Best CPA's Nearby

CPA's in 92845

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Processing Assist, Inc.
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Processing Assist, Inc.

12235 Beach Blvd #209

Stanton, California 90680

+1 855-200-9214
1.96 miles
4.5 / 5 (1065 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
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eTax Services Inc
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eTax Services Inc

2516 W Lincoln Ave

Anaheim, California 92801

+1 714-527-3829
4.8 miles
4.5 / 5 (542 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice
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CANEI
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CANEI

13950 Milton Ave # 300

Westminster, California 92683

+1 714-908-8788
1.39 miles
4.5 / 5 (225 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Real Estate
Healthcare
Restaurants
Professional Services
Technology
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
In-person Support
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CLS Financial
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CLS Financial

4450 W Cerritos Ave

Los Alamitos, California 90720

+1 562-594-6884
2.71 miles
4.5 / 5 (153 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License
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Ruby's Auto Insurance Services
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Ruby's Auto Insurance Services

7902 Westminster Blvd. b

Westminster, California 92683

+1 714-893-2909
2.46 miles
4.5 / 5 (136 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Xero
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Profit Rocket
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Profit Rocket

14081 Willow Ln

Westminster, California 92683

+1 743-901-5003
1.51 miles
4.5 / 5 (134 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Contractors
QuickBooks
GAAP Compliance
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Little Saigon Living Trust
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Little Saigon Living Trust

9191 Bolsa Ave #203

Westminster, California 92683

+1 714-912-8500
4.05 miles
5 / 5 (100 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Bilingual Services
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C.A.S. Cypress Accounting Services. & Promised Land Ins. Agency INCOME TAX SERVICES
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C.A.S. Cypress Accounting Services. & Promised Land Ins. Agency INCOME TAX SERVICES

2161 W Lincoln Ave

Anaheim, California 92801

+1 714-956-7322
5.47 miles
4.5 / 5 (93 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Foreign Nationals
Individual Taxpayers
Multi-state Experience
Remote Services
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Valiante Tax and Financial Management
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Valiante Tax and Financial Management

12842 Valley View St #104

Garden Grove, California 92845

+1 714-710-3424
0.47 miles
4.5 / 5 (65 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
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Adi & Associates Inc. CPA
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Adi & Associates Inc. CPA

10225 S Brookhurst St

Anaheim, California 92804

+1 714-630-0829
4.61 miles
4.5 / 5 (62 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
Risk Management
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Y & G Income Tax and Multi - Services
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Y & G Income Tax and Multi - Services

14600 Goldenwest St a201

Westminster, California 92683

+1 657-600-4400
2.29 miles
4.5 / 5 (39 ratings)
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
Non-profits
Bilingual Services
Years of Practice
In-person Support
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Tax Law Office of Jayson M. Aquino, CPA, Esq.
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Tax Law Office of Jayson M. Aquino, CPA, Esq.

12881 Knott St #221

Garden Grove, California 92841

+1 714-589-2121
1.09 miles
4.5 / 5 (24 ratings)
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Techno Tax & Consulting Services
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Techno Tax & Consulting Services

9716 Bloomfield St

Cypress, California 90630

+1 714-602-6540
3.59 miles
4.5 / 5 (24 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
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HASSAN RASHWAN, CPA
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HASSAN RASHWAN, CPA

2424 W Ball Rd SUITE X

Anaheim, California 92804

+1 626-905-7412
4.23 miles
4.5 / 5 (21 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
Multi-state Experience
CPA License
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AT&A American Tax and Accounting Services
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AT&A American Tax and Accounting Services

2601 W Ball Rd Suite 201

Anaheim, California 92804

+1 714-209-2777
3.99 miles
4.5 / 5 (20 ratings)
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The Kington Group
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The Kington Group

9222 Walker St

Cypress, California 90630

+1 714-995-6995
3.48 miles
4.5 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Multi-state Experience
Remote Services
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BBS, Inc
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BBS, Inc

5836 Corporate Ave Suite 130

Cypress, California 90630

+1 714-892-2233
1.97 miles
4.5 / 5 (17 ratings)
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Aaa Tax Group
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Aaa Tax Group

6330 Lincoln Ave

Cypress, California 90630

+1 714-818-8678
3.65 miles
4.5 / 5 (17 ratings)
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Profit Pad Remote Bookkeeping & Payroll
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Profit Pad Remote Bookkeeping & Payroll

8585 Katella Ave

Stanton, California 90680

+1 323-515-3961
3.04 miles
5 / 5 (16 ratings)
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Fidelity Investments
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Fidelity Investments

12201 Seal Beach Blvd

Seal Beach, California 90740

+1 800-544-7558
2.7 miles
4 / 5 (17 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
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Marielle Sauler Calara: Primerica - Financial Services
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Marielle Sauler Calara: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

+1 707-290-1576
2.67 miles
5 / 5 (14 ratings)
Financial Advisory
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SmartCPA - Anaheim
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SmartCPA - Anaheim

518 S Brookhurst St Ste #4

Anaheim, California 92804

+1 657-250-7808
5.1 miles
4.5 / 5 (14 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Non-profits
Law Firms
Years of Practice
CPA License
Visit Website Get Directions
Certified Taxes LLC
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Certified Taxes LLC

+1 562-686-2512
4.01 miles
5 / 5 (12 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Visit Website
Gus Tonsay: Primerica - Financial Services
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Gus Tonsay: Primerica - Financial Services

5252 Orange Ave UNIT 211

Cypress, California 90630

+1 562-363-5529
3.23 miles
5 / 5 (12 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services
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Tax Direct
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Tax Direct

9872 Chapman Ave Suite 204

Garden Grove, California 92841

+1 714-636-3595
3.87 miles
4.5 / 5 (12 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice
In-person Support
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First Source Insurance & Taxes Agency
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First Source Insurance & Taxes Agency

9741 Bolsa Ave ste 217

Westminster, California 92683

+1 714-640-6654
4.47 miles
4.5 / 5 (12 ratings)
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Bilingual Services
Visit Website Get Directions
EMA Accounting Inc
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EMA Accounting Inc

800 S Brookhurst St # 3B

Anaheim, California 92804

+1 714-254-0098
4.92 miles
5 / 5 (11 ratings)
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Reuben Perez Medina: Primerica - Financial Services
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Reuben Perez Medina: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

+1 310-818-9307
2.67 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
Visit Website Get Directions
ePay Payroll
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ePay Payroll

518 S Brookhurst St Ste #4

Anaheim, California 92804

+1 909-393-0410
5.1 miles
5 / 5 (10 ratings)
Bookkeeping
Accounting
Payroll
Small Businesses
Real Estate
Healthcare
Restaurants
Professional Services
Law Firms
Insurance Agencies
Automotive
ADP
Multi-state Experience
Remote Services
CPA License
Visit Website Get Directions
Stephen V Prichard CPA CFP
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Stephen V Prichard CPA CFP

5882 Bolsa Ave #130

Huntington Beach, California 92649

+1 714-886-3550
2.4 miles
4.5 / 5 (11 ratings)
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WYNN MORTGAGE, INC.
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WYNN MORTGAGE, INC.

9081 Bolsa Ave STE 205

Westminster, California 92683

+1 714-383-0180
3.97 miles
4 / 5 (11 ratings)
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The Financial Game Planner
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The Financial Game Planner

+1 323-544-3636
4.01 miles
5 / 5 (9 ratings)
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Elite Financial Network Inc
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Elite Financial Network Inc

7561 Center Ave unit 17

Huntington Beach, California 92647

+1 866-562-9362
3.49 miles
5 / 5 (9 ratings)
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Victor Busi Romero: Primerica - Financial Services
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Victor Busi Romero: Primerica - Financial Services

5252 Orange Ave UNIT 211

Cypress, California 90630

+1 951-210-3892
3.23 miles
5 / 5 (9 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies
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TT Tax and Accounting Services Inc
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TT Tax and Accounting Services Inc

12112 Brookhurst St #8

Garden Grove, California 92840

+1 714-462-8098
4.01 miles
4.5 / 5 (9 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Multi-state Experience
Bilingual Services
Years of Practice
Visit Website Get Directions
United Cpa
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United Cpa

5241 Lincoln Ave C2

Cypress, California 90630

+1 714-220-9111
3.78 miles
5 / 5 (7 ratings)
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James Hendries - LPL Financial
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James Hendries - LPL Financial

7777 Center Ave Unit 120

Huntington Beach, California 92647

+1 714-799-0774
3.57 miles
4 / 5 (7 ratings)
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FCA Insurance Services Inc CA-License# OE86550
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FCA Insurance Services Inc CA-License# OE86550

4132 Katella Ave UNIT 202

Los Alamitos, California 90720

+1 714-239-1100
2.56 miles
4 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Visit Website Get Directions
Vtax Business Services
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Vtax Business Services

12881 Knott St #222

Garden Grove, California 92841

+1 714-489-5562
1.09 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Financial Advisory
Small Businesses
Visit Website Get Directions
PGM Consulting
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PGM Consulting

+1 714-309-8858
4.01 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Outsourced Accounting
Small Businesses
Mid-size Businesses
Healthcare
Professional Services
Logistics
QuickBooks
Internal Controls
Remote Services
Visit Website
Wise Financial Solutions
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Wise Financial Solutions

5011 Argosy Ave STE 13

Huntington Beach, California 92649

+1 310-322-5800
2.7 miles
5 / 5 (5 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Visit Website Get Directions
Exactax Solutions
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Exactax Solutions

16052 Beach Blvd Suite 166

Huntington Beach, California 92647

+1 714-841-7453
4.08 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Virtual CFO
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Years of Practice
Visit Website Get Directions
Travis Le Tax - American Smart Tax
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Travis Le Tax - American Smart Tax

8942 Garden Grove Blvd #207

Garden Grove, California 92844

+1 657-667-2232
2.94 miles
4 / 5 (5 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
CPA License
Visit Website Get Directions
In Good Hands Tax Services
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In Good Hands Tax Services

11501 Brookhurst St Suite 204

Garden Grove, California 92840

+1 714-643-9079
4.07 miles
4 / 5 (5 ratings)
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Robert Le CPA
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Robert Le CPA

9577 Bolsa Ave

Westminster, California 92683

+1 714-775-4674
4.37 miles
4 / 5 (5 ratings)
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A&R Income Tax
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A&R Income Tax

6101 Ball Rd Suite 208

Cypress, California 90630

+1 714-527-3469
2.68 miles
4 / 5 (5 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
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Munafo & Associates
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Munafo & Associates

16162 Beach Blvd #255

Huntington Beach, California 92647

+1 714-750-8553
4.14 miles
5 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Tax Planning
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Dustin Hofland & Myriam Padilla | Seal Beach Branch
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Dustin Hofland & Myriam Padilla | Seal Beach Branch

1910 St Andrews Dr

Seal Beach, California 90740

+1 562-594-4444
3.2 miles
5 / 5 (4 ratings)
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Titan Financial
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Titan Financial

16531 Bolsa Chica St #250

Huntington Beach, California 92649

+1 714-840-9283
4.01 miles
4.5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice
In-person Support
Visit Website Get Directions
Sidhom Nazih
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Sidhom Nazih

6101 Ball Rd

Cypress, California 90630

+1 714-220-1234
2.69 miles
5 / 5 (3 ratings)
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Cherie Jones & Associates
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Cherie Jones & Associates

12842 Valley View St #104

Garden Grove, California 92845

+1 714-248-9050
0.47 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
In-person Support
Visit Website Get Directions
Victor Guillen Income Tax
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Victor Guillen Income Tax

6634 Westminster Blvd.

Westminster, California 92683

+1 714-926-1874
1.6 miles
5 / 5 (3 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
In-person Support
Visit Website Get Directions
Yap & Little Inc
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Yap & Little Inc

6711 Katella Ave # 200

Cypress, California 90630

+1 714-503-6212
1.82 miles
5 / 5 (3 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
State-Specific Experience
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Hess Bookkeeping & Income Tax
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Hess Bookkeeping & Income Tax

14341 Beach Blvd

Westminster, California 92683

+1 714-893-3108
2.7 miles
5 / 5 (3 ratings)
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JJ Global Investment
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JJ Global Investment

9192 Garden Grove Blvd ste b

Garden Grove, California 92844

+1 714-823-3553
3.17 miles
5 / 5 (3 ratings)
Estate and Trust Tax
International Tax
Expatriates
Foreign Nationals
Individual Taxpayers
Bilingual Services
In-person Support
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Excellent Financial Service
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Excellent Financial Service

10600 Western Ave #59

Stanton, California 90680

+1 909-343-7377
2.54 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Freelancers
Individual Taxpayers
Contractors
QuickBooks
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Dave Abog: Primerica - Financial Services
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Dave Abog: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

+1 562-222-9212
2.67 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Visit Website Get Directions
Psychic Advisor of Stanton
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Psychic Advisor of Stanton

10881 Beach Blvd

Stanton, California 90680

+1 714-862-0313
2.61 miles
5 / 5 (3 ratings)
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Tax office of Macdonald & Dillencourt
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Tax office of Macdonald & Dillencourt

16531 Bolsa Chica St

Huntington Beach, California 92649

+1 714-846-9800
4.01 miles
4 / 5 (3 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Expatriates
Individual Taxpayers
Real Estate
QuickBooks
Complex Situations
Multi-state Experience
Remote Services
CPA License
Visit Website Get Directions
Forrest Green Bookkeeping
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Forrest Green Bookkeeping

+1 714-388-6140
3.5 miles
5 / 5 (2 ratings)
Bookkeeping
Small Businesses
QuickBooks
Remote Services
Years of Practice
Visit Website
Secure Harbor Financial
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Secure Harbor Financial

+1 714-790-1976
3.49 miles
5 / 5 (2 ratings)
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GATES & ASSOCIATES
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GATES & ASSOCIATES

15061 Springdale St STE 202

Huntington Beach, California 92649

+1 714-766-0780
2.39 miles
5 / 5 (2 ratings)
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DoubleRule
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DoubleRule

5555 Corporate Ave

Cypress, California 90630

+1 323-842-4789
2.04 miles
5 / 5 (2 ratings)
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VantaQuest
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VantaQuest

10833 Valley View St Suite 520

Cypress, California 90630

+1 562-598-7800
1.82 miles
5 / 5 (2 ratings)
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MJF Financial
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MJF Financial

13001 Seal Beach Blvd Ste#240

Seal Beach, California 90740

+1 562-594-4290
2.97 miles
5 / 5 (2 ratings)
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Edward Jones - Financial Advisor: Zubeen Tukina
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Edward Jones - Financial Advisor: Zubeen Tukina

3010 Old Ranch Pkwy #340

Seal Beach, California 90740

+1 562-386-6169
2.78 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website Get Directions
Loan Logic Financial Services
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Loan Logic Financial Services

3662 Katella Ave UNIT 117

Los Alamitos, California 90720

+1 714-608-0955
2.93 miles
5 / 5 (2 ratings)
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Stumpo Wealth Management Group
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Stumpo Wealth Management Group

3030 Old Ranch Pkwy # 300

Seal Beach, California 90740

+1 562-343-9229
2.85 miles
5 / 5 (2 ratings)
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Golden Bridge Financial Services
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Golden Bridge Financial Services

1203 S Western Ave

Anaheim, California 92804

+1 714-837-7489
2.98 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
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Happy Honest Bookkeeping, LLC
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Happy Honest Bookkeeping, LLC

+1 714-253-7873
4.01 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Forensic Accounting
Virtual CFO
Small Businesses
Real Estate
Healthcare
Hospitality
Construction
Contractors
Professional Services
QuickBooks
Remote Services
Visit Website
iTaxMasters
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iTaxMasters

8942 Garden Grove Blvd

Garden Grove, California 92844

+1 657-346-7298
2.96 miles
5 / 5 (1 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
Restaurants
Remote Services
Bilingual Services
CPA License
Visit Website Get Directions
GLM Bookkeeping Tax Service
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GLM Bookkeeping Tax Service

14482 Beach Blvd # M

Westminster, California 92683

+1 714-373-9408
2.88 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
Bilingual Services
Visit Website Get Directions
Swart & Feliciani
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Swart & Feliciani

5362 Commercial Dr

Huntington Beach, California 92649

+1 562-431-4768
2.85 miles
5 / 5 (1 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
CPA License
Visit Website Get Directions
Tongel Song: Primerica - Financial Services
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Tongel Song: Primerica - Financial Services

16541 Gothard St # 109

Huntington Beach, California 92647

+1 714-726-2528
4.16 miles
5 / 5 (1 ratings)
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Investax Advisory Services
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Investax Advisory Services

6101 Ball Rd #206A

Cypress, California 90630

+1 714-761-1762
2.68 miles
5 / 5 (1 ratings)
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Retirement By Design, Inc.
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Retirement By Design, Inc.

4501 Cerritos Ave Ste 202

Cypress, California 90630

+1 562-529-2200
2.7 miles
5 / 5 (1 ratings)
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THE RyTE Professionals
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THE RyTE Professionals

4699 Montefino Dr

Cypress, California 90630

+1 714-821-6699
3.54 miles
5 / 5 (1 ratings)
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Peters Investment Management
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Peters Investment Management

4332 W Cerritos Ave # 102

Los Alamitos, California 90720

+1 714-828-7240
2.81 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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My Portfolio Guide, LLC
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My Portfolio Guide, LLC

3020 Old Ranch Pkwy # 300

Seal Beach, California 90740

+1 562-799-5595
2.81 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management
Visit Website Get Directions
Castillo Wealth Management
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Castillo Wealth Management

12501 Seal Beach Blvd

Seal Beach, California 90740

+1 562-493-6123
2.67 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Michelle Marilag Bartolome: Primerica - Financial Services
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Michelle Marilag Bartolome: Primerica - Financial Services

5252 Orange Ave UNIT 211

Cypress, California 90630

+1 562-363-5529
3.23 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
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A Plus Accounting
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A Plus Accounting

12881 Knott St #221

Garden Grove, California 92841

+1 714-589-2261
1.09 miles
4 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services
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Ameriprise Financial
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Ameriprise Financial

5242 Katella Ave

Los Alamitos, California 90720

+1 562-795-0603
1.87 miles
4 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
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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.