Best CPA's Nearby

CPA's in Lake Forest

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Global Gate Tax Relief

15375 Barranca Pkwy Suite B-211

Irvine, California 92618

3.45 miles
4.5 / 5 (610 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience

QuickBridge Funding

46 Discovery

Irvine, California 92618

4.2 miles
4 / 5 (623 ratings)

ARCC Consulting Corp (CPAs)

246 E Deerpath Rd Suite 1

Lake Forest, Illinois 60045

1720.8 miles
5 / 5 (124 ratings)

Mazo Capital

300 Spectrum Center Dr #1070

Irvine, California 92618

3.54 miles
4.5 / 5 (123 ratings)

Honest Tax Solutions

13844 Alton Pkwy #134

Irvine, California 92618

1.75 miles
4.5 / 5 (119 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Complex Situations

Crestmont Capital, LLC.

400 Spectrum Center Dr

Irvine, California 92618

3.46 miles
4 / 5 (130 ratings)

Cornerstone Law Offices, P.C.

Suite 450, 15615 Alton Pkwy

Irvine, California 92618

3.92 miles
5 / 5 (106 ratings)
Tax Preparation
Tax Planning
Estate and Trust Tax

Masler & Associates, Inc.

100 Pacifica Suite 470

Irvine, California 92618

4.07 miles
4.5 / 5 (99 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
In-person Support

J. David Tax Law LLC

300 Spectrum Center Dr #400

Irvine, California 92618

3.56 miles
5 / 5 (87 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Local Tax Credits

Absolute Debt Relief

200 Spectrum Center Dr Suite 280

Irvine, California 92618

3.56 miles
4.5 / 5 (85 ratings)

Advisors Mortgage Group - Lake Forest, CA

23832 Rockfield Blvd Suite 230

Lake Forest, California 92630

2.01 miles
4.5 / 5 (85 ratings)

All Mark Insurance Services, Inc.

23181 Verdugo Dr # 100B

Laguna Hills, California 92653

2.78 miles
4.5 / 5 (67 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Republic Tax

25241 Paseo De Alicia Ste 140

Laguna Hills, California 92653

2.87 miles
5 / 5 (63 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Multi-state Experience

Mayorga Professional Services LLC

23331 El Toro Rd Ste 201

Lake Forest, California 92630

1.46 miles
4.5 / 5 (62 ratings)

TaxLAB Strategies

100 Spectrum Center Dr #900

Irvine, California 92618

3.52 miles
4.5 / 5 (58 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice

Qualified Financial Inc.

25231 Paseo De Alicia

Laguna Hills, California 92653

2.86 miles
5 / 5 (57 ratings)

American Capital Group

23382 Mill Creek Dr #115

Laguna Hills, California 92653

3.03 miles
4 / 5 (64 ratings)

Business Plans USA | Business Plan Writing Services

200 Spectrum Center Dr STE 300

Irvine, California 92618

3.56 miles
4.5 / 5 (47 ratings)

Omega Accounting Solutions

15101 Alton Pkwy Suite 450

Irvine, California 92618

2.46 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

Safe Tax Services

23151 Verdugo Dr #108

Laguna Hills, California 92653

2.73 miles
5 / 5 (42 ratings)

WiseUp Tax Advisory Group Tax Resolution and Advisory Specialists

7700 Irvine Center Dr Suite 800 PMB 164

Irvine, California 92618

3.82 miles
4.5 / 5 (42 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Complex Situations
Multi-state Experience
Remote Services
CPA License

NI TAX & ACCOUNTING

14 Hughes ste b200

Irvine, California 92618

1.9 miles
4.5 / 5 (39 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
CPA License

Homeland Financial Network, Inc

2 S Pointe Dr Suite 185

Lake Forest, California 92630

1.28 miles
4.5 / 5 (41 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero

Dominguez Tax Service, Inc

23881 Via Fabricante suite 501

Mission Viejo, California 92691

1.88 miles
4.5 / 5 (35 ratings)

Kanani Advisory Group

16440 Bake Pkwy # 150

Irvine, California 92618

3.25 miles
4.5 / 5 (36 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Risk Management
Remote Services
Years of Practice
CPA License

Paramount Tax & Accounting CPAs Irvine Central Professional Corporation

15615 Alton Pkwy #450

Irvine, California 92618

3.92 miles
5 / 5 (32 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
CPA License
In-person Support

Kohani & Shirvany APC

23276 S Pointe Dr STE 112

Laguna Hills, California 92653

2.48 miles
4.5 / 5 (33 ratings)
Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

DH Tax & Consulting, Inc.

85 Argonaut #100

Aliso Viejo, California 92656

4.04 miles
5 / 5 (31 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience
Remote Services
CPA License

Jorge Villanueva Mortgage&Real Estate

23121 Verdugo Dr #100

Laguna Hills, California 92653

2.69 miles
4.5 / 5 (30 ratings)

Absolute Financial, Inc.

21201 Virtuoso

Irvine, California 92620

4.99 miles
4.5 / 5 (29 ratings)

My OC Bookkeeper

23565 Ribalta

Mission Viejo, California 92692

3.36 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

DataFi Payments Inc

200 Spectrum Center Dr

Irvine, California 92618

3.57 miles
4.5 / 5 (26 ratings)

Warren Street Wealth Advisors, LLC

200 Spectrum Center Dr STE 300

Irvine, California 92618

3.56 miles
5 / 5 (24 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Technology
Multi-state Experience
Remote Services

Aucoin Insurance and Financial Services

21991 El Toro Rd Ste 4

Lake Forest, California 92630

1.09 miles
5 / 5 (23 ratings)

CPA Club Inc.

100 Spectrum Center Dr suite 1480

Irvine, California 92618

3.53 miles
5 / 5 (22 ratings)
Audit
Assurance
CFO Services
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Mid-size Businesses
Large Enterprises
Healthcare
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Remote Services

Enterprise Business Services - CPAs

48 Camarin St

Foothill Ranch, California 92610

3.71 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

KDM Business Consulting

200 Spectrum Center Dr STE 300

Irvine, California 92618

3.56 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Hospitality
Law Firms
QuickBooks

Orange County Bookkeeping

85 Argonaut STE 105

Aliso Viejo, California 92656

4.04 miles
5 / 5 (19 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Mid-size Businesses
Professional Services
QuickBooks

Emmett Financial Services Inc

13719 W Laurel Dr

Lake Forest, Illinois 60045

1718.07 miles
5 / 5 (19 ratings)

The Financial Coaching Group, Inc.

23332 Mill Creek Dr Suite 105

Laguna Hills, California 92653

3.04 miles
4.5 / 5 (17 ratings)

Irvine Tax Company

7545 Irvine Center Dr Suite #238

Irvine, California 92618

3.91 miles
5 / 5 (14 ratings)

Blue Trust | Orange County Financial Advisors

20 Pacifica suite 560

Irvine, California 92618

3.64 miles
5 / 5 (14 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience
Cross-border Taxation

National Tax Credits

85 Argonaut # 200

Aliso Viejo, California 92656

4.03 miles
4.5 / 5 (13 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Healthcare
Restaurants
Hospitality
Manufacturing
Automotive
Local Tax Credits

Resolution Processing, LLC

175 Technology Dr Suite 200

Irvine, California 92618

3.78 miles
5 / 5 (12 ratings)

Sabeti Insurance & Investment Services

23832 Rockfield Blvd #175

Lake Forest, California 92630

2.02 miles
4.5 / 5 (12 ratings)

Steve Newman, CPA

7700 Irvine Center Dr 8th floor

Irvine, California 92618

3.83 miles
5 / 5 (11 ratings)
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
CPA License

Nordstrom Bookkeeping

5.15 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Professional Services
QuickBooks
Remote Services

Kaya Tax And Bookkeeping Services

16520 Bake Pkwy #230

Irvine, California 92618

3.16 miles
4 / 5 (12 ratings)

Tax Settlement Center

22912 Mill Creek Dr Suite C

Laguna Hills, California 92653

2.9 miles
4 / 5 (12 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Complex Situations
Remote Services
Years of Practice

Hal Brand, CPA Accountancy Corporation

26479 Rancho Pkwy S

Lake Forest, California 92630

2.35 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

Your Bookkeeping Solutions & More

3.24 miles
5 / 5 (10 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Budgeting
Small Businesses
QuickBooks
Remote Services

Clearview Wealth Management, LLC

4 Venture suite 120

Irvine, California 92618

3.91 miles
5 / 5 (10 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers

Downie Financial Group- Dave Ramsey Smartvestor Pro

26050 Acero

Mission Viejo, California 92691

1.87 miles
5 / 5 (10 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice

Lead Advisors

4 Venture Suite 305

Irvine, California 92618

3.91 miles
5 / 5 (10 ratings)
Business Consulting
Tax Preparation
IRS Representation
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Professional Services
Technology
Remote Services

Pasquesi Partners LLC

50 E Old Mill Rd

Lake Forest, Illinois 60045

1720.1 miles
5 / 5 (10 ratings)

Applied Financial Planning, Inc.

100 Pacifica #400

Irvine, California 92618

4.05 miles
4.5 / 5 (10 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience

Irvine Wealth Management

9870 Research Dr

Irvine, California 92618

2.49 miles
5 / 5 (9 ratings)

Revive Capital

400 Spectrum Center Dr Suite 1900

Irvine, California 92618

3.45 miles
5 / 5 (9 ratings)
Business Consulting
Financial Advisory
Small Businesses
Real Estate

Weisz & Weisz CPA's

23193 La Cadena Dr STE 103

Laguna Hills, California 92653

2.46 miles
4.5 / 5 (9 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers

Prudence CPA, Inc.

25201 Paseo De Alicia #116

Laguna Hills, California 92653

2.84 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Multi-state Experience
Remote Services
CPA License

Taxes by Carlos R. Gonzalez

22951 Los Alisos Blvd #6

Mission Viejo, California 92691

1.59 miles
5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

Three Arch Wealth Management

300 Spectrum Center Dr # 1030

Irvine, California 92618

3.54 miles
5 / 5 (8 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Professional Services

Mark J. Kohler- CPA, Attorney, Author

7700 Irvine Center Dr #800

Irvine, California 92618

3.83 miles
4 / 5 (9 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
CPA License

GreenGrowth CPAs

200 Spectrum Center Dr STE 300

Irvine, California 92618

3.55 miles
4.5 / 5 (8 ratings)

Asset Retention Insurance Services

23171 La Cadena Dr

Laguna Hills, California 92653

2.5 miles
4.5 / 5 (8 ratings)

Basis 365 Accounting

200 Spectrum Center Dr 3rd Floor

Irvine, California 92618

3.56 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Sales Tax Compliance
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
Remote Services

Alterra Business Solutions

24000 Alicia Pkwy Suite, 17-233

Mission Viejo, California 92691

2.12 miles
5 / 5 (7 ratings)
Entity Structuring
QuickBooks
Xero
Gusto
ADP
Paychex
Sage

Haussmann Financial

23201 Lake Center Dr #300

Lake Forest, California 92630

2.12 miles
4 / 5 (7 ratings)

National Financial Relief

1 Orchard Rd Suite 100

Lake Forest, California 92630

2.19 miles
4 / 5 (7 ratings)

Janes Capital Partners

100 Spectrum Center Dr Suite 460

Irvine, California 92618

3.53 miles
4 / 5 (7 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Professional Services
Manufacturing
Technology
Complex Situations
Cross-border Taxation
Years of Practice

Lee Mortgage Advisors

22996 El Toro Rd

Lake Forest, California 92630

1.07 miles
5 / 5 (6 ratings)

Dallo Law Group

300 Spectrum #400

Irvine, California 92618

3.73 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
Law Firms
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Ash4Tax - Tax Services

22982 La Cadena Dr Suite 15

Laguna Hills, California 92653

2.68 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

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

Suite 450, 15615 Alton Pkwy

Irvine, California 92618

3.92 miles
4 / 5 (6 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Non-profits
E-Commerce
Real Estate
Healthcare
Professional Services
Law Firms
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Citrus Accounting, Inc.

27001 La Paz Rd Suite 406a

Mission Viejo, California 92691

3.57 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Real Estate
Construction
Contractors
Professional Services
QuickBooks
NetSuite
Sage
GAAP Compliance
Internal Controls
Multi-state Experience
Remote Services
CPA License

Hawkins & Hawkins Tax Service

23591 El Toro Rd suite 260

Lake Forest, California 92630

1.68 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

Kannoth & Associates CPA, Inc.

25221 Longwood Ln

Lake Forest, California 92630

0.38 miles
5 / 5 (5 ratings)

Private Management Group

15635 Alton Pkwy #400

Irvine, California 92618

3.99 miles
5 / 5 (5 ratings)

Behrens Capital

24031 El Toro Rd Ste 330

Laguna Hills, California 92653

2.54 miles
4.5 / 5 (5 ratings)

Align Wealth Advisors

24031 El Toro Rd Ste 210

Laguna Hills, California 92653

2.54 miles
4 / 5 (5 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services

Tia Yoon CPA Tax & Accounting

7545 Irvine Center Dr Ste 200

Irvine, California 92618

3.91 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
State-Specific Experience
Remote Services
Years of Practice
CPA License

Addwell Tax & Bookkeeping Service

1 Technology Dr

Irvine, California 92618

2.78 miles
5 / 5 (4 ratings)

Greber Tax Advisors

25231 Paseo De Alicia #205

Laguna Hills, California 92653

2.86 miles
5 / 5 (4 ratings)

Alan Chabok, CPA

23172 Plaza Pointe Dr #165

Laguna Hills, California 92653

2.36 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

Kenneth B. Krantz CPA

23276 S Pointe Dr STE 219

Laguna Hills, California 92653

2.47 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

Fleming & Co., CPAs

23665 Birtcher Dr

Lake Forest, California 92630

1.85 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

Financial Management Network, Inc.

26041 Acero

Mission Viejo, California 92691

1.84 miles
4 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

Pasquesi Sheppard LLC

585 N Bank Ln

Lake Forest, Illinois 60045

1720.83 miles
4 / 5 (4 ratings)

Ideal Accounting and Tax Services, CPA

23591 El Toro Rd #140

Lake Forest, California 92630

1.68 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

Abregov Parrino, LLP

5 Hubble

Irvine, California 92618

3.18 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Years of Practice
CPA License
In-person Support

Checks & Balances Solutions, LLC

23861 El Toro Rd #703

Lake Forest, California 92630

2.2 miles
5 / 5 (3 ratings)

Helfman Davis & Associates

25950 Acero Ste 370

Mission Viejo, California 92691

1.98 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
Law Firms
Multi-state Experience
Years of Practice
CPA License
In-person Support

The Price Group - UBS Financial Services Inc.

20 Pacifica Suite 1500

Irvine, California 92618

3.64 miles
5 / 5 (3 ratings)

Bright Wealth Advisors

200 Spectrum Center Dr STE 300

Irvine, California 92618

3.56 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice

Benjamin R. Putman, Inc. CPA, CFP, CDFA

9911 Irvine Center Dr

Irvine, California 92618

2.6 miles
5 / 5 (3 ratings)

CPA LEE (International Tax)

4 Venture STE 210

Irvine, California 92618

3.91 miles
5 / 5 (3 ratings)

Tax Law Care

Suite 450, 15615 Alton Pkwy

Irvine, California 92618

3.92 miles
5 / 5 (3 ratings)

Kugelman Law

300 Spectrum Center Dr #400

Irvine, California 92618

3.58 miles
5 / 5 (3 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Leveille & Associates Inc

26000 Towne Centre Dr N Ste 220

Foothill Ranch, California 92610

2.75 miles
5 / 5 (3 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits

David W. Hickam, CPA

25431 Cabot Rd # 106

Laguna Hills, California 92653

3.7 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Non-profits
Multi-state Experience

Dickson Taxes

25201 La Paz Rd #201b

Laguna Hills, California 92653

3.27 miles
5 / 5 (3 ratings)

Habib Alaidroos, CPA

15375 Barranca Pkwy suite A-215

Irvine, California 92618

3.45 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services

Withum

100 Spectrum Center Dr #1000

Irvine, California 92618

3.52 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Educational Institutions
Non-profits
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
Law Firms
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation

Centerpoint Financial Management LLC

7700 Irvine Center Dr #800

Irvine, California 92618

3.82 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

Liang & Quinley Wealth Management

7700 Irvine Center Dr #540

Irvine, California 92618

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

WealthWise Financial Services

9070 Irvine Center Dr Ste 230

Irvine, California 92618

3.09 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Professional Services
Risk Management
Complex Situations

Cooper Mc Manus

9870 Research Dr

Irvine, California 92618

2.49 miles
5 / 5 (2 ratings)

Clarity Wealth Management

16440 Bake Pkwy #100

Irvine, California 92618

3.24 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services

Merrill Lynch Financial Advisor Michael Scherer

100 Spectrum Center Dr

Irvine, California 92618

3.51 miles
5 / 5 (2 ratings)

Webb Financial Group

26050 Acero

Mission Viejo, California 92691

1.87 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
In-person Support

Towneley Capital Management, Inc.

23197 La Cadena Dr

Laguna Hills, California 92653

2.45 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Educational Institutions
Non-profits
Risk Management

JTC TAX SERVICES

7545 Irvine Center Dr

Irvine, California 92618

3.91 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
QuickBooks

SoCo Tax & Cloud Accounting Services, Inc

400 Spectrum Center Dr Suite 1900

Irvine, California 92618

3.45 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Xero

Payroll Service Plus

25231 Paseo De Alicia #205

Laguna Hills, California 92653

2.86 miles
5 / 5 (2 ratings)
Payroll
Tax Preparation
Construction
Contractors

AAdvanced Business Systems

Mission Viejo, California 92692

3.47 miles
5 / 5 (2 ratings)

Allstate Tax Relief

15375 Barranca Pkwy Ste B-212

Irvine, California 92618

3.45 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation

Tommy Lee: Primerica - Financial Services

23120 Alicia Pkwy SUITE 221

Mission Viejo, California 92692

2.38 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Eugene Okoreeh: Primerica - Financial Services

26050 Acero STE 413

Mission Viejo, California 92691

1.88 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies

Hall Wealth Management Group

9481 Irvine Center Dr

Irvine, California 92618

2.81 miles
5 / 5 (2 ratings)

D.K. ACCOUNTING

260 Novel

Irvine, California 92618

4.39 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups

P Allen Lemas, CPA, A Professional Corporation

22952 El Toro Rd

Lake Forest, California 92630

1.01 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

Haskell & White

300 Spectrum Center Dr #300

Irvine, California 92618

3.55 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Manufacturing
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Tice Gardner & Fujimoto LLP

8845 Research Dr STE 100

Irvine, California 92618

2.93 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Years of Practice
CPA License

Schneyer Financial Services

24422 Avenida De La Carlota

Laguna Hills, California 92653

2.57 miles
5 / 5 (1 ratings)
Accounting
Financial Statements
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice
CPA License
In-person Support

M Blank & Co: Blank M M CPA

23705 Birtcher Dr

Lake Forest, California 92630

1.81 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

Troy Dunkel, CPA

7545 Irvine Center Dr Suite 200

Irvine, California 92618

3.95 miles
5 / 5 (1 ratings)

Don Lewellen CPA

24031 El Toro Rd Ste 220

Laguna Hills, California 92653

2.55 miles
5 / 5 (1 ratings)

Mobile Tax Service

24881 Alicia Pkwy E-144

Laguna Hills, California 92653

3 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Freelancers
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
In-person Support

Skinner Fouch & Olson LLP

38 Discovery # 250

Irvine, California 92618

4.22 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Project-Based Engagements
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Complex Situations
Multi-state Experience
Cross-border Taxation

Conrad LLP

23161 Lake Center Dr #200

Lake Forest, California 92630

2.12 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

Dhalla CPA

15615 Alton Pkwy #450 #450

Irvine, California 92618

3.93 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Real Estate
Construction
Contractors
Professional Services
Law Firms
QuickBooks
Xero
Multi-state Experience
Remote Services
Years of Practice
CPA License

Pickett Chen and Company INC

9831 Irvine Center Dr Suite #200

Irvine, California 92618

2.61 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

Sherpa Financial Advisors

15707 Rockfield Blvd #130

Irvine, California 92618

1.96 miles
5 / 5 (1 ratings)

Bailey Financial Management and Insurance Services

15615 Alton Pkwy #450

Irvine, California 92618

3.92 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Remote Services

Revant Wealth

9481 Irvine Center Dr

Irvine, California 92618

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

Precision Wealth

9890 Research Dr # 200

Irvine, California 92618

2.49 miles
5 / 5 (1 ratings)

Wealth Teams Solutions

15520 Rockfield Blvd

Irvine, California 92618

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

Financial Harmony, LLC

7700 Irvine Center Dr #800

Irvine, California 92618

3.82 miles
5 / 5 (1 ratings)
Budgeting
Forecasting
Financial Advisory
High-net-worth Individuals
Complex Situations
Remote Services

WMBC

2 Venture #380

Irvine, California 92618

3.85 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
High-net-worth Individuals
Complex Situations

Harmon Street Advisors Inc

15707 Rockfield Blvd #135

Irvine, California 92618

1.97 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

EHG Financial Planning Services

9870 Research Dr

Irvine, California 92618

2.49 miles
5 / 5 (1 ratings)

Emerald Blue Advisors, Inc.

25201 Paseo De Alicia Suite 125

Laguna Hills, California 92653

2.84 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services
Years of Practice

Professional Financial Services (PFS)

23161 Mill Creek Dr #340

Laguna Hills, California 92653

3.05 miles
5 / 5 (1 ratings)

Optimize Financial Inc.

23212 Mill Creek Dr

Laguna Hills, California 92653

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

Zuk Financial Group

22936 El Toro Rd

Lake Forest, California 92630

1 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

G W Sherwold Associates

22994 El Toro Rd

Lake Forest, California 92630

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

True Legacy Wealth Management, LLC

15520 Rockfield Blvd Ste. G

Irvine, California 92618

2.12 miles
5 / 5 (1 ratings)

Edward Jones - Financial Advisor: Christian Connella

23101 Lake Center Dr #340

Lake Forest, California 92630

2.09 miles
5 / 5 (1 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Jones Associates/JW Cole Financial

26477 Rancho Pkwy S

Lake Forest, California 92630

2.36 miles
5 / 5 (1 ratings)

Sterling Financial Advisors

25950 Acero #310

Mission Viejo, California 92691

1.98 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers

Steven D Curtis - Financial Advisor, Ameriprise Financial Services, LLC

26060 Acero Ste 109

Mission Viejo, California 92691

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

Markham Financial Services Inc

23332 Mill Creek Dr # 120

Laguna Hills, California 92653

3.11 miles
5 / 5 (1 ratings)

Rod Barajas Insurance Agency, Farmers Insurance

23161 Mill Creek Dr #250

Laguna Hills, California 92653

3.05 miles
5 / 5 (1 ratings)

Richard J. Nelson, CPA

7700 Irvine Center Dr #800

Irvine, California 92618

3.82 miles
5 / 5 (1 ratings)

Queen & Company

16520 Bake Pkwy #110

Irvine, California 92618

3.16 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks

Ellerd Business Services

48 Tesla

Irvine, California 92618

3.05 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Contractors
Professional Services
Manufacturing
QuickBooks
Lacerte

The Tax Technician

23025 El Caballo St

Lake Forest, California 92630

1.24 miles
5 / 5 (1 ratings)

The Levy Group

8001 Irvine Center Dr

Irvine, California 92618

3.54 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation

Thomas J Fernandez Law Offices

7700 Irvine Center Dr #800

Irvine, California 92618

3.82 miles
5 / 5 (1 ratings)

Edward Jones - Financial Advisor: Robert Brown

27772 Vista Del Lago #21

Mission Viejo, California 92692

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

Three Lakes Advisors

4 Venture

Irvine, California 92618

3.91 miles
5 / 5 (1 ratings)

BPM LLP

36 Technology Dr

Irvine, California 92618

3.04 miles
4 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Educational Institutions
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
NetSuite
Sage
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License
Firm Size

F Komaili Financial Services

25255 Cabot Rd #203

Laguna Hills, California 92653

3.36 miles
4 / 5 (1 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Years of Practice

Fellows Wealth Management

100 Spectrum Center Dr #900

Irvine, California 92618

3.51 miles
4 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations

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.