Best CPA's Nearby

CPA's in Brea

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National Tax Debt

251 E Imperial Hwy Suite 441

Fullerton, California 92835

2.7 miles
4 / 5 (85 ratings)
Tax Preparation
Tax Planning
IRS Representation

Paramount Tax & Accounting CPAs Brea

330 E Lambert Rd STE 170

Brea, California 92821

0.55 miles
4.5 / 5 (63 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
CPA License
In-person Support

Nexus Square

60 Pointe Dr #102

Brea, California 92821

0.42 miles
4.5 / 5 (51 ratings)
Bookkeeping
Accounting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Outsourced Accounting
High-net-worth Individuals
Real Estate
GAAP Compliance
Complex Situations
Multi-state Experience

Diane Luongo Gazich - C2 Financial Corporation

3261 N Harbor Blvd # B

Fullerton, California 92835

3.03 miles
4.5 / 5 (50 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Freelancers
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
CPA License

TAX HELP TEAM - TAX DEBT RELIEF RESOLUTION

1440 N Harbor Blvd Ste 706

Fullerton, California 92835

3.84 miles
5 / 5 (49 ratings)
Tax Preparation
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Years of Practice

Keystone CPA, Inc.

1400 N Harbor Blvd Ste 650

Fullerton, California 92835

3.89 miles
4.5 / 5 (51 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Multi-state Experience
Remote Services
CPA License

Lighthouse Financial Services Inc

3070 Saturn St #101

Brea, California 92821

2.09 miles
4.5 / 5 (38 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Multi-state Experience
Years of Practice
CPA License
In-person Support

Merrill Lynch Financial Advisor David Krake

145 S State College Blvd Suite 300/350

Brea, California 92821

0.66 miles
5 / 5 (30 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Nancy & Mario Carmona - The Carmona Team

124 W Wilshire Ave B

Fullerton, California 92832

4.59 miles
5 / 5 (24 ratings)

The Tax Guy

211 E Imperial Hwy suite 103

Fullerton, California 92835

2.75 miles
5 / 5 (21 ratings)

Sierra-Larregui Tax Group

411 W Lambert Rd #400

Brea, California 92821

1 miles
4.5 / 5 (20 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Multi-state Experience
Remote Services

QBcure, LLC

1050 E Yorba Linda Blvd #203

Placentia, California 92870

3.62 miles
5 / 5 (18 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Project-Based Engagements
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Construction
Contractors
Professional Services
Technology
QuickBooks
Remote Services
In-person Support

Madsen Financial Coaching

3230 E Imperial Hwy # 300

Brea, California 92821

2.16 miles
5 / 5 (18 ratings)
Budgeting
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

Ryan Wang

3350 E Birch St Ste 208-A

Brea, California 92821

2.16 miles
5 / 5 (18 ratings)

Mark J. Franco, CPA

1370 N Brea Blvd #240

Fullerton, California 92835

3.81 miles
5 / 5 (17 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Startups
Individual Taxpayers

Tandy Consulting Inc

215 N Pomona Ave #6

Fullerton, California 92832

4.52 miles
5 / 5 (17 ratings)

Wilson Tax Law Group - Yorba Linda Tax Attorney

18281 Lemon Dr

Yorba Linda, California 92886

4.74 miles
5 / 5 (17 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice

TRBC Tax Pros

231 E Imperial Hwy Unit 203

Fullerton, California 92835

2.65 miles
4.5 / 5 (16 ratings)
Bookkeeping
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services

Sawyer Accounting & Tax

317 W La Habra Blvd #100

La Habra, California 90631

3.73 miles
5 / 5 (14 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks

Taxpayer Advocate Professionals

261 E Imperial Hwy #570

Fullerton, California 92835

2.67 miles
4 / 5 (17 ratings)

TS Accounting & Tax Consulting

1907 Vista Del Oro

Fullerton, California 92831

2.68 miles
5 / 5 (12 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Restaurants
QuickBooks
Xero
Remote Services
CPA License

RD Tax & Financial Services

1370 N Brea Blvd

Fullerton, California 92832

3.81 miles
5 / 5 (12 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience

Gold Line Insurance And Financial Services

200 N Harbor Blvd ste 100

Fullerton, California 92832

4.6 miles
5 / 5 (12 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

InvestLinc Wealth Services, LLC

10 Pointe Dr #150

Brea, California 92821

0.47 miles
5 / 5 (12 ratings)
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals

MZ Accounting and Tax Service

605 E Imperial Hwy suite d

Brea, California 92821

1.18 miles
4 / 5 (14 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Entity Structuring
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Multi-state Experience
Years of Practice
CPA License

Ledger Technologies, LLC

410 W Amerige Ave

Fullerton, California 92832

4.85 miles
4.5 / 5 (12 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Remote Services
CPA License

Young's Tax & Financial Services

3230 E Imperial Hwy #120

Brea, California 92821

2.17 miles
4.5 / 5 (12 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Remote Services

Gregerson Tax Services

2217 E Chapman Ave

Fullerton, California 92831

3.81 miles
5 / 5 (10 ratings)

Casa Del Pueblo

2009 E La Habra Blvd

La Habra, California 90631

2.3 miles
4.5 / 5 (10 ratings)

Suzanne Linn CPA a Professional Corporation

801 E Chapman Ave #109

Fullerton, California 92831

4.09 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
CPA License

DMA Accountancy Corporation

1400 N Harbor Blvd #605

Fullerton, California 92835

3.89 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Non-profits
Bilingual Services
CPA License
In-person Support

Ferguson, Timar & Company

733 E Chapman Ave

Fullerton, California 92831

4.11 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Audit
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

LYNX CPAs & Advisors Group

2501 E Chapman Ave # 200

Fullerton, California 92831

3.75 miles
4 / 5 (7 ratings)
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Local Tax Credits

AccountOC.com

4671 Briarhill Dr

Yorba Linda, California 92886

3.8 miles
5 / 5 (6 ratings)

Swat Advisors - Financial Advisor in California | Tax Planning Services

3000 E Birch St STE 103B

Brea, California 92821

1.73 miles
5 / 5 (6 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Complex Situations
Multi-state Experience
Years of Practice
CPA License

TLC Action Income Tax Service

B, 602 W Chapman Ave

Placentia, California 92870

3.91 miles
5 / 5 (6 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice
In-person Support

Aguirre & Co

418 E La Habra Blvd

La Habra, California 90631

3.27 miles
5 / 5 (6 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Monterrosso Enterprise Inc

850 E La Habra Blvd

La Habra, California 90631

3 miles
5 / 5 (6 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Local Tax Credits

Alvara Tax Services

570 E Lambert Rd

Brea, California 92821

0.38 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Bilingual Services
In-person Support

Diana's Mobile Services

254 E La Habra Blvd

La Habra, California 90631

3.43 miles
5 / 5 (5 ratings)

Koh & Company CPAs

1400 N Harbor Blvd #570

Fullerton, California 92835

3.89 miles
4 / 5 (5 ratings)

Crane & Associates Financial Planning

801 E Chapman Ave #104

Fullerton, California 92831

4.08 miles
4 / 5 (5 ratings)

Fister Tax Services

285 Imperial Hwy. #102

Fullerton, California 92835

2.71 miles
5 / 5 (4 ratings)

Simpson & Co.

275 N Brea Blvd

Brea, California 92821

0.84 miles
5 / 5 (4 ratings)

Brea Mall Executive Plaza

259 S Randolph Ave Suite 140

Brea, California 92821

1.06 miles
4.5 / 5 (4 ratings)

Source One Tax Consultants

411 W Lambert Rd #408

Brea, California 91711

0.99 miles
4 / 5 (4 ratings)
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
In-person Support

Girish Mehta CPA

2000 E Chapman Ave

Fullerton, California 92831

3.87 miles
4 / 5 (4 ratings)

California Tax Institute

5281 Laurel View Cir

Yorba Linda, California 92886

5.01 miles
4 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
State-Specific Experience
Multi-state Experience

TAAD

20955 Pathfinder Rd #370

Diamond Bar, California 91765

4.38 miles
4 / 5 (4 ratings)
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
International Tax
Mergers and Acquisitions
Outsourced Accounting
GAAP Compliance
IFRS Compliance
SOX Compliance
SEC Reporting
Cross-border Taxation

J Kellogg & Co Inc

2501 E Chapman Ave #175

Fullerton, California 92831

3.75 miles
5 / 5 (3 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
Complex Situations
CPA License

BRHE Group

500 S Kraemer Blvd Suite 100

Brea, California 92821

1.76 miles
5 / 5 (3 ratings)
Accounting
Audit
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
CPA License

Redeemed Tax and Insurance

411 W Lambert Rd #409

Brea, California 92821

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

Gati Group

1440 N Harbor Blvd Suite 809

Fullerton, California 92835

3.84 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks

TaxShield

4080 N Palm St #803

Fullerton, California 92835

2.37 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Remote Services

Sackett Financial Group

915 W Imperial Hwy #160

Brea, California 92821

1.79 miles
5 / 5 (3 ratings)

Frisbey, Carter and Associates An Accountancy Corporation

595 Tamarack Ave STE D

Brea, California 92821

0.96 miles
4 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations

ArrietaCPA

1038 E Bastanchury Rd

Fullerton, California 92835

2.65 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services
Bilingual Services
CPA License

Focus CPA Group, Inc - Best CPA Firm in California | Accounting Services | Family Office | CFO & Bookkeeping Services

3000 E Birch St STE 103

Brea, California 92821

1.73 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
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
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Remote Services
Years of Practice
CPA License

AccounTrax Services

3230 E Imperial Hwy # 300

Brea, California 92821

2.16 miles
5 / 5 (2 ratings)

KOG Accounting Corp.

1370 N Brea Blvd #212

Fullerton, California 92835

3.8 miles
5 / 5 (2 ratings)

Silva & Silva CPAs

3040 Saturn St UNIT 107

Brea, California 92821

1.89 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Years of Practice
CPA License
In-person Support

Accounting Solutions

1.86 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Small Businesses
Restaurants
Construction
Contractors
Professional Services
QuickBooks
Years of Practice
CPA License

ClearFixTax

3 Pointe Dr Suite 308

Brea, California 92821

0.34 miles
5 / 5 (2 ratings)
Bookkeeping
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Tax & Accounting 시공간. LLC

3230 E Imperial Hwy

Brea, California 92821

2.2 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
Individual Taxpayers
Cross-border Taxation
Bilingual Services
Years of Practice

Pure Financial Advisors, LLC

3040 Saturn St Ste 100

Brea, California 92821

2.18 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Complex Situations
Multi-state Experience

Martir Financial Group

1620 N Placentia Ave #200

Placentia, California 92870

2.63 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance

Husami & Associates

1400 N Brea Blvd

Fullerton, California 92835

3.76 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Your Estate Coach

1501 N Harbor Blvd #100

Fullerton, California 92835

3.87 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax

Charis Financial, Inc.

135 S State College Blvd #200

Brea, California 92821

0.61 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Remote Services
Bilingual Services
CPA License

Anthony & Associates CPAs

3070 Saturn St #100

Brea, California 92821

2.08 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
Multi-state Experience
Years of Practice
CPA License

LSL CPAs and Advisors

203 N Brea Blvd # 203

Brea, California 92821

0.94 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Non-profits
Real Estate
Healthcare
Construction
Contractors
Professional Services
Manufacturing
Automotive
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License

Chuck Metzner, CPA

3040 Saturn St # 205

Brea, California 92821

2.18 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Estate and Trust Tax
Individual Taxpayers
Real Estate
Professional Services
Manufacturing
Years of Practice
CPA License

Amy Pan CPA

2656 Gallio Ave

Rowland Heights, California 91748

3.09 miles
5 / 5 (1 ratings)

LSL CPAs: Hale David CPA

203 N Brea Blvd # 203

Brea, California 92821

0.94 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Non-profits
Real Estate
Healthcare
Construction
Contractors
Professional Services
Manufacturing
Automotive
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License

Duran Michael w CPA

110 E Wilshire Ave # 201

Fullerton, California 92832

4.55 miles
5 / 5 (1 ratings)

Advisory Group

20955 Pathfinder Rd # 110

Diamond Bar, California 91765

4.38 miles
5 / 5 (1 ratings)

KWL LLP

3333 S Brea Canyon Rd STE 206

Diamond Bar, California 91765

3.32 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Law Firms
QuickBooks

Principal Financial Services

106 E 1st Ave

La Habra, California 90631

3.55 miles
5 / 5 (1 ratings)
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation

Eclectic Associates Inc

1440 N Harbor Blvd #220

Fullerton, California 92835

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

Victor Samuel Williams: Primerica - Financial Services

1440 N Harbor Blvd STE 803

Fullerton, California 92835

3.84 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Blunt Wealth Services

2601 Saturn St Suite 100

Brea, California 92821

1.84 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Cindy Havenhill Wealth & Risk Managment

1 Pointe Dr Suite 240

Brea, California 92821

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

R.A.I. Wealth Management

151 N Kraemer Blvd #105

Placentia, California 92870

4.12 miles
5 / 5 (1 ratings)

Larry Bennett, Adviser - Bennett Financial & Insurance Services

1620 N Placentia Ave #120

Placentia, California 92870

2.63 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
CPA License

Marion Douglas Financial and Insurance Services

151 N Kraemer Blvd UNIT 206

Placentia, California 92870

4.12 miles
5 / 5 (1 ratings)

Ark Wealth Advisors

3960 Prospect Ave # A

Yorba Linda, California 92886

3.26 miles
5 / 5 (1 ratings)
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Rob Burns - Thrivent

203 N Brea Blvd Ste 201

Brea, California 92821

0.94 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Brea Canyon Group - Morgan Stanley

10 Pointe Dr Suite 400

Brea, California 92821

0.47 miles
5 / 5 (1 ratings)

Jack West - JC West & Associates, Inc.

3 Pointe Dr

Brea, California 92821

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

Edward Jones - Financial Advisor: Tirso De Anda

3 Pointe Dr Ste 207

Brea, California 92821

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

J & S Real Estate Investments

481 E Whittier Blvd Ste 481A

La Habra, California 90631

3.35 miles
5 / 5 (1 ratings)

Lance Soll & Lunghard

203 N Brea Blvd # 203

Brea, California 92821

0.94 miles
4 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Non-profits
Real Estate
Healthcare
Construction
Contractors
Professional Services
Manufacturing
Automotive
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.