Best CPA's Nearby

CPA's in Encinitas

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Root Financial

1106 2nd St #102

Encinitas, California 92024

1.81 miles
4.5 / 5 (95 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Dark Horse CPAs

2033 San Elijo Ave #148

Cardiff, California 92007

2.3 miles
4.5 / 5 (80 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
E-Commerce
Real Estate
Professional Services
QuickBooks
SOX Compliance
Internal Controls
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License

Seaside Consultants Group

374 Encinitas Blvd #A

Encinitas, California 92024

0.92 miles
4 / 5 (79 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Real Estate
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Milikowsky Tax Law

745 N Vulcan Ave

Encinitas, California 92024

1.95 miles
4.5 / 5 (52 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Real Estate
Construction
Professional Services
Manufacturing
Automotive
GAAP Compliance
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Trade Genie Inc.

315 S Coast Hwy 101

Encinitas, California 92024

1.48 miles
4.5 / 5 (48 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance

Hargrave Home Loans - Mortgage Broker

208 W J St

Encinitas, California 92024

1.8 miles
5 / 5 (33 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate

Stone Steps Financial LLC

533 2nd St #207

Encinitas, California 92024

1.57 miles
5 / 5 (29 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services

Seawise Financial, Inc.

120 Birmingham Dr Suite 240F

Cardiff, California 92007

2.24 miles
5 / 5 (28 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
QuickBooks
Xero

Lowe's Tax Preparation and Financial Counseling

187 Calle Magdalena

Encinitas, California 92024

0.95 miles
4.5 / 5 (26 ratings)

Agent Amy & Associates

1472 Encinitas Blvd

Encinitas, California 92024

0.84 miles
5 / 5 (25 ratings)
Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Real Estate

Encinitas Professional Services

550 Santa Fe Dr

Encinitas, California 92024

1.32 miles
4.5 / 5 (19 ratings)

CA HR Services

1501 San Elijo Rd suite 104-101

San Marcos, California 92078

5.02 miles
4.5 / 5 (17 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
Xero
ADP
Paychex
Risk Management
State-Specific Experience
Multi-state Experience
Bilingual Services

Authoritax

187 Calle Magdalena Suite 103

Encinitas, California 92024

0.95 miles
4.5 / 5 (17 ratings)

La Costa Tax & Accounting

2304 Altisma Way

Carlsbad, California 92009

3.03 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

Independent Wealth Solutions

763 2nd St STE 200

Encinitas, California 92024

1.64 miles
5 / 5 (13 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Tidewater Financial

849 2nd St

Encinitas, California 92024

1.68 miles
5 / 5 (13 ratings)

Longhouse Wealth Management

187 Calle Magdalena Suite 103

Encinitas, California 92024

0.95 miles
5 / 5 (12 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations

REA Services

16950 Via De Santa Fe Suite 14

Rancho Santa Fe, California 92091

4.54 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Outsourced Accounting
Real Estate
QuickBooks

Pacific Pro Tax Solutions

171 Saxony Rd # 102

Encinitas, California 92024

0.96 miles
5 / 5 (10 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice
In-person Support

Pacific Premier Bank

7690 El Camino Real

Carlsbad, California 92009

2.27 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

Jim Lee Financial

937 S Coast Hwy 101 suite c-206

Encinitas, California 92024

1.63 miles
4.5 / 5 (10 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience
Multi-state Experience

Balanced Bookkeeping

San Elijo Rd

San Marcos, California 92078

5.07 miles
5 / 5 (9 ratings)

RG Bar Investment Group

2065 San Elijo Ave

Cardiff, California 92007

2.3 miles
5 / 5 (8 ratings)

Sollertis

16950 Via De Santa Fe Suite 5060-160

Rancho Santa Fe, California 92067

4.55 miles
4 / 5 (9 ratings)
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Complex Situations
Multi-state Experience
Cross-border Taxation

Craig Brock Mortgage Advisor, American Pacific Mortgage

527 Encinitas Blvd STE 200

Encinitas, California 92024

0.75 miles
4.5 / 5 (8 ratings)

Asesoria Integral & Services

560 N Coast Hwy 101 Ste 3b

Encinitas, California 92024

1.84 miles
4 / 5 (8 ratings)

Mother Lode Bookkeeping Inc

207 W D St

Encinitas, California 92024

1.6 miles
4 / 5 (8 ratings)
Bookkeeping
Payroll
Tax Preparation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Local Tax Credits
Remote Services
Years of Practice
CPA License
In-person Support

Security Planning Group, Inc.

2211 Encinitas Blvd 2nd floor

Encinitas, California 92024

1.99 miles
5 / 5 (6 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Complex Situations
State-Specific Experience

Carter Financial

6013 La Granada

Rancho Santa Fe, California 92091

4.46 miles
5 / 5 (6 ratings)

Fat Cat Bookkeeping

2.9 miles
5 / 5 (5 ratings)
Bookkeeping
Financial Statements
Budgeting
Forecasting
Virtual CFO
Small Businesses
E-Commerce
QuickBooks
Remote Services

Ariniello & Associates CPA

3451 Via Montebello #192-303

Carlsbad, California 92009

2.96 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

4.82 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

Sloan Accounting Solutions

1.16 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
Startups
QuickBooks

Gold Standard Tax & Accounting, Inc.

315 S Coast Hwy 101 suite u-526

Encinitas, California 92024

1.48 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Subscription Pricing
Small Businesses
Startups
Remote Services

Hodges James P

560 N Coast Hwy 101

Encinitas, California 92024

1.85 miles
5 / 5 (3 ratings)

ABP Capital, LLC

850 S Coast Hwy 101

Encinitas, California 92024

1.66 miles
5 / 5 (3 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Real Estate
Construction

CRT Associates

224 Birmingham Dr Ste 2B

Cardiff, California 92007

2.2 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
CPA License

The Financial Team

6790 Embarcadero Ln #100

Carlsbad, California 92011

4.81 miles
5 / 5 (2 ratings)

Halverson & Company - CPAs

761 Garden View Ct STE 201

Encinitas, California 92024

0.67 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Estate and Trust Tax
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Construction
Technology
GAAP Compliance
SOX Compliance
Multi-state Experience

Adam R. Rosenberg & Company, CPAs

2122 Encinitas Blvd Suite 102

Encinitas, California 92024

1.9 miles
5 / 5 (2 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services

Andrew F. Whatnall, CPA

603 N Coast Hwy

Solana Beach, California 92075

3.73 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
Cross-border Taxation
CPA License

AccTax America Service Inc

150 N El Camino Real

Encinitas, California 92024

0.64 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Remote Services
Years of Practice

Lifetime Financial Advisors, Inc.

2210 Encinitas Blvd Ste. C

Encinitas, California 92024

1.99 miles
5 / 5 (1 ratings)

20/20 Financial Advisers

2041 San Elijo Ave

Cardiff, California 92007

2.34 miles
5 / 5 (1 ratings)

Solomon Wealth Management

531 Encinitas Blvd STE 200

Encinitas, California 92024

0.78 miles
5 / 5 (1 ratings)

DeVore Financial Advisors, LLC

1260 San Elijo Rd N

San Marcos, California 92078

5.04 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Educational Institutions
Non-profits
Risk Management

McCauley & Co

2240 Encinitas Blvd

Encinitas, California 92024

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

Salman Law APC

1991 Village Park Way

Encinitas, California 92024

1.35 miles
5 / 5 (1 ratings)
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax

Wei Chen - Morgan Stanley

6041 La Flecha

Rancho Santa Fe, California 92067

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

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.