Best CPA's Nearby

CPA's in San Diego

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Accredited Debt Relief

4370 La Jolla Village Dr Suite 920

San Diego, California 92122

12.83 miles
4.5 / 5 (11283 ratings)
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

PDS Debt

13520 Evening Creek Dr N Suite 140

San Diego, California 92128

4.51 miles
4.5 / 5 (1144 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers

Insurance Experts Solutions

3.72 miles
4.5 / 5 (680 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Insurance Agencies

Than Merrill

3033 Bunker Hill St

San Diego, California 92109

17.21 miles
4.5 / 5 (550 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
State-Specific Experience
Multi-state Experience

ViewRidge Funding

4719 Viewridge Ave Suite 170

San Diego, California 92123

14.26 miles
4.5 / 5 (201 ratings)

San Diego Taxman

1733 National Ave

San Diego, California 92113

22.78 miles
4.5 / 5 (181 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services

Elite

7905 Silverton Ave UNIT 108

San Diego, California 92126

10.23 miles
4.5 / 5 (169 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience

LOAN GOAT | #1 Hard Money Lender

3030 El Cajon Blvd

San Diego, California 92104

18.98 miles
5 / 5 (136 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Forensic Accounting
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination

tento

1660 Hotel Cir N #215

San Diego, California 92108

19.29 miles
4.5 / 5 (132 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Restaurants
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

Mutual of Omaha Reverse Mortgage

3131 Camino Del Rio N #1100

San Diego, California 92108

17.63 miles
4.5 / 5 (120 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

Love's Accounting San Diego

1504 Harvey Milk St

San Diego, California 92103

19.57 miles
4.5 / 5 (116 ratings)
Bookkeeping
Payroll
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
QuickBooks
GAAP Compliance

RJS LAW

303 A St STE 400

San Diego, California 92101

21.81 miles
4.5 / 5 (115 ratings)
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting

Paramount Tax & Accounting - Rancho Bernardo

16776 Bernardo Center Dr Ste 203

San Diego, California 92128

0.89 miles
4.5 / 5 (106 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
CPA License
In-person Support

Taxlana

4950 Waring Rd STE 8

San Diego, California 92120

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

Formula Funding

5405 Morehouse Dr

San Diego, California 92121

11.46 miles
4.5 / 5 (104 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits

WealthFit

3033 Bunker Hill St

San Diego, California 92109

17.21 miles
4.5 / 5 (106 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate
QuickBooks

SVA Tax Services - San Diego

3148 Midway Dr Suite 201

San Diego, California 92110

20.41 miles
5 / 5 (102 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
E-Commerce
Real Estate
QuickBooks

Halbert & James Inc.

4420 Hotel Cir Ct Suite 230

San Diego, California 92108

19.34 miles
4.5 / 5 (100 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks

PracticeCFO

13400 Sabre Springs Pkwy #255

San Diego, California 92128

4.59 miles
5 / 5 (91 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Healthcare
Professional Services

IB CPA

3636 Camino Del Rio N STE 225

San Diego, California 92108

17.27 miles
4.5 / 5 (81 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

Business Broker Rita Barbato The A List Group

10451 Newbliss Wy

San Diego, California 92126

10.23 miles
4.5 / 5 (76 ratings)
Business Consulting
Tax Planning
Financial Advisory
Mergers and Acquisitions
Real Estate
Healthcare
Professional Services
Law Firms
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

United Debt Relief

2907 Shelter Island Dr Ste 105

San Diego, California 92106

22.74 miles
4.5 / 5 (73 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Debt Advisors of America

7565 Mission Valley Rd ste 120

San Diego, California 92108

17.69 miles
3.5 / 5 (90 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

TaliMar Financial

16880 W Bernardo Dr Suite #140

San Diego, California 92127

0.53 miles
4.5 / 5 (69 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks

Top Hat Tax & Financial Services

7964 Arjons Dr H200

San Diego, California 92126

9.85 miles
5 / 5 (65 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Years of Practice

Oath - San Diego Estate Planning & Investment Attorneys

9655 Granite Ridge Dr #200

San Diego, California 92123

15.45 miles
4.5 / 5 (54 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
QuickBooks
Xero

The Options Lady

3814 Quarter Mile Dr

San Diego, California 92130

9.75 miles
5 / 5 (51 ratings)
Tax Planning
Financial Advisory
Forensic Accounting
High-net-worth Individuals
Complex Situations
State-Specific Experience

Copley Financial Group, Inc.

2650 Camino Del Rio N Suite #350

San Diego, California 92108

17.83 miles
4.5 / 5 (51 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Traction Wealth Management

4438 Ingraham St #2002

San Diego, California 92109

18.21 miles
5 / 5 (48 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Asset Marketing Systems

13500 Evening Creek Dr N Suite #550

San Diego, California 92128

4.52 miles
5 / 5 (47 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Insurance Agencies
Risk Management
Years of Practice
CPA License

Defense Tax Partners | Tax Lawyers, IRS Audit Defense & Tax Relief Service, Free Consultation

10620 Treena St Suite 230

San Diego, California 92131

8.26 miles
4.5 / 5 (47 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation

Dallo Law Group - Tax Law Firm

2150 Fourth Ave

San Diego, California 92101

21.18 miles
4.5 / 5 (46 ratings)
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Forensic Accounting
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

ABC Tax Service

4452 Park Blvd

San Diego, California 92116

18.96 miles
4.5 / 5 (49 ratings)

V&R Associates - Accounting, Bookkeeping & Tax Services

4616 Tarantella Ln

San Diego, California 92130

9.43 miles
5 / 5 (45 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Non-profits
QuickBooks
Remote Services
Years of Practice
CPA License

San Diego Tax Professionals

6050 Santo Rd # 160

San Diego, California 92124

12.97 miles
4.5 / 5 (44 ratings)
Business Consulting
Tax Preparation
Tax Planning

Allied Tax Advisors

3949 Clairemont Dr #6

San Diego, California 92117

16.27 miles
4.5 / 5 (42 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services

CJ Brogan at MyHome, A Williston Financial Group Company

9665 Granite Ridge Dr ste 210

San Diego, California 92123

15.45 miles
5 / 5 (40 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks

Paul Anderson - CPA and Bookkeeping Firm

7220 Trade St

San Diego, California 92121

10.66 miles
5 / 5 (39 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
In-person Support

Dimov Tax Specialists

600 B St Suite 300

San Diego, California 92101

21.83 miles
4.5 / 5 (41 ratings)
Bookkeeping
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
International Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Non-profits
Real Estate
QuickBooks
Xero
Multi-state Experience
Cross-border Taxation

Schwartz & Schwartz

591 Camino De La Reina #103

San Diego, California 92108

18.65 miles
4.5 / 5 (40 ratings)
Bookkeeping
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Gusto
ADP
Multi-state Experience
Local Tax Credits
Years of Practice
In-person Support

Johnston Accountancy

1081 Camino del Rio S UNIT 107

San Diego, California 92108

18.63 miles
4.5 / 5 (38 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
QuickBooks

Brotman Law

402 W Broadway

San Diego, California 92101

22.04 miles
4.5 / 5 (41 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

San Diego Credit Repair Company

402 W Broadway Suite 400

San Diego, California 92101

22.04 miles
5 / 5 (36 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

The American Institute of Certified Tax Planners

8885 Rio San Diego Dr UNIT 237

San Diego, California 92108

17.76 miles
4.5 / 5 (36 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
CPA License

Tax Service Express

5215 Lovelock St

San Diego, California 92110

19.4 miles
4.5 / 5 (35 ratings)

Semanchik Law Group

2869 Historic Decatur Rd #500

San Diego, California 92106

21.15 miles
5 / 5 (34 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Non-profits

Serrano Bookkeeping

2535 Kettner Blvd #3A1

San Diego, California 92101

21.15 miles
4.5 / 5 (34 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Budgeting
Outsourced Accounting
Subscription Pricing
Small Businesses
Real Estate
Construction
Contractors
Professional Services
QuickBooks

JW Financial

1286 University Ave #1025

San Diego, California 92103

19.63 miles
5 / 5 (32 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Mckenzie Adams

7710 Balboa Ave

San Diego, California 92111

14.8 miles
5 / 5 (32 ratings)
Business Consulting
Financial Advisory

Rush In Documentation Center San Diego

11852 Zach Dr

San Diego, California 92128

3.84 miles
5 / 5 (32 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax

Tadmor T Barzilai CPA Inc

4501 Mission Bay Dr. #3a

San Diego, California 92109

17.26 miles
4.5 / 5 (32 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
International Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
CPA License

Encompass Financial Services

12636 High Bluff Dr #110

San Diego, California 92130

10.59 miles
5 / 5 (30 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Risk Management
State-Specific Experience
Multi-state Experience

Premier Taxes

2667 Camino del Rio S #105

San Diego, California 92108

18.1 miles
5 / 5 (30 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers

One Degree Advisors

8880 Rio San Diego Dr # 1000

San Diego, California 92108

17.63 miles
4.5 / 5 (30 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

RFA Financial Center / Office of Ricardo F Alvarez EA

1671 Palm Ave

San Diego, California 92154

30.71 miles
4.5 / 5 (31 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Local Tax Credits
Bilingual Services
Years of Practice
In-person Support

Persistence Bookkeeping

1001 Garnet Ave Suite 200

San Diego, California 92109

18.61 miles
5 / 5 (29 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services

CALITAXES

519 E San Ysidro Blvd

San Diego, California 92173

33.15 miles
4.5 / 5 (28 ratings)

TaxWise Solutions

11440 W Bernardo Ct

San Diego, California 92127

0.43 miles
5 / 5 (27 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning

Launch CPA

550 W B St 4th Floor Ste 404

San Diego, California 92101

21.94 miles
4.5 / 5 (27 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Startups
Freelancers
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

San Diego Business Advisors

3517 Camino del Rio S # 200

San Diego, California 92108

17.4 miles
4.5 / 5 (27 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
QuickBooks
Multi-state Experience
Local Tax Credits

Regal Group CPA

3110 Camino del Rio S UNIT 312

San Diego, California 92108

17.74 miles
4.5 / 5 (29 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls

Hoffman & Associates

4909 Murphy Canyon Rd #100

San Diego, California 92123

13.88 miles
4 / 5 (28 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Montoya CPA EA APC

4025 Camino del Rio S UNIT 300

San Diego, California 92108

17.34 miles
4.5 / 5 (27 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Technology
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Larios Income Tax and Immigration

3317 El Cajon Blvd

San Diego, California 92104

18.97 miles
4.5 / 5 (26 ratings)

Logan Tax Service

1879 Logan Ave

San Diego, California 92113

22.82 miles
4 / 5 (28 ratings)

Well-Traveled Wealth

9191 Towne Centre Dr #370

San Diego, California 92122

12.75 miles
5 / 5 (24 ratings)

Jose Ignacio Chavez: Primerica - Financial Services

3954 Murphy Canyon Rd d205

San Diego, California 92123

14.71 miles
4.5 / 5 (24 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Optima Office, Inc.

5120 Shoreham Pl #285

San Diego, California 92122

13.39 miles
4.5 / 5 (23 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Non-profits
QuickBooks
Remote Services

USA Financial Consultants

4545 Murphy Canyon Rd #209

San Diego, California 92123

14.12 miles
4.5 / 5 (22 ratings)

Exeter 1031 Exchange Services, LLC

404 Camino del Rio S Suite 600

San Diego, California 92108

18.95 miles
4.5 / 5 (22 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Government Contractors
Non-profits
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Cross-border Taxation

First Command Financial Advisor - Anna Beasley

2650 Camino Del Rio N #210

San Diego, California 92108

17.83 miles
5 / 5 (21 ratings)
Financial Advisory
Risk Management

Dr. Budgets

11622 El Camino Real # 100

San Diego, California 92130

11.21 miles
5 / 5 (21 ratings)
Tax Planning
Budgeting
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers

McLaughlin Legal, APC

5151 Shoreham Pl suite 270

San Diego, California 92122

13.33 miles
5 / 5 (21 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax

CFO Hub

4660 La Jolla Village Dr Suite 100

San Diego, California 92122

12.7 miles
5 / 5 (20 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Technology
Remote Services

Encore Partners LLP

4350 Executive Dr UNIT 260

San Diego, California 92121

12.81 miles
4.5 / 5 (20 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Complex Situations

Pacific Wealth Management

11512 El Camino Real #350

San Diego, California 92130

11.25 miles
4.5 / 5 (20 ratings)

Complete Controller San Diego, CA - Bookkeeping Service

501 W Broadway Suite 800

San Diego, California 92101

22.12 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
High-net-worth Individuals
Startups
Non-profits
E-Commerce
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

O'Connor's Tax Services

4420 Hotel Cir Ct Suite 230

San Diego, California 92108

19.34 miles
5 / 5 (19 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Risk Management
Multi-state Experience

RightNow Tax Solutions

4370 Palm Ave # G

San Diego, California 92154

30.74 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Bilingual Services

San Diego Tax Center

12636 High Bluff Dr #400

San Diego, California 92130

10.59 miles
4.5 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice

CFG Wealth Management

4370 La Jolla Village Dr Suite 630

San Diego, California 92122

12.87 miles
4.5 / 5 (20 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax

The Light For Seniors, Inc

3405 Kenyon St #301

San Diego, California 92110

20.72 miles
4.5 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax

SimpliFi

9666 Businesspark Ave Suite 111

San Diego, California 92131

9.09 miles
5 / 5 (18 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

B & K Financial - Accounting & Tax Services

402 W Broadway Suite 400

San Diego, California 92101

22.04 miles
4.5 / 5 (18 ratings)
Bookkeeping
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Freelancers
Individual Taxpayers
QuickBooks
Remote Services

CKYFS INC. (Chou Kuo Yu Fee Services)

1744 Sixth Ave

San Diego, California 92101

21.47 miles
4.5 / 5 (19 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
Real Estate
Restaurants
Professional Services
QuickBooks
Bilingual Services
Years of Practice
CPA License

Jennifer G Thomas, CPA an Accountancy Corporation

3130 Fifth Ave Suites 5-6

San Diego, California 92103

20.48 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Profitwise Accounting

4660 La Jolla Village Dr Suite 100

San Diego, California 92122

12.68 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Professional Services
Technology
QuickBooks
Xero
Remote Services

Tidemark Financial Partners

5405 Morehouse Dr UNIT 345

San Diego, California 92121

11.46 miles
5 / 5 (17 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Verus Capital Partners

3111 Camino Del Rio N #400

San Diego, California 92108

17.66 miles
4.5 / 5 (17 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals

The Tax Service

1305 Morena Blvd

San Diego, California 92110

18.92 miles
4 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Freelancers
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License

Sandra A Lara Income Tax & Bookkeeping

2446 Imperial Ave

San Diego, California 92102

22.43 miles
4 / 5 (20 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation

College Planning Source

10875 Rancho Bernardo Rd Suite 115

San Diego, California 92127

0.61 miles
4.5 / 5 (17 ratings)
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Educational Institutions
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Remote Services

Julie R Merrill CPA & Associates

16776 Bernardo Center Dr #203

San Diego, California 92128

0.89 miles
5 / 5 (16 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
E-Commerce
Real Estate
Professional Services
Technology
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License

Financial Haus

1253 University Ave UNIT 1002

San Diego, California 92103

19.71 miles
5 / 5 (16 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
Risk Management
Multi-state Experience
Remote Services

Heritage Wealth Management, Inc.

11440 W Bernardo Ct # 390

San Diego, California 92127

0.43 miles
5 / 5 (16 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Multi-state Experience

Focused Mission Financial

11440 W Bernardo Ct STE 300

San Diego, California 92127

0.44 miles
5 / 5 (16 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Trifecta Wealth Management, LLC

12625 High Bluff Dr #311

San Diego, California 92130

10.49 miles
5 / 5 (16 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Number Nerds, CPA

5075 Shoreham Pl #250

San Diego, California 92122

13.4 miles
5 / 5 (16 ratings)
CFO Services
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
Freelancers
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

kept.pro

600 B St Suite 300

San Diego, California 92101

21.83 miles
5 / 5 (16 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Real Estate
Technology
QuickBooks
GAAP Compliance
Remote Services

Pars Financial Corporation

8736 Production Ave b

San Diego, California 92121

11 miles
4.5 / 5 (16 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Kurt Israelsen Financial

8881A Detwiler Rd

Escondido, California 92029

3.96 miles
4.5 / 5 (16 ratings)

NTV Accountants

3635 Fairmount Ave

San Diego, California 92105

19.59 miles
4 / 5 (19 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Xero

Platt Wealth Management

3838 Camino Del Rio N Unit 365

San Diego, California 92108

17.21 miles
5 / 5 (15 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals

Wealth Legacy Group, Inc.

4540 Kearny Villa Rd # 114

San Diego, California 92123

14.59 miles
5 / 5 (15 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Real Estate
Professional Services
Risk Management
Multi-state Experience

High Bluff Private Wealth

12520 High Bluff Dr #120

San Diego, California 92130

10.67 miles
5 / 5 (15 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Professional Services
Technology
Law Firms
Risk Management

StrataTax

2305 Historic Decatur Rd Suite 100

San Diego, California 92106

21.66 miles
4.5 / 5 (15 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses

Harrison & Associates - Ameriprise Financial Services, LLC

12636 High Bluff Dr #400

San Diego, California 92130

10.6 miles
5 / 5 (14 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Sirius Accounting Solutions

3245 University Ave #1-294

San Diego, California 92104

19.45 miles
5 / 5 (14 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Small Businesses
Startups
QuickBooks

Class Advisors

2555 Camino del Rio S #201

San Diego, California 92108

18.16 miles
4.5 / 5 (15 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers

Paragon Accountants

2121 Fifth Ave #207

San Diego, California 92101

21.2 miles
5 / 5 (13 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

Flat Fee Tax Service, Inc.

3200 Fourth Ave #208

San Diego, California 92103

20.45 miles
5 / 5 (13 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Years of Practice

CNPro Services

7960 Silverton Ave ste 204

San Diego, California 92126

10.14 miles
4.5 / 5 (14 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

Abbas, Dutson & Cundari CPAs

3131 Camino Del Rio N Ste 360

San Diego, California 92108

17.62 miles
4 / 5 (15 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

TaxPro Consulting inc

2667 Camino del Rio S # 110

San Diego, California 92108

18.09 miles
4 / 5 (15 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
Small Businesses
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks

SDC Tax & Business Services

3575 Kenyon St

San Diego, California 92110

20.64 miles
4 / 5 (15 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience

The Tax Lawyer - William D Hartsock Tax Attorney Inc.

12636 High Bluff Dr

San Diego, California 92130

10.6 miles
4.5 / 5 (13 ratings)
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Forensic Accounting

Leiman Tax Group

8745 Aero Dr #106

San Diego, California 92123

15.41 miles
4 / 5 (14 ratings)
Business Consulting
Tax Preparation

IMAccounting Inc.

5285 Mt Alifan Dr

San Diego, California 92111

15.68 miles
4.5 / 5 (13 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Mira Mesa Tax Services

16870 W Bernardo Dr #400

San Diego, California 92127

0.63 miles
4.5 / 5 (13 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks

Windfall Insurance Services Inc

2335 Roll Dr #6

San Diego, California 92154

33.75 miles
5 / 5 (12 ratings)

Client First Capital

8880 Rio San Diego Dr

San Diego, California 92108

17.63 miles
5 / 5 (12 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

L&A Consulting, LLC - Landeros & Associates

7710 Hazard Center Dr #108

San Diego, California 92108

18.19 miles
5 / 5 (12 ratings)
Business Consulting
Financial Advisory

Means Financial & Insurance Services

16787 Bernardo Center Dr # 12

San Diego, California 92128

0.91 miles
5 / 5 (12 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies

Pacific Beach Tax Center

4655 Cass St Ste. 403

San Diego, California 92109

18.5 miles
4.5 / 5 (13 ratings)

Cynthia M Brizard, CPA

16486 Bernardo Center Dr #378

San Diego, California 92128

1.03 miles
4.5 / 5 (13 ratings)
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Non-profits
QuickBooks

Golden Hill Tax Solutions

1212 28th St

San Diego, California 92102

21.58 miles
4.5 / 5 (12 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience

Finest City Fiduciary

3245 University Ave

San Diego, California 92104

19.45 miles
4.5 / 5 (12 ratings)
Financial Advisory
Estate and Trust Tax

GQ Law

12396 World Trade Dr #213

San Diego, California 92128

2.96 miles
4.5 / 5 (12 ratings)

Kearny Mesa Tax Inc

4542 Ruffner St #170

San Diego, California 92111

14.73 miles
4 / 5 (13 ratings)

After-Tax Wealth Management

1255 Scott St

San Diego, California 92106

22.67 miles
5 / 5 (11 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Define Financial

12526 High Bluff Dr STE 270

San Diego, California 92130

10.69 miles
5 / 5 (11 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Daniel Shahmoradian, CFP - Financial Planner

600 W Broadway #600

San Diego, California 92101

22.06 miles
5 / 5 (11 ratings)

Tax Mage

12636 High Bluff Dr #400

San Diego, California 92130

10.6 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Startups
Freelancers
Individual Taxpayers
Professional Services

D'Arcy Capital Management

12625 High Bluff Dr #314

San Diego, California 92130

10.49 miles
5 / 5 (11 ratings)

Action Accountants

3026 Midway Dr Suite E

San Diego, California 92110

20.42 miles
4.5 / 5 (12 ratings)

Tax & Financial Center, Inc.

5402 Ruffin Rd #200

San Diego, California 92123

13.66 miles
4 / 5 (13 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Linda Catalina, CPA

8880 Rio San Diego Dr # 800

San Diego, California 92108

17.64 miles
4.5 / 5 (11 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Remote Services
In-person Support

First Command Financial Advisor - Dustin Ferreiro

2650 Camino Del Rio N Suite 210

San Diego, California 92108

17.83 miles
5 / 5 (10 ratings)
Budgeting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management

First Command Financial Advisor - Abigail Woods

2650 Camino Del Rio N #210

San Diego, California 92108

17.83 miles
5 / 5 (10 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Reyes Financial Architecture, Inc.

4660 La Jolla Village Dr #725

San Diego, California 92122

12.71 miles
4.5 / 5 (10 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Addleman & Associates

1350 Columbia St UNIT 703

San Diego, California 92101

21.84 miles
4 / 5 (11 ratings)
Forensic Accounting

San Diego Tax Services

6977 Navajo Rd #140

San Diego, California 92119

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

WMA Wealth Management Accounting, Inc.

3665 Ruffin Rd #204

San Diego, California 92123

15.13 miles
4.5 / 5 (10 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Wealth & Wisdom Partners

3517 Camino del Rio S UNIT 410

San Diego, California 92108

17.4 miles
4.5 / 5 (10 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Yenor & Associates

3914 Murphy Canyon Rd Suite 239

San Diego, California 92123

14.78 miles
5 / 5 (9 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Real Estate
Healthcare
Law Firms
QuickBooks
Internal Controls
Risk Management

ATLAS CPAs & Advisors PC

16644 W Bernardo Dr # 220

San Diego, California 92127

0.89 miles
5 / 5 (9 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
Estate and Trust Tax
Forensic Accounting
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Next Gen Financial Planning

1455 Frazee Rd Suite 543

San Diego, California 92108

18.04 miles
5 / 5 (9 ratings)
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

Didi's 1040 & More

Office Mall, 10717 Camino Ruiz Ste 101

San Diego, California 92126

8.55 miles
5 / 5 (9 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers

William Rogers Company

9655 Granite Ridge Dr #200

San Diego, California 92123

15.47 miles
4.5 / 5 (9 ratings)
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Non-profits
E-Commerce
Real Estate
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License
In-person Support

Thefeld & Associates, CPA's

2333 Camino del Rio S STE 330

San Diego, California 92108

18.25 miles
4 / 5 (10 ratings)

Lindgren Financial Services

5402 Ruffin Rd # 210

San Diego, California 92123

13.66 miles
4.5 / 5 (9 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
Individual Taxpayers
Real Estate
Multi-state Experience

Lily Tax

5850 Oberlin Dr STE 240

San Diego, California 92121

11.1 miles
4.5 / 5 (9 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Xero

L.R. Accounting LLC

4455 Morena Blvd STE 105

San Diego, California 92117

16.47 miles
5 / 5 (8 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
ADP
State-Specific Experience

Gaines & Welsh

3511 Camino del Rio S # 307

San Diego, California 92108

17.43 miles
5 / 5 (8 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers

Bankers Hill Advisors Accountancy Corp

550 W B St #223

San Diego, California 92101

21.94 miles
5 / 5 (8 ratings)
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Healthcare
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Edwin P. Simpson III CPA

10731 Treena St #200

San Diego, California 92131

8.07 miles
5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Wilsey Asset Management

10620 Treena St Suite 100

San Diego, California 92131

8.28 miles
5 / 5 (8 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Risk Management
Multi-state Experience
Years of Practice
CPA License

Brian Bickford, CFP

4370 La Jolla Village Dr #400

San Diego, California 92122

12.88 miles
5 / 5 (8 ratings)

Mercer Advisors - San Diego

9740 Appaloosa Rd UNIT 150

San Diego, California 92131

8.86 miles
4 / 5 (9 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience

ATS Wealth Management

5435 Oberlin Dr #200

San Diego, California 92121

11.56 miles
4.5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Primo Personal Loans

6926 Paradise Valley Rd #33

San Diego, California 92114

23.51 miles
4.5 / 5 (8 ratings)

Lotus Accounting and Tax Services

4075 Park Blvd #101B

San Diego, California 92103

19.39 miles
4 / 5 (9 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

AGS Tax Solutions

10085 Carroll Canyon Rd Suite 151

San Diego, California 92131

8.72 miles
4.5 / 5 (8 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation

Tulsi Tax Solutions

6755 Mira Mesa Blvd Ste 123 PMB #354

San Diego, California 92121

9.81 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Technology
Law Firms
Insurance Agencies
Remote Services

Cody Roulier | Financial Planner - LPL Financial

11440 W Bernardo Ct #253

San Diego, California 92127

0.45 miles
5 / 5 (7 ratings)

The Financial Planning Company

2761 Teresita St

San Diego, California 92104

20.34 miles
5 / 5 (7 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

PTM FINANCIAL

12348 High Bluff Dr Suite 240

San Diego, California 92130

10.62 miles
5 / 5 (7 ratings)

First Command Financial Advisor - Ruben Camacho

2650 Camino Del Rio N #210

San Diego, California 92108

17.83 miles
5 / 5 (7 ratings)
Budgeting
Financial Advisory

C2 Financial | Mitch Palmer | Mortgage Advisor | NMLS - 300298

16486 Bernardo Center Dr Ste 228

San Diego, California 92128

1.03 miles
5 / 5 (7 ratings)

Lori A. Riccardi, CPA A Professional Accountancy Corporation

2869 Historic Decatur Rd

San Diego, California 92106

21.15 miles
5 / 5 (7 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance

Bookkeeping and Tax Pros

401 W A St #200

San Diego, California 92101

22.02 miles
5 / 5 (7 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Dechner CPA Financial Services

9655 Granite Ridge Dr #200

San Diego, California 92123

15.46 miles
5 / 5 (7 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Reason Financial & Tax

4747 Morena Blvd #102

San Diego, California 92117

16.32 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Steer Financial - Small Business Loans

1111 Sixth Ave

San Diego, California 92101

21.89 miles
5 / 5 (7 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Restaurants
Hospitality
QuickBooks
Xero

C.B. Financial Insurance Services, Inc.

9089 Clairemont Mesa Blvd Suite 307

San Diego, California 92123

13.88 miles
5 / 5 (7 ratings)

Bryan Banting: Primerica - Financial Services

9520 Padgett St STE 217

San Diego, California 92126

9.44 miles
5 / 5 (7 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies

Cristian Galindo Cardenas: Primerica - Financial Services

9655 Granite Ridge Dr #200

San Diego, California 92123

15.47 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Insurance Agencies

TS Carr Tax Service

13520 Evening Creek Dr N

San Diego, California 92128

4.52 miles
5 / 5 (7 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience

Premium Consulting Services

16868 Via Del Campo Ct Suite 100

San Diego, California 92127

0.81 miles
5 / 5 (7 ratings)

Goldman Wealth Management & Assoc. LLC

12526 High Bluff Dr UNIT 300

San Diego, California 92130

10.68 miles
5 / 5 (7 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services
Years of Practice
CPA License

Mission Hills Tax Services

928 Fort Stockton Dr # 110

San Diego, California 92103

19.76 miles
4.5 / 5 (7 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Freelancers
Individual Taxpayers
E-Commerce
Real Estate
Professional Services

Best Team Tax and Financial

8680 Navajo Rd Unit 106

San Diego, California 92119

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

DANIEL LU CPA

9606 Tierra Grande St STE 105

San Diego, California 92126

9.38 miles
4 / 5 (7 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Real Estate
Restaurants
Construction
Law Firms
Cross-border Taxation
Bilingual Services
Years of Practice
CPA License

Tuttle & Sitlani LLP

9920 Pacific Heights Blvd Suite 150

San Diego, California 92121

10.71 miles
4 / 5 (7 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Professional Services
GAAP Compliance
State-Specific Experience
Multi-state Experience

Craig V. Castanos CPA

401 B St UNIT 2300

San Diego, California 92101

21.89 miles
4 / 5 (7 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
Bilingual Services

Considine & Considine

8989 Rio San Diego Dr #250

San Diego, California 92108

17.7 miles
4 / 5 (7 ratings)
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Real Estate

Skyward Consultants

3319 Camino Marzagan

Escondido, California 92029

3.21 miles
5 / 5 (6 ratings)
Business Consulting
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Internal Controls
Risk Management

First Command Financial Advisor - Sean Jacob Ferreiro

2650 Camino Del Rio N #210

San Diego, California 92108

17.83 miles
5 / 5 (6 ratings)
Budgeting
Financial Advisory
Risk Management

Thomas A Trax, Wealth Advisor, CEP, AAMS- LPL Financial

2221 Camino del Rio S STE 307

San Diego, California 92108

18.32 miles
5 / 5 (6 ratings)

Freebird Financial LLC

2305 Historic Decatur Rd

San Diego, California 92106

21.66 miles
5 / 5 (6 ratings)

Sage Financial Planning

4654 Idaho St

San Diego, California 92116

18.58 miles
5 / 5 (6 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

Ocean Point Financial System Inc

3565 Del Rey St

San Diego, California 92109

17.18 miles
5 / 5 (6 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals

Presidio Capital Management

12626 High Bluff Dr # 150

San Diego, California 92130

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

Financial Security Designs

16776 Bernardo Center Dr #203

San Diego, California 92128

0.89 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

First Command Financial Advisor - Marcus Little

2650 Camino Del Rio N Suite 210

San Diego, California 92108

17.83 miles
5 / 5 (6 ratings)
Tax Planning
Budgeting
Financial Advisory
Risk Management

My Better Bookkeeping

1605 Hotel Cir S

San Diego, California 92108

19.42 miles
5 / 5 (6 ratings)
Bookkeeping
Small Businesses
QuickBooks

Ortega Income Tax +

4020 43rd St

San Diego, California 92105

19.22 miles
4.5 / 5 (6 ratings)

Yorkshire Wealth Management

16935 W Bernardo Dr # 170

San Diego, California 92127

0.48 miles
4.5 / 5 (6 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management
Multi-state Experience

Van Ness CPA

2535 Kettner Blvd

San Diego, California 92101

21.14 miles
4 / 5 (6 ratings)

PKF San Diego, LLP

2020 Camino Del Rio N #1000

San Diego, California 92108

18.1 miles
5 / 5 (5 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
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
Law Firms
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
In-person Support

PBO Advisory Group

3655 Nobel Dr Suite 520

San Diego, California 92122

13.8 miles
5 / 5 (5 ratings)
Business Consulting
CFO Services
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
Startups
Non-profits
Healthcare
Construction
Professional Services
Manufacturing
Technology
Internal Controls
Risk Management
Remote Services

The Taxman

Dean's Office, 841 Turquoise St d

San Diego, California 92109

18.15 miles
5 / 5 (5 ratings)

Capital Growth Inc. Wealth Management

12680 High Bluff Dr

San Diego, California 92130

10.54 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Risk Management

Macdonald CPA

2165 San Diego Ave UNIT 206

San Diego, California 92110

20.34 miles
5 / 5 (5 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation

Icono Financial Services Inc

5095 Murphy Canyon Rd # 250

San Diego, California 92123

13.75 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience
Local Tax Credits
Years of Practice
CPA License

Hone Maxwell LLP

3465 Camino del Rio S #400

San Diego, California 92108

17.44 miles
5 / 5 (5 ratings)
Audit
Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Professional Services
Cross-border Taxation
Bilingual Services

DACA Financial Group

4542 Ruffner St # 110

San Diego, California 92111

14.73 miles
5 / 5 (5 ratings)

RockSteady Financial Group

4455 Murphy Canyon Rd #100-20

San Diego, California 92123

14.15 miles
5 / 5 (5 ratings)

Elite Wealth Management

2727 Camino del Rio S ste 150

San Diego, California 92108

18.05 miles
5 / 5 (5 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax

Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC

12636 High Bluff Dr #400

San Diego, California 92130

10.6 miles
5 / 5 (5 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience

Rise Consulting Group, LLC

11545 W Bernardo Ct # 201

San Diego, California 92127

0.6 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Project-Based Engagements
Small Businesses
Mid-size Businesses
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Remote Services

Nautica Wealth Advisors

16870 W Bernardo Dr # 330

San Diego, California 92127

0.64 miles
4.5 / 5 (5 ratings)

Steven L. Nartker CPA

17150 Via Del Campo #203

San Diego, California 92127

0.72 miles
4 / 5 (6 ratings)

Punctual Payroll

1620 Fifth Ave Suite 110 Suite 1000

San Diego, California 92101

21.56 miles
4 / 5 (5 ratings)
Business Consulting
Payroll
Tax Preparation
Small Businesses

Todd Tyler CPA CFP

5151 Shoreham Pl #170

San Diego, California 92122

13.32 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Multi-state Experience
Years of Practice
CPA License

Coastal Tax Advisors

13520 Evening Creek Dr N #480

San Diego, California 92128

4.52 miles
4 / 5 (5 ratings)

Mission Hills Financial Advisory LLC

1633 W Lewis St

San Diego, California 92103

19.83 miles
4 / 5 (5 ratings)

BergTaxes

5252 Balboa Ave Ste. 501

San Diego, California 92117

15.47 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Virtual CFO
Small Businesses
Individual Taxpayers
QuickBooks

Gomez Tax Service

4456 Vandever Ave Suite 1

San Diego, California 92120

16.59 miles
4 / 5 (5 ratings)
Bookkeeping
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Restaurants

United Payroll & Hr Services Inc

6161 El Cajon Blvd

San Diego, California 92115

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

Principal Financial Group

4370 La Jolla Village Dr Suite 1025

San Diego, California 92122

12.88 miles
4 / 5 (5 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Atlas Bookkeeping & Tax Service

2987 Coronado Ave # B

San Diego, California 92154

31.22 miles
4 / 5 (5 ratings)

Benz Bookkeeping

4 miles
5 / 5 (4 ratings)
Bookkeeping
Financial Statements
Payroll
Sales Tax Compliance
Small Businesses
Startups
QuickBooks

Biz Block CPA

5703 Oberlin Dr #107

San Diego, California 92121

11.29 miles
5 / 5 (4 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Forensic Accounting
Virtual CFO
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Complex Situations
CPA License

Balin Accountancy

1450 Frazee Rd # 714

San Diego, California 92108

18.1 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

First Command Financial Advisor - Nick Wallace

2650 Camino Del Rio N Suite 210

San Diego, California 92108

17.83 miles
5 / 5 (4 ratings)

New Era CPAs

1322 Scott St

San Diego, California 92106

22.59 miles
5 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
Law Firms
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination

Wilson & Associates, CPA

3525 Fourth Ave

San Diego, California 92103

20.23 miles
5 / 5 (4 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits
Real Estate
Construction
QuickBooks
GAAP Compliance
Multi-state Experience

Fortunate Fields

3525 Fourth Ave

San Diego, California 92103

20.23 miles
5 / 5 (4 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
Remote Services

Sahmel & Associates

3033 Fifth Ave UNIT 425

San Diego, California 92103

20.54 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning

Blum & Clark Accountancy Group

9252 Chesapeake Dr

San Diego, California 92123

13.36 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Professional Services
QuickBooks
Multi-state Experience
Cross-border Taxation

The Bookkeeper's Friend: The Pro Bookkeepers Network

350 Tenth Ave suite 1000

San Diego, California 92101

22.41 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Payroll
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Professional Services
QuickBooks

Finch Lisa R CPA

3838 Camino Del Rio N #106

San Diego, California 92108

17.21 miles
5 / 5 (4 ratings)

Credence Payments

2074 Third Ave

San Diego, California 92101

21.25 miles
5 / 5 (4 ratings)

Jocelyn Dacumos Jimenez: Primerica - Financial Services

2650 Camino Del Rio N #100

San Diego, California 92108

17.84 miles
5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

WealthPlan Partner

6540 Lusk Blvd # C112

San Diego, California 92121

11.04 miles
5 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Kelly's Bookkeeping Services, Inc.

11440 W Bernardo Ct STE 300

San Diego, California 92127

0.42 miles
5 / 5 (4 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Small Businesses
QuickBooks

Alacritous Solutions

1050 Rosecrans St UNIT G

San Diego, California 92106

22.83 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Payroll
Sales Tax Compliance
Small Businesses
QuickBooks
Remote Services

Taxglobal.com

8910 University Center Ln #400

San Diego, California 92122

13.58 miles
5 / 5 (4 ratings)

Tax Wise Pros

16870 W Bernardo Dr #400

San Diego, California 92127

0.63 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

HambroseTax

11440 W Bernardo Ct

San Diego, California 92127

0.43 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience

Sync-Up Bookkeeping

2307 Fenton Pkwy #107-102

San Diego, California 92108

17.29 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
QuickBooks

San Diego CPA

16060 Potomac Ridge Rd #240

San Diego, California 92127

2.34 miles
4.5 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers

Lopato & Associates

7968 Arjons Dr a204

San Diego, California 92126

9.87 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

Financial Sense Wealth Management

10809 Thornmint Rd 2nd Floor

San Diego, California 92127

1.19 miles
4 / 5 (4 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers

Independent Financial Group

12671 High Bluff Dr Suite 200

San Diego, California 92130

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

Fitzsimmons Accountancy

928 Hornblend St

San Diego, California 92109

18.69 miles
4 / 5 (4 ratings)

Invictus Advisors

3636 Camino Del Rio N

San Diego, California 92108

17.26 miles
4 / 5 (4 ratings)
Business Consulting
Tax Planning
IRS Representation
Budgeting
Forecasting
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
Multi-state Experience
Cross-border Taxation
Bilingual Services

Miramar MBA Financial Services

8380 Miramar Mall #222

San Diego, California 92121

11.67 miles
4 / 5 (4 ratings)

Mohr Group

12555 High Bluff Dr # 205

San Diego, California 92130

10.52 miles
4 / 5 (4 ratings)

Leaf & Cole LLP

2810 Camino del Rio S #200

San Diego, California 92108

18.01 miles
5 / 5 (3 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
Internal Controls
Complex Situations
Multi-state Experience
Years of Practice
CPA License

Wealth Navigation Advisors

6265 Greenwich Dr Suite 251

San Diego, California 92122

13.27 miles
5 / 5 (3 ratings)

Wealth Preservation, LLC

12520 High Bluff Dr Suite 360

San Diego, California 92130

10.5 miles
5 / 5 (3 ratings)
Business Consulting
Tax Planning
Financial Advisory

Guerin CPA

12636 High Bluff Dr #400

San Diego, California 92130

10.6 miles
5 / 5 (3 ratings)
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Forensic Accounting
Small Businesses
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Law Firms
QuickBooks

West Rhode & Roberts

2741 Fourth Ave

San Diego, California 92103

20.76 miles
5 / 5 (3 ratings)
Audit
Assurance
Tax Planning
Educational Institutions
Non-profits
Real Estate
Construction
GAAP Compliance
State-Specific Experience

Matranga & Company

6255 Lusk Blvd UNIT 150

San Diego, California 92121

10.79 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
QuickBooks
Internal Controls

David Thomas, CPA, Esq.

2340 Moore St

San Diego, California 92110

20.28 miles
5 / 5 (3 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
GAAP Compliance
SOX Compliance
Internal Controls
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
CPA License

Grum Jr Robert

4540 Kearny Villa Rd # 108

San Diego, California 92123

14.58 miles
5 / 5 (3 ratings)

SAN DIEGO VIP TAX CENTER

9655 Granite Ridge Dr #200

San Diego, California 92123

15.46 miles
5 / 5 (3 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

AD Bookkeeping Services

6955 Alvarado Rd

San Diego, California 92120

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

David York's Tax Service

12625 High Bluff Dr #211

San Diego, California 92130

10.5 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Startups
Individual Taxpayers

Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP

2851 Camino del Rio S UNIT 410

San Diego, California 92108

18.05 miles
5 / 5 (3 ratings)
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks

Gulla CPA

9255 Towne Centre Dr #460

San Diego, California 92121

12.64 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Law Firms
QuickBooks

San Diego Financial Literacy Center

9325 Sky Park Ct suite 260

San Diego, California 92123

14.79 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Educational Institutions
Non-profits
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Bilingual Services

Corlett Financial

9655 Granite Ridge Dr #200

San Diego, California 92123

15.46 miles
5 / 5 (3 ratings)

Point Loma Advisors

4172 Hill St

San Diego, California 92107

22.96 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Sayva Solutions

3636 Nobel Dr UNIT 170

San Diego, California 92122

13.7 miles
5 / 5 (3 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting

First Command Financial Advisor - Nasrin Gohar

2650 Camino Del Rio N Suite 210

San Diego, California 92108

17.83 miles
5 / 5 (3 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Risk Management

365 Glacier Payments

1901 First Ave.

San Diego, California 92101

21.37 miles
5 / 5 (3 ratings)

Krvaric Capital & Risk Management

16935 W Bernardo Dr suite 112

San Diego, California 92127

0.47 miles
5 / 5 (3 ratings)

McKenna Financial

4305 Gesner St # 306

San Diego, California 92117

17.71 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Risk Management

Bottom Line Tax & Accounting LLC

16885 W Bernardo Dr #104

San Diego, California 92127

0.62 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Brody Solutions LLC

10531 4S Commons Dr Suite 166

San Diego, California 92127

1.64 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
QuickBooks
Xero
NetSuite
FreshBooks
Remote Services

Aaron Hungerford, CPA

9663 Tierra Grande St # 203

San Diego, California 92126

9.43 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Professional Services
QuickBooks

Cass St. Tax Services

4609 Cass St

San Diego, California 92109

18.54 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers

Stirling Financial Group

750 B St suite 2230

San Diego, California 92101

21.81 miles
5 / 5 (3 ratings)

Luminous Financial Group

11622 El Camino Real # 100

San Diego, California 92130

11.22 miles
5 / 5 (3 ratings)

Kevins7

11622 El Camino Real Suite 100

San Diego, California 92130

11.19 miles
5 / 5 (3 ratings)

Harshwal & Company LLP

11405 W Bernardo Ct Suite A

San Diego, California 92127

0.45 miles
4.5 / 5 (3 ratings)
Accounting
Audit
Assurance
Tax Preparation
IRS Representation
Financial Advisory
GAAP Compliance
Internal Controls
Risk Management

Janice Talleur, CPA

16870 W Bernardo Dr #400

San Diego, California 92127

0.64 miles
4 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Professional Services
QuickBooks

Grigg Financial Group

3111 Camino Del Rio N Ste 430

San Diego, California 92108

17.71 miles
4 / 5 (3 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
Risk Management
Multi-state Experience

Axiom Tax Group

4025 Camino del Rio S Suite 352

San Diego, California 92108

17.34 miles
4 / 5 (3 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation

Accounting and Payroll Services (PSA)

4953 68th St

San Diego, California 92115

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

RSM US LLP

3430 Carmel Mountain Rd Ste 200

San Diego, California 92121

11.56 miles
5 / 5 (2 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
Insurance Agencies
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation

J SEO, CPA

7750 Dagget St #101b

San Diego, California 92111

14.67 miles
5 / 5 (2 ratings)

DeBellis Financial Services, Inc.

12680 High Bluff Dr #250

San Diego, California 92130

10.54 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate

Blake Gallion, CFP

12396 World Trade Dr UNIT 310

San Diego, California 92128

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

Melbrod Wealth Management

13520 Evening Creek Dr N Ste 130

San Diego, California 92128

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

JM Financial Strategies

4550 Kearny Villa Rd # 201

San Diego, California 92123

14.59 miles
5 / 5 (2 ratings)

Torrey Wealth - Rob Leuffen

4660 La Jolla Village Dr Suite 100

San Diego, California 92122

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

Schoettle Financial

1010 Turquoise St UNIT 255

San Diego, California 92109

17.99 miles
5 / 5 (2 ratings)

Ellis Financial Group, Inc.

11440 W Bernardo Ct STE 300

San Diego, California 92127

0.42 miles
5 / 5 (2 ratings)

Momentum Financial and Insurance Services LLC

11770 Bernardo Plaza Ct

San Diego, California 92128

0.74 miles
5 / 5 (2 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice

Cafiero Tax & Finacial Services

11848 Bernardo Plaza Ct # 210

San Diego, California 92128

0.7 miles
5 / 5 (2 ratings)
Bookkeeping
Tax Preparation
Tax Planning

James R. Scoffin CPA

9909 Mira Mesa Blvd Ste 330

San Diego, California 92131

7.9 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Cross-border Taxation

Legacy Park Advisors

750 B St UNIT 1220

San Diego, California 92101

21.79 miles
5 / 5 (2 ratings)

Celeste & Associates

7840 Mission Center Ct # 101

San Diego, California 92108

18.04 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks
GAAP Compliance

Fleetridge Financial, Inc.

3725 Talbot St # C

San Diego, California 92106

23.03 miles
5 / 5 (2 ratings)

Proko Uribe & Maynard LLP

591 Camino De La Reina suite 1125

San Diego, California 92108

18.65 miles
5 / 5 (2 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Manufacturing
Technology
Law Firms
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
CPA License

Osborne Linda G CPA

1545 Grand Ave

San Diego, California 92109

18.29 miles
5 / 5 (2 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Karla Sarhan Tax & Accounting Services Inc.

1455 Frazee Rd Suite 500

San Diego, California 92108

18.03 miles
5 / 5 (2 ratings)

Engage Advisors

2020 Camino Del Rio N # 610

San Diego, California 92108

18.09 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
Mid-size Businesses
Healthcare
QuickBooks

RED DRAGON FINANCIAL - INCOME TAX PREPARATION

2171 Ulric St Ste 202

San Diego, California 92111

17.58 miles
5 / 5 (2 ratings)

Ardagnas Tax & Bookkeeping

4070 Goldfinch St STE A

San Diego, California 92103

19.75 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Hara Chaudhuri CPAs PC

9909 Mira Mesa Blvd #100

San Diego, California 92131

7.9 miles
5 / 5 (2 ratings)

William G Mc Kee & Co

5190 Governor Dr STE 105

San Diego, California 92122

13.16 miles
5 / 5 (2 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

TaxPlus San Diego

4340 Genesee Ave UNIT 205

San Diego, California 92117

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

The Conscious Accounting Firm

550 W B St 4th Floor

San Diego, California 92101

21.94 miles
5 / 5 (2 ratings)

San Diego Tax & Accounting Consultants

5230 Carroll Canyon Rd # 102

San Diego, California 92121

11.34 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Delsen & Company LLP

9909 Mira Mesa Blvd #150

San Diego, California 92131

7.9 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

WeIncentivize

7950 Dunbrook Rd Suite A

San Diego, California 92126

10.05 miles
5 / 5 (2 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Startups
Real Estate
Construction
Professional Services
Technology
State-Specific Experience
Multi-state Experience
Local Tax Credits

Wright Leonard

600 W Broadway #600

San Diego, California 92101

22.05 miles
5 / 5 (2 ratings)

RJ Patterson Group

402 W Broadway #2600

San Diego, California 92101

22.03 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Protect with Moe

2815 Camino del Rio S #240

San Diego, California 92108

18.13 miles
5 / 5 (2 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

The Society for Financial Awareness

3655 Ruffin Rd Suite 230

San Diego, California 92123

15.17 miles
5 / 5 (2 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Professional Services

Eddie Lindo: Primerica - Financial Services

1455 Frazee Rd Suite 500

San Diego, California 92108

18.03 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Insurance Agencies

N and S Tax Professional

3020 E Beyer Blvd

San Diego, California 92173

33.39 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Individual Taxpayers
Bilingual Services

Providence Wealth Planning

3160 Camino del Rio S #204

San Diego, California 92108

17.68 miles
5 / 5 (2 ratings)

Bamboo Wealth Strategies

3131 Camino Del Rio N

San Diego, California 92108

17.62 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate

Donald Fischer Licensed Fiduciary

7710 Hazard Center Dr # E

San Diego, California 92108

18.2 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Illumination Wealth Management

4320 La Jolla Village Dr #210

San Diego, California 92122

12.99 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Professional Services
Risk Management

NOW CFO

8910 University Center Ln 4th Floor

San Diego, California 92122

13.59 miles
5 / 5 (2 ratings)
Accounting
Audit
Financial Statements
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
QuickBooks
Xero
NetSuite
Sage
GAAP Compliance
Internal Controls
Risk Management

Sebastian Ruelas

1223 Cleveland Ave #200

San Diego, California 92103

19.66 miles
5 / 5 (2 ratings)

Phase Four Financial Solutions

8880 Rio San Diego Dr # 1098

San Diego, California 92108

17.64 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

Holland Group Inc

Imperial Bank Tower, 701 B St #1830

San Diego, California 92101

21.86 miles
5 / 5 (2 ratings)

Atlas Executive

1545 & 1565, 1545 Hotel Cir S

San Diego, California 92108

19.35 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Government Contractors
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Remote Services

Zimmerman Private Wealth Management

3111 Camino Del Rio N

San Diego, California 92108

17.66 miles
5 / 5 (2 ratings)

Denali Advisors LLC

5075 Shoreham Pl #120

San Diego, California 92122

13.4 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation

First Command Financial Advisor - David Morales

2650 Camino Del Rio N #210

San Diego, California 92108

17.84 miles
5 / 5 (2 ratings)
Financial Advisory
Risk Management

Sunset Cliffs Capital

1635 Rosecrans St Suite B

San Diego, California 92106

22.28 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services

AJX Capital

5959 Mission Gorge Rd STE 206

San Diego, California 92120

16.97 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate

Weekley Consulting

3175 Juniper St

San Diego, California 92104

20.75 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Small Businesses
Real Estate
Restaurants
Hospitality
QuickBooks

Dunham & Associates

6256 Greenwich Dr Ste 550

San Diego, California 92122

13.33 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience

Investment Property Advisors of San Diego

9320 Chesapeake Dr #104

San Diego, California 92123

13.34 miles
5 / 5 (2 ratings)
Accounting
Real Estate

Mitch Ruibal - LPL Financial

4550 Kearny Villa Rd STE 214

San Diego, California 92123

14.59 miles
5 / 5 (2 ratings)

Martin and Company

11717 Bernardo Plaza Ct STE 200

San Diego, California 92128

0.81 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Roadmap Tax Services, Inc.

4025 Camino del Rio S UNIT 300

San Diego, California 92108

17.35 miles
5 / 5 (2 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

IRS Tax Credit Pros Inc.

402 W Broadway #400

San Diego, California 92101

22.05 miles
5 / 5 (2 ratings)

Lauer, Georgatos, Covel, Devine & Feiles APC

402 W Broadway Ste 1890

San Diego, California 92101

22.04 miles
5 / 5 (2 ratings)

Jay W. Henderson

16486 Bernardo Center Dr #170

San Diego, California 92128

1.02 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Real Estate
Professional Services

Garcia, Barrett & Associates

3055 Beyer Blvd c102

San Diego, California 92154

31.54 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Small Businesses
Startups
Foreign Nationals
Individual Taxpayers
QuickBooks
Bilingual Services

Bridget Hartley-Loftman: Primerica - Financial Services

3838 Camino Del Rio N Ste 200

San Diego, California 92108

17.21 miles
5 / 5 (2 ratings)

Stoel Rives LLP

501 W Broadway UNIT 2000

San Diego, California 92101

22.13 miles
4.5 / 5 (2 ratings)

Jeff DePry, CPA

8880 Rio San Diego Dr # 800

San Diego, California 92108

17.64 miles
4 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Moss Adams

La Jolla Commons, 4747 Executive Dr #1300

San Diego, California 92121

12.58 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Technology
GAAP Compliance
SOX Compliance
Internal Controls
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
CPA License
Firm Size

Automation Advantage

4660 La Jolla Village Dr ste 100 & 200

San Diego, California 92122

12.68 miles
5 / 5 (1 ratings)

Douglas R. Ashbrook, CPA

5425 Oberlin Dr # 100

San Diego, California 92121

11.54 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Individual Taxpayers
Real Estate
Construction
Law Firms
State-Specific Experience
CPA License

Dick David

9747 Businesspark Ave # 200

San Diego, California 92131

8.94 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
State-Specific Experience

Olympia Business Services, Inc. (All Caps)

4550 Kearny Villa Rd #220

San Diego, California 92123

14.59 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services

Morgan Dave CPA

13520 Evening Creek Dr N #480

San Diego, California 92128

4.52 miles
5 / 5 (1 ratings)

Eide Bailly

5675 Ruffin Rd STE 300

San Diego, California 92131

13.38 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Construction
Contractors
Internal Controls
Risk Management
Multi-state Experience
Remote Services
CPA License
In-person Support

Mission Trails Financial

7187 Navajo Rd Suite B

San Diego, California 92119

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

The Financial Planning & Investment Group - Ameriprise Financial Services, LLC

4455 Morena Blvd Ste 215 & Ste 216

San Diego, California 92117

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

Financial Planning Consultants

1450 Frazee Rd # 308

San Diego, California 92108

18.09 miles
5 / 5 (1 ratings)

Stratos Private Wealth

12348 High Bluff Dr Suite 200

San Diego, California 92130

10.62 miles
5 / 5 (1 ratings)

Celeste Financial Group

3131 Camino Del Rio N STE 300

San Diego, California 92108

17.62 miles
5 / 5 (1 ratings)

Sikorski Wealth Management

3435 Camino del Rio S

San Diego, California 92108

17.47 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

Practice Enhancement Group Inc

8989 Rio San Diego Dr # 365

San Diego, California 92108

17.72 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Planning
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
Mid-size Businesses
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Remote Services
Years of Practice
CPA License

Independent Capital Management, Inc.

3131 Camino Del Rio N #810

San Diego, California 92108

17.63 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Risk Management
Multi-state Experience
Bilingual Services

Shareholders Foundation, Inc.

3111 Camino Del Rio N #423

San Diego, California 92108

17.66 miles
5 / 5 (1 ratings)
Audit
Assurance
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Large Enterprises
High-net-worth Individuals
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
Law Firms
QuickBooks
Xero
NetSuite
UltraTax
Lacerte
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

The DelVecchio Group - UBS Financial Services Inc.

12220 El Camino Real Suite 400

San Diego, California 92130

10.93 miles
5 / 5 (1 ratings)

San Diego Wealth Management

6390 Greenwich Dr #215

San Diego, California 92122

13.3 miles
5 / 5 (1 ratings)

Merrill Lynch Financial Advisor Frances Pascua

11811 Bernardo Plaza Ct

San Diego, California 92128

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

Robinson Wealth Management of Raymond James

13500 Evening Creek Dr N Ste 100

San Diego, California 92128

4.52 miles
5 / 5 (1 ratings)

The Compass Pointe Group

16870 W Bernardo Dr UNIT 150

San Diego, California 92127

0.63 miles
5 / 5 (1 ratings)

Sage Capital Advisors, LLC

11440 W Bernardo Ct STE 300

San Diego, California 92127

0.44 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
Risk Management
Complex Situations

Gatto Pope & Walwick, LLP Certified Public Accountants

3131 Camino Del Rio N #1200

San Diego, California 92108

17.63 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals

Tracy H. Weaver, Attorney/CPA

10531 4S Commons Dr #636

San Diego, California 92127

1.64 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Local Tax Credits
CPA License

San Diego CPA A Professional Tax & Accountancy Corporation

16870 W Bernardo Dr #329

San Diego, California 92127

0.63 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
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Law Firms
QuickBooks

Sonnenberg & Co CPA

5190 Governor Dr STE 201

San Diego, California 92122

13.16 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Non-profits
Real Estate
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
Firm Size
In-person Support

Oliva & Associates CPAs

4350 Executive Dr #350

San Diego, California 92121

12.81 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
Years of Practice
CPA License

MiklosCPA Accounting & Tax Strategy

4545 Murphy Canyon Rd STE 208

San Diego, California 92123

14.12 miles
5 / 5 (1 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
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

Golden State CPAs

835 Fifth Ave #314

San Diego, California 92101

22.09 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting

SAC Accounting

800 The Mark Ln #1708

San Diego, California 92101

22.27 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

Lang & Brown, CPAs

3990 Old Town Ave Suite A-206

San Diego, California 92110

20.16 miles
5 / 5 (1 ratings)

Goldberg Richard

2851 Camino del Rio S UNIT 410

San Diego, California 92108

18.05 miles
5 / 5 (1 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks

AB Tawil

3131 Camino Del Rio N Suite #160

San Diego, California 92108

17.59 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
International Tax
Small Businesses
Mid-size Businesses
E-Commerce
Real Estate
Restaurants
Construction
QuickBooks
Bilingual Services

TOA Global

600 B St Suite 300

San Diego, California 92101

21.83 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
IRS Representation
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services

Best Co

2333 Camino del Rio S

San Diego, California 92108

18.25 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Local Tax Credits
Years of Practice
CPA License

Yellowbird Accounting

3288 Adams Ave Unit 16338

San Diego, California 92176

18.38 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Non-profits
QuickBooks

My Tax Advisers

2525 Camino del Rio S # 260

San Diego, California 92108

18.22 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services

L F Hodge & Associates

2727 Camino del Rio S #110

San Diego, California 92108

18.09 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
QuickBooks
Internal Controls

Chakarian & Associates Inc

3971 Goldfinch St # A

San Diego, California 92103

19.87 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Healthcare
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

WF Sheridan Consulting, APC

6328 Caminito Del Pastel

San Diego, California 92111

17.9 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Freelancers
Individual Taxpayers

Nebulae Profit Solutions

402 W Broadway Suite 400

San Diego, California 92101

22.04 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
International Tax
GAAP Compliance
IFRS Compliance
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

ProFiduciary, Inc

1842 Third Ave

San Diego, California 92101

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

Avitus Group

3160 Camino del Rio S

San Diego, California 92108

17.68 miles
5 / 5 (1 ratings)

LumaTax Inc.,

8799 Balboa Ave #280

San Diego, California 92123

14.72 miles
5 / 5 (1 ratings)
Tax Preparation
Sales Tax Compliance
E-Commerce
Multi-state Experience
Cross-border Taxation
Nexus Determination

Access CFO's

6540 Lusk Blvd

San Diego, California 92121

11.04 miles
5 / 5 (1 ratings)

The Liddy Group - UBS Financial Services Inc.

600 W Broadway UNIT 2100

San Diego, California 92101

22.05 miles
5 / 5 (1 ratings)

Fleming & Associates, LLC

350 Tenth Ave #1000

San Diego, California 92101

22.42 miles
5 / 5 (1 ratings)
Financial Advisory
Risk Management

LPL Financial: Sanders Alvin

555 W Beech St #458

San Diego, California 92101

21.96 miles
5 / 5 (1 ratings)

Investment Placement Group

501 W Broadway ste 1350

San Diego, California 92101

22.11 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation

Private Bank, Bank of America

701 B St Suite 1650

San Diego, California 92101

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

Highland Capital Financial Consulting, LLC

9845 Erma Rd #210a

San Diego, California 92131

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

AIM Financial Consulting Group

5030 Camino De La Siesta # 406

San Diego, California 92108

18.7 miles
5 / 5 (1 ratings)

Merrill Lynch Financial Advisor William Sparks

701 B St 24th Floor

San Diego, California 92101

21.86 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation

Seapoint Wealth Advisors

12626 High Bluff Dr Suite 350

San Diego, California 92130

10.61 miles
5 / 5 (1 ratings)

Beacon Retirement Planning Group

8340 Clairemont Mesa Blvd Student Break Room

San Diego, California 92111

13.82 miles
5 / 5 (1 ratings)
Tax Planning
Estate and Trust Tax
High-net-worth Individuals

Chandler Asset Management, Inc.

9255 Towne Centre Dr #600

San Diego, California 92121

12.65 miles
5 / 5 (1 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Professional Services
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Years of Practice
CPA License

Advisors On Target

3940 Hortensia St

San Diego, California 92110

20.22 miles
5 / 5 (1 ratings)

Clelland & Company, Inc.

5151 Shoreham Pl #130

San Diego, California 92122

13.34 miles
5 / 5 (1 ratings)

Egan Yamamura - Private Wealth Advisor, Ameriprise Financial Services, LLC

6725 Mesa Ridge Rd Ste 200

San Diego, California 92121

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

CALPRO Network

10085 Carroll Canyon Rd Suite 150

San Diego, California 92131

8.72 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Risk Management

Creative Capital Management Investments LLC (CCMI)

6265 Greenwich Dr STE 201

San Diego, California 92122

13.26 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax

Jane Fitzpatrick - Morgan Stanley

101 W Broadway UNIT 1800

San Diego, California 92101

22.09 miles
5 / 5 (1 ratings)

Ethos Wealth Management/LPL Financial

11440 W Bernardo Ct Suite 159

San Diego, California 92127

0.43 miles
5 / 5 (1 ratings)

Cadena Financial Planning & Tax Services

6540 Lusk Blvd C136-C

San Diego, California 92121

11.03 miles
5 / 5 (1 ratings)

Mission Retirement Consulting

3245 University Ave

San Diego, California 92104

19.45 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Professional Services
QuickBooks

Todd Financial & Insurance Services, Inc.

7676 Hazard Center Dr #1050

San Diego, California 92108

18.2 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Insurance Agencies

Sonia Maxwell: Primerica - Financial Services

6136 Mission Gorge Rd # 212

San Diego, California 92120

16.68 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory

WealthBridge Insurance Solutions

8775 Aero Dr # 138

San Diego, California 92123

15.42 miles
5 / 5 (1 ratings)

Hunt Financial Services

3202 Governor Dr #202

San Diego, California 92122

14.31 miles
5 / 5 (1 ratings)

The Welch Group - Morgan Stanley

4350 La Jolla Village Dr Suite 1000

San Diego, California 92122

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

Ural P Parks-Equitable Advisors

4370 La Jolla Village Dr #400

San Diego, California 92122

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

The Retirement Group LLC

5414 Oberlin Dr #220

San Diego, California 92121

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

Herges Capital Management

5478 Renaissance Ave

San Diego, California 92122

12.96 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

MPD Wealth

1011 Camino del Rio S Ste 550

San Diego, California 92108

18.66 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Educational Institutions
Non-profits
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

KCB Financial Services

4344 Cleveland Ave

San Diego, California 92103

19.14 miles
5 / 5 (1 ratings)

Copia Wealth Management & Insurance Services

2333 Camino del Rio S STE 240

San Diego, California 92108

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

Kingsroad Financial

5230 Carroll Canyon Rd UNIT 224

San Diego, California 92121

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

First Command District Advisor - Jason Surya

2650 Camino Del Rio N Suite 210

San Diego, California 92108

17.83 miles
5 / 5 (1 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Edward Jones - Financial Advisor: Tim West

4134 Adams Ave UNIT 104

San Diego, California 92116

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

KMAAX ACCOUNTING & TAX

2667 Camino del Rio S

San Diego, California 92108

18.1 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Carlos Vasquez - Morgan Stanley

101 W Broadway UNIT 1800

San Diego, California 92101

22.09 miles
5 / 5 (1 ratings)

Morgan Stanley: Oliver James

101 W Broadway

San Diego, California 92101

22.09 miles
5 / 5 (1 ratings)

Perpetum Consulting

Union Bank of California Building, 525 B St

San Diego, California 92101

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

Sean Donnelly - Financial Advisor, Ameriprise Financial Services, LLC

4510 Executive Dr Ste P9

San Diego, California 92121

12.74 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
GAAP Compliance
IFRS Compliance
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Apex Capital Advising

7220 Trade St #120

San Diego, California 92121

10.65 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Technology
QuickBooks
Xero
Risk Management

Ann Tu - Morgan Stanley

16644 W Bernardo Dr Suite 400

San Diego, California 92127

0.89 miles
5 / 5 (1 ratings)
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Northwestern Mutual - Robert Ekhaml

600 W Broadway

San Diego, California 92101

22.04 miles
5 / 5 (1 ratings)

Wealth Alliance, LLC

12526 High Bluff Dr UNIT 300

San Diego, California 92130

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

First Command Financial Advisor - Nicholas Wakefield

2650 Camino Del Rio N Suite 210

San Diego, California 92108

17.83 miles
5 / 5 (1 ratings)

Nautilus Advisors LLC

4747 Morena Blvd Suite 358

San Diego, California 92117

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

Zenith Investment Management

9920 Pacific Heights Blvd Suite 150

San Diego, California 92121

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

Foster Thornton Welling

12526 High Bluff Dr Suite 360

San Diego, California 92130

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

ZG CPA

11752 Caminito Corriente

San Diego, California 92128

2.18 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Startups
Real Estate
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience

Stees, Walker & Company LLP

16875 W Bernardo Dr #290

San Diego, California 92127

0.69 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Real Estate

Weber | CFO

13976 Country Creek Rd

Poway, California 92064

4.82 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Startups
Professional Services

KPMG LLP

4655 Executive Dr Suite #1100

San Diego, California 92121

12.57 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Government Contractors
Non-profits
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination

Books Balanced and Beyond

2127 Adams Ave C

San Diego, California 92116

18.61 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
Xero

Barrow Bookkeeping & Accounting LLC

3270 Rosecrans St Suite 3270 1/2

San Diego, California 92110

20.63 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
State-Specific Experience

RPC Property Tax Advisors LLC

5019 Newport Ave #200

San Diego, California 92107

21.66 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
State-Specific Experience
Multi-state Experience

Grapefruit Tax Service

5080 Camino Del Arroyo #123

San Diego, California 92108

18.62 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience

Liang & Quinley Tax Management

5675 Ruffin Rd Suite 260

San Diego, California 92123

13.36 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Real Estate
QuickBooks

SOS Business Group

8766 Sherwood Terrace

San Diego, California 92154

32.67 miles
5 / 5 (1 ratings)
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Bilingual Services

Dolan Xitco Consulting Group

501 W Broadway

San Diego, California 92101

22.11 miles
5 / 5 (1 ratings)
Forensic Accounting

Integral Tax Firm

16855 W Bernardo Dr #370

San Diego, California 92127

0.75 miles
5 / 5 (1 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Njk & Associates Inc

13721 Via Tres Vistas

San Diego, California 92129

4.78 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Internal Controls
Risk Management

Accounting Principals

9191 Towne Centre Dr #170

San Diego, California 92122

12.85 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
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
Professional Services
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

English Management Solutions

311 Fourth Ave

San Diego, California 92101

22.48 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
QuickBooks
Remote Services

Braxton Tax Agency

121 Averil Rd

San Diego, California 92173

32.6 miles
5 / 5 (1 ratings)

Express Multiservice Center - Otay Mesa

2335 Roll Dr # 3

San Diego, California 92154

33.75 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
In-person Support

Hedgi

591 Camino De La Reina

San Diego, California 92108

18.65 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Nathan Medina Tax Services

1255 Scott St

San Diego, California 92106

22.66 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Tri Financial

8380 Miramar Mall #222

San Diego, California 92121

11.67 miles
5 / 5 (1 ratings)

Brian D Lowder Inc

12780 High Bluff Dr # 100

San Diego, California 92130

10.38 miles
5 / 5 (1 ratings)

PJ Scavuzzo Inc.

9968 Hibert St

San Diego, California 92131

8.01 miles
5 / 5 (1 ratings)

Advisors Mortgage Group - San Diego

7801 Mission Center Ct #102

San Diego, California 92108

18.07 miles
5 / 5 (1 ratings)

Amy Melton - RBC Wealth Management Financial Advisor

655 W Broadway Suite 1000

San Diego, California 92101

22.15 miles
4 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

Sandra R. Gordon - Morgan Stanley

4350 La Jolla Village Dr Suite 1000

San Diego, California 92122

12.92 miles
4 / 5 (1 ratings)

Gaston Blanc - Prudential Financial

7676 Hazard Center Dr #600

San Diego, California 92108

18.2 miles
4 / 5 (1 ratings)

JCSN Corp

10620 Treena St Suite 230

San Diego, California 92131

8.26 miles
4 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
Professional Services
QuickBooks
GAAP Compliance
Local Tax Credits
Bilingual Services

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.