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CPA's in Temecula

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AppleOne Accounting and Finance

41923 2nd St STE 202

Temecula, California 92590

2.06 miles
4.5 / 5 (124 ratings)
Bookkeeping
Accounting
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

Sellers New Day

41661 Enterprise Cir N suite 129

Temecula, California 92590

2.2 miles
4.5 / 5 (109 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero
State-Specific Experience
Multi-state Experience

Office Tax Services

39415 Domaine Michael Dr

Murrieta, California 92563

4.79 miles
5 / 5 (104 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
International Tax
Small Businesses
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
ADP
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

R&R Payroll & Bookkeeping Services

43015 Black Deer Loop #206

Temecula, California 92590

1.77 miles
5 / 5 (96 ratings)
Bookkeeping
Payroll
Tax Preparation
IRS Representation
Small Businesses
Mid-size Businesses
Non-profits
Construction
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience

Noon & Associates CPAs

27555 Ynez Rd Ste 135

Temecula, California 92591

1.98 miles
4.5 / 5 (76 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Forecasting
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
CPA License
In-person Support

Law Office of Pietro Canestrelli, a Tax Controversy Boutique, APC

43460 Ridge Park Dr Ste 150

Temecula, California 92590

1.32 miles
4.5 / 5 (62 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Renaldo Wilson, REALTOR | MLO

41923 2nd St STE 203

Temecula, California 92590

2.06 miles
5 / 5 (52 ratings)

Grape Wealth Management

31285 Temecula Pkwy suite 235

Temecula, California 92592

3.9 miles
4.5 / 5 (53 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services

EDFIN College Planning

27420 Jefferson Ave STE 104E

Temecula, California 92590

2.33 miles
4.5 / 5 (51 ratings)

Newman Tax & Resolution, Inc

32605 Temecula Pkwy #312

Temecula, California 92592

5.45 miles
4.5 / 5 (40 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Elite Tax Partners, Inc.

41951 Remington Ave STE 210

Temecula, California 92590

1.89 miles
5 / 5 (39 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks

Defense Tax Partners - Tax Attorney, IRS Tax Relief & Audit Defense, Free Consultation

41877 Enterprise Cir N Suite 145

Temecula, California 92590

1.96 miles
5 / 5 (37 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation

Titanium Tax & Business Consulting

28362 Vincent Moraga Dr suite a

Temecula, California 92590

1.55 miles
4.5 / 5 (29 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice

AccuPay Systems

27555 Ynez Rd Ste 407

Temecula, California 92591

2 miles
5 / 5 (20 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Government Contractors
Educational Institutions
QuickBooks
State-Specific Experience
Multi-state Experience

Pro Balanced Books, Inc.

31915 Rancho California Rd Suite 200-361

Temecula, California 92591

4.87 miles
5 / 5 (16 ratings)
Bookkeeping
Financial Statements
Tax Preparation
Small Businesses
QuickBooks

Rachelle Lopez Loan Officer

28475 Old Town Front St Suite M & N

Temecula, California 92590

1.8 miles
5 / 5 (16 ratings)

EZ File NOW

41743 Enterprise Cir N Suite B-206

Temecula, California 92590

2.09 miles
5 / 5 (14 ratings)

Ray Wellman EA bookkeeping and tax preparations

41877 Enterprise Cir N

Temecula, California 92590

1.96 miles
5 / 5 (14 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services

Express Tax, Inc.

28465 Old Town Front St # 204

Temecula, California 92590

1.78 miles
5 / 5 (13 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Individual Taxpayers

Team Wealth & Tax Advisors

40395 Winchester Rd ste a

Temecula, California 92591

3.38 miles
5 / 5 (12 ratings)

Edward Jones - Financial Advisor: Nima Helmi

27555 Ynez Rd # 204

Temecula, California 92591

2.01 miles
5 / 5 (12 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Lonie & Hornback, Inc.

41951 Remington Ave STE 270

Temecula, California 92590

1.88 miles
4 / 5 (13 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License

McCollum Tax and Financial Services

41800 Enterprise Cir S g

Temecula, California 92590

1.99 miles
4 / 5 (12 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Scott Montalvo Lemus: Primerica - Financial Services

27470 Jefferson Ave #5A

Temecula, California 92590

2.31 miles
4 / 5 (12 ratings)
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
Xero
Gusto
ADP
Paychex

Lumina Tax Professionals

32605 Temecula Pkwy Suite 307

Temecula, California 92592

5.44 miles
5 / 5 (10 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
QuickBooks
Bilingual Services

Laila J. Kepler, Attorney & Counselor at Law

43460 Ridge Park Dr STE 200

Temecula, California 92590

1.32 miles
4.5 / 5 (10 ratings)
Tax Planning
Estate and Trust Tax
High-net-worth Individuals
GAAP Compliance
Complex Situations
Years of Practice
CPA License

Expert Accounting Services

41775 Elm St #201

Murrieta, California 92562

2.93 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
In-person Support

TALCOTT COMPANY

27780 Jefferson Ave #1

Temecula, California 92590

2.02 miles
5 / 5 (8 ratings)

Copeland, Miranda & Benner, CPAs

27450 Ynez Rd STE 228 & 218

Temecula, California 92591

2.18 miles
4.5 / 5 (8 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Small Businesses
Expatriates
Individual Taxpayers
Non-profits
QuickBooks

MVP TAX PROFESSIONALS

43180 Business Park Dr #103

Temecula, California 92590

1.2 miles
4.5 / 5 (8 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Bilingual Services

Prudhomme Associates CPAs, Inc.

43460 Ridge Park Dr

Temecula, California 92590

1.33 miles
4 / 5 (8 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Large Enterprises
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Manufacturing
Law Firms
Agriculture
Local Tax Credits
Years of Practice
CPA License
In-person Support

All People United Corp. Accounting, Immigration and Logistics.

27780 Jefferson Ave Suite 12

Temecula, California 92590

2.02 miles
4 / 5 (7 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Forensic Accounting
Small Businesses
Individual Taxpayers

GC Asset Management

43537 Ridge Park Dr #100

Temecula, California 92590

1.31 miles
5 / 5 (6 ratings)

DL Tax Solutions

41593 Winchester Rd STE 233

Temecula, California 92590

2.29 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Temecula Financial Services, Inc

43471 Ridge Park Dr D

Temecula, California 92590

1.29 miles
5 / 5 (5 ratings)
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
State-Specific Experience
Local Tax Credits

La Pointe Wealth Advisors

43980 Margarita Rd #201

Temecula, California 92592

4.59 miles
5 / 5 (5 ratings)

Financial Accounting Services, Inc.

41635 Enterprise Cir N STE A

Temecula, California 92590

2.23 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License

Sexton Advisory Group

27247 Madison Ave

Temecula, California 92590

2.6 miles
5 / 5 (5 ratings)
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services

ThinkForward Business Solutions

28441 Rancho California Rd Ste #204

Temecula, California 92590

1.47 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Professional Services
QuickBooks
Gusto

The Law Offices of John P O'Connell

43434 Business Park Dr

Temecula, California 92590

1.41 miles
5 / 5 (5 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Real Estate

Robert korpas

2.97 miles
4.5 / 5 (5 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Years of Practice
CPA License

Derek Thomas, CPA/ABV

30094 Iron Horse Dr

Murrieta, California 92563

4.74 miles
5 / 5 (4 ratings)
Business Consulting
Forensic Accounting
Mergers and Acquisitions
Real Estate
Healthcare
Restaurants
Construction
Manufacturing
Technology
Law Firms
Insurance Agencies
Agriculture
Complex Situations
Years of Practice
CPA License
In-person Support

Tax City

31285 Temecula Pkwy

Temecula, California 92592

3.9 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Remote Services

Vitol Business Solutions

42332 Vía Consuelo

Temecula, California 92592

4.21 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Technology
QuickBooks
Xero
Gusto
ADP
Paychex

Lighthouse Capital Planners

27349 Jefferson Ave Suite 212

Temecula, California 92590

2.23 miles
5 / 5 (4 ratings)

Smith Team CPAs, LLP

43460 Ridge Park Dr STE 255

Temecula, California 92590

1.32 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks

MICHAEL E. GREENBERG CPA

43015 Black Deer Loop #102

Temecula, California 92590

1.77 miles
5 / 5 (3 ratings)

Esther N. Phahla, CPA, A Professional Corporation

43460 Ridge Park Dr STE 200

Temecula, California 92590

1.33 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services

Wagner Tax & Accounting

27314 Jefferson Ave #7

Temecula, California 92590

2.44 miles
5 / 5 (3 ratings)

Capital Tax Relief

28924 Old Town Front St Suite 202A

Temecula, California 92590

2.21 miles
5 / 5 (3 ratings)

PKC Kuebler, APC

27244 Vía Industria

Temecula, California 92590

1.35 miles
5 / 5 (2 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Hospitality
Construction
Contractors
Manufacturing
Technology
Insurance Agencies
Agriculture
GAAP Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience

AJT Wealth Consultants

27710 Jefferson Ave STE 102

Temecula, California 92590

2.07 miles
5 / 5 (2 ratings)

Merit Resources

41593 Winchester Rd Suite 223

Temecula, California 92590

2.29 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll

TaxNet360 Temecula

28924 Old Town Front St Suite 107

Temecula, California 92590

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

Taxes And Things

41593 Winchester Rd Suite 200

Temecula, California 92590

2.29 miles
5 / 5 (1 ratings)

MPK Advisors & CPAs

41197 Golden Gate Cir UNIT 208

Murrieta, California 92562

3.22 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Remote Services
CPA License

RMJ ADVISORY - Anny Riveron

41690 Enterprise Cir N #227

Temecula, California 92590

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

Duane Johnson Group-Financial

27420 Jefferson Ave #104-A

Temecula, California 92590

2.33 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers

Robert D Erling - Private Wealth Advisor, Ameriprise Financial Services, LLC

27250 Vía Industria B

Temecula, California 92590

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

Milton Wealth Advisors, Inc

28475 Old Town Front St STE D

Temecula, California 92590

1.8 miles
5 / 5 (1 ratings)

John Burg - Financial Advisor, Ameriprise Financial Services, LLC

41923 2nd St Ste 403

Temecula, California 92590

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

LeBaron Financial Group, Inc

43471 Ridge Park Dr D

Temecula, California 92590

1.29 miles
5 / 5 (1 ratings)

Edward Jones - Financial Advisor: Priti Huisinga

29073 Overland Dr Bldg C Unit A

Temecula, California 92591

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

Wolfgang Capital

28751 Rancho California Rd STE 100

Temecula, California 92590

1.62 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Multi-state Experience
Remote Services
CPA License

J Street Advisors

2.97 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
Xero

MJV Tax & Accounting: Matt Vitelli, EA

41690 Enterprise Cir N STE 233

Temecula, California 92590

2.14 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

ray wellman bookkeeping

41877 Enterprise Cir N

Temecula, California 92590

1.96 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience

Lori Hoopingarner - Financial Advisor, Ameriprise Financial Services, LLC

43460 Ridge Park Dr Ste 200

Temecula, California 92590

1.32 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience
Cross-border Taxation
CPA License

Wealth Redy, powered by WestPac Wealth Partners / Redy U

27450 Ynez Rd Suite 212

Temecula, California 92591

2.2 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
Paychex
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services
Years of Practice
CPA License

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.