Best CPA's Nearby

CPA's in Newport

Search and Find Top Reviewed CPA's Near You

Locations Map

SilverLake Financial

2901 West Coast Hwy

Newport Beach, California 92663

2577.63 miles
4.5 / 5 (596 ratings)

CA Dental and Medical CPA (Pedram Kalantari, CPA)

4695 MacArthur Ct 11th floor

Newport Beach, California 92660

2572.84 miles
5 / 5 (111 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Subscription Pricing
Small Businesses
Mid-size Businesses
Freelancers
Individual Taxpayers
Healthcare
Contractors
Professional Services
QuickBooks
Remote Services

Save Financial - Home Mortgage Lender & Hard Money Loans

4000 MacArthur Blvd #600e

Newport Beach, California 92660

2573.13 miles
4.5 / 5 (110 ratings)

Tax Attorney OC - Daniel Layton

23 Corporate Plaza Dr #100

Newport Beach, California 92660

2575.4 miles
4.5 / 5 (38 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice

Jonjic CPA & Co. APC

4000 MacArthur Blvd Suite 600

Newport Beach, California 92660

2573.13 miles
5 / 5 (34 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
Internal Controls
Remote Services
Years of Practice
CPA License
In-person Support

K&S Law Group, P.C.

1301 Dove St #960

Newport Beach, California 92660

2573.33 miles
5 / 5 (27 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations

Hitchman Fiduciaries

20351 Irvine Ave Suite C1/C2

Newport Beach, California 92660

2574.15 miles
4.5 / 5 (26 ratings)
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Years of Practice

Essential Trust Financial Insurance Solutions

4590 MacArthur Blvd 5th Floor

Newport Beach, California 92660

2572.97 miles
5 / 5 (23 ratings)

CAPATA

5000 Birch St # 4000

Newport Beach, California 92660

2572.86 miles
4.5 / 5 (23 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Forensic Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Healthcare
Professional Services
Law Firms
Complex Situations
Years of Practice
CPA License
In-person Support

Retirement Planning Newport Beach | Miramontes Capital

4701 Teller Ave

Newport Beach, California 92660

2572.69 miles
4.5 / 5 (23 ratings)

Wilson Tax Law Group - Newport Beach Tax Attorney

895 Dove St #300

Newport Beach, California 92660

2573.4 miles
5 / 5 (21 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Expatriates
Foreign Nationals
Government Contractors
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Global Finance Group, Inc.

2424 SE Bristol St # 280

Newport Beach, California 92660

2573.62 miles
4.5 / 5 (21 ratings)

Elevate Financial Partners

4675 MacArthur Ct Suite 1430

Newport Beach, California 92660

2572.86 miles
4.5 / 5 (20 ratings)

Zweig & Associates, CPAs, LLP

4299 MacArthur Blvd Ste 211

Newport Beach, California 92660

2573.12 miles
4 / 5 (20 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Lacerte
Years of Practice
CPA License
In-person Support

Fortitude Wealth Management

620 Newport Center Dr Suite 580

Newport Beach, California 92660

2574.94 miles
5 / 5 (17 ratings)

Castle Rock Accountants

20351 Irvine Ave c6

Newport Beach, California 92660

2574.17 miles
5 / 5 (16 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
GAAP Compliance
Complex Situations
Multi-state Experience
Cross-border Taxation

Financial Resources Group

660 Newport Center Dr UNIT 700

Newport Beach, California 92660

2574.97 miles
5 / 5 (16 ratings)

Tax Pro USA

20250 SW Acacia St #200

Newport Beach, California 92660

2574.04 miles
5 / 5 (16 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Freelancers
Expatriates
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License

Pacific Investment Management Co Llc

650 Newport Center Dr

Newport Beach, California 92660

2574.99 miles
4 / 5 (18 ratings)

Advanced Planning Wealth Management Group

4770 Campus Dr Ste 210

Newport Beach, California 92660

2572.83 miles
4.5 / 5 (15 ratings)

Advisory Benefit Services

4695 MacArthur Ct # 360

Newport Beach, California 92660

2572.85 miles
4.5 / 5 (15 ratings)

Onitus Capital, LLC

3857 Birch St Suite #5059

Newport Beach, California 92660

2573.53 miles
4.5 / 5 (12 ratings)

DAVE TAX

405 30th St

Newport Beach, California 92663

2578.03 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Local Tax Credits
In-person Support

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

620 Newport Center Dr Suit 1100

Newport Beach, California 92660

2574.94 miles
5 / 5 (11 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Risk Management
Complex Situations
Multi-state Experience

Green60 .com

1500 Quail St STE 270

Newport Beach, California 92660

2573.46 miles
5 / 5 (11 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Large Enterprises
QuickBooks
Xero
Gusto
ADP
Paychex
Multi-state Experience
Remote Services
Years of Practice

Balboa Tax & Accounting Services

4100 Newport Pl Ste 760

Newport Beach, California 92660

2573.23 miles
4.5 / 5 (11 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
Complex Situations
Local Tax Credits
CPA License

Orr Forensics

23 Corporate Plaza #150

Newport Beach, California 92660

2575.41 miles
4 / 5 (12 ratings)

Blueprint CFO - Top Accounting and Fractional CFO Firm in Orange County

100 Bayview Cir STE 4300

Newport Beach, California 92660

2573.57 miles
5 / 5 (9 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Startups
E-Commerce
Healthcare
Construction
Professional Services
Manufacturing
Technology
Logistics
Internal Controls
Risk Management
Remote Services

TVN Advisors LLP

20201 SW Birch St STE 250

Newport Beach, California 92660

2573.93 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License

PlanPerfect Retirement

4001 MacArthur Blvd

Newport Beach, California 92660

2573.23 miles
5 / 5 (8 ratings)
Business Consulting
Tax Planning
Small Businesses
Professional Services
Complex Situations

Pelletier & Leo, LLP

4910 Campus Dr

Newport Beach, California 92660

2572.73 miles
4.5 / 5 (8 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Forecasting
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience

Collaso Tax Services, Inc.

4101 Birch St Suite 130

Newport Beach, California 92660

2573.37 miles
5 / 5 (7 ratings)

Sidoxia Capital Management, LLC

2901 West Coast Hwy Suite 200

Newport Beach, California 92663

2577.64 miles
5 / 5 (7 ratings)

Atlantis Tax Group & Financial Services, Inc.

4590 MacArthur Blvd Suite 500

Newport Beach, California 92660

2572.98 miles
5 / 5 (7 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance

Beacon Pointe Advisors

24 Corporate Plaza Dr STE 150

Newport Beach, California 92660

2575.39 miles
4.5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Years of Practice
CPA License

Fourth Point Wealth

4590 MacArthur Blvd Suite 500

Newport Beach, California 92660

2572.98 miles
4 / 5 (7 ratings)

The Bahnsen Group - CA

520 Newport Center Dr STE 300

Newport Beach, California 92660

2574.94 miles
4 / 5 (7 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Risk Management
Complex Situations
Multi-state Experience

Syriac CPA Tax & Accounting Services - CPA in Newport Beach

4425 Jamboree Rd Ste 115

Newport Beach, California 92660

2572.85 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Startups
Individual Taxpayers
Real Estate
Restaurants
QuickBooks
Multi-state Experience
Remote Services

TRAN & CO., INC APC

20201 SW Birch St STE 250

Newport Beach, California 92660

2573.93 miles
5 / 5 (6 ratings)

YHC Wealth Management Group

4675 MacArthur Ct Suite 450, Floor 4

Newport Beach, California 92660

2572.86 miles
5 / 5 (6 ratings)
Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Risk Management
Complex Situations
Multi-state Experience

Knightsbridge Wealth Management

450 Newport Center Dr # 630

Newport Beach, California 92660

2575.03 miles
5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations

Spinnaker Investment Group, LLC

4100 MacArthur Blvd STE 120

Newport Beach, California 92660

2573.06 miles
4 / 5 (6 ratings)
Business Consulting
CFO Services
Tax Planning
Entity Structuring
Budgeting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Real Estate
Law Firms
Risk Management

AT&A Advisors Inc

1400 Quail St Suite 155

Newport Beach, California 92660

2573.43 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Startups
Individual Taxpayers

AURA Accounting

2280 University Dr Suite 102

Newport Beach, California 92660

2574.46 miles
5 / 5 (5 ratings)
Accounting
Business Consulting
CFO Services
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Startups
Professional Services
Technology
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Remote Services

Finn Financial Group

260 Newport Center Dr #100

Newport Beach, California 92660

2575.22 miles
5 / 5 (5 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Complex Situations

Gateway Group, Inc.

4685 MacArthur Ct #400

Newport Beach, California 92660

2572.89 miles
5 / 5 (5 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Startups
Healthcare
Professional Services
Manufacturing
Technology
SEC Reporting

A J White & Associates LLC

732 Thimble Shoals Blvd STE 902

Newport News, Virginia 23606

409.95 miles
5 / 5 (5 ratings)

Pacific Tax Advisors

1101 Dove St #190

Newport Beach, California 92660

2573.31 miles
4 / 5 (5 ratings)

Infinit Accounting

110 Newport Center Dr

Newport Beach, California 92660

2575.39 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Non-profits
QuickBooks
Remote Services

Tax & Financial Group

4001 MacArthur Blvd # 300

Newport Beach, California 92660

2573.23 miles
4 / 5 (5 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License

Mr. Smart Tax, Inc.

4590 MacArthur Blvd

Newport Beach, California 92660

2572.98 miles
4 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
High-net-worth Individuals
Individual Taxpayers
Non-profits
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Malvin, Riggins & Company, P.C.

11818 Rock Landing Dr #100

Newport News, Virginia 23606

409.43 miles
4 / 5 (5 ratings)

Adam Financial, LLP

41 Long Wharf Mall

Newport, Rhode Island 02840

0.58 miles
4 / 5 (5 ratings)

Riordan & Associates, CPA

110 Newport Center Dr

Newport Beach, California 92660

2575.39 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Tax Preparation
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
Multi-state Experience
CPA License

Bell&Brown Wealth Advisors, LLC

14 Corporate Plaza Dr #100

Newport Beach, California 92660

2575.35 miles
5 / 5 (4 ratings)
Financial Advisory
High-net-worth Individuals
Risk Management

NextGen Funding

320 Superior Ave

Newport Beach, California 92663

2577.83 miles
5 / 5 (4 ratings)

Apex Bookkeeping

4533 MacArthur Blvd Suite #A5062

Newport Beach, California 92660

2573.04 miles
5 / 5 (4 ratings)
Bookkeeping
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
E-Commerce
Real Estate
Professional Services
QuickBooks

Franchise Tax Company

895 Dove St #300

Newport Beach, California 92660

2573.4 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation

FINANCE AGENTS

20281 SW Birch St #200

Newport Beach, California 92660

2574.02 miles
4.5 / 5 (4 ratings)
Business Consulting

Gregory L. Jakeman, CPA

121 S Union Ave

Newport, Washington 99156

2252.49 miles
4 / 5 (4 ratings)

R. Brian Willard, CPA

4 Upper Newport Plaza Dr Ste 102

Newport Beach, California 92660

2573.55 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Montagna & Associates, Inc.

1101 Dove St #190

Newport Beach, California 92660

2573.32 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks
Complex Situations
Remote Services
Years of Practice
CPA License
In-person Support

Bluebird Partners

1048 Irvine Ave #728

Newport Beach, California 92660

2576.4 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Professional Services
Law Firms
QuickBooks
Internal Controls
Risk Management

Farris & Company Accountancy Corp

4101 Birch St #210c

Newport Beach, California 92660

2573.37 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Lee & Associates Accountancy Corporation

4695 MacArthur Ct 11th floor

Newport Beach, California 92660

2572.85 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Restaurants
Professional Services
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
Remote Services
Years of Practice
CPA License

Meritage Partners

2901 West Coast Hwy Suite 200

Newport Beach, California 92663

2577.64 miles
5 / 5 (3 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
Logistics
Risk Management
Complex Situations
Multi-state Experience
Years of Practice

YadCowntz

4201 Jamboree Rd

Newport Beach, California 92660

2573.03 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Sales Tax Compliance

Tower 68 Financial Advisors

610 Newport Center Dr #1520

Newport Beach, California 92660

2574.96 miles
4 / 5 (3 ratings)

Gray Proctor & McMannis CPAs

3991 MacArthur Blvd # 240

Newport Beach, California 92660

2573.24 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Individual Taxpayers
State-Specific Experience
Multi-state Experience

Collie Accountancy

359 San Miguel Dr suite 302

Newport Beach, California 92660

2575.13 miles
5 / 5 (2 ratings)

Nava & Company

4695 MacArthur Ct Eleventh Floor

Newport Beach, California 92660

2572.84 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Remote Services

Logica Accounting Services

620 Newport Center Dr Suit 1100

Newport Beach, California 92660

2574.94 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Sales Tax Compliance
Financial Advisory
Outsourced Accounting
Small Businesses
Startups
Non-profits
E-Commerce
Restaurants
QuickBooks
Sage
GAAP Compliance

Stafford & Warren

4041 MacArthur Blvd STE 280

Newport Beach, California 92660

2573.22 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
CPA License

Noble Financial Advisors

4299 MacArthur Blvd Suite 100

Newport Beach, California 92660

2573.12 miles
5 / 5 (2 ratings)

Integrity Wealth Management

3991 MacArthur Blvd

Newport Beach, California 92660

2573.24 miles
5 / 5 (2 ratings)

J. Derek Lewis & Associates

1001 Dove St STE 155

Newport Beach, California 92660

2573.32 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers

Burkes Brothers

2901 West Coast Hwy #200

Newport Beach, California 92663

2577.64 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
Real Estate
Construction

Veracity Capital

4100 Newport Pl suite 255

Newport Beach, California 92660

2573.23 miles
5 / 5 (2 ratings)

CIBC Private Wealth

520 Newport Center Dr UNIT 700

Newport Beach, California 92660

2574.94 miles
5 / 5 (2 ratings)

Gregor & Co AAC

3 Corporate Plaza Dr # 260

Newport Beach, California 92660

2575.54 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

James D. Anderson CPA

1101 Dove St # 100

Newport Beach, California 92660

2573.31 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Forensic Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
Law Firms
QuickBooks
Internal Controls
Years of Practice
CPA License

DBB McKennon, A CPA FIRM

20321 SW Birch St

Newport Beach, California 92660

2574.06 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
GAAP Compliance
SOX Compliance
Internal Controls
SEC Reporting
Complex Situations
Multi-state Experience
Remote Services

R. M. White & Associates

23 Corporate Plaza Dr #150

Newport Beach, California 92660

2575.4 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Professional Services
Law Firms
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Stephens, Reidinger & Beller LLP

Parking lot, 1301 Dove St #890

Newport Beach, California 92660

2573.33 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Remote Services

MinowCPA Corporation

4343 Von Karman Ave #150

Newport Beach, California 92660

2573.03 miles
5 / 5 (1 ratings)

Jacqueline S. Zweig, Inc.

4299 MacArthur Blvd Ste 211

Newport Beach, California 92660

2573.12 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Lacerte
Multi-state Experience
Years of Practice
CPA License

ACS Accountancy

3300 Irvine Ave STE 235

Newport Beach, California 92660

2573.96 miles
5 / 5 (1 ratings)

PERLE, GAUTSCHI & COMPANY

2429 West Coast Hwy

Newport Beach, California 92663

2577.49 miles
5 / 5 (1 ratings)

Stack & Jagiello

430 32nd St #100

Newport Beach, California 92663

2577.96 miles
5 / 5 (1 ratings)

Pence Wealth Management - Financial Advisors

5000 Birch St #8000

Newport Beach, California 92660

2572.82 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience
Bilingual Services
Years of Practice

Integrative Financial Management - Ameriprise Financial Services, LLC

4695 MacArthur Ct #1100

Newport Beach, California 92660

2572.84 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Quintessential Financial Corporation

1111 Quail St Suite A

Newport Beach, California 92660

2573.43 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

MAI Capital Management

4695 MacArthur Ct Suite 850

Newport Beach, California 92660

2572.85 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Professional Services
Risk Management
Multi-state Experience
Remote Services

Peter Christenson - Financial Advisor, Ameriprise Financial Services, LLC

660 Newport Center Dr Ste 800

Newport Beach, California 92660

2574.99 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

The Horgan Group Of Raymond James

660 Newport Center Dr

Newport Beach, California 92660

2574.97 miles
5 / 5 (1 ratings)

Hobert Wealth Management

23 Corporate Plaza Dr STE 150

Newport Beach, California 92660

2575.4 miles
5 / 5 (1 ratings)

Rodriquez Wealth Management

4340 Von Karman Ave Suite 101

Newport Beach, California 92660

2572.94 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Merrill Lynch Financial Advisor Sarah Settle

520 Newport Center Dr

Newport Beach, California 92660

2574.95 miles
5 / 5 (1 ratings)

Merrill Lynch Financial Advisor Emily Sekulic

520 Newport Center Dr

Newport Beach, California 92660

2574.95 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Remote Services

BNY Wealth Newport Beach CA

1600 Newport Center Dr Suite 200

Newport Beach, California 92660

2575.68 miles
5 / 5 (1 ratings)

Travis Combe - Financial Advisor, Ameriprise Financial Services, LLC

660 Newport Center Dr Ste 800

Newport Beach, California 92660

2574.99 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations

Stanton & Castleton, Inc. - Raymond James

1 Orchard Ste 130 Suite 130

Newport Beach, California 92660

2575.64 miles
5 / 5 (1 ratings)

Rafael A De Vengoechea - Morgan Stanley

800 Newport Center Dr Ste 500

Newport Beach, California 92660

2575.29 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Risk Management

Newport Beach Tax return | Bookkeeping | Business Registration

5 Upper Newport Plaza Dr

Newport Beach, California 92660

2573.56 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

Stan Ford Inc

4101 Birch St # 110

Newport Beach, California 92660

2573.37 miles
5 / 5 (1 ratings)

Accudata Accounting Advisors

23 Corporate Plaza Dr #150

Newport Beach, California 92660

2575.4 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
GAAP Compliance
Multi-state Experience
CPA License

Lyndon Group

220 Newport Center Dr #11-529

Newport Beach, California 92660

2575.24 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Advisory
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Mid-size Businesses
Large Enterprises
Non-profits
Healthcare
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Remote Services
Years of Practice
CPA License

The Sapphire Group Inc. | Bookkeeping

3857 Birch St St. #211

Newport Beach, California 92660

2573.53 miles
5 / 5 (1 ratings)

Alpha Wealth Partners

4343 Von Karman Ave Ste 250i

Newport Beach, California 92660

2573.02 miles
5 / 5 (1 ratings)

Spectrum Asset Management Inc

1301 Dove St #720

Newport Beach, California 92660

2573.33 miles
5 / 5 (1 ratings)

Wealth Pros

1200 Quail St # 230

Newport Beach, California 92660

2573.4 miles
5 / 5 (1 ratings)

The DeRosa Group of Raymond James

660 Newport Center Dr # 570

Newport Beach, California 92660

2574.97 miles
5 / 5 (1 ratings)

Takahashi Retirement Group - Raymond James

620 Newport Center Dr #350

Newport Beach, California 92660

2574.94 miles
5 / 5 (1 ratings)

ESOP Corporate Resources

2436 West Coast Hwy #201

Newport Beach, California 92663

2577.47 miles
5 / 5 (1 ratings)

Jeff Dawson CPA

252 Sherbrooke Dr

Newport News, Virginia 23602

411.4 miles
5 / 5 (1 ratings)

Tarbox Family Office

500 Newport Center Dr # 500

Newport Beach, California 92660

2575 miles
4 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Risk Management
Complex Situations
Multi-state Experience

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.