Best CPA's Nearby

CPA's in 92618

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Global Gate Tax Relief

15375 Barranca Pkwy Suite B-211

Irvine, California 92618

3.8 miles
4.5 / 5 (610 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience

QuickBridge Funding

46 Discovery

Irvine, California 92618

4.11 miles
4 / 5 (623 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Ideal Tax

240 Progress Suite 250

Irvine, California 92618

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

First Choice Debt Relief

530 Technology Dr Suite 100 Office 205

Irvine, California 92618

3.92 miles
4.5 / 5 (360 ratings)

Mazo Capital

300 Spectrum Center Dr #1070

Irvine, California 92618

4.42 miles
4.5 / 5 (123 ratings)

Honest Tax Solutions

13844 Alton Pkwy #134

Irvine, California 92618

3.15 miles
4.5 / 5 (119 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Complex Situations

Crestmont Capital, LLC.

400 Spectrum Center Dr

Irvine, California 92618

4.36 miles
4 / 5 (130 ratings)

Cornerstone Law Offices, P.C.

Suite 450, 15615 Alton Pkwy

Irvine, California 92618

4.5 miles
5 / 5 (106 ratings)
Tax Preparation
Tax Planning
Estate and Trust Tax

Masler & Associates, Inc.

100 Pacifica Suite 470

Irvine, California 92618

4.38 miles
4.5 / 5 (99 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
In-person Support

J. David Tax Law LLC

300 Spectrum Center Dr #400

Irvine, California 92618

4.51 miles
5 / 5 (87 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Local Tax Credits

Absolute Debt Relief

200 Spectrum Center Dr Suite 280

Irvine, California 92618

4.51 miles
4.5 / 5 (85 ratings)

TaxLAB Strategies

100 Spectrum Center Dr #900

Irvine, California 92618

4.62 miles
4.5 / 5 (58 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice

Business Plans USA | Business Plan Writing Services

200 Spectrum Center Dr STE 300

Irvine, California 92618

4.52 miles
4.5 / 5 (47 ratings)

WiseUp Tax Advisory Group Tax Resolution and Advisory Specialists

7700 Irvine Center Dr Suite 800 PMB 164

Irvine, California 92618

4.32 miles
4.5 / 5 (42 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Complex Situations
Multi-state Experience
Remote Services
CPA License

RYAN & YVAINE TAX ASSOCIATES

780 Roosevelt #114

Irvine, California 92620

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

NI TAX & ACCOUNTING

14 Hughes ste b200

Irvine, California 92618

3.83 miles
4.5 / 5 (39 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
CPA License

Homeland Financial Network, Inc

2 S Pointe Dr Suite 185

Lake Forest, California 92630

3.33 miles
4.5 / 5 (41 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero

Paramount Tax & Accounting CPAs Irvine Central Professional Corporation

15615 Alton Pkwy #450

Irvine, California 92618

4.5 miles
5 / 5 (32 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
CPA License
In-person Support

Absolute Financial, Inc.

21201 Virtuoso

Irvine, California 92620

1.99 miles
4.5 / 5 (29 ratings)

DataFi Payments Inc

200 Spectrum Center Dr

Irvine, California 92618

4.53 miles
4.5 / 5 (26 ratings)
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Non-profits
E-Commerce
Healthcare
Restaurants
QuickBooks
Xero
Gusto
ADP
Paychex

Warren Street Wealth Advisors, LLC

200 Spectrum Center Dr STE 300

Irvine, California 92618

4.52 miles
5 / 5 (24 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Technology
Multi-state Experience
Remote Services

CPA Club Inc.

100 Spectrum Center Dr suite 1480

Irvine, California 92618

4.63 miles
5 / 5 (22 ratings)
Audit
Assurance
CFO Services
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Mid-size Businesses
Large Enterprises
Healthcare
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Remote Services

CHARLIE KIM CPA (찰리킴 공인회계사)

13925 Yale Ave #190

Irvine, California 92620

3.9 miles
5 / 5 (20 ratings)

Enterprise Business Services - CPAs

48 Camarin St

Foothill Ranch, California 92610

3.41 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Restaurants
Technology
Law Firms
QuickBooks
Xero
Internal Controls
Risk Management
Remote Services

KDM Business Consulting

200 Spectrum Center Dr STE 300

Irvine, California 92618

4.51 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Hospitality
Law Firms
QuickBooks

Solvable

530 Technology Dr

Irvine, California 92618

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

Maven Group Investment Strategies - Irvine HQ

530 Technology Dr Suite 100

Irvine, California 92618

3.93 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

Capital Group

6455 Irvine Center Dr

Irvine, California 92618

4.28 miles
4 / 5 (18 ratings)

Irvine Tax Company

7545 Irvine Center Dr Suite #238

Irvine, California 92618

4.06 miles
5 / 5 (14 ratings)

Blue Trust | Orange County Financial Advisors

20 Pacifica suite 560

Irvine, California 92618

4.69 miles
5 / 5 (14 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience
Cross-border Taxation

D Tax LLC

20 Truman St #103

Irvine, California 92620

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

Wright Ford Young & Co.

16140 Sand Canyon Ave

Irvine, California 92618

4.9 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

Resolution Processing, LLC

175 Technology Dr Suite 200

Irvine, California 92618

3.83 miles
5 / 5 (12 ratings)

iamC & CPAs

800 Roosevelt STE 200

Irvine, California 92620

3.82 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

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

Steve Newman, CPA

7700 Irvine Center Dr 8th floor

Irvine, California 92618

4.32 miles
5 / 5 (11 ratings)
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
CPA License

Jeff Huang CPA

930 Roosevelt #205

Irvine, California 92620

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

Hal Brand, CPA Accountancy Corporation

26479 Rancho Pkwy S

Lake Forest, California 92630

2.94 miles
4.5 / 5 (11 ratings)
Bookkeeping
Accounting
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Clearview Wealth Management, LLC

4 Venture suite 120

Irvine, California 92618

4.32 miles
5 / 5 (10 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers

Lead Advisors

4 Venture Suite 305

Irvine, California 92618

4.32 miles
5 / 5 (10 ratings)
Business Consulting
Tax Preparation
IRS Representation
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Professional Services
Technology
Remote Services

Applied Financial Planning, Inc.

100 Pacifica #400

Irvine, California 92618

4.38 miles
4.5 / 5 (10 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience

Revive Capital

400 Spectrum Center Dr Suite 1900

Irvine, California 92618

4.36 miles
5 / 5 (9 ratings)
Business Consulting
Financial Advisory
Small Businesses
Real Estate

Three Arch Wealth Management

300 Spectrum Center Dr # 1030

Irvine, California 92618

4.43 miles
5 / 5 (8 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Professional Services

Mark J. Kohler- CPA, Attorney, Author

7700 Irvine Center Dr #800

Irvine, California 92618

4.32 miles
4 / 5 (9 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
CPA License

JL CPA & Co

780 Roosevelt #216

Irvine, California 92620

3.82 miles
4.5 / 5 (8 ratings)

GreenGrowth CPAs

200 Spectrum Center Dr STE 300

Irvine, California 92618

4.51 miles
4.5 / 5 (8 ratings)

Basis 365 Accounting

200 Spectrum Center Dr 3rd Floor

Irvine, California 92618

4.51 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Sales Tax Compliance
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
Remote Services

Wertz & Co LLP

5450 Trabuco Rd

Irvine, California 92620

3.55 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

National Financial Relief

1 Orchard Rd Suite 100

Lake Forest, California 92630

3.1 miles
4 / 5 (7 ratings)

Janes Capital Partners

100 Spectrum Center Dr Suite 460

Irvine, California 92618

4.62 miles
4 / 5 (7 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Professional Services
Manufacturing
Technology
Complex Situations
Cross-border Taxation
Years of Practice

Dallo Law Group

300 Spectrum #400

Irvine, California 92618

4.56 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
Law Firms
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Law Offices Of Jeffrey B. Kahn, P.C. - Irvine

Suite 450, 15615 Alton Pkwy

Irvine, California 92618

4.5 miles
4 / 5 (6 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Non-profits
E-Commerce
Real Estate
Healthcare
Professional Services
Law Firms
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Private Management Group

15635 Alton Pkwy #400

Irvine, California 92618

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

Tia Yoon CPA Tax & Accounting

7545 Irvine Center Dr Ste 200

Irvine, California 92618

4.06 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
State-Specific Experience
Remote Services
Years of Practice
CPA License

Blytheco

530 Technology Dr Suite 100

Irvine, California 92618

3.89 miles
5 / 5 (4 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
Sage
GAAP Compliance

SMA Financial Inc

20 Truman St #201

Irvine, California 92620

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

The Price Group - UBS Financial Services Inc.

20 Pacifica Suite 1500

Irvine, California 92618

4.68 miles
5 / 5 (3 ratings)

Bright Wealth Advisors

200 Spectrum Center Dr STE 300

Irvine, California 92618

4.52 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice

Pabrai Investment Funds

1220 Roosevelt STE 200

Irvine, California 92620

3.77 miles
5 / 5 (3 ratings)

CPA LEE (International Tax)

4 Venture STE 210

Irvine, California 92618

4.32 miles
5 / 5 (3 ratings)

Tax Law Care

Suite 450, 15615 Alton Pkwy

Irvine, California 92618

4.5 miles
5 / 5 (3 ratings)

Kugelman Law

300 Spectrum Center Dr #400

Irvine, California 92618

4.42 miles
5 / 5 (3 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Leveille & Associates Inc

26000 Towne Centre Dr N Ste 220

Foothill Ranch, California 92610

2.55 miles
5 / 5 (3 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits

Habib Alaidroos, CPA

15375 Barranca Pkwy suite A-215

Irvine, California 92618

3.74 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services

Withum

100 Spectrum Center Dr #1000

Irvine, California 92618

4.63 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Educational Institutions
Non-profits
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
Law Firms
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation

Top Tier Tax & Advisory LLP

4.19 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

3.57 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

Centerpoint Financial Management LLC

7700 Irvine Center Dr #800

Irvine, California 92618

4.32 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

Liang & Quinley Wealth Management

7700 Irvine Center Dr #540

Irvine, California 92618

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

Merrill Lynch Financial Advisor Michael Scherer

100 Spectrum Center Dr

Irvine, California 92618

4.63 miles
5 / 5 (2 ratings)

JTC TAX SERVICES

7545 Irvine Center Dr

Irvine, California 92618

4.06 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
QuickBooks

SoCo Tax & Cloud Accounting Services, Inc

400 Spectrum Center Dr Suite 1900

Irvine, California 92618

4.36 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Xero

Allstate Tax Relief

15375 Barranca Pkwy Ste B-212

Irvine, California 92618

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

D.K. ACCOUNTING

260 Novel

Irvine, California 92618

2.17 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups

Haskell & White

300 Spectrum Center Dr #300

Irvine, California 92618

4.43 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Manufacturing
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

DEJ Accountancy Corp

1190 Roosevelt #200

Irvine, California 92620

3.75 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

Troy Dunkel, CPA

7545 Irvine Center Dr Suite 200

Irvine, California 92618

4.18 miles
5 / 5 (1 ratings)

Skinner Fouch & Olson LLP

38 Discovery # 250

Irvine, California 92618

4.01 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Project-Based Engagements
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Complex Situations
Multi-state Experience
Cross-border Taxation

Eric Zhang & Associates LLP

740 Roosevelt #200

Irvine, California 92620

3.79 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

Dhalla CPA

15615 Alton Pkwy #450 #450

Irvine, California 92618

4.51 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Real Estate
Construction
Contractors
Professional Services
Law Firms
QuickBooks
Xero
Multi-state Experience
Remote Services
Years of Practice
CPA License

Judy Kim - Financial Advisor, Ameriprise Financial Services, LLC

780 Roosevelt Ste 214

Irvine, California 92620

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

Bailey Financial Management and Insurance Services

15615 Alton Pkwy #450

Irvine, California 92618

4.49 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Remote Services

Financial Harmony, LLC

7700 Irvine Center Dr #800

Irvine, California 92618

4.32 miles
5 / 5 (1 ratings)
Budgeting
Forecasting
Financial Advisory
High-net-worth Individuals
Complex Situations
Remote Services

WMBC

2 Venture #380

Irvine, California 92618

4.26 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
High-net-worth Individuals
Complex Situations

Chase Vennefron - Thrivent

49 Discovery Suite 140

Irvine, California 92618

4.18 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Jones Associates/JW Cole Financial

26477 Rancho Pkwy S

Lake Forest, California 92630

2.94 miles
5 / 5 (1 ratings)

Richard J. Nelson, CPA

7700 Irvine Center Dr #800

Irvine, California 92618

4.32 miles
5 / 5 (1 ratings)

The Levy Group

8001 Irvine Center Dr

Irvine, California 92618

4.44 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation

Thomas J Fernandez Law Offices

7700 Irvine Center Dr #800

Irvine, California 92618

4.32 miles
5 / 5 (1 ratings)

Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services, LLC

4 Venture Ste 300

Irvine, California 92618

4.31 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals

Three Lakes Advisors

4 Venture

Irvine, California 92618

4.32 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
Technology
Law Firms
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
Nexus Determination
Remote Services
Bilingual Services
Years of Practice
CPA License

PS Worth

4.19 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

BPM LLP

36 Technology Dr

Irvine, California 92618

4.06 miles
4 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Educational Institutions
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
NetSuite
Sage
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License
Firm Size

Fellows Wealth Management

100 Spectrum Center Dr #900

Irvine, California 92618

4.62 miles
4 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations

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.