Best CPA's Nearby

CPA's in Newport Beach

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Americor

18200 Von Karman Ave 6th floor

Irvine, California 92612

3.48 miles
4.5 / 5 (13401 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

TaxRise Inc.

19900 MacArthur Blvd Suite 400

Irvine, California 92612

1.89 miles
4.5 / 5 (9022 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services

Clear Start Tax

5 Park Plaza Suite 800

Irvine, California 92614

3.72 miles
4.5 / 5 (5119 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Remote Services

Better Tax Relief

2525 Main St #550

Irvine, California 92614

3.96 miles
4.5 / 5 (1403 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience

Alleviate Tax Relief Services

2600 Michelson Dr # 1500

Irvine, California 92612

3.23 miles
4.5 / 5 (1071 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers

Clarity Debt Resolution Inc.

17875 Von Karman Ave Ste. 150-250

Irvine, California 92614

4.08 miles
4.5 / 5 (996 ratings)

SilverLake Financial

2901 West Coast Hwy

Newport Beach, California 92663

3.36 miles
4.5 / 5 (596 ratings)

Reliant Capital

6 Executive Cir STE 250

Irvine, California 92614

3.99 miles
4.5 / 5 (295 ratings)

Taycor Financial

30 Executive Park Suite 100

Irvine, California 92614

3.85 miles
4.5 / 5 (285 ratings)

Ingenious Tax Relief

485 E 17th St Suite 200

Costa Mesa, California 92627

2.4 miles
4.5 / 5 (213 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

CPA California Professional Accountants Group Inc. | Natalie M. Elser CPA Orange County

2030 Main St # 1300

Irvine, California 92614

3.8 miles
4.5 / 5 (116 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Mergers and Acquisitions
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License

CA Dental and Medical CPA (Pedram Kalantari, CPA)

4695 MacArthur Ct 11th floor

Newport Beach, California 92660

2.85 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

2.16 miles
4.5 / 5 (110 ratings)

Swift Debt Relief

1931 Newport Blvd suite b

Costa Mesa, California 92627

2.95 miles
4.5 / 5 (105 ratings)

New Wealth Advisors Club

3333 Michelson Dr

Irvine, California 92612

3.29 miles
4.5 / 5 (102 ratings)

California CPA Corner - Best Tax Planning IRS Audit Advisors Irvine Orange County

4000 Barranca Pkwy #165

Irvine, California 92604

4.99 miles
4.5 / 5 (97 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Complex Situations
Multi-state Experience
Remote Services
CPA License
In-person Support

Pacific Associates Corporation

19900 MacArthur Blvd Ste 890

Irvine, California 92612

1.89 miles
4.5 / 5 (91 ratings)
Financial Advisory

Modern Wealth Law

2600 Michelson Dr Suite 950

Irvine, California 92612

3.23 miles
4.5 / 5 (81 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Multi-state Experience
Cross-border Taxation

Bharmal & Associates, Inc.

18301 Von Karman Ave UNIT 120

Irvine, California 92612

3.42 miles
4.5 / 5 (81 ratings)

Lunna Loans

1931 Newport Blvd

Costa Mesa, California 92627

2.95 miles
4.5 / 5 (82 ratings)

JW Financial Solutions

2603 Main St Suite 100

Irvine, California 92614

3.97 miles
3.5 / 5 (69 ratings)

Retirement Planners of America

18500 Von Karman Ave STE 520

Irvine, California 92612

3.37 miles
4.5 / 5 (55 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Leigh McMahon ~ Mortgage Updates Powered by Strata Lending

17877 Von Karman Ave Suite 230

Irvine, California 92614

4.04 miles
4.5 / 5 (51 ratings)

Landmark Tax Group

2030 Main St # 1300

Irvine, California 92614

3.8 miles
4.5 / 5 (44 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers

Juan J. Lopez

3151 Airway Ave Ste. H3

Costa Mesa, California 92626

3.3 miles
4.5 / 5 (42 ratings)
Tax Preparation
Small Businesses
Freelancers
Individual Taxpayers
Years of Practice
In-person Support

Donna Stern CPA

1670 Santa Ana Ave

Costa Mesa, California 92627

2.77 miles
5 / 5 (38 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Law Firms
QuickBooks
FreshBooks
Years of Practice
CPA License
In-person Support

Pacific Sunrise Tax Services

2.27 miles
4.5 / 5 (37 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Tax Attorney OC - Daniel Layton

23 Corporate Plaza Dr #100

Newport Beach, California 92660

1.51 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

TaraByte Solutions

1835 Newport Blvd Ste A109-294

Costa Mesa, California 92627

3.1 miles
4.5 / 5 (37 ratings)
Accounting
Business Consulting
Tax Preparation
Sales Tax Compliance
Financial Advisory
Small Businesses
Mid-size Businesses
Manufacturing
QuickBooks
Remote Services

Jonjic CPA & Co. APC

4000 MacArthur Blvd Suite 600

Newport Beach, California 92660

2.16 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

John Stokes Financial

2040 Main St Suite 570

Irvine, California 92614

3.79 miles
5 / 5 (34 ratings)

My Bookkeeping Team

2.88 miles
5 / 5 (30 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Startups
Non-profits
E-Commerce
Real Estate
QuickBooks
Xero
NetSuite
Remote Services

Omega Investments

2020 Main St Ste 1200

Irvine, California 92614

3.96 miles
5 / 5 (30 ratings)

Irvine Bookkeeping

2372 Morse Ave #9

Irvine, California 92614

3.76 miles
5 / 5 (29 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Healthcare
Construction
Law Firms
QuickBooks
Remote Services

Pacific Resources Group

151 Kalmus Dr suite c-250

Costa Mesa, California 92626

3.04 miles
4.5 / 5 (30 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Advisory
Virtual CFO
Small Businesses
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Automotive
Logistics
Remote Services

Selah Portfolios & Planning

129 Cabrillo St # 103

Costa Mesa, California 92627

3.04 miles
5 / 5 (28 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

K&S Law Group, P.C.

1301 Dove St #960

Newport Beach, California 92660

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

Cash Keeper Financial

1931 Newport Blvd Suite C

Costa Mesa, California 92627

2.95 miles
4.5 / 5 (27 ratings)

Irvine Tax Group

18881 Von Karman Ave Suite 220E

Irvine, California 92612

2.94 miles
5 / 5 (25 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Non-profits
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Hitchman Fiduciaries

20351 Irvine Ave Suite C1/C2

Newport Beach, California 92660

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

Shahem Accounting & Tax

17777 Main St D2

Irvine, California 92614

4 miles
5 / 5 (24 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
CPA License

Essential Trust Financial Insurance Solutions

4590 MacArthur Blvd 5th Floor

Newport Beach, California 92660

2.72 miles
5 / 5 (23 ratings)

CAPATA

5000 Birch St # 4000

Newport Beach, California 92660

2.51 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

Expat CPA

2211 Michelson Dr 9th Floor

Irvine, California 92612

3.39 miles
4 / 5 (25 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax
Expatriates
Individual Taxpayers
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Folkers & Associates, CPA's

18818 Teller Ave #275

Irvine, California 92612

2.87 miles
5 / 5 (22 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Ameritax

3151 Airway Ave Suite F202

Costa Mesa, California 92626

3.32 miles
4.5 / 5 (22 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Wilson Tax Law Group - Newport Beach Tax Attorney

895 Dove St #300

Newport Beach, California 92660

1.99 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

1.94 miles
4.5 / 5 (21 ratings)

StrateFi Wealth Management

18881 Von Karman Ave Suite 410

Irvine, California 92612

2.94 miles
5 / 5 (20 ratings)

Elevate Financial Partners

4675 MacArthur Ct Suite 1430

Newport Beach, California 92660

2.8 miles
4.5 / 5 (20 ratings)

Zweig & Associates, CPAs, LLP

4299 MacArthur Blvd Ste 211

Newport Beach, California 92660

2.51 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

Sunset Tax Services

1055 El Camino Dr F 106

Costa Mesa, California 92626

3.71 miles
4.5 / 5 (18 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers

Fortitude Wealth Management

620 Newport Center Dr Suite 580

Newport Beach, California 92660

0.75 miles
5 / 5 (17 ratings)

Castle Rock Accountants

20351 Irvine Ave c6

Newport Beach, California 92660

2.28 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

Levy Accounting Inc

3152 Red Hill Ave #210

Costa Mesa, California 92626

3.42 miles
5 / 5 (16 ratings)
Accounting
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
CPA License
In-person Support

Financial Resources Group

660 Newport Center Dr UNIT 700

Newport Beach, California 92660

0.69 miles
5 / 5 (16 ratings)

Tax Pro USA

20250 SW Acacia St #200

Newport Beach, California 92660

2.11 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

0.77 miles
4 / 5 (18 ratings)

Duner and Foote

18818 Teller Ave Suite 265

Irvine, California 92612

2.87 miles
5 / 5 (15 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
QuickBooks
Risk Management
Multi-state Experience
Remote Services

Yi & Company, CPA

4000 Barranca Pkwy suite 250

Irvine, California 92604

4.99 miles
5 / 5 (15 ratings)
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
CPA License

Advanced Planning Wealth Management Group

4770 Campus Dr Ste 210

Newport Beach, California 92660

2.88 miles
4.5 / 5 (15 ratings)

Advisory Benefit Services

4695 MacArthur Ct # 360

Newport Beach, California 92660

2.85 miles
4.5 / 5 (15 ratings)

Bere Income Tax and Services

2125 Harbor Blvd

Costa Mesa, California 92627

3.33 miles
4 / 5 (16 ratings)
Tax Preparation
IRS Representation
Individual Taxpayers
Remote Services
Bilingual Services

OC Tax Group

245 Fischer Ave Suite D-2

Costa Mesa, California 92626

3.25 miles
5 / 5 (13 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits

John J. Pulles, CPA

2900 Bristol St STE E202

Costa Mesa, California 92626

3.35 miles
4.5 / 5 (12 ratings)

Onitus Capital, LLC

3857 Birch St Suite #5059

Newport Beach, California 92660

2.36 miles
4.5 / 5 (12 ratings)

KPP Financial Inc.

4 Park Plaza Suite 1010

Irvine, California 92614

3.79 miles
4 / 5 (13 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers

DAVE TAX

405 30th St

Newport Beach, California 92663

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

Ascot Accounting (TAXLOOP)

One Park Plaza suit 600

Irvine, California 92614

3.83 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Outsourced Accounting
Subscription Pricing
Small Businesses
Startups
E-Commerce
QuickBooks
Multi-state Experience
Local Tax Credits
Remote Services

Eight Oaks Financial

2201 Dupont Dr Suite 810

Irvine, California 92612

3.14 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

620 Newport Center Dr Suit 1100

Newport Beach, California 92660

0.75 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

2.24 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

RiseUp Financial Group, LLC

2600 Michelson Dr Ste 1400

Irvine, California 92612

3.22 miles
4 / 5 (13 ratings)

Balboa Tax & Accounting Services

4100 Newport Pl Ste 760

Newport Beach, California 92660

2.33 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

1.51 miles
4 / 5 (12 ratings)

True Path Financial and Insurance Services

20 Executive Park suite 190

Irvine, California 92614

3.89 miles
5 / 5 (10 ratings)

JLK Rosenberger, LLP

2601 Main St

Irvine, California 92614

3.97 miles
4.5 / 5 (10 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Construction
Contractors
Professional Services
Manufacturing
Insurance Agencies
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Evolution Tax and Legal

3500 Barranca Pkwy #100

Irvine, California 92606

4.97 miles
4 / 5 (11 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Professional Services
Complex Situations
Multi-state Experience
Cross-border Taxation
CPA License

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

100 Bayview Cir STE 4300

Newport Beach, California 92660

1.83 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

Disparte Tax Law

17901 Von Karman Ave #600

Irvine, California 92614

3.84 miles
5 / 5 (9 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Law Firms
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

TVN Advisors LLP

20201 SW Birch St STE 250

Newport Beach, California 92660

2.08 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

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

MGM Accounting

2082 Business Center Dr #172

Irvine, California 92612

3.51 miles
5 / 5 (8 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

Pelletier & Leo, LLP

4910 Campus Dr

Newport Beach, California 92660

2.76 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

2.52 miles
5 / 5 (7 ratings)

Miracle Tax Group

2801 Main St suite 257

Irvine, California 92614

3.99 miles
5 / 5 (7 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience

Sunpath Financial

3333 Michelson Dr #300

Irvine, California 92612

3.28 miles
5 / 5 (7 ratings)

Sidoxia Capital Management, LLC

2901 West Coast Hwy Suite 200

Newport Beach, California 92663

3.37 miles
5 / 5 (7 ratings)

Atlantis Tax Group & Financial Services, Inc.

4590 MacArthur Blvd Suite 500

Newport Beach, California 92660

2.71 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

1.55 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

2.71 miles
4 / 5 (7 ratings)
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax

The Bahnsen Group - CA

520 Newport Center Dr STE 300

Newport Beach, California 92660

0.93 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

2.39 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

2.08 miles
5 / 5 (6 ratings)

Tipping & Company - Certified Public Accountants & Business Consultants

4000 Barranca Pkwy #250

Irvine, California 92604

4.99 miles
5 / 5 (6 ratings)
Accounting
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Construction
Law Firms
Years of Practice
CPA License

Professional Tax Resolution

2100 Main St #270

Irvine, California 92614

3.72 miles
5 / 5 (6 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Years of Practice
CPA License

Rex Behrashi CFP Blu Financial Planning

4000 Barranca Pkwy #250

Irvine, California 92604

4.99 miles
5 / 5 (6 ratings)
Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Professional Services
Risk Management
Remote Services
Years of Practice

Financial Solutions Plus

2575 McCabe Way #200

Irvine, California 92614

3.65 miles
5 / 5 (6 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Small Businesses
Individual Taxpayers

YHC Wealth Management Group

4675 MacArthur Ct Suite 450, Floor 4

Newport Beach, California 92660

2.8 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

Ray Valencia - Financial Planner

3333 Michelson Dr #820

Irvine, California 92612

3.28 miles
5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice

Pacific Crest Financial

18872 MacArthur Blvd # 100

Irvine, California 92612

3.12 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Remote Services
In-person Support

Knightsbridge Wealth Management

450 Newport Center Dr # 630

Newport Beach, California 92660

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

Alpha Cubed Investments

1124 Bristol St

Costa Mesa, California 92626

2.99 miles
4.5 / 5 (6 ratings)
Financial Advisory
High-net-worth Individuals
Risk Management
SEC Reporting

Spinnaker Investment Group, LLC

4100 MacArthur Blvd STE 120

Newport Beach, California 92660

2.36 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

2.18 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

1.93 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

Construction Cost Accounting

2372 Morse Ave #8

Irvine, California 92614

3.76 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Outsourced Accounting
Small Businesses
Mid-size Businesses
Construction
Contractors
QuickBooks
Sage
Remote Services
Years of Practice
CPA License

Finn Financial Group

260 Newport Center Dr #100

Newport Beach, California 92660

1.31 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

2.85 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

Pacific Tax Advisors

1101 Dove St #190

Newport Beach, California 92660

2.12 miles
4 / 5 (5 ratings)

Infinit Accounting

110 Newport Center Dr

Newport Beach, California 92660

1.32 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

2.14 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

2.72 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

Friedman & Co

4040 Barranca Pkwy #280

Irvine, California 92604

5.06 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Construction
Contractors
QuickBooks

Bourque & McLucas CPAs

5151 California Ave #100

Irvine, California 92617

1.02 miles
4 / 5 (5 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Multi-state Experience
Years of Practice
CPA License

Riordan & Associates, CPA

110 Newport Center Dr

Newport Beach, California 92660

1.32 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

BML Wealth Management

2 Park Plaza #800

Irvine, California 92614

3.86 miles
5 / 5 (4 ratings)

Bell&Brown Wealth Advisors, LLC

14 Corporate Plaza Dr #100

Newport Beach, California 92660

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

NextGen Funding

320 Superior Ave

Newport Beach, California 92663

3.73 miles
5 / 5 (4 ratings)

MBC Accounting

4000 Barranca Pkwy suite 250

Irvine, California 92604

4.99 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Small Businesses
Professional Services
Manufacturing

Apex Bookkeeping

4533 MacArthur Blvd Suite #A5062

Newport Beach, California 92660

2.78 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

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

SP Unique Accounting

4000 Barranca Pkwy #250

Irvine, California 92604

4.99 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
IRS Representation
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
QuickBooks

Sunlis Management Resources Corp.

1 Park Plaza suit 600

Irvine, California 92614

3.83 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Financial Advisory
Outsourced Accounting
QuickBooks
GAAP Compliance
IFRS Compliance
Internal Controls
Risk Management

FINANCE AGENTS

20281 SW Birch St #200

Newport Beach, California 92660

2.02 miles
4.5 / 5 (4 ratings)
Business Consulting

Prizer & Flores CPAs & Business Advisors

1635 Ohms Way Suite A

Costa Mesa, California 92627

3.5 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Restaurants
Construction
Contractors
Professional Services
Law Firms

HCVT Irvine

18565 Jamboree Rd Fourth Floor

Irvine, California 92612

2.95 miles
4 / 5 (4 ratings)
Accounting
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Hospitality
Professional Services
Manufacturing
Technology
Law Firms
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation
Local Tax Credits
CPA License
In-person Support

Index Fund Advisors, Inc.

19200 Von Karman Ave #150

Irvine, California 92612

2.9 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

Vatreni

2211 Michelson Dr

Irvine, California 92612

3.39 miles
4 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

R. Brian Willard, CPA

4 Upper Newport Plaza Dr Ste 102

Newport Beach, California 92660

2.17 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

2.12 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

2.2 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

2.53 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

Pricewaterhousecoopers

2020 Main St # 400

Irvine, California 92614

3.83 miles
5 / 5 (3 ratings)
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
Law Firms
Insurance Agencies
Agriculture
Logistics
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation

MKD Business Services

1525 Mesa Verde Dr E #206

Costa Mesa, California 92626

4.16 miles
5 / 5 (3 ratings)

Lee & Associates Accountancy Corporation

4695 MacArthur Ct 11th floor

Newport Beach, California 92660

2.85 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

Georges & Moore: Georges Patty CPA

2151 Michelson Dr # 295

Irvine, California 92612

3.38 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
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Years of Practice
CPA License
In-person Support

Creative Planning

1 Park Plaza #700

Irvine, California 92614

3.83 miles
5 / 5 (3 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Outsourced Accounting
High-net-worth Individuals
Expatriates
Cross-border Taxation
Remote Services

PacificView Wealth Management

19200 Von Karman Ave #400

Irvine, California 92612

2.9 miles
5 / 5 (3 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Technology
Remote Services

Lenders Access

1525 Mesa Verde Dr E

Costa Mesa, California 92626

4.16 miles
5 / 5 (3 ratings)
Business Consulting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Professional Services
Technology
Remote Services

Meritage Partners

2901 West Coast Hwy Suite 200

Newport Beach, California 92663

3.37 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

Actual Accounting

2070 Business Center Dr # 198

Irvine, California 92612

3.48 miles
5 / 5 (3 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

SingerLewak, LLP

2010 Main St #300

Irvine, California 92614

3.85 miles
5 / 5 (3 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Government Contractors
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
GAAP Compliance
SOX Compliance
State-Specific Experience
Multi-state Experience

YadCowntz

4201 Jamboree Rd

Newport Beach, California 92660

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

SoCal Tax Services LLC

17595 Harvard Ave

Irvine, California 92614

3.89 miles
5 / 5 (3 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Numbers Southwest Inc.

2102 Business Center Dr

Irvine, California 92612

3.6 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Tax Preparation
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Mike Loo

2601 Main St STE 100

Irvine, California 92614

3.96 miles
5 / 5 (3 ratings)

Proof Of Income Data Processing Services

2372 Morse Ave #1016

Irvine, California 92614

3.76 miles
4.5 / 5 (3 ratings)
Financial Statements
Payroll
Tax Preparation
Small Businesses
Freelancers
Contractors

Tower 68 Financial Advisors

610 Newport Center Dr #1520

Newport Beach, California 92660

0.81 miles
4 / 5 (3 ratings)

Gray Proctor & McMannis CPAs

3991 MacArthur Blvd # 240

Newport Beach, California 92660

2.1 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

1.2 miles
5 / 5 (2 ratings)

Nava & Company

4695 MacArthur Ct Eleventh Floor

Newport Beach, California 92660

2.85 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

0.75 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

2.25 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

Olmsted & Associates Accountancy Corporation

3151 Airway Ave J-1

Costa Mesa, California 92626

3.34 miles
5 / 5 (2 ratings)

Cobalt PacWest | CPAs and Tax Advisors

3333 Michelson Dr

Irvine, California 92612

3.29 miles
5 / 5 (2 ratings)

Apriem Advisors

19200 Von Karman Ave #1050

Irvine, California 92612

2.89 miles
5 / 5 (2 ratings)
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits
Risk Management
Years of Practice

Penny Gayle Galloway: Primerica - Financial Services

2980 McClintock Way C

Costa Mesa, California 92626

4.18 miles
5 / 5 (2 ratings)

Noble Financial Advisors

4299 MacArthur Blvd Suite 100

Newport Beach, California 92660

2.51 miles
5 / 5 (2 ratings)

Integrity Wealth Management

3991 MacArthur Blvd

Newport Beach, California 92660

2.1 miles
5 / 5 (2 ratings)

J. Derek Lewis & Associates

1001 Dove St STE 155

Newport Beach, California 92660

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

Weyer Crellin & Custer

245 Fischer Ave Ste A3

Costa Mesa, California 92626

3.25 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Burkes Brothers

2901 West Coast Hwy #200

Newport Beach, California 92663

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

Quantum Accounting Tax Group

2372 Morse Ave

Irvine, California 92606

3.76 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits

Orange County Bookkeeping Pro

2372 Morse Ave Suite 947

Irvine, California 92614

3.76 miles
5 / 5 (2 ratings)

Green Squares Tax

2942 Century Pl Suite 753

Costa Mesa, California 92626

3.56 miles
5 / 5 (2 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers

Philander Tran - Northwestern Mutual

18575 Jamboree Rd #400

Irvine, California 92612

2.93 miles
5 / 5 (2 ratings)

Veracity Capital

4100 Newport Pl suite 255

Newport Beach, California 92660

2.33 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

CIBC Private Wealth

520 Newport Center Dr UNIT 700

Newport Beach, California 92660

0.93 miles
5 / 5 (2 ratings)

Gregor & Co AAC

3 Corporate Plaza Dr # 260

Newport Beach, California 92660

1.62 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

2.12 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

2 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

1.51 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

2.25 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

2.45 miles
5 / 5 (1 ratings)

Jacqueline S. Zweig, Inc.

4299 MacArthur Blvd Ste 211

Newport Beach, California 92660

2.51 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

Mesa Verde Consulting, Inc., Michael A. Chester, EA, CFS

1525 Mesa Verde Dr E Suite 216

Costa Mesa, California 92626

4.11 miles
5 / 5 (1 ratings)

ACS Accountancy

3300 Irvine Ave STE 235

Newport Beach, California 92660

2.13 miles
5 / 5 (1 ratings)

PERLE, GAUTSCHI & COMPANY

2429 West Coast Hwy

Newport Beach, California 92663

3.18 miles
5 / 5 (1 ratings)

Smith Dickson LLP, Certified Public Accountants & Litigation Experts

18100 Von Karman Ave UNIT 420

Irvine, California 92612

3.48 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Forensic Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
Law Firms
GAAP Compliance
Complex Situations
Multi-state Experience
Years of Practice
CPA License

Stack & Jagiello

430 32nd St #100

Newport Beach, California 92663

3.64 miles
5 / 5 (1 ratings)

G Rowland CPA & Associates, AAC

2082 Business Center Dr #172

Irvine, California 92612

3.51 miles
5 / 5 (1 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Forensic Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
Startups
Individual Taxpayers
GAAP Compliance
Internal Controls
SEC Reporting
Multi-state Experience
CPA License
In-person Support

Gelman LLP

One Park Plaza suite 950

Irvine, California 92614

3.83 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mid-size Businesses
Large Enterprises
Government Contractors
Real Estate
Restaurants
Construction
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Years of Practice
CPA License
In-person Support

Kenneth A. Carroll, CPA P.C.

1 Park Plaza suit 600

Irvine, California 92614

3.83 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Forensic Accounting
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Complex Situations
State-Specific Experience
CPA License

A Plus Bookkeeping Accounting & Tax Services

2102 Business Center Dr

Irvine, California 92612

3.58 miles
5 / 5 (1 ratings)
Financial Statements
Payroll
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

AFP Saddington LLP

18201 Von Karman Ave #450

Irvine, California 92612

3.45 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Real Estate
GAAP Compliance
Internal Controls
Complex Situations
Multi-state Experience

Johnson Hart & Dyson

19742 MacArthur Blvd # 240

Irvine, California 92612

1.97 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks

Signature Analytics Orange County

3333 Michelson Dr #300

Irvine, California 92612

3.28 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
Manufacturing
Technology
Law Firms
NetSuite
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation

Empirical Wealth Management

4 Park Plaza Suite 330

Irvine, California 92614

3.79 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience
CPA License

IWM Partners, LPL Wealth Advisors

3 Park Plaza suite 1490

Irvine, California 92614

3.73 miles
5 / 5 (1 ratings)

Silversage Advisors

19200 Von Karman Ave STE 370

Irvine, California 92612

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

Halbert Hargrove Global Advisors

1 Park Plaza suit 600

Irvine, California 92614

3.83 miles
5 / 5 (1 ratings)
Financial Statements
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Multi-state Experience
Remote Services

Pence Wealth Management - Financial Advisors

5000 Birch St #8000

Newport Beach, California 92660

2.54 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

Nexseer Capital

2211 Michelson Dr # 1110

Irvine, California 92612

3.39 miles
5 / 5 (1 ratings)

Infinite Wealth Financial & Insurance Services

2020 Main St 10th Floor

Irvine, California 92614

3.84 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Healthcare
Professional Services
Risk Management

Thrivent Financial-Lutherans

34 Executive Park # 210

Irvine, California 92614

3.95 miles
5 / 5 (1 ratings)

Atomi Financial Group

20 Executive Park Ste 120

Irvine, California 92614

3.88 miles
5 / 5 (1 ratings)

Crown Advisory Group

17141 Murphy Ave

Irvine, California 92614

4.4 miles
5 / 5 (1 ratings)

AnnuitySeeker.com

2372 Morse Ave

Irvine, California 92614

3.76 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Complex Situations
Remote Services

Benefit Financial Services Group (BFSG, LLC)

2040 Main St # 720

Irvine, California 92614

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

Integrative Financial Management - Ameriprise Financial Services, LLC

4695 MacArthur Ct #1100

Newport Beach, California 92660

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

FourthPoint Wealth, A PlanMember Financial Center

151 Kalmus Dr STE J3

Costa Mesa, California 92626

2.97 miles
5 / 5 (1 ratings)

Lily Schweitzer - Raymond James

485 E 17th St #300

Costa Mesa, California 92627

2.4 miles
5 / 5 (1 ratings)

Quintessential Financial Corporation

1111 Quail St Suite A

Newport Beach, California 92660

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

PNC Private Bank

2020 Main St # 950

Irvine, California 92614

3.83 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Large Enterprises
High-net-worth Individuals
Multi-state Experience
Remote Services

MAI Capital Management

4695 MacArthur Ct Suite 850

Newport Beach, California 92660

2.85 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

CMA Financial Group

2852 East Coast Hwy

Corona Del Mar, California 92625

2.02 miles
5 / 5 (1 ratings)

Peter Christenson - Financial Advisor, Ameriprise Financial Services, LLC

660 Newport Center Dr Ste 800

Newport Beach, California 92660

0.73 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

0.68 miles
5 / 5 (1 ratings)

Hobert Wealth Management

23 Corporate Plaza Dr STE 150

Newport Beach, California 92660

1.51 miles
5 / 5 (1 ratings)

Rodriquez Wealth Management

4340 Von Karman Ave Suite 101

Newport Beach, California 92660

2.44 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

0.93 miles
5 / 5 (1 ratings)

Merrill Lynch Financial Advisor Emily Sekulic

520 Newport Center Dr

Newport Beach, California 92660

0.93 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

1.56 miles
5 / 5 (1 ratings)

Kerrigan Advisors

19700 Fairchild Rd Suite 150

Irvine, California 92612

1.94 miles
5 / 5 (1 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Automotive

Travis Combe - Financial Advisor, Ameriprise Financial Services, LLC

660 Newport Center Dr Ste 800

Newport Beach, California 92660

0.73 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

1.62 miles
5 / 5 (1 ratings)

Rafael A De Vengoechea - Morgan Stanley

800 Newport Center Dr Ste 500

Newport Beach, California 92660

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

Leung Accountancy Corporation

4000 Barranca Parkway, Suite 250

Irvine, CA 92604

4.99 miles
5 / 5 (1 ratings)

White, Zuckerman, Warsavsky, Luna & Hunt - Irvine

4 Park Plaza #200

Irvine, California 92614

3.81 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
High-net-worth Individuals
Real Estate
Healthcare
Law Firms
GAAP Compliance
Complex Situations
Multi-state Experience

Resilient Tax Firm

3090 Bristol St

Costa Mesa, California 92626

3.95 miles
5 / 5 (1 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

WINTER LLP

1901 Newport Blvd #350

Costa Mesa, California 92627

2.99 miles
5 / 5 (1 ratings)
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation

Newport Beach Tax return | Bookkeeping | Business Registration

5 Upper Newport Plaza Dr

Newport Beach, California 92660

2.19 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

2.53 miles
5 / 5 (1 ratings)

Accudata Accounting Advisors

23 Corporate Plaza Dr #150

Newport Beach, California 92660

1.51 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

1.27 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

2.36 miles
5 / 5 (1 ratings)

Visionary Tax Preparers

2102 Business Center Dr Ste 262

Irvine, California 92612

3.57 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Freelancers
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License

OC Probate & Trust Services

1700 Adams Ave Suite 205

Costa Mesa, California 92626

4.5 miles
5 / 5 (1 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Forensic Accounting

Stratos CA

2040 Main St

Irvine, California 92614

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

Fieldman Rolapp & Associates

19900 MacArthur Blvd #1100

Irvine, California 92612

1.89 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Government Contractors
Educational Institutions
Non-profits
Risk Management
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
Firm Size

Northwestern Mutual - Scott Gajda

18575 Jamboree Rd

Irvine, California 92612

2.94 miles
5 / 5 (1 ratings)

Northwestern Mutual Life Insurance

18575 Jamboree Rd

Irvine, California 92612

2.94 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Nick Socha, CFP - Northwestern Mutual

18575 Jamboree Rd #400

Irvine, California 92612

2.93 miles
5 / 5 (1 ratings)

Alpha Wealth Partners

4343 Von Karman Ave Ste 250i

Newport Beach, California 92660

2.45 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience

Spectrum Asset Management Inc

1301 Dove St #720

Newport Beach, California 92660

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

Crown Wealth Management

2900 Bristol St Suite B-106

Costa Mesa, California 92626

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

Brezden Wealth Advisors

18400 Von Karman Ave STE 400

Irvine, California 92612

3.4 miles
5 / 5 (1 ratings)

Wealth Pros

1200 Quail St # 230

Newport Beach, California 92660

2.11 miles
5 / 5 (1 ratings)

The DeRosa Group of Raymond James

660 Newport Center Dr # 570

Newport Beach, California 92660

0.69 miles
5 / 5 (1 ratings)

Takahashi Retirement Group - Raymond James

620 Newport Center Dr #350

Newport Beach, California 92660

0.75 miles
5 / 5 (1 ratings)

ESOP Corporate Resources

2436 West Coast Hwy #201

Newport Beach, California 92663

3.17 miles
5 / 5 (1 ratings)

PK LLP

2100 Main St # 200

Irvine, California 92614

3.72 miles
4 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Manufacturing
Technology
Automotive
IFRS Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Bilingual Services

Tarbox Family Office

500 Newport Center Dr # 500

Newport Beach, California 92660

0.96 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.