Best CPA's Nearby

CPA's in Carlsbad

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eCapital

5928 Pascal Court STE 200

Carlsbad, California 92008

3.49 miles
4.5 / 5 (339 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Non-profits
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Thunder Funding

2433 Impala Dr

Carlsbad, California 92010

3.44 miles
4.5 / 5 (285 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services

San Diego Tax & Financial Associates

5411 Avenida Encinas Suite 180

Carlsbad, California 92008

2.17 miles
4.5 / 5 (248 ratings)
Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Remote Services

CapForge Bookkeeping, Tax & More

5962 Priestly Dr

Carlsbad, California 92008

3.55 miles
4.5 / 5 (163 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
E-Commerce
Restaurants
QuickBooks
Multi-state Experience
Remote Services

iMerge Financial

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.71 miles
4.5 / 5 (162 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Deferred.com (Formerly Plenti Financial)

5355 Avenida Encinas #201

Carlsbad, California 92008

2.14 miles
5 / 5 (124 ratings)
Business Consulting
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Real Estate
Technology
Complex Situations
Multi-state Experience
Cross-border Taxation

Devoted Injury Lawyers, Inc.

3548 Seagate Way STE 110

Oceanside, California 92056

3.54 miles
5 / 5 (105 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
QuickBooks
Xero

IN A PINCH Document Preparation Services

2424 Vista Way UNIT 115

Oceanside, California 92054

1.74 miles
4.5 / 5 (89 ratings)
Tax Planning
Entity Structuring
Estate and Trust Tax
Real Estate
Complex Situations
State-Specific Experience

My Solo 401k Financial

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.67 miles
4.5 / 5 (86 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services

MyDirect IRA

4167 Avenida De La Plata #104

Oceanside, California 92056

4.16 miles
5 / 5 (78 ratings)
Tax Planning
Entity Structuring
High-net-worth Individuals
Individual Taxpayers
Real Estate
Complex Situations

IDA Wealth - Intelligence Driven Advisers

2792 Gateway Rd

Carlsbad, California 92009

5.02 miles
5 / 5 (73 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits
Real Estate
Professional Services
QuickBooks
GAAP Compliance
Risk Management
Multi-state Experience

North Coast Financial, Inc. Hard Money Lenders

2424 Vista Way UNIT 202

Oceanside, California 92054

1.74 miles
5 / 5 (67 ratings)

Mutual of Omaha Mortgage

5958 Priestly Dr STE 102

Carlsbad, California 92008

3.58 miles
4.5 / 5 (64 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Target Financial and Insurance Services

3256 Grey Hawk Ct

Carlsbad, California 92010

5.65 miles
4 / 5 (71 ratings)

Rassman Law

1901 Camino Vida Roble STE 112

Carlsbad, California 92008

3.28 miles
5 / 5 (56 ratings)
Business Consulting
Tax Planning
Entity Structuring
Estate and Trust Tax
High-net-worth Individuals
Professional Services
Complex Situations

Seaside Wealth Management

6154 Innovation Way

Carlsbad, California 92009

4.49 miles
5 / 5 (56 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Christian Credit Counselors

5838 Edison Pl #130

Carlsbad, California 92008

3.59 miles
4.5 / 5 (61 ratings)

Boost Score Now

Seacrest Office Building Suite, 1930 S Coast Hwy #106

Oceanside, California 92054

2.19 miles
5 / 5 (48 ratings)

Fiesta Auto Insurance & Tax Service

223 N Horne St B

Oceanside, California 92054

4 miles
4 / 5 (41 ratings)
Bookkeeping
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

SoCal College Planning

2890 Pio Pico Dr Suite 203B

Carlsbad, California 92008

1.08 miles
4.5 / 5 (31 ratings)

Carlton Bentley and Penn,Inc.

1902 Wright Pl #200

Carlsbad, California 92008

3.45 miles
5 / 5 (28 ratings)
Business Consulting
IRS Representation
Financial Advisory
Risk Management

Artists Business Management Group - San Diego

5973 Avenida Encinas STE 200

Carlsbad, California 92008

2.46 miles
5 / 5 (27 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction

M.W. Orlando CPA, Inc.

1902 Wright Pl 2nd Floor

Carlsbad, CA 92008

3.46 miles
4.5 / 5 (25 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
E-Commerce
Healthcare
Technology
QuickBooks

America's Loan Advisors

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.67 miles
5 / 5 (24 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
QuickBooks

JL Wennes Certified Public Accountants

5855 Avenida Encinas Suite 146

Carlsbad, California 92008

2.41 miles
4.5 / 5 (25 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Non-profits
QuickBooks
Internal Controls
Years of Practice
CPA License
In-person Support

Birchwood Capital

2385 Camino Vida Roble #100

Carlsbad, California 92011

4.29 miles
5 / 5 (20 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

LendSpark

2554 Gateway Rd

Carlsbad, California 92009

4.27 miles
5 / 5 (20 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

Bishop and Waters Consulting Group

1902 Wright Pl #200

Carlsbad, California 92008

3.46 miles
4.5 / 5 (20 ratings)

WWM Financial

2131 Palomar Airport Rd #330

Carlsbad, California 92011

3.83 miles
4.5 / 5 (20 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

O'Reilly Wealth Advisors LLC

6221 Paseo Alta Rico

Carlsbad, California 92009

5.34 miles
5 / 5 (19 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

First Command Financial Advisor - Erin Gulliksen

4167 Avenida De La Plata # 102

Oceanside, California 92056

4.17 miles
5 / 5 (17 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

MPN Tax Professionals

3548 Seagate Way STE 210

Oceanside, California 92056

3.54 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning

Transworld Business Advisors of San Diego North

701 Palomar Airport Rd SUITE 125

Carlsbad, California 92011

2.67 miles
4.5 / 5 (18 ratings)

Accounting Fresh

5451 Avenida Encinas suite b

Carlsbad, California 92008

2.22 miles
5 / 5 (16 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Restaurants
Construction
Contractors
Professional Services
Technology
QuickBooks
GAAP Compliance
Remote Services
CPA License

IPX1031: Steve Decker

2121 Palomar Airport Rd #330

Carlsbad, California 92011

3.77 miles
5 / 5 (16 ratings)
Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Real Estate
Multi-state Experience

California Judicial Recovery Specialists

2772 Roosevelt St #1621

Carlsbad, California 92018

1.41 miles
5 / 5 (16 ratings)
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting

Carlsbad Tax

2725 Jefferson St #2c

Carlsbad, California 92008

1.42 miles
4 / 5 (18 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Complex Situations
Remote Services
Years of Practice
CPA License
In-person Support

La Costa Tax & Accounting

2304 Altisma Way

Carlsbad, California 92009

5.92 miles
5 / 5 (15 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Startups
Individual Taxpayers

Bret McMillan CPA

1012 S Coast Hwy UNIT L

Oceanside, California 92054

3.24 miles
4.5 / 5 (15 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Forensic Accounting
Small Businesses
Startups
Non-profits
QuickBooks
Internal Controls
Complex Situations
Remote Services

Golden Tax & Accounting Co.

2558 Roosevelt St # 300

Carlsbad, California 92008

1.55 miles
5 / 5 (13 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
Healthcare
Hospitality
Construction
Contractors
Professional Services
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Remote Services
CPA License

Seaside Resources

2888 Loker Ave E Suite 307

Carlsbad, California 92010

4.9 miles
5 / 5 (13 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Keehn Law Professional Corporation

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.67 miles
5 / 5 (13 ratings)

RH Tax Services

3720 Oceanic Way STE 201

Oceanside, California 92056

3.24 miles
4.5 / 5 (13 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

The Law Offices of Ryan McFarland

2292 Faraday Ave #100

Carlsbad, California 92008

3.27 miles
4.5 / 5 (12 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience

Klein Jeffrey CPA

2038 Corte Del Nogal Suite 135

Carlsbad, California 92011

3.89 miles
5 / 5 (11 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Complex Situations
CPA License

Bryant & Associates CPA

3800 Oceanic Dr #116

Oceanside, California 92056

3.41 miles
5 / 5 (11 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License
In-person Support

Rigits Bookkeeping & Accounting

3.43 miles
5 / 5 (10 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
QuickBooks
Remote Services

Barrett Financial Group, L.L.C.

3207 Grey Hawk Ct # 110

Carlsbad, California 92010

5.49 miles
5 / 5 (10 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero

Pacific Premier Bank

7690 El Camino Real

Carlsbad, California 92009

6.07 miles
5 / 5 (10 ratings)
Bookkeeping
Accounting
Audit
Assurance
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
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
CPA License

Neza Tax Services

1929 W Vista Way Suite G

Vista, California 92083

3.04 miles
5 / 5 (10 ratings)
Business Consulting
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

BlackBull Accounting, Inc.

2888 Loker Ave E #120

Carlsbad, California 92010

4.92 miles
4.5 / 5 (11 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Small Businesses
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
Multi-state Experience
Remote Services
CPA License

Van Riper & Messina CPAs, Inc.

6096 Innovation Way

Carlsbad, California 92009

4.41 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

USIBTS - International Tax Solutions

2385 Camino Vida Roble Suite 107

Carlsbad, California 92011

4.3 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
International Tax
Small Businesses
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services
CPA License
In-person Support

Cardin and Company

1015 Chestnut Ave

Carlsbad, California 92008

0.82 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Years of Practice
CPA License

Salient Solutions Group, LLC

5938 Priestly Dr Ste 103

Carlsbad, California 92008

3.52 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Jacob N.S. Tax Advisory

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.67 miles
5 / 5 (8 ratings)
Business Consulting
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Healthcare

Bottom Line Management

2890 Pio Pico Dr Suite 203B

Carlsbad, California 92008

1.08 miles
5 / 5 (8 ratings)
Bookkeeping
Financial Statements
Payroll
Sales Tax Compliance
Outsourced Accounting
Small Businesses
QuickBooks
GAAP Compliance
Remote Services
Years of Practice
In-person Support

SYLVESTER'S ACCOUNTING, TAX, PAYROLL, SOLUTIONS, & MORE, INC.

2182 S El Camino Real Suite 102

Oceanside, California 92054

1.89 miles
5 / 5 (8 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Startups
Individual Taxpayers
Remote Services
In-person Support

Easie Bookkeeping

2888 Loker Ave W Suite 110-E

Carlsbad, California 92010

4.92 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
Remote Services

Wellspring Divorce Advisors

703 Palomar Airport Rd Suite 240

Carlsbad, California 92011

2.71 miles
5 / 5 (7 ratings)
Financial Statements
Forecasting
Financial Advisory
Forensic Accounting
High-net-worth Individuals
Complex Situations

Morris Wealth Management

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.67 miles
4 / 5 (7 ratings)

Taxation and Accounting

1959 Palomar Oaks Way Suite 334

Carlsbad, California 92011

3.67 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

Jes Taxes Kim CPA

606 Cassidy St Ste A - 2nd FL

Oceanside, California 92054

2.37 miles
5 / 5 (6 ratings)

E3 Coastal Advisors LLP

5050 Avenida Encinas #350

Carlsbad, California 92008

1.94 miles
5 / 5 (5 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
Multi-state Experience
Remote Services

San Diego Tax Associates

1902 Wright Pl #200

Carlsbad, California 92008

3.45 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

WEST AND WALTERS

1241 Carlsbad Village Dr #100A

Carlsbad, California 92008

0.93 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Non-profits
Risk Management
Multi-state Experience
Remote Services
CPA License

Beacon Retirement Planning Group, Inc.

2100 Palomar Airport Rd Suite 214-8

Carlsbad, California 92011

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

Rodrigo Oliva - Private Wealth Advisor, Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340

Carlsbad, California 92011

3.8 miles
4 / 5 (5 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Filipovitch & Co

5800 Armada Dr # 290

Carlsbad, California 92008

2.44 miles
4 / 5 (5 ratings)
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Non-profits
Real Estate
QuickBooks

Total Tax Services Inc.

2725 Jefferson St #8a

Carlsbad, California 92008

1.42 miles
4 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
State-Specific Experience
Years of Practice
CPA License

Ariniello & Associates CPA

3451 Via Montebello #192-303

Carlsbad, California 92009

7.64 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License

Strategic Business Alliance, LLC

6790 Embarcadero Ln #100

Carlsbad, California 92011

3.5 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
QuickBooks
Xero
Gusto
Remote Services

Julie Cardin CPA and Tax Attorney

1015 Chestnut Ave

Carlsbad, California 92008

0.82 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
Complex Situations
Multi-state Experience
Years of Practice
CPA License
In-person Support

Accounting & Tax Services LLC

314 W Mermod St #102

Carlsbad, New Mexico 88220

761.85 miles
5 / 5 (4 ratings)
Business Consulting
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

Call Tax Relief

1808 Aston Ave Ste 235

Carlsbad, California 92008

2.68 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience

Dahl Law Group

2173 Salk Ave Suite 250

Carlsbad, California 92008

3.18 miles
5 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Complex Situations
Multi-state Experience
Cross-border Taxation

Guide My Finances

1265 Carlsbad Village Dr # 201

Carlsbad, California 92008

0.92 miles
5 / 5 (4 ratings)
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience

Starkey Brothers

3186 Vista Way Ste 201

Oceanside, California 92056

1.57 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Multi-state Experience

The Tax Place

4750 Oceanside Blvd suite a-10

Oceanside, California 92056

4.97 miles
5 / 5 (4 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
QuickBooks
Multi-state Experience
Bilingual Services
Years of Practice

Andrew Marshall Financial, LLC

5857 Owens Ave #300

Carlsbad, California 92008

3.68 miles
5 / 5 (4 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals

First Command Financial Advisor - Adam Creel

4167 Avenida De La Plata # 102

Oceanside, California 92056

4.19 miles
5 / 5 (4 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Risk Management

Village Tax & Accounting

2725 Jefferson St Suite 2-D

Carlsbad, California 92008

1.42 miles
4 / 5 (4 ratings)
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Local Tax Credits
Years of Practice
CPA License
In-person Support

Candice Gerlach, CPA

2888 Loker Ave E #219

Carlsbad, California 92010

4.9 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
GAAP Compliance
Complex Situations
Years of Practice
CPA License
In-person Support

Number Runners/ Michael Hasan CPA APAC

5927 Balfour Ct STE 115

Carlsbad, California 92008

3.28 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
In-person Support

Bishop Kevin CPA

2121 Palomar Airport Rd

Carlsbad, California 92011

3.77 miles
5 / 5 (3 ratings)

White Bookkeeping & Business Management

1265 Carlsbad Village Dr #100

Carlsbad, California 92008

0.92 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
QuickBooks
Remote Services
CPA License

Pro Accounting Solutions

5927 Balfour Ct # 213

Carlsbad, California 92008

3.28 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Payroll
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
E-Commerce
QuickBooks
ADP
Remote Services

Easy Life Management (ELM Tax)

3088 Pio Pico Dr #201

Carlsbad, California 92008

0.94 miles
5 / 5 (3 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

DeLegge Wealth Planning

2292 Faraday Ave

Carlsbad, California 92008

3.27 miles
5 / 5 (3 ratings)
Financial Advisory

GFH Financial

2131 Palomar Airport Rd STE 214

Carlsbad, California 92011

3.83 miles
5 / 5 (3 ratings)

First Command Financial Advisor - Kelly Olson

4167 Avenida De La Plata # 102

Oceanside, California 92056

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

Lawrence Tax Service

2131 Palomar Airport Rd # 325

Carlsbad, California 92011

3.83 miles
4 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License
In-person Support

Fichera & Company

5927 Balfour Ct

Carlsbad, California 92008

3.27 miles
5 / 5 (2 ratings)

Linda Rosso Tax & Accounting

2558 Roosevelt St

Carlsbad, California 92008

1.55 miles
5 / 5 (2 ratings)

Carlsbad Tax Services

2734 Loker Ave W K

Carlsbad, California 92010

4.18 miles
5 / 5 (2 ratings)

Bluebird Accounting & Tax, Inc

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.67 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Complex Situations
Remote Services
In-person Support

Tax Law Offices of David W. Klasing

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.67 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
Technology
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License
In-person Support

The Financial Team

6790 Embarcadero Ln #100

Carlsbad, California 92011

3.51 miles
5 / 5 (2 ratings)

Candace Saari, CPA

804 Pier View Wy #209

Oceanside, California 92054

4.04 miles
5 / 5 (2 ratings)

Comprehensive Advisor

2011 Palomar Airport Rd #302

Carlsbad, California 92011

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

David Wine: Primerica - Financial Services

2231 Faraday Ave #100

Carlsbad, California 92008

3.21 miles
5 / 5 (2 ratings)

Lance Silva - Prudential Financial

2888 Loker Ave E Suite 322

Carlsbad, California 92010

4.91 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Cross-border Taxation
CPA License

Investment Quality Trends

2888 Loker Ave E

Carlsbad, California 92010

4.92 miles
5 / 5 (2 ratings)

First Command Financial Advisor - Ashley Denemark

4167 Avenida De La Plata # 102

Oceanside, California 92056

4.18 miles
5 / 5 (2 ratings)
Budgeting
Financial Advisory
Risk Management

Domingo & Associates, FARMERS

3520 College Blvd Ste 105

Oceanside, California 92056

2.35 miles
5 / 5 (2 ratings)

Advance CPA

6120 Paseo Del Norte

Carlsbad, California 92011

2.85 miles
5 / 5 (2 ratings)

Bright North Accounting

325 Carlsbad Village Dr d2

Carlsbad, California 92008

1.47 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Internal Controls
Risk Management
Remote Services

Hackett Joanne G CPA

5741 Palmer Way suite a

Carlsbad, California 92010

3.37 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

Bill Slattery & Associates

2794 Gateway Rd

Carlsbad, California 92009

4.99 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
ADP
GAAP Compliance
Years of Practice
CPA License
In-person Support

White Nelson Diehl Evans LLP

2965 Roosevelt St

Carlsbad, California 92008

1.35 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
NetSuite
Sage
GAAP Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Remote Services
CPA License
Firm Size

David J Oswald & Co

5741 Palmer Way

Carlsbad, California 92010

3.37 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

Lien On Me Tax Relief

2244 Faraday Ave

Carlsbad, California 92008

3.2 miles
5 / 5 (1 ratings)

Financial Focus

1917 Palomar Oaks Way #130

Carlsbad, California 92008

3.31 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations

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

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.67 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Complex Situations
Multi-state Experience
Cross-border Taxation

DOAAR: Bookkeeping, Controller & CFO Services

3186 Vista Way Suite 310

Oceanside, California 92056

1.57 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
E-Commerce
Real Estate
Restaurants
Hospitality
Professional Services
Manufacturing
Technology
QuickBooks
Remote Services

Jeffries Consulting

2.23 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Small Businesses
Mid-size Businesses
Construction
GAAP Compliance
Internal Controls
Remote Services

LB Tax Service

514 N Coast Hwy suite b

Oceanside, California 92054

4.25 miles
5 / 5 (1 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Multi-state Experience
Years of Practice

Coast to Coast Wealth Management - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340

Carlsbad, California 92011

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

Merrill Lynch Financial Advisor Randy Taylor

1000 Aviara Pkwy STE 200

Carlsbad, California 92011

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

Finances For Life, LLC

5857 Owens Ave #300

Carlsbad, California 92008

3.68 miles
5 / 5 (1 ratings)

Merrill Lynch Financial Advisor Dana Albert

1000 Aviara Pkwy STE 200

Carlsbad, California 92011

2.84 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation

Centered Financial

701 Palomar Airport Rd #300

Carlsbad, California 92011

2.67 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Halbert Hargrove

5055 Avenida Encinas Suite 100K

Carlsbad, California 92008

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

Vistica Wealth Advisors

2121 Palomar Airport Rd Suite 160

Carlsbad, California 92011

3.77 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Risk Management

BrainStem Financial

6353 Corte Del Abeto Suite B100

Carlsbad, California 92011

3.99 miles
5 / 5 (1 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Educational Institutions
Non-profits
Risk Management
Remote Services

Market Capital Management, Inc.

2906 Roosevelt St

Carlsbad, California 92008

1.35 miles
5 / 5 (1 ratings)

Seaside Financial & Insurance Services

2032 Corte Del Nogal #100

Carlsbad, California 92011

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

Reverse Lending Solutions

2038 Corte Del Nogal #137

Carlsbad, California 92011

3.89 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate

Clarke Financial Services, Inc.

3642 Ocean Ranch Blvd

Oceanside, California 92056

3.54 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License

Edward Jones - Financial Advisor: Dale M Maas

3636 Ocean Ranch Blvd

Oceanside, California 92056

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

North County Financial Associates

2101 S El Camino Real Suite 206

Oceanside, California 92054

2.11 miles
5 / 5 (1 ratings)

Frontier Loan Group, Inc.

6104 Innovation Way

Carlsbad, California 92009

4.45 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate

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.