Best CPA's Nearby

CPA's in Foothill Ranch

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American Pacific Financial Services Corporation (APFSC)
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American Pacific Financial Services Corporation (APFSC)

30021 Tomas #300

Rancho Santa Margarita, California 92688

+1 800-682-4007
4.17 miles
4.5 / 5 (170 ratings)
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License
Visit Website Get Directions
Honest Tax Solutions
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Honest Tax Solutions

13844 Alton Pkwy #134

Irvine, California 92618

+1 844-477-7526
2.63 miles
4.5 / 5 (119 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Complex Situations
Visit Website Get Directions
Advisors Mortgage Group - Lake Forest, CA
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Advisors Mortgage Group - Lake Forest, CA

23832 Rockfield Blvd Suite 230

Lake Forest, California 92630

+1 866-338-5500
4.42 miles
4.5 / 5 (85 ratings)
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All Mark Insurance Services, Inc.
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All Mark Insurance Services, Inc.

23181 Verdugo Dr # 100B

Laguna Hills, California 92653

+1 800-538-8001
5.06 miles
4.5 / 5 (67 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
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Mayorga Professional Services LLC
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Mayorga Professional Services LLC

23331 El Toro Rd Ste 201

Lake Forest, California 92630

+1 949-380-1080
3.95 miles
4.5 / 5 (62 ratings)
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American Capital Group
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American Capital Group

23382 Mill Creek Dr #115

Laguna Hills, California 92653

+1 949-271-5800
5.31 miles
4 / 5 (64 ratings)
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Omega Accounting Solutions
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Omega Accounting Solutions

15101 Alton Pkwy Suite 450

Irvine, California 92618

+1 949-373-3149
4.09 miles
4 / 5 (51 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Educational Institutions
E-Commerce
Real Estate
Healthcare
Restaurants
Construction
Contractors
Professional Services
Manufacturing
Technology
QuickBooks
Multi-state Experience
Local Tax Credits
Remote Services
Visit Website Get Directions
Safe Tax Services
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Safe Tax Services

23151 Verdugo Dr #108

Laguna Hills, California 92653

+1 949-313-6464
5.01 miles
5 / 5 (42 ratings)
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NI TAX & ACCOUNTING
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NI TAX & ACCOUNTING

14 Hughes ste b200

Irvine, California 92618

+1 213-400-0504
3.4 miles
4.5 / 5 (39 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
CPA License
Visit Website Get Directions
Homeland Financial Network, Inc
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Homeland Financial Network, Inc

2 S Pointe Dr Suite 185

Lake Forest, California 92630

+1 866-784-5164
2.19 miles
4.5 / 5 (41 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero
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Dominguez Tax Service, Inc
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Dominguez Tax Service, Inc

23881 Via Fabricante suite 501

Mission Viejo, California 92691

+1 949-768-2092
4.1 miles
4.5 / 5 (35 ratings)
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Kohani & Shirvany APC
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Kohani & Shirvany APC

23276 S Pointe Dr STE 112

Laguna Hills, California 92653

+1 949-263-9970
4.82 miles
4.5 / 5 (33 ratings)
Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
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Jorge Villanueva Mortgage&Real Estate
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Jorge Villanueva Mortgage&Real Estate

23121 Verdugo Dr #100

Laguna Hills, California 92653

+1 951-531-3182
4.94 miles
4.5 / 5 (30 ratings)
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My OC Bookkeeper
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My OC Bookkeeper

23565 Ribalta

Mission Viejo, California 92692

+1 949-345-0639
4.12 miles
5 / 5 (28 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
QuickBooks
Xero
Sage
Remote Services
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Mraz Tax Solutions
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Mraz Tax Solutions

30021 Tomas #300

Rancho Santa Margarita, California 92688

+1 949-432-6729
4.17 miles
5 / 5 (26 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Remote Services
In-person Support
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Aucoin Insurance and Financial Services
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Aucoin Insurance and Financial Services

21991 El Toro Rd Ste 4

Lake Forest, California 92630

+1 949-273-8047
2.17 miles
5 / 5 (23 ratings)
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Enterprise Business Services - CPAs
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Enterprise Business Services - CPAs

48 Camarin St

Foothill Ranch, California 92610

+1 949-600-5333
1.23 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Restaurants
Technology
Law Firms
QuickBooks
Xero
Internal Controls
Risk Management
Remote Services
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The Financial Coaching Group, Inc.
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The Financial Coaching Group, Inc.

23332 Mill Creek Dr Suite 105

Laguna Hills, California 92653

+1 949-600-6060
5.31 miles
4.5 / 5 (17 ratings)
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Streamline Solutions & Services
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Streamline Solutions & Services

29851 Aventura #80790

Rancho Santa Margarita, California 92688

+1 949-701-1216
4.14 miles
5 / 5 (13 ratings)
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Sabeti Insurance & Investment Services
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Sabeti Insurance & Investment Services

23832 Rockfield Blvd #175

Lake Forest, California 92630

+1 949-679-3500
4.43 miles
4.5 / 5 (12 ratings)
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Nordstrom Bookkeeping
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Nordstrom Bookkeeping

+1 714-931-7637
2.93 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Professional Services
QuickBooks
Remote Services
Visit Website
Tax Settlement Center
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Tax Settlement Center

22912 Mill Creek Dr Suite C

Laguna Hills, California 92653

+1 877-540-1040
5.08 miles
4 / 5 (12 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Complex Situations
Remote Services
Years of Practice
Visit Website Get Directions
Hal Brand, CPA Accountancy Corporation
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Hal Brand, CPA Accountancy Corporation

26479 Rancho Pkwy S

Lake Forest, California 92630

+1 949-586-8311
0.38 miles
4.5 / 5 (11 ratings)
Bookkeeping
Accounting
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Visit Website Get Directions
Downie Financial Group- Dave Ramsey Smartvestor Pro
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Downie Financial Group- Dave Ramsey Smartvestor Pro

26050 Acero

Mission Viejo, California 92691

+1 714-909-1215
3.95 miles
5 / 5 (10 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice
Visit Website Get Directions
Irvine Wealth Management
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Irvine Wealth Management

9870 Research Dr

Irvine, California 92618

+1 949-788-1828
4.71 miles
5 / 5 (9 ratings)
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Edward Jones - Financial Advisor: Jeff W. Albert
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Edward Jones - Financial Advisor: Jeff W. Albert

22342 Avenida Empresa Ste 240

Rancho Santa Margarita, California 92688

+1 949-858-1006
4.16 miles
5 / 5 (9 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website Get Directions
Weisz & Weisz CPA's
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Weisz & Weisz CPA's

23193 La Cadena Dr STE 103

Laguna Hills, California 92653

+1 949-455-2777
4.77 miles
4.5 / 5 (9 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Visit Website Get Directions
Taxes by Carlos R. Gonzalez
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Taxes by Carlos R. Gonzalez

22951 Los Alisos Blvd #6

Mission Viejo, California 92691

+1 949-350-6974
3.13 miles
5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
Visit Website Get Directions
Ankit Consulting Services
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Ankit Consulting Services

30211 Avenida de las Banderas # 200

Rancho Santa Margarita, California 92688

+1 949-683-3034
4.47 miles
4.5 / 5 (8 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
GAAP Compliance
Years of Practice
CPA License
In-person Support
Visit Website Get Directions
Asset Retention Insurance Services
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Asset Retention Insurance Services

23171 La Cadena Dr

Laguna Hills, California 92653

+1 949-595-4409
4.81 miles
4.5 / 5 (8 ratings)
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Haussmann Financial
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Haussmann Financial

23201 Lake Center Dr #300

Lake Forest, California 92630

+1 800-773-8700
4.53 miles
4 / 5 (7 ratings)
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National Financial Relief
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National Financial Relief

1 Orchard Rd Suite 100

Lake Forest, California 92630

+1 877-505-3535
0.38 miles
4 / 5 (7 ratings)
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Lee Mortgage Advisors
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Lee Mortgage Advisors

22996 El Toro Rd

Lake Forest, California 92630

+1 949-274-0984
3.51 miles
5 / 5 (6 ratings)
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Ash4Tax - Tax Services
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Ash4Tax - Tax Services

22982 La Cadena Dr Suite 15

Laguna Hills, California 92653

+1 949-275-4079
4.97 miles
5 / 5 (6 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Visit Website Get Directions
Barnett & Company, Inc. - Certified Public Accountants
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Barnett & Company, Inc. - Certified Public Accountants

30212 Tomas STE 200

Rancho Santa Margarita, California 92688

+1 949-266-3040
4.4 miles
4 / 5 (7 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Remote Services
Years of Practice
CPA License
Visit Website Get Directions
Hawkins & Hawkins Tax Service
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Hawkins & Hawkins Tax Service

23591 El Toro Rd suite 260

Lake Forest, California 92630

+1 877-429-1890
4.17 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Foreign Nationals
Individual Taxpayers
Real Estate
Restaurants
Complex Situations
Multi-state Experience
Remote Services
Bilingual Services
Visit Website Get Directions
Kannoth & Associates CPA, Inc.
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Kannoth & Associates CPA, Inc.

25221 Longwood Ln

Lake Forest, California 92630

+1 732-895-5530
2.87 miles
5 / 5 (5 ratings)
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Spann & Associates
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Spann & Associates

30211 Avenida de las Banderas #200

Rancho Santa Margarita, California 92688

+1 714-870-6278
4.47 miles
4 / 5 (5 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services
CPA License
Visit Website Get Directions
Alan Chabok, CPA
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Alan Chabok, CPA

23172 Plaza Pointe Dr #165

Laguna Hills, California 92653

+1 949-221-8291
4.71 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
Visit Website Get Directions
Kenneth B. Krantz CPA
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Kenneth B. Krantz CPA

23276 S Pointe Dr STE 219

Laguna Hills, California 92653

+1 949-830-6840
4.82 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Mergers and Acquisitions
Small Businesses
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
Complex Situations
Multi-state Experience
Years of Practice
CPA License
Visit Website Get Directions
Fleming & Co., CPAs
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Fleming & Co., CPAs

23665 Birtcher Dr

Lake Forest, California 92630

+1 949-586-8002
4.11 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Years of Practice
CPA License
Visit Website Get Directions
Financial Management Network, Inc.
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Financial Management Network, Inc.

26041 Acero

Mission Viejo, California 92691

+1 949-455-0300
3.96 miles
4 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management
Visit Website Get Directions
Ideal Accounting and Tax Services, CPA
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Ideal Accounting and Tax Services, CPA

23591 El Toro Rd #140

Lake Forest, California 92630

+1 949-800-6008
4.17 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Visit Website Get Directions
Benjamin R. Putman, Inc. CPA, CFP, CDFA
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Benjamin R. Putman, Inc. CPA, CFP, CDFA

9911 Irvine Center Dr

Irvine, California 92618

+1 949-502-6700
4.81 miles
5 / 5 (3 ratings)
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Leveille & Associates Inc
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Leveille & Associates Inc

26000 Towne Centre Dr N Ste 220

Foothill Ranch, California 92610

+1 949-837-8754
0.67 miles
5 / 5 (3 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits
Visit Website Get Directions
Jelena S. Black, CPA, CVA
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Jelena S. Black, CPA, CVA

30211 Avenida de las Banderas # 200

Rancho Santa Margarita, California 92688

+1 949-216-3024
4.47 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Visit Website Get Directions
Cooper Mc Manus
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Cooper Mc Manus

9870 Research Dr

Irvine, California 92618

+1 800-516-5333
4.71 miles
5 / 5 (2 ratings)
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Signature America Insurance and Financial Services, Inc
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Signature America Insurance and Financial Services, Inc

22956 El Toro Rd

Lake Forest, California 92630

+1 800-677-5001
3.46 miles
5 / 5 (2 ratings)
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Webb Financial Group
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Webb Financial Group

26050 Acero

Mission Viejo, California 92691

+1 949-328-4210
3.95 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
In-person Support
Visit Website Get Directions
Towneley Capital Management, Inc.
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Towneley Capital Management, Inc.

23197 La Cadena Dr

Laguna Hills, California 92653

+1 800-545-4442
4.77 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Educational Institutions
Non-profits
Risk Management
Visit Website Get Directions
Tommy Lee: Primerica - Financial Services
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Tommy Lee: Primerica - Financial Services

23120 Alicia Pkwy SUITE 221

Mission Viejo, California 92692

+1 760-727-0200
3.38 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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Eugene Okoreeh: Primerica - Financial Services
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Eugene Okoreeh: Primerica - Financial Services

26050 Acero STE 413

Mission Viejo, California 92691

+1 909-360-2014
3.96 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies
Visit Website Get Directions
Hall Wealth Management Group
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Hall Wealth Management Group

9481 Irvine Center Dr

Irvine, California 92618

+1 949-222-6401
4.87 miles
5 / 5 (2 ratings)
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P Allen Lemas, CPA, A Professional Corporation
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P Allen Lemas, CPA, A Professional Corporation

22952 El Toro Rd

Lake Forest, California 92630

+1 949-830-5370
3.45 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
CPA License
Visit Website Get Directions
M Blank & Co: Blank M M CPA
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M Blank & Co: Blank M M CPA

23705 Birtcher Dr

Lake Forest, California 92630

+1 949-830-5231
4.08 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Manufacturing
QuickBooks
Internal Controls
Multi-state Experience
Years of Practice
CPA License
Visit Website Get Directions
Kaufman Business Solutions
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Kaufman Business Solutions

29811 Santa Margarita Pkwy Ste 500

Rancho Santa Margarita, California 92688

+1 949-770-2125
4.05 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
CPA License
Visit Website Get Directions
Conrad LLP
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Conrad LLP

23161 Lake Center Dr #200

Lake Forest, California 92630

+1 949-552-7700
4.52 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Financial Advisory
Forensic Accounting
Government Contractors
Educational Institutions
Real Estate
Construction
Contractors
GAAP Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
CPA License
Visit Website Get Directions
Pickett Chen and Company INC
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Pickett Chen and Company INC

9831 Irvine Center Dr Suite #200

Irvine, California 92618

+1 949-727-1885
4.79 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Forecasting
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
QuickBooks
GAAP Compliance
Years of Practice
CPA License
Visit Website Get Directions
Sherpa Financial Advisors
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Sherpa Financial Advisors

15707 Rockfield Blvd #130

Irvine, California 92618

+1 949-916-2660
4.18 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Revant Wealth
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Revant Wealth

9481 Irvine Center Dr

Irvine, California 92618

+1 949-393-2002
4.87 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Visit Website Get Directions
Precision Wealth
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Precision Wealth

9890 Research Dr # 200

Irvine, California 92618

+1 949-208-9670
4.72 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Wealth Teams Solutions
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Wealth Teams Solutions

15520 Rockfield Blvd

Irvine, California 92618

+1 877-282-4768
4.14 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Visit Website Get Directions
Harmon Street Advisors Inc
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Harmon Street Advisors Inc

15707 Rockfield Blvd #135

Irvine, California 92618

+1 949-385-5630
4.19 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Healthcare
Professional Services
Risk Management
Visit Website Get Directions
EHG Financial Planning Services
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EHG Financial Planning Services

9870 Research Dr

Irvine, California 92618

+1 949-474-4441
4.71 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Zuk Financial Group
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Zuk Financial Group

22936 El Toro Rd

Lake Forest, California 92630

+1 949-472-4550
3.43 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Educational Institutions
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License
Visit Website Get Directions
G W Sherwold Associates
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G W Sherwold Associates

22994 El Toro Rd

Lake Forest, California 92630

+1 949-470-0700
3.52 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Visit Website Get Directions
True Legacy Wealth Management, LLC
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True Legacy Wealth Management, LLC

15520 Rockfield Blvd Ste. G

Irvine, California 92618

+1 949-438-0397
4.15 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Edward Jones - Financial Advisor: Christian Connella
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Edward Jones - Financial Advisor: Christian Connella

23101 Lake Center Dr #340

Lake Forest, California 92630

+1 949-353-6439
4.47 miles
5 / 5 (1 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
Visit Website Get Directions
Jones Associates/JW Cole Financial
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Jones Associates/JW Cole Financial

26477 Rancho Pkwy S

Lake Forest, California 92630

+1 949-699-1660
0.38 miles
5 / 5 (1 ratings)
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Steven D Curtis - Financial Advisor, Ameriprise Financial Services, LLC
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Steven D Curtis - Financial Advisor, Ameriprise Financial Services, LLC

26060 Acero Ste 109

Mission Viejo, California 92691

+1 949-951-4912
3.93 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Visit Website Get Directions
The Tax Technician
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The Tax Technician

23025 El Caballo St

Lake Forest, California 92630

+1 949-412-9344
3.73 miles
5 / 5 (1 ratings)
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Edward Jones - Financial Advisor: Robert Brown
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Edward Jones - Financial Advisor: Robert Brown

27772 Vista Del Lago #21

Mission Viejo, California 92692

+1 949-460-9610
3.18 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Visit Website Get Directions
Show all in California

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.