Best CPA's Nearby

CPA's in La Mesa

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Abbo Tax CPA

9629 Grossmont Summit Dr

Casa De Oro-Mount Helix, California 91941

1.75 miles
5 / 5 (150 ratings)

Taxlana

4950 Waring Rd STE 8

San Diego, California 92120

3.91 miles
4.5 / 5 (106 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
Multi-state Experience
Bilingual Services
CPA License

Italiano Tax Solutions, Inc. Dba Lacy Italiano, EA

7851 University Ave Ste 208

La Mesa, California 91942

1.53 miles
4.5 / 5 (49 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Years of Practice

Adam's Tax Services

311 E Main St

El Cajon, California 92020

3.6 miles
4.5 / 5 (47 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Estate and Trust Tax
Small Businesses
Individual Taxpayers

Farmers Insurance - James Adsit

3025 Lemon Grove Ave

Lemon Grove, California 91945

3.16 miles
5 / 5 (42 ratings)
Insurance Agencies

Gildark Financial Solutions Group

1597 N Johnson Ave

El Cajon, California 92020

3.63 miles
5 / 5 (38 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Freelancers
Individual Taxpayers
Real Estate
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
State-Specific Experience
Remote Services
CPA License

The Law Offices of Dorian Lopez

7567 El Cajon Blvd ste 101

La Mesa, California 91942

1.42 miles
5 / 5 (34 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate

SMIB Management

8330 Allison Ave

La Mesa, California 91942

1.19 miles
4.5 / 5 (34 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Complex Situations
Years of Practice
CPA License

Best Team Tax, Inc.

2368 Fletcher Pkwy

El Cajon, California 92020

1.88 miles
4 / 5 (38 ratings)

J Bravo & Associates

8318 University Ave

La Mesa, California 91942

1.07 miles
4.5 / 5 (34 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Professional Services
Years of Practice
CPA License
In-person Support

The Real Accounting

588 Broadway

El Cajon, California 92021

4.08 miles
4.5 / 5 (29 ratings)

MayTax R Us

291 Lexington Ave B

El Cajon, California 92020

3.54 miles
4 / 5 (28 ratings)

ENK Financial

556 Friendly Ct

El Cajon, California 92021

4.1 miles
4.5 / 5 (22 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Years of Practice
CPA License

Summit Financial Group

9340 Fuerte Dr # 207

La Mesa, California 91941

1.42 miles
4 / 5 (20 ratings)

Asset Security Consulting

2340 Tampa Ave # H

El Cajon, California 92020

1.85 miles
4.5 / 5 (18 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax

Elite Accounting

140 W Park Ave UNIT 100

El Cajon, California 92020

3.41 miles
5 / 5 (16 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers

Uhart Tax & Financial

9745 Prospect Ave #204

Santee, California 92071

3.85 miles
5 / 5 (15 ratings)

BMO Bank N.A Branches

9832 Campo Rd

Spring Valley, California 91977

3.17 miles
4 / 5 (18 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance

A Better Tax Service

7733 Palm St ste 216

Lemon Grove, California 91945

3.47 miles
4 / 5 (17 ratings)

Helix Law Firm

7904 Broadway

Lemon Grove, California 91945

2.85 miles
5 / 5 (14 ratings)

Laurie Beltran-Modern Woodmen of America

270 E Douglas Ave

El Cajon, California 92020

3.55 miles
5 / 5 (14 ratings)
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
QuickBooks
Years of Practice
CPA License

AIO Business Solutions

7484 University Ave Suite 240

La Mesa, California 91942

1.98 miles
4.5 / 5 (13 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Restaurants
Construction
Contractors
Automotive
Logistics

Mc Carthy's Bookkeeping & Tax Services

535 Broadway #105

El Cajon, California 92021

4.01 miles
4.5 / 5 (12 ratings)

Rogers & Ho CPA

7435 University Ave UNIT 101

La Mesa, California 91942

2.12 miles
4.5 / 5 (11 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Local Tax Credits
CPA License
In-person Support

Herrera's Consulting Services

200 Van Houten Ave

El Cajon, California 92020

3.14 miles
4.5 / 5 (11 ratings)

FSA Tax Service

8893 La Mesa Blvd Ste G

La Mesa, California 91942

1.08 miles
4.5 / 5 (10 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Manufacturing
Complex Situations
Multi-state Experience
Cross-border Taxation

San Diego Tax Services

6977 Navajo Rd #140

San Diego, California 92119

2.07 miles
4.5 / 5 (10 ratings)
Tax Preparation
Tax Planning
International Tax
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice

SFS Life Settlements

8100 La Mesa Blvd #105

La Mesa, California 91942

1.38 miles
5 / 5 (9 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
High-net-worth Individuals

Best Team Tax and Financial

8680 Navajo Rd Unit 106

San Diego, California 92119

1.47 miles
4 / 5 (8 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Sharp Thunstrom & Batson Inc

4710 4th St STE 100

La Mesa, California 91941

1.28 miles
4 / 5 (6 ratings)

Petix & Botte Tax and Business Services

7777 Alvarado Rd # 520

La Mesa, California 91942

1.11 miles
4 / 5 (6 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
In-person Support

Wade Howard & Associates

1950 Cordell Ct suite 101

El Cajon, California 92020

3.35 miles
4 / 5 (6 ratings)
Audit
Assurance
Financial Statements
Tax Preparation
Small Businesses
Non-profits
Remote Services
CPA License

Tavai Bookkeeping LLC

8080 La Mesa Blvd

La Mesa, California 91942

1.39 miles
5 / 5 (5 ratings)

K2 Services Inc

9320 Willowgrove Ave Suite A

Santee, California 92071

4.22 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation

Quality Tax & Financial Services

9829 Campo Rd

Spring Valley, California 91977

3.21 miles
4 / 5 (6 ratings)

Raymond Dexter Lpl: Dexter Raymond

8313 La Mesa Blvd

La Mesa, California 91942

1.28 miles
4 / 5 (5 ratings)

McRea Woodson & Associates, Inc.

8274 La Mesa Blvd

La Mesa, California 91942

1.28 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

United Payroll & Hr Services Inc

6161 El Cajon Blvd

San Diego, California 92115

3.04 miles
4 / 5 (5 ratings)
Payroll
Tax Preparation
Small Businesses
Restaurants
Professional Services
QuickBooks
Multi-state Experience
Bilingual Services

Dall George B CPA

8917 La Mesa Blvd

La Mesa, California 91942

1.06 miles
5 / 5 (4 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Remote Services
CPA License

East SD Accounting Inc.

3855 Avocado Blvd UNIT 130

La Mesa, California 91941

4.09 miles
5 / 5 (4 ratings)

Roberts Business Services Inc

8080 La Mesa Blvd # 102

La Mesa, California 91942

1.38 miles
5 / 5 (4 ratings)

Tax & Capital Management 360

7777 Alvarado Rd #106

La Mesa, California 91942

1.1 miles
5 / 5 (3 ratings)

Patricia Godfrey, E.A.

7839 University Ave

La Mesa, California 91942

1.54 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Years of Practice
In-person Support

Ophio Consulting

7646 Parkway Dr

La Mesa, California 91942

0.95 miles
5 / 5 (3 ratings)
Business Consulting
Small Businesses
Mid-size Businesses
Remote Services

Financial Telesis Network

7227 Broadway #402

Lemon Grove, California 91945

3.15 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Individual Taxpayers
Multi-state Experience
Years of Practice

Wilkinson Hadley King & Co., LLP

218 W Douglas Ave

El Cajon, California 92020

3.27 miles
5 / 5 (3 ratings)
Accounting
Audit
Tax Preparation
Small Businesses
Individual Taxpayers
CPA License

San Diego Tax & Wealth Management

7777 Alvarado Rd #405

La Mesa, California 91942

1.11 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice
CPA License
In-person Support

AD Bookkeeping Services

6955 Alvarado Rd

San Diego, California 92120

1.9 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Nadalet CPA - A Summit Financial Affiliate

9340 Fuerte Dr # 207

La Mesa, California 91941

1.42 miles
5 / 5 (2 ratings)

Alumbra CPA, PC

7777 Alvarado Rd # 310

La Mesa, California 91942

1.1 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

Whitney Consulting

5575 Lake Park Way

La Mesa, California 91942

0.88 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Financial Advisory
Small Businesses
Real Estate
Restaurants
Hospitality
Construction
Contractors
QuickBooks
Complex Situations

Bennett's bookkeeping service

9019 Park Plaza Dr Suite A

La Mesa, California 91942

1.1 miles
5 / 5 (2 ratings)

Geri & Stephanie Tax Prep

5464 Baltimore Dr b

La Mesa, California 91942

0.45 miles
5 / 5 (2 ratings)
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers

Accounting and Payroll Services (PSA)

4953 68th St

San Diego, California 92115

2.13 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
CFO Services
Tax Planning
IRS Representation
Forensic Accounting
Small Businesses
Years of Practice
CPA License

Kagan & Associates, CPAs

10763 Woodside Ave Suite B

Santee, California 92071

5.12 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Jason Barney, ChFC, EA Wealth Alliance Tax & Financial Services, LLC

1870 Cordell Ct #106

El Cajon, California 92020

3.34 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice
CPA License

Banks & Banks Fiduciary Services

8270 La Mesa Blvd # 201

La Mesa, California 91942

1.29 miles
5 / 5 (2 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Years of Practice
CPA License

Merchant Card Experts

3911 N Cordoba Ave Ste. K

Spring Valley, California 91977

3.32 miles
5 / 5 (2 ratings)
Payroll
Small Businesses
Mid-size Businesses
QuickBooks
Xero
Gusto
ADP
Paychex

MC Capital Group

1255 Avocado Ave Suite 102

El Cajon, California 92020

3.65 miles
5 / 5 (2 ratings)

Kirk H. Riley, Attorney at Law

9340 Fuerte Dr # 300B

La Mesa, California 91941

1.4 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks

YHWH, Inc.

9019 Park Plaza Dr

La Mesa, California 91942

1.1 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Years of Practice
CPA License
In-person Support

CKA Accounting and Tax Services

256 Witherspoon Way Suite M

El Cajon, California 92020

1.33 miles
5 / 5 (1 ratings)

J & E Tax & Bookkeeping

1870 Cordell Ct #106

El Cajon, California 92020

3.34 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Years of Practice
CPA License

David Moran, CFP , ChFC

5480 Baltimore Dr

La Mesa, California 91942

0.83 miles
5 / 5 (1 ratings)

Mission Trails Financial

7187 Navajo Rd Suite B

San Diego, California 92119

1.88 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice

LS Investment Management

4700 Spring St UNIT 308

La Mesa, California 91942

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

Valle De Oro Financial Services, Inc.

275 E Douglas Ave UNIT 112

El Cajon, California 92020

3.55 miles
5 / 5 (1 ratings)
Business Consulting
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
Complex Situations
Bilingual Services
Years of Practice

Blue Summit Wealth Management - Sustainable Investing

9001 Grossmont Blvd # 718

La Mesa, California 91941

1.16 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits

Hilanto Financial & Insurance Services, Inc

3071 Gayla Ct

Spring Valley, California 91978

4.67 miles
5 / 5 (1 ratings)

Michael Williams Fiduciary

3755 Avocado Blvd

La Mesa, California 91941

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

Christine Dellacato

8356 Allison Ave

La Mesa, California 91942

1.19 miles
5 / 5 (1 ratings)

Tweet Management Services

5480 Baltimore Dr #206

La Mesa, California 91942

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

Priscilla Watson: Primerica - Financial Services

9621 Campo Rd H

Spring Valley, California 91977

3.01 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory

PhySource Solutions

4495 Dale Ave

La Mesa, California 91941

1.72 miles
5 / 5 (1 ratings)
Business Consulting
Financial Advisory
Healthcare
Professional Services
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Bilingual Services
Years of Practice
CPA License

Frequently Asked Questions

What qualifications should I look for in a CPA?

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

How do I find a CPA in my area?

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

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

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

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

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

Should I check a CPA’s reviews before hiring?

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

How can I verify a CPA’s license?

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

What questions should I ask during a CPA consultation?

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

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

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

Can I work with a CPA remotely?

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

How do I assess a CPA’s communication skills?

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

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

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

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

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

How often should I meet with my CPA?

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

Can a CPA help with both personal and business finances?

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

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

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