eric Zhang & Associates LLP

740 Roosevelt #200

Irvine, California 92620

3.6 miles
5 / 5 (1 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice
CPA License

Kenneth A. Carroll, CPA P.C.

1 Park Plaza suit 600

Irvine, California 92614

0.6 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Forensic Accounting
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Complex Situations
State-Specific Experience
CPA License

Heimler & Associates, CPA

17880 Sky Park Cir

Irvine, California 92614

1.67 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Professional Services
Years of Practice
CPA License
In-person Support

A Plus Bookkeeping Accounting & Tax Services

2102 Business Center Dr

Irvine, California 92612

1.46 miles
5 / 5 (1 ratings)
Financial Statements
Payroll
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

AFP Saddington LLP

18201 Von Karman Ave #450

Irvine, California 92612

1.4 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Real Estate
GAAP Compliance
Internal Controls
Complex Situations
Multi-state Experience

Johnson Hart & Dyson

19742 MacArthur Blvd # 240

Irvine, California 92612

2.52 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks

Signature Analytics Orange County

3333 Michelson Dr #300

Irvine, California 92612

1.07 miles
5 / 5 (1 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
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
Manufacturing
Technology
Law Firms
NetSuite
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation

Absolute Tax Specialists

1560 Brookhollow Dr #101

Santa Ana, California 92705

2.33 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Large Enterprises
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Years of Practice

Victor Saleb, CPA, MST

4.07 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice

Judy Kim - Financial Advisor, Ameriprise Financial Services, LLC

780 Roosevelt Ste 214

Irvine, California 92620

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

Empirical Wealth Management

4 Park Plaza Suite 330

Irvine, California 92614

0.55 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience
CPA License

IWM Partners, LPL Wealth Advisors

3 Park Plaza suite 1490

Irvine, California 92614

0.61 miles
5 / 5 (1 ratings)

Silversage Advisors

19200 Von Karman Ave STE 370

Irvine, California 92612

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

Halbert Hargrove Global Advisors

1 Park Plaza suit 600

Irvine, California 92614

0.6 miles
5 / 5 (1 ratings)
Financial Statements
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Multi-state Experience
Remote Services

Pence Wealth Management - Financial Advisors

5000 Birch St #8000

Newport Beach, California 92660

2.05 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience
Bilingual Services
Years of Practice

Nexseer Capital

2211 Michelson Dr # 1110

Irvine, California 92612

1.51 miles
5 / 5 (1 ratings)

Financial Strategies - Wealth Management Group

6 Hutton Centre Dr Penthouse Suite 1400

Santa Ana, California 92707

2.23 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Cross-border Taxation

Infinite Wealth Financial & Insurance Services

2020 Main St 10th Floor

Irvine, California 92614

1.34 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Healthcare
Professional Services
Risk Management

Thrivent Financial-Lutherans

34 Executive Park # 210

Irvine, California 92614

1.71 miles
5 / 5 (1 ratings)

Atomi Financial Group

20 Executive Park Ste 120

Irvine, California 92614

1.63 miles
5 / 5 (1 ratings)

Crown Advisory Group

17141 Murphy Ave

Irvine, California 92614

0.23 miles
5 / 5 (1 ratings)

AnnuitySeeker.com

2372 Morse Ave

Irvine, California 92614

1.11 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Complex Situations
Remote Services

Benefit Financial Services Group (BFSG, LLC)

2040 Main St # 720

Irvine, California 92614

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

Integrative Financial Management - Ameriprise Financial Services, LLC

4695 MacArthur Ct #1100

Newport Beach, California 92660

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

FourthPoint Wealth, A PlanMember Financial Center

151 Kalmus Dr STE J3

Costa Mesa, California 92626

3.11 miles
5 / 5 (1 ratings)

Stevens & Ault Financial Services

940 S Coast Dr

Costa Mesa, California 92626

3.79 miles
5 / 5 (1 ratings)

Luke Cattau - Thrivent

959 S Coast Dr Suite 374

Costa Mesa, California 92626

3.89 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Remote Services

The Mewes Group

555 Anton Blvd suit 150

Costa Mesa, California 92626

2.79 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
Complex Situations
Local Tax Credits
Remote Services

Quintessential Financial Corporation

1111 Quail St Suite A

Newport Beach, California 92660

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

PNC Private Bank

2020 Main St # 950

Irvine, California 92614

1.34 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Large Enterprises
High-net-worth Individuals
Multi-state Experience
Remote Services

MAI Capital Management

4695 MacArthur Ct Suite 850

Newport Beach, California 92660

2.05 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Professional Services
Risk Management
Multi-state Experience
Remote Services

BDO

600 Anton Blvd #500

Costa Mesa, California 92626

3.01 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience

Cooperative Strategies, LLC

2855 Michelle Dr #230

Irvine, California 92606

3.13 miles
5 / 5 (1 ratings)

Rodriquez Wealth Management

4340 Von Karman Ave Suite 101

Newport Beach, California 92660

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

Kerrigan Advisors

19700 Fairchild Rd Suite 150

Irvine, California 92612

2.48 miles
5 / 5 (1 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Automotive

Leung Accountancy Corporation

4000 Barranca Parkway, Suite 250

Irvine, CA 92604

1.21 miles
5 / 5 (1 ratings)

AKcounting, LLC

4.07 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Small Businesses
Startups
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
QuickBooks

White, Zuckerman, Warsavsky, Luna & Hunt - Irvine

4 Park Plaza #200

Irvine, California 92614

0.54 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
High-net-worth Individuals
Real Estate
Healthcare
Law Firms
GAAP Compliance
Complex Situations
Multi-state Experience

Resilient Tax Firm

3090 Bristol St

Costa Mesa, California 92626

3.14 miles
5 / 5 (1 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Bizjetcpa, Inc. Formerly known as Rice & Associates, Inc.

3200 Park Center Dr Suite 550

Costa Mesa, California 92626

3.06 miles
5 / 5 (1 ratings)

Amicus Accounting

4.07 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks

Newport Beach Tax return | Bookkeeping | Business Registration

5 Upper Newport Plaza Dr

Newport Beach, California 92660

2.78 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

Stan Ford Inc

4101 Birch St # 110

Newport Beach, California 92660

2.56 miles
5 / 5 (1 ratings)

The Sapphire Group Inc. | Bookkeeping

3857 Birch St St. #211

Newport Beach, California 92660

2.73 miles
5 / 5 (1 ratings)

Visionary Tax Preparers

2102 Business Center Dr Ste 262

Irvine, California 92612

1.47 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Freelancers
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License

Cindy's Bookkeeping and Services

830 S Main St SUITE 212

Santa Ana, California 92701

4.35 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services

Payroll Tax Management Inc

1932 E Deere Ave # 200

Santa Ana, California 92705

1.81 miles
5 / 5 (1 ratings)
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
QuickBooks
Xero
NetSuite
ADP
Paychex
GAAP Compliance
SOX Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Remote Services
Years of Practice
CPA License

Rasmussen & Eich: Rasmussen David

14471 Chambers Rd #102

Tustin, California 92780

2.75 miles
5 / 5 (1 ratings)

Accounting 48

2400 Barranca Pkwy Suite 1906

Irvine, California 92606

0.93 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Real Estate
QuickBooks
Xero
GAAP Compliance

ForMyTax

2400 Barranca Pkwy

Irvine, California 92606

0.93 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Paychex
GAAP Compliance
State-Specific Experience
Multi-state Experience

Sater Secretarial and Business Services

4.07 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

TrustLink

200 Commerce

Irvine, California 92602

3.42 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Real Estate
Professional Services
SOX Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience

True Financial Talent

555 Anton Blvd Suite150

Costa Mesa, California 92626

2.79 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
E-Commerce
QuickBooks

Stratos CA

2040 Main St

Irvine, California 92614

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

Fieldman Rolapp & Associates

19900 MacArthur Blvd #1100

Irvine, California 92612

2.53 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Government Contractors
Educational Institutions
Non-profits
Risk Management
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
Firm Size

Northwestern Mutual - Scott Gajda

18575 Jamboree Rd

Irvine, California 92612

1.53 miles
5 / 5 (1 ratings)

Northwestern Mutual Life Insurance

18575 Jamboree Rd

Irvine, California 92612

1.52 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Nick Socha, CFP - Northwestern Mutual

18575 Jamboree Rd #400

Irvine, California 92612

1.54 miles
5 / 5 (1 ratings)

Alpha Wealth Partners

4343 Von Karman Ave Ste 250i

Newport Beach, California 92660

2.24 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience

Spectrum Asset Management Inc

1301 Dove St #720

Newport Beach, California 92660

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

Crown Wealth Management

2900 Bristol St Suite B-106

Costa Mesa, California 92626

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

Brezden Wealth Advisors

18400 Von Karman Ave STE 400

Irvine, California 92612

1.34 miles
5 / 5 (1 ratings)

Wealth Pros

1200 Quail St # 230

Newport Beach, California 92660

2.64 miles
5 / 5 (1 ratings)

B Riley FBR, Inc.

600 Anton Blvd #1050

Costa Mesa, California 92626

3.01 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Mergers and Acquisitions
Real Estate
Technology

PS Worth

3.27 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Project-Based Engagements
Subscription Pricing
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Remote Services

PK LLP

2100 Main St # 200

Irvine, California 92614

1.27 miles
4 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Manufacturing
Technology
Automotive
IFRS Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Bilingual Services

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.