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CPA's in Corona Del Mar

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TaxRise Inc.
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TaxRise Inc.

19900 MacArthur Blvd Suite 400

Irvine, California 92612

+1 833-419-7473
3.81 miles
4.5 / 5 (9022 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
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SilverLake Financial
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SilverLake Financial

2901 West Coast Hwy

Newport Beach, California 92663

+1 844-633-9292
3.22 miles
4.5 / 5 (596 ratings)
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Ingenious Tax Relief
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Ingenious Tax Relief

485 E 17th St Suite 200

Costa Mesa, California 92627

+1 949-899-9039
2.74 miles
4.5 / 5 (213 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
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Swift Debt Relief
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Swift Debt Relief

1931 Newport Blvd suite b

Costa Mesa, California 92627

+1 888-618-2574
3.81 miles
4.5 / 5 (105 ratings)
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Pacific Associates Corporation
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Pacific Associates Corporation

19900 MacArthur Blvd Ste 890

Irvine, California 92612

+1 949-250-6700
3.81 miles
4.5 / 5 (91 ratings)
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Lunna Loans
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Lunna Loans

1931 Newport Blvd

Costa Mesa, California 92627

+1 888-337-2991
3.81 miles
4.5 / 5 (82 ratings)
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Donna Stern CPA
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Donna Stern CPA

1670 Santa Ana Ave

Costa Mesa, California 92627

+1 949-250-4427
3.19 miles
5 / 5 (38 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Law Firms
QuickBooks
FreshBooks
Years of Practice
CPA License
In-person Support
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Pacific Sunrise Tax Services
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Pacific Sunrise Tax Services

+1 714-369-9442
3.64 miles
4.5 / 5 (37 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
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Tax Attorney OC - Daniel Layton
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Tax Attorney OC - Daniel Layton

23 Corporate Plaza Dr #100

Newport Beach, California 92660

+1 949-301-9829
0.45 miles
4.5 / 5 (38 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
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TaraByte Solutions
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TaraByte Solutions

1835 Newport Blvd Ste A109-294

Costa Mesa, California 92627

+1 888-745-1533
3.85 miles
4.5 / 5 (37 ratings)
Accounting
Business Consulting
Tax Preparation
Sales Tax Compliance
Financial Advisory
Small Businesses
Mid-size Businesses
Manufacturing
QuickBooks
Remote Services
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My Bookkeeping Team
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My Bookkeeping Team

+1 949-828-5805
4.61 miles
5 / 5 (30 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Startups
Non-profits
E-Commerce
Real Estate
QuickBooks
Xero
NetSuite
Remote Services
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Selah Portfolios & Planning
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Selah Portfolios & Planning

129 Cabrillo St # 103

Costa Mesa, California 92627

+1 949-942-8805
3.61 miles
5 / 5 (28 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
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Cash Keeper Financial
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Cash Keeper Financial

1931 Newport Blvd Suite C

Costa Mesa, California 92627

+1 888-546-1740
3.81 miles
4.5 / 5 (27 ratings)
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Wilson Tax Law Group - Newport Beach Tax Attorney
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Wilson Tax Law Group - Newport Beach Tax Attorney

895 Dove St #300

Newport Beach, California 92660

+1 949-397-2292
3.91 miles
5 / 5 (21 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Expatriates
Foreign Nationals
Government Contractors
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
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Global Finance Group, Inc.
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Global Finance Group, Inc.

2424 SE Bristol St # 280

Newport Beach, California 92660

+1 949-574-9800
3.84 miles
4.5 / 5 (21 ratings)
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Fortitude Wealth Management
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Fortitude Wealth Management

620 Newport Center Dr Suite 580

Newport Beach, California 92660

+1 949-401-9686
1.2 miles
5 / 5 (17 ratings)
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Financial Resources Group
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Financial Resources Group

660 Newport Center Dr UNIT 700

Newport Beach, California 92660

+1 949-955-3755
1.31 miles
5 / 5 (16 ratings)
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Tax Pro USA
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Tax Pro USA

20250 SW Acacia St #200

Newport Beach, California 92660

+1 888-784-6885
3.92 miles
5 / 5 (16 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Freelancers
Expatriates
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License
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Pacific Investment Management Co Llc
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Pacific Investment Management Co Llc

650 Newport Center Dr

Newport Beach, California 92660

+1 949-720-6000
1.2 miles
4 / 5 (18 ratings)
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Bere Income Tax and Services
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Bere Income Tax and Services

2125 Harbor Blvd

Costa Mesa, California 92627

+1 949-646-6997
4.31 miles
4 / 5 (16 ratings)
Tax Preparation
IRS Representation
Individual Taxpayers
Remote Services
Bilingual Services
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DAVE TAX
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DAVE TAX

405 30th St

Newport Beach, California 92663

+1 949-673-8299
3.33 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Local Tax Credits
In-person Support
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One Hub Financial Services
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One Hub Financial Services

+1 949-273-0998
5.27 miles
5 / 5 (11 ratings)
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WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
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WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

620 Newport Center Dr Suit 1100

Newport Beach, California 92660

+1 949-205-7002
1.19 miles
5 / 5 (11 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Risk Management
Complex Situations
Multi-state Experience
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Orr Forensics
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Orr Forensics

23 Corporate Plaza #150

Newport Beach, California 92660

+1 949-577-8946
0.45 miles
4 / 5 (12 ratings)
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Blueprint CFO - Top Accounting and Fractional CFO Firm in Orange County
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Blueprint CFO - Top Accounting and Fractional CFO Firm in Orange County

100 Bayview Cir STE 4300

Newport Beach, California 92660

+1 800-651-9568
3.74 miles
5 / 5 (9 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Startups
E-Commerce
Healthcare
Construction
Professional Services
Manufacturing
Technology
Logistics
Internal Controls
Risk Management
Remote Services
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TVN Advisors LLP
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TVN Advisors LLP

20201 SW Birch St STE 250

Newport Beach, California 92660

+1 714-918-4505
3.91 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License
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Sidoxia Capital Management, LLC
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Sidoxia Capital Management, LLC

2901 West Coast Hwy Suite 200

Newport Beach, California 92663

+1 949-258-4322
3.22 miles
5 / 5 (7 ratings)
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Beacon Pointe Advisors
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Beacon Pointe Advisors

24 Corporate Plaza Dr STE 150

Newport Beach, California 92660

+1 949-718-1600
0.4 miles
4.5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Years of Practice
CPA License
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The Bahnsen Group - CA
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The Bahnsen Group - CA

520 Newport Center Dr STE 300

Newport Beach, California 92660

+1 949-877-5010
1 miles
4 / 5 (7 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Risk Management
Complex Situations
Multi-state Experience
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TRAN & CO., INC APC
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TRAN & CO., INC APC

20201 SW Birch St STE 250

Newport Beach, California 92660

+1 714-515-4162
3.91 miles
5 / 5 (6 ratings)
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Knightsbridge Wealth Management
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Knightsbridge Wealth Management

450 Newport Center Dr # 630

Newport Beach, California 92660

+1 949-644-4444
0.89 miles
5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
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AURA Accounting
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AURA Accounting

2280 University Dr Suite 102

Newport Beach, California 92660

+1 949-799-1920
3.64 miles
5 / 5 (5 ratings)
Accounting
Business Consulting
CFO Services
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Startups
Professional Services
Technology
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Remote Services
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Finn Financial Group
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Finn Financial Group

260 Newport Center Dr #100

Newport Beach, California 92660

+1 949-999-3322
0.62 miles
5 / 5 (5 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Complex Situations
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Pacific Tax Advisors
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Pacific Tax Advisors

1101 Dove St #190

Newport Beach, California 92660

+1 818-431-2237
4.04 miles
4 / 5 (5 ratings)
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Infinit Accounting
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Infinit Accounting

110 Newport Center Dr

Newport Beach, California 92660

+1 888-847-9056
0.71 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Non-profits
QuickBooks
Remote Services
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Bourque & McLucas CPAs
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Bourque & McLucas CPAs

5151 California Ave #100

Irvine, California 92617

+1 949-825-7036
2.85 miles
4 / 5 (5 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Multi-state Experience
Years of Practice
CPA License
Visit Website Get Directions
Riordan & Associates, CPA
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Riordan & Associates, CPA

110 Newport Center Dr

Newport Beach, California 92660

+1 949-463-5872
0.71 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Tax Preparation
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
Multi-state Experience
CPA License
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Bell&Brown Wealth Advisors, LLC
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Bell&Brown Wealth Advisors, LLC

14 Corporate Plaza Dr #100

Newport Beach, California 92660

+1 949-396-1088
0.54 miles
5 / 5 (4 ratings)
Financial Advisory
High-net-worth Individuals
Risk Management
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NextGen Funding
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NextGen Funding

320 Superior Ave

Newport Beach, California 92663

+1 949-346-4851
3.77 miles
5 / 5 (4 ratings)
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Franchise Tax Company
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Franchise Tax Company

895 Dove St #300

Newport Beach, California 92660

+1 949-522-4144
3.91 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
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FINANCE AGENTS
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FINANCE AGENTS

20281 SW Birch St #200

Newport Beach, California 92660

+1 949-259-6360
3.85 miles
4.5 / 5 (4 ratings)
Business Consulting
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Prizer & Flores CPAs & Business Advisors
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Prizer & Flores CPAs & Business Advisors

1635 Ohms Way Suite A

Costa Mesa, California 92627

+1 714-895-4122
3.84 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Restaurants
Construction
Contractors
Professional Services
Law Firms
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Montagna & Associates, Inc.
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Montagna & Associates, Inc.

1101 Dove St #190

Newport Beach, California 92660

+1 949-899-6424
4.04 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks
Complex Situations
Remote Services
Years of Practice
CPA License
In-person Support
Visit Website Get Directions
Bluebird Partners
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Bluebird Partners

1048 Irvine Ave #728

Newport Beach, California 92660

+1 949-690-1109
2.59 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Professional Services
Law Firms
QuickBooks
Internal Controls
Risk Management
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Meritage Partners
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Meritage Partners

2901 West Coast Hwy Suite 200

Newport Beach, California 92663

+1 949-522-9121
3.22 miles
5 / 5 (3 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
Logistics
Risk Management
Complex Situations
Multi-state Experience
Years of Practice
Visit Website Get Directions
Tower 68 Financial Advisors
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Tower 68 Financial Advisors

610 Newport Center Dr #1520

Newport Beach, California 92660

+1 949-945-6970
1.12 miles
4 / 5 (3 ratings)
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Gray Proctor & McMannis CPAs
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Gray Proctor & McMannis CPAs

3991 MacArthur Blvd # 240

Newport Beach, California 92660

+1 949-251-4888
4.02 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Individual Taxpayers
State-Specific Experience
Multi-state Experience
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Collie Accountancy
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Collie Accountancy

359 San Miguel Dr suite 302

Newport Beach, California 92660

+1 949-644-9383
0.73 miles
5 / 5 (2 ratings)
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Logica Accounting Services
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Logica Accounting Services

620 Newport Center Dr Suit 1100

Newport Beach, California 92660

+1 562-302-9975
1.19 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Sales Tax Compliance
Financial Advisory
Outsourced Accounting
Small Businesses
Startups
Non-profits
E-Commerce
Restaurants
QuickBooks
Sage
GAAP Compliance
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Integrity Wealth Management
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Integrity Wealth Management

3991 MacArthur Blvd

Newport Beach, California 92660

+1 949-955-1188
4.02 miles
5 / 5 (2 ratings)
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J. Derek Lewis & Associates
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J. Derek Lewis & Associates

1001 Dove St STE 155

Newport Beach, California 92660

+1 949-752-9096
4 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
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Burkes Brothers
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Burkes Brothers

2901 West Coast Hwy #200

Newport Beach, California 92663

+1 949-405-1221
3.22 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
Real Estate
Construction
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CIBC Private Wealth
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CIBC Private Wealth

520 Newport Center Dr UNIT 700

Newport Beach, California 92660

+1 949-660-0080
1 miles
5 / 5 (2 ratings)
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Gregor & Co AAC
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Gregor & Co AAC

3 Corporate Plaza Dr # 260

Newport Beach, California 92660

+1 949-729-1040
0.41 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License
Visit Website Get Directions
James D. Anderson CPA
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James D. Anderson CPA

1101 Dove St # 100

Newport Beach, California 92660

+1 949-720-1090
4.04 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Forensic Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
Law Firms
QuickBooks
Internal Controls
Years of Practice
CPA License
Visit Website Get Directions
DBB McKennon, A CPA FIRM
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DBB McKennon, A CPA FIRM

20321 SW Birch St

Newport Beach, California 92660

+1 949-203-3010
3.82 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
GAAP Compliance
SOX Compliance
Internal Controls
SEC Reporting
Complex Situations
Multi-state Experience
Remote Services
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R. M. White & Associates
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R. M. White & Associates

23 Corporate Plaza Dr #150

Newport Beach, California 92660

+1 949-474-7012
0.45 miles
5 / 5 (1 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
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Professional Services
Law Firms
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support
Visit Website Get Directions
ACS Accountancy
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ACS Accountancy

3300 Irvine Ave STE 235

Newport Beach, California 92660

+1 949-239-1332
3.96 miles
5 / 5 (1 ratings)
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PERLE, GAUTSCHI & COMPANY
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PERLE, GAUTSCHI & COMPANY

2429 West Coast Hwy

Newport Beach, California 92663

+1 949-752-5400
2.99 miles
5 / 5 (1 ratings)
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Stack & Jagiello
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Stack & Jagiello

430 32nd St #100

Newport Beach, California 92663

+1 949-723-1829
3.3 miles
5 / 5 (1 ratings)
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Johnson Hart & Dyson
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Johnson Hart & Dyson

19742 MacArthur Blvd # 240

Irvine, California 92612

+1 949-752-0274
3.9 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Visit Website Get Directions
Quan Financial
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Quan Financial

1011 Brioso Dr #109

Costa Mesa, California 92627

+1 903-800-0001
4.65 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Real Estate
Complex Situations
Multi-state Experience
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Lily Schweitzer - Raymond James
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Lily Schweitzer - Raymond James

485 E 17th St #300

Costa Mesa, California 92627

+1 949-287-6560
2.74 miles
5 / 5 (1 ratings)
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Quintessential Financial Corporation
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Quintessential Financial Corporation

1111 Quail St Suite A

Newport Beach, California 92660

+1 949-770-7555
3.96 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
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CMA Financial Group
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CMA Financial Group

2852 East Coast Hwy

Corona Del Mar, California 92625

+1 949-363-8595
0.15 miles
5 / 5 (1 ratings)
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Peter Christenson - Financial Advisor, Ameriprise Financial Services, LLC
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Peter Christenson - Financial Advisor, Ameriprise Financial Services, LLC

660 Newport Center Dr Ste 800

Newport Beach, California 92660

+1 949-975-2434
1.27 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
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The Horgan Group Of Raymond James
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The Horgan Group Of Raymond James

660 Newport Center Dr

Newport Beach, California 92660

+1 949-640-9760
1.32 miles
5 / 5 (1 ratings)
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Hobert Wealth Management
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Hobert Wealth Management

23 Corporate Plaza Dr STE 150

Newport Beach, California 92660

+1 877-775-4334
0.45 miles
5 / 5 (1 ratings)
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Merrill Lynch Financial Advisor Sarah Settle
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Merrill Lynch Financial Advisor Sarah Settle

520 Newport Center Dr

Newport Beach, California 92660

+1 949-773-5471
0.99 miles
5 / 5 (1 ratings)
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Merrill Lynch Financial Advisor Emily Sekulic
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Merrill Lynch Financial Advisor Emily Sekulic

520 Newport Center Dr

Newport Beach, California 92660

+1 949-721-6576
0.99 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Remote Services
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BNY Wealth Newport Beach CA
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BNY Wealth Newport Beach CA

1600 Newport Center Dr Suite 200

Newport Beach, California 92660

+1 949-397-2439
0.68 miles
5 / 5 (1 ratings)
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Kerrigan Advisors
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Kerrigan Advisors

19700 Fairchild Rd Suite 150

Irvine, California 92612

+1 775-993-3600
3.86 miles
5 / 5 (1 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Automotive
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Travis Combe - Financial Advisor, Ameriprise Financial Services, LLC
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Travis Combe - Financial Advisor, Ameriprise Financial Services, LLC

660 Newport Center Dr Ste 800

Newport Beach, California 92660

+1 949-660-4605
1.27 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations
Visit Website Get Directions
Stanton & Castleton, Inc. - Raymond James
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Stanton & Castleton, Inc. - Raymond James

1 Orchard Ste 130 Suite 130

Newport Beach, California 92660

+1 949-975-0955
0.54 miles
5 / 5 (1 ratings)
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Rafael A De Vengoechea - Morgan Stanley
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Rafael A De Vengoechea - Morgan Stanley

800 Newport Center Dr Ste 500

Newport Beach, California 92660

+1 949-717-5461
1.18 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Risk Management
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WINTER LLP
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WINTER LLP

1901 Newport Blvd #350

Costa Mesa, California 92627

+1 949-999-2058
3.81 miles
5 / 5 (1 ratings)
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
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Accudata Accounting Advisors
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Accudata Accounting Advisors

23 Corporate Plaza Dr #150

Newport Beach, California 92660

+1 877-922-2832
0.45 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
GAAP Compliance
Multi-state Experience
CPA License
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Lyndon Group
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Lyndon Group

220 Newport Center Dr #11-529

Newport Beach, California 92660

+1 949-494-7722
0.67 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Advisory
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Mid-size Businesses
Large Enterprises
Non-profits
Healthcare
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Remote Services
Years of Practice
CPA License
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Resolute Tax Services-IRS Tax Attorneys and Enrolled Agents, Newport Beach
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Resolute Tax Services-IRS Tax Attorneys and Enrolled Agents, Newport Beach

1101 Dove St # 230

Newport Beach, California 92660

+1 801-540-8767
4.03 miles
5 / 5 (1 ratings)
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Fieldman Rolapp & Associates
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Fieldman Rolapp & Associates

19900 MacArthur Blvd #1100

Irvine, California 92612

+1 949-660-8500
3.81 miles
5 / 5 (1 ratings)
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Wealth Pros
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Wealth Pros

1200 Quail St # 230

Newport Beach, California 92660

+1 949-333-2040
4.03 miles
5 / 5 (1 ratings)
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The DeRosa Group of Raymond James
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The DeRosa Group of Raymond James

660 Newport Center Dr # 570

Newport Beach, California 92660

+1 949-734-2230
1.31 miles
5 / 5 (1 ratings)
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Takahashi Retirement Group - Raymond James
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Takahashi Retirement Group - Raymond James

620 Newport Center Dr #350

Newport Beach, California 92660

+1 949-734-2285
1.2 miles
5 / 5 (1 ratings)
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ESOP Corporate Resources
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ESOP Corporate Resources

2436 West Coast Hwy #201

Newport Beach, California 92663

+1 949-642-9912
3.01 miles
5 / 5 (1 ratings)
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Tarbox Family Office
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Tarbox Family Office

500 Newport Center Dr # 500

Newport Beach, California 92660

+1 949-721-2330
0.96 miles
4 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Risk Management
Complex Situations
Multi-state Experience
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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.