Best CPA's Nearby

CPA's in Solana Beach

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Root Financial
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Root Financial

1106 2nd St #102

Encinitas, California 92024

+1 760-452-0720
3.63 miles
4.5 / 5 (95 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Dark Horse CPAs
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Dark Horse CPAs

2033 San Elijo Ave #148

Cardiff, California 92007

+1 619-736-1404
2.35 miles
4.5 / 5 (80 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
E-Commerce
Real Estate
Professional Services
QuickBooks
SOX Compliance
Internal Controls
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License
Visit Website Get Directions
Seaside Consultants Group
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Seaside Consultants Group

374 Encinitas Blvd #A

Encinitas, California 92024

+1 888-636-4476
4.04 miles
4 / 5 (79 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Real Estate
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
The Options Lady
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The Options Lady

3814 Quarter Mile Dr

San Diego, California 92130

+1 858-220-4736
2.99 miles
5 / 5 (51 ratings)
Tax Planning
Financial Advisory
Forensic Accounting
High-net-worth Individuals
Complex Situations
State-Specific Experience
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V&R Associates - Accounting, Bookkeeping & Tax Services
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V&R Associates - Accounting, Bookkeeping & Tax Services

4616 Tarantella Ln

San Diego, California 92130

+1 619-884-8983
4.09 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
Visit Website Get Directions
Trade Genie Inc.
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Trade Genie Inc.

315 S Coast Hwy 101

Encinitas, California 92024

+1 212-930-2245
4.27 miles
4.5 / 5 (48 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
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Defense Tax Partners | Tax Attorney, IRS Tax Relief Service, Free Consultation
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Defense Tax Partners | Tax Attorney, IRS Tax Relief Service, Free Consultation

440 Stevens Ave #200

Solana Beach, California 92075

+1 619-775-1716
0.12 miles
5 / 5 (42 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting
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Hargrave Home Loans - Mortgage Broker
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Hargrave Home Loans - Mortgage Broker

208 W J St

Encinitas, California 92024

+1 858-304-0572
3.65 miles
5 / 5 (33 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
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Encompass Financial Services
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Encompass Financial Services

12636 High Bluff Dr #110

San Diego, California 92130

+1 858-481-4844
3.35 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
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Stone Steps Financial LLC
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Stone Steps Financial LLC

533 2nd St #207

Encinitas, California 92024

+1 760-456-7147
4.1 miles
5 / 5 (29 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
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Bull Oak
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Bull Oak

16236 San Dieguito Rd Ste 4-22

Rancho Santa Fe, California 92091

+1 858-999-3550
3.84 miles
5 / 5 (29 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
State-Specific Experience
Remote Services
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Seawise Financial, Inc.
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Seawise Financial, Inc.

120 Birmingham Dr Suite 240F

Cardiff, California 92007

+1 619-738-3079
2.43 miles
5 / 5 (28 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
QuickBooks
Xero
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Lowe's Tax Preparation and Financial Counseling
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Lowe's Tax Preparation and Financial Counseling

187 Calle Magdalena

Encinitas, California 92024

+1 760-846-1563
3.81 miles
4.5 / 5 (26 ratings)
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Agent Amy & Associates
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Agent Amy & Associates

1472 Encinitas Blvd

Encinitas, California 92024

+1 858-922-2329
3.65 miles
5 / 5 (25 ratings)
Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Real Estate
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San Diego Tax Center
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San Diego Tax Center

12636 High Bluff Dr #400

San Diego, California 92130

+1 866-277-4697
3.36 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
Visit Website Get Directions
Encinitas Professional Services
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Encinitas Professional Services

550 Santa Fe Dr

Encinitas, California 92024

+1 760-634-3228
3.2 miles
4.5 / 5 (19 ratings)
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Authoritax
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Authoritax

187 Calle Magdalena Suite 103

Encinitas, California 92024

+1 949-264-3326
3.81 miles
4.5 / 5 (17 ratings)
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Trifecta Wealth Management, LLC
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Trifecta Wealth Management, LLC

12625 High Bluff Dr #311

San Diego, California 92130

+1 858-703-6033
3.41 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
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High Bluff Private Wealth
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High Bluff Private Wealth

12520 High Bluff Dr #120

San Diego, California 92130

+1 858-792-7027
3.54 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
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Harrison & Associates - Ameriprise Financial Services, LLC
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Harrison & Associates - Ameriprise Financial Services, LLC

12636 High Bluff Dr #400

San Diego, California 92130

+1 858-956-0600
3.35 miles
5 / 5 (14 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
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Independent Wealth Solutions
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Independent Wealth Solutions

763 2nd St STE 200

Encinitas, California 92024

+1 760-942-1880
3.91 miles
5 / 5 (13 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Tidewater Financial
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Tidewater Financial

849 2nd St

Encinitas, California 92024

+1 858-704-2010
3.81 miles
5 / 5 (13 ratings)
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The Tax Lawyer - William D Hartsock Tax Attorney Inc.
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The Tax Lawyer - William D Hartsock Tax Attorney Inc.

12636 High Bluff Dr

San Diego, California 92130

+1 858-481-4844
3.36 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
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Longhouse Wealth Management
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Longhouse Wealth Management

187 Calle Magdalena Suite 103

Encinitas, California 92024

+1 760-642-1100
3.81 miles
5 / 5 (12 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations
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Define Financial
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Define Financial

12526 High Bluff Dr STE 270

San Diego, California 92130

+1 858-345-1197
3.5 miles
5 / 5 (11 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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REA Services
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REA Services

16950 Via De Santa Fe Suite 14

Rancho Santa Fe, California 92091

+1 858-358-6008
3.74 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Outsourced Accounting
Real Estate
QuickBooks
Visit Website Get Directions
Tax Mage
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Tax Mage

12636 High Bluff Dr #400

San Diego, California 92130

+1 858-800-2399
3.35 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Startups
Freelancers
Individual Taxpayers
Professional Services
Visit Website Get Directions
D'Arcy Capital Management
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D'Arcy Capital Management

12625 High Bluff Dr #314

San Diego, California 92130

+1 858-914-1133
3.41 miles
5 / 5 (11 ratings)
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Pacific Pro Tax Solutions
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Pacific Pro Tax Solutions

171 Saxony Rd # 102

Encinitas, California 92024

+1 858-535-1879
4.17 miles
5 / 5 (10 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice
In-person Support
Visit Website Get Directions
Jim Lee Financial
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Jim Lee Financial

937 S Coast Hwy 101 suite c-206

Encinitas, California 92024

+1 760-436-1711
3.74 miles
4.5 / 5 (10 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience
Multi-state Experience
Visit Website Get Directions
Lowell Foster, CPA
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Lowell Foster, CPA

3790 Via De La Valle

Del Mar, California 92014

+1 858-792-0083
1.91 miles
5 / 5 (8 ratings)
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RG Bar Investment Group
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RG Bar Investment Group

2065 San Elijo Ave

Cardiff, California 92007

+1 888-747-5679
2.36 miles
5 / 5 (8 ratings)
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Sollertis
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Sollertis

16950 Via De Santa Fe Suite 5060-160

Rancho Santa Fe, California 92067

+1 858-771-8400
3.75 miles
4 / 5 (9 ratings)
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Complex Situations
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
Craig Brock Mortgage Advisor, American Pacific Mortgage
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Craig Brock Mortgage Advisor, American Pacific Mortgage

527 Encinitas Blvd STE 200

Encinitas, California 92024

+1 619-602-4850
3.85 miles
4.5 / 5 (8 ratings)
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PTM FINANCIAL
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PTM FINANCIAL

12348 High Bluff Dr Suite 240

San Diego, California 92130

+1 619-350-1110
3.77 miles
5 / 5 (7 ratings)
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Goldman Wealth Management & Assoc. LLC
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Goldman Wealth Management & Assoc. LLC

12526 High Bluff Dr UNIT 300

San Diego, California 92130

+1 858-361-3698
3.51 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
Visit Website Get Directions
Mother Lode Bookkeeping Inc
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Mother Lode Bookkeeping Inc

207 W D St

Encinitas, California 92024

+1 760-436-9044
4.13 miles
4 / 5 (8 ratings)
Bookkeeping
Payroll
Tax Preparation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Local Tax Credits
Remote Services
Years of Practice
CPA License
In-person Support
Visit Website Get Directions
Security Planning Group, Inc.
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Security Planning Group, Inc.

2211 Encinitas Blvd 2nd floor

Encinitas, California 92024

+1 760-632-1338
3.24 miles
5 / 5 (6 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Complex Situations
State-Specific Experience
Visit Website Get Directions
Carter Financial
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Carter Financial

6013 La Granada

Rancho Santa Fe, California 92091

+1 858-756-1566
3.79 miles
5 / 5 (6 ratings)
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Presidio Capital Management
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Presidio Capital Management

12626 High Bluff Dr # 150

San Diego, California 92130

+1 858-461-4959
3.39 miles
5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Capital Growth Inc. Wealth Management
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Capital Growth Inc. Wealth Management

12680 High Bluff Dr

San Diego, California 92130

+1 858-552-6960
3.27 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Risk Management
Visit Website Get Directions
Fat Cat Bookkeeping
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Fat Cat Bookkeeping

+1 760-444-0814
1.8 miles
5 / 5 (5 ratings)
Bookkeeping
Financial Statements
Budgeting
Forecasting
Virtual CFO
Small Businesses
E-Commerce
QuickBooks
Remote Services
Visit Website
Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC

12636 High Bluff Dr #400

San Diego, California 92130

+1 858-956-0600
3.35 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
Visit Website Get Directions
Jake Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Jake Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC

12636 High Bluff Dr #400

San Diego, California 92130

+1 858-956-0600
3.35 miles
5 / 5 (5 ratings)
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Sloan Accounting Solutions
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Sloan Accounting Solutions

+1 619-786-0686
3.83 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
Startups
QuickBooks
Visit Website
Independent Financial Group
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Independent Financial Group

12671 High Bluff Dr Suite 200

San Diego, California 92130

+1 800-269-1903
3.37 miles
4 / 5 (4 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Technology
Risk Management
Visit Website Get Directions
Mohr Group
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Mohr Group

12555 High Bluff Dr # 205

San Diego, California 92130

+1 858-755-3838
3.45 miles
4 / 5 (4 ratings)
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Gold Standard Tax & Accounting, Inc.
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Gold Standard Tax & Accounting, Inc.

315 S Coast Hwy 101 suite u-526

Encinitas, California 92024

+1 760-888-6247
4.27 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Subscription Pricing
Small Businesses
Startups
Remote Services
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FlightPath Financial Planning
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FlightPath Financial Planning

445 Marine View Ave #305

Del Mar, California 92014

+1 858-386-0917
0.38 miles
5 / 5 (3 ratings)
Financial Statements
Tax Preparation
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
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License
Visit Website Get Directions
ABP Capital, LLC
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ABP Capital, LLC

850 S Coast Hwy 101

Encinitas, California 92024

+1 760-230-1790
3.8 miles
5 / 5 (3 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Real Estate
Construction
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Wealth Preservation, LLC
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Wealth Preservation, LLC

12520 High Bluff Dr Suite 360

San Diego, California 92130

+1 858-369-0303
3.41 miles
5 / 5 (3 ratings)
Business Consulting
Tax Planning
Financial Advisory
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Guerin CPA
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Guerin CPA

12636 High Bluff Dr #400

San Diego, California 92130

+1 760-760-1040
3.35 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
Visit Website Get Directions
David York's Tax Service
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David York's Tax Service

12625 High Bluff Dr #211

San Diego, California 92130

+1 619-866-3377
3.41 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Startups
Individual Taxpayers
Visit Website Get Directions
CRT Associates
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CRT Associates

224 Birmingham Dr Ste 2B

Cardiff, California 92007

+1 760-944-3878
2.43 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
CPA License
Visit Website Get Directions
Adam R. Rosenberg & Company, CPAs
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Adam R. Rosenberg & Company, CPAs

2122 Encinitas Blvd Suite 102

Encinitas, California 92024

+1 760-477-4335
3.3 miles
5 / 5 (2 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
Visit Website Get Directions
Andrew F. Whatnall, CPA
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Andrew F. Whatnall, CPA

603 N Coast Hwy

Solana Beach, California 92075

+1 760-518-9870
0.97 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
Cross-border Taxation
CPA License
Visit Website Get Directions
DeBellis Financial Services, Inc.
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DeBellis Financial Services, Inc.

12680 High Bluff Dr #250

San Diego, California 92130

+1 760-635-1122
3.27 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate
Visit Website Get Directions
Momentum CFO
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Momentum CFO

445 Marine View Ave STE 300

Del Mar, California 92014

+1 858-284-0314
0.38 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
Visit Website Get Directions
Tate Asset Management
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Tate Asset Management

5531 Cancha de Golf #105

Rancho Santa Fe, California 92091

+1 888-500-9267
2.71 miles
5 / 5 (2 ratings)
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AccTax America Service Inc
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AccTax America Service Inc

150 N El Camino Real

Encinitas, California 92024

+1 760-688-4229
3.73 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Remote Services
Years of Practice
Visit Website Get Directions
Andrew Moranchel, CPA P.C.
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Andrew Moranchel, CPA P.C.

777 Hwy 101 UNIT 209

Solana Beach, California 92075

+1 858-755-1455
1.01 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks
Internal Controls
Visit Website Get Directions
Stratos Private Wealth
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Stratos Private Wealth

12348 High Bluff Dr Suite 200

San Diego, California 92130

+1 844-249-6534
3.77 miles
5 / 5 (1 ratings)
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Lifetime Financial Advisors, Inc.
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Lifetime Financial Advisors, Inc.

2210 Encinitas Blvd Ste. C

Encinitas, California 92024

+1 760-943-0430
3.28 miles
5 / 5 (1 ratings)
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20/20 Financial Advisers
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20/20 Financial Advisers

2041 San Elijo Ave

Cardiff, California 92007

+1 760-479-6162
2.35 miles
5 / 5 (1 ratings)
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Solomon Wealth Management
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Solomon Wealth Management

531 Encinitas Blvd STE 200

Encinitas, California 92024

+1 760-436-1985
3.8 miles
5 / 5 (1 ratings)
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The DelVecchio Group - UBS Financial Services Inc.
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The DelVecchio Group - UBS Financial Services Inc.

12220 El Camino Real Suite 400

San Diego, California 92130

+1 858-947-5973
4.09 miles
5 / 5 (1 ratings)
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McCauley & Co
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McCauley & Co

2240 Encinitas Blvd

Encinitas, California 92024

+1 858-759-7006
3.33 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Risk Management
Complex Situations
Multi-state Experience
Cross-border Taxation
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Wei Chen - Morgan Stanley
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Wei Chen - Morgan Stanley

6041 La Flecha

Rancho Santa Fe, California 92067

+1 858-613-8177
3.75 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
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Flux Accounting
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Flux Accounting

243 N Hwy 101 Ste. 19

Solana Beach, California 92075

+1 619-292-8579
0.74 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Startups
QuickBooks
Visit Website Get Directions
Seapoint Wealth Advisors
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Seapoint Wealth Advisors

12626 High Bluff Dr Suite 350

San Diego, California 92130

+1 858-299-0320
3.39 miles
5 / 5 (1 ratings)
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Wealth Alliance, LLC
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Wealth Alliance, LLC

12526 High Bluff Dr UNIT 300

San Diego, California 92130

+1 858-793-0513
3.5 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website Get Directions
Foster Thornton Welling
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Foster Thornton Welling

12526 High Bluff Dr Suite 360

San Diego, California 92130

+1 858-350-1391
3.5 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
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Brian D Lowder Inc
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Brian D Lowder Inc

12780 High Bluff Dr # 100

San Diego, California 92130

+1 858-794-6800
3.17 miles
5 / 5 (1 ratings)
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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.

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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.