Best CPA's Nearby

CPA's in Vista

Search and Find Top Reviewed CPA's Near You

Locations Map

eCapital

5928 Pascal Court STE 200

Carlsbad, California 92008

3.03 miles
4.5 / 5 (339 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Non-profits
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Thunder Funding

2433 Impala Dr

Carlsbad, California 92010

2.53 miles
4.5 / 5 (285 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services

CapForge Bookkeeping, Tax & More

5962 Priestly Dr

Carlsbad, California 92008

2.85 miles
4.5 / 5 (163 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
E-Commerce
Restaurants
QuickBooks
Multi-state Experience
Remote Services

Lazos Tax

950 E Vista Way Ste. E

Vista, California 92084

3.31 miles
4.5 / 5 (132 ratings)

Pacific Tax & Financial Group Inc

955 Boardwalk STE 203

San Marcos, California 92078

3.65 miles
4.5 / 5 (119 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice
CPA License

Devoted Injury Lawyers, Inc.

3548 Seagate Way STE 110

Oceanside, California 92056

4.73 miles
5 / 5 (105 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
QuickBooks
Xero

MyDirect IRA

4167 Avenida De La Plata #104

Oceanside, California 92056

4.36 miles
5 / 5 (78 ratings)
Tax Planning
Entity Structuring
High-net-worth Individuals
Individual Taxpayers
Real Estate
Complex Situations

IDA Wealth - Intelligence Driven Advisers

2792 Gateway Rd

Carlsbad, California 92009

2.54 miles
5 / 5 (73 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits
Real Estate
Professional Services
QuickBooks
GAAP Compliance
Risk Management
Multi-state Experience

DePauw Johnson Tax & Financial Services

400 S Melrose Dr #207

Vista, California 92081

1.98 miles
4.5 / 5 (74 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience
Remote Services
Years of Practice

USA Tax and Accounting

209 E Broadway B

Vista, California 92083

2.54 miles
5 / 5 (63 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License
In-person Support

Mutual of Omaha Mortgage

5958 Priestly Dr STE 102

Carlsbad, California 92008

2.82 miles
4.5 / 5 (64 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Target Financial and Insurance Services

3256 Grey Hawk Ct

Carlsbad, California 92010

2.35 miles
4 / 5 (71 ratings)

Rassman Law

1901 Camino Vida Roble STE 112

Carlsbad, California 92008

4.01 miles
5 / 5 (56 ratings)
Business Consulting
Tax Planning
Entity Structuring
Estate and Trust Tax
High-net-worth Individuals
Professional Services
Complex Situations

Seaside Wealth Management

6154 Innovation Way

Carlsbad, California 92009

2.72 miles
5 / 5 (56 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Christian Credit Counselors

5838 Edison Pl #130

Carlsbad, California 92008

3.89 miles
4.5 / 5 (61 ratings)

Barron Income Tax

1010 E Vista Way Suite F

Vista, California 92084

3.4 miles
4.5 / 5 (50 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Xero

Chavez Income Tax Service

800 Civic Center Dr ste k

Vista, California 92084

2.18 miles
4.5 / 5 (48 ratings)

Green Leaf Business Solutions

410 S Melrose Dr #207

Vista, California 92081

1.96 miles
4.5 / 5 (43 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Healthcare
Technology
Gusto
ADP
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services

Alonso Moran: Primerica - Financial Services

3220 Executive Ridge #250

Vista, California 92081

2.24 miles
5 / 5 (31 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Centro Latino De Servicios

264 Vista Village Dr suite b

Vista, California 92083

2.45 miles
4.5 / 5 (34 ratings)

Carlton Bentley and Penn,Inc.

1902 Wright Pl #200

Carlsbad, California 92008

4.07 miles
5 / 5 (28 ratings)
Business Consulting
IRS Representation
Financial Advisory
Risk Management

Paul V. L. Campo Attorney At Law

316 S Melrose Dr #106

Vista, California 92081

2.01 miles
4.5 / 5 (29 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax

The Tax Gals

550 W Vista Way #100

Vista, California 92083

2.28 miles
4.5 / 5 (27 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Contractors
State-Specific Experience
Bilingual Services

M.W. Orlando CPA, Inc.

1902 Wright Pl 2nd Floor

Carlsbad, CA 92008

4.06 miles
4.5 / 5 (25 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
E-Commerce
Healthcare
Technology
QuickBooks

Birchwood Capital

2385 Camino Vida Roble #100

Carlsbad, California 92011

3.54 miles
5 / 5 (20 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

LendSpark

2554 Gateway Rd

Carlsbad, California 92009

2.79 miles
5 / 5 (20 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

Bishop and Waters Consulting Group

1902 Wright Pl #200

Carlsbad, California 92008

4.06 miles
4.5 / 5 (20 ratings)

WWM Financial

2131 Palomar Airport Rd #330

Carlsbad, California 92011

3.48 miles
4.5 / 5 (20 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

O'Reilly Wealth Advisors LLC

6221 Paseo Alta Rico

Carlsbad, California 92009

2.81 miles
5 / 5 (19 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

First Command Financial Advisor - Erin Gulliksen

4167 Avenida De La Plata # 102

Oceanside, California 92056

4.35 miles
5 / 5 (17 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

MPN Tax Professionals

3548 Seagate Way STE 210

Oceanside, California 92056

4.73 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning

Creative Management & Tax

817 W San Marcos Blvd

San Marcos, California 92078

3.9 miles
4.5 / 5 (18 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
QuickBooks

IPX1031: Steve Decker

2121 Palomar Airport Rd #330

Carlsbad, California 92011

3.45 miles
5 / 5 (16 ratings)
Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Real Estate
Multi-state Experience

Big Picture Results, Inc.

430 Vista Village Dr

Vista, California 92083

2.59 miles
4.5 / 5 (14 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
QuickBooks

Seaside Resources

2888 Loker Ave E Suite 307

Carlsbad, California 92010

2.38 miles
5 / 5 (13 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Stout Bookkeeping

1821 Ithaca Dr

Vista, California 92081

0.88 miles
5 / 5 (12 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Sales Tax Compliance
Small Businesses
QuickBooks
Gusto
Remote Services

R Moore, EA & Associates, LLC

1930 Watson Way #D

Vista, California 92081

1.11 miles
5 / 5 (12 ratings)
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Years of Practice

RH Tax Services

3720 Oceanic Way STE 201

Oceanside, California 92056

4.77 miles
4.5 / 5 (13 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

The Law Offices of Ryan McFarland

2292 Faraday Ave #100

Carlsbad, California 92008

2.93 miles
4.5 / 5 (12 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience

Klein Jeffrey CPA

2038 Corte Del Nogal Suite 135

Carlsbad, California 92011

3.88 miles
5 / 5 (11 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Complex Situations
CPA License

Bryant & Associates CPA

3800 Oceanic Dr #116

Oceanside, California 92056

4.66 miles
5 / 5 (11 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License
In-person Support

Rigits Bookkeeping & Accounting

4.05 miles
5 / 5 (10 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
QuickBooks
Remote Services

Barrett Financial Group, L.L.C.

3207 Grey Hawk Ct # 110

Carlsbad, California 92010

2.39 miles
5 / 5 (10 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero

Neza Tax Services

1929 W Vista Way Suite G

Vista, California 92083

2.94 miles
5 / 5 (10 ratings)
Business Consulting
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

BlackBull Accounting, Inc.

2888 Loker Ave E #120

Carlsbad, California 92010

2.37 miles
4.5 / 5 (11 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Small Businesses
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
Multi-state Experience
Remote Services
CPA License

Van Riper & Messina CPAs, Inc.

6096 Innovation Way

Carlsbad, California 92009

2.71 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

USIBTS - International Tax Solutions

2385 Camino Vida Roble Suite 107

Carlsbad, California 92011

3.53 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
International Tax
Small Businesses
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services
CPA License
In-person Support

Barron Income Tax- San Marcos

500 S Rancho Santa Fe Rd STE 104

San Marcos, California 92078

2.77 miles
5 / 5 (9 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers

Pettit Financial Services

1070 S Santa Fe Ave

Vista, California 92084

1.99 miles
4.5 / 5 (9 ratings)

Salient Solutions Group, LLC

5938 Priestly Dr Ste 103

Carlsbad, California 92008

2.8 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

GYSIO Business & Bookkeeping Services

170 Eucalyptus Ave Ste #225

Vista, California 92084

2.49 miles
5 / 5 (8 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Budgeting
Small Businesses
Non-profits

Murk Investments Corp.

770 Sycamore Ave Ste 122-114

Vista, California 92083

1.18 miles
5 / 5 (8 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Real Estate
Multi-state Experience
Cross-border Taxation

Easie Bookkeeping

2888 Loker Ave W Suite 110-E

Carlsbad, California 92010

2.37 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
Remote Services

Alan M Brown, CPA

1261 Sunset Dr

Vista, California 92081

1.21 miles
5 / 5 (7 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Educational Institutions
Non-profits
Real Estate
Construction
Contractors
Professional Services
Manufacturing
Technology
Automotive
Agriculture
GAAP Compliance
Complex Situations
Multi-state Experience
Years of Practice
CPA License
In-person Support

Chris Hayes: Primerica - Financial Services

1120 Sycamore Ave Suite 1D

Vista, California 92081

1.13 miles
5 / 5 (7 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory

Maira Ramos-ojeda: Primerica - Financial Services

3220 Executive Ridge #250

Vista, California 92081

2.24 miles
5 / 5 (7 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Taxation and Accounting

1959 Palomar Oaks Way Suite 334

Carlsbad, California 92011

4.09 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

Carr Accounting

409 S Las Posas Rd

San Marcos, California 92078

3.27 miles
5 / 5 (6 ratings)

Brian Holman: Primerica - Financial Services

1120 Sycamore Ave Suite 1D

Vista, California 92081

1.13 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
Financial Advisory

Tax Representation Services, Michael Rude, EA

217 Civic Center Dr #4

Vista, California 92084

2.58 miles
4.5 / 5 (6 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Complex Situations
State-Specific Experience
Multi-state Experience
Years of Practice

San Diego Tax Associates

1902 Wright Pl #200

Carlsbad, California 92008

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

Beacon Retirement Planning Group, Inc.

2100 Palomar Airport Rd Suite 214-8

Carlsbad, California 92011

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

Rodrigo Oliva - Private Wealth Advisor, Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340

Carlsbad, California 92011

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

Call Tax Relief

1808 Aston Ave Ste 235

Carlsbad, California 92008

3.74 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience

Dahl Law Group

2173 Salk Ave Suite 250

Carlsbad, California 92008

2.71 miles
5 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Complex Situations
Multi-state Experience
Cross-border Taxation

The Tax Place

4750 Oceanside Blvd suite a-10

Oceanside, California 92056

4.06 miles
5 / 5 (4 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
QuickBooks
Multi-state Experience
Bilingual Services
Years of Practice

Andrew Marshall Financial, LLC

5857 Owens Ave #300

Carlsbad, California 92008

3.92 miles
5 / 5 (4 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals

First Command Financial Advisor - Adam Creel

4167 Avenida De La Plata # 102

Oceanside, California 92056

4.37 miles
5 / 5 (4 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Risk Management

Melco Business & Tax Service

410 S Santa Fe Ave Suite 102

Vista, California 92084

2.37 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Candice Gerlach, CPA

2888 Loker Ave E #219

Carlsbad, California 92010

2.38 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
GAAP Compliance
Complex Situations
Years of Practice
CPA License
In-person Support

Number Runners/ Michael Hasan CPA APAC

5927 Balfour Ct STE 115

Carlsbad, California 92008

3.37 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
In-person Support

Bishop Kevin CPA

2121 Palomar Airport Rd

Carlsbad, California 92011

3.45 miles
5 / 5 (3 ratings)

Pro Accounting Solutions

5927 Balfour Ct # 213

Carlsbad, California 92008

3.38 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Payroll
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
E-Commerce
QuickBooks
ADP
Remote Services

DeLegge Wealth Planning

2292 Faraday Ave

Carlsbad, California 92008

2.93 miles
5 / 5 (3 ratings)
Financial Advisory

GFH Financial

2131 Palomar Airport Rd STE 214

Carlsbad, California 92011

3.48 miles
5 / 5 (3 ratings)

First Command Financial Advisor - Kelly Olson

4167 Avenida De La Plata # 102

Oceanside, California 92056

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

Alejandro's Tax Services

502 N Santa Fe Ave #A

Vista, California 92083

2.91 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Individual Taxpayers

Alejandro's Insurance Agency

502 N Santa Fe Ave #A

Vista, California 92083

2.91 miles
5 / 5 (3 ratings)
Tax Preparation

Lawrence Tax Service

2131 Palomar Airport Rd # 325

Carlsbad, California 92011

3.48 miles
4 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License
In-person Support

National Tax Relief

122 Civic Center Dr STE 204

Vista, California 92084

2.8 miles
4 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Individual Taxpayers
Construction
Professional Services
Multi-state Experience
Local Tax Credits

Fichera & Company

5927 Balfour Ct

Carlsbad, California 92008

3.38 miles
5 / 5 (2 ratings)

Carlsbad Tax Services

2734 Loker Ave W K

Carlsbad, California 92010

2.36 miles
5 / 5 (2 ratings)

Comprehensive Advisor

2011 Palomar Airport Rd #302

Carlsbad, California 92011

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

David Wine: Primerica - Financial Services

2231 Faraday Ave #100

Carlsbad, California 92008

3.12 miles
5 / 5 (2 ratings)

Lance Silva - Prudential Financial

2888 Loker Ave E Suite 322

Carlsbad, California 92010

2.36 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Cross-border Taxation
CPA License

Investment Quality Trends

2888 Loker Ave E

Carlsbad, California 92010

2.37 miles
5 / 5 (2 ratings)

First Command Financial Advisor - Ashley Denemark

4167 Avenida De La Plata # 102

Oceanside, California 92056

4.37 miles
5 / 5 (2 ratings)
Budgeting
Financial Advisory
Risk Management

San Marcos Tax Service

321 S Rancho Santa Fe Rd

San Marcos, California 92078

2.7 miles
5 / 5 (2 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Domingo & Associates, FARMERS

3520 College Blvd Ste 105

Oceanside, California 92056

3.31 miles
5 / 5 (2 ratings)

Hackett Joanne G CPA

5741 Palmer Way suite a

Carlsbad, California 92010

2.66 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

Bill Slattery & Associates

2794 Gateway Rd

Carlsbad, California 92009

2.55 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
ADP
GAAP Compliance
Years of Practice
CPA License
In-person Support

David J Oswald & Co

5741 Palmer Way

Carlsbad, California 92010

2.66 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

Lien On Me Tax Relief

2244 Faraday Ave

Carlsbad, California 92008

3.07 miles
5 / 5 (1 ratings)

Financial Focus

1917 Palomar Oaks Way #130

Carlsbad, California 92008

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

Jeffries Consulting

3.63 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Small Businesses
Mid-size Businesses
Construction
GAAP Compliance
Internal Controls
Remote Services

Coast to Coast Wealth Management - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340

Carlsbad, California 92011

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

Merrill Lynch Financial Advisor Randy Taylor

1000 Aviara Pkwy STE 200

Carlsbad, California 92011

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

Finances For Life, LLC

5857 Owens Ave #300

Carlsbad, California 92008

3.91 miles
5 / 5 (1 ratings)

Merrill Lynch Financial Advisor Dana Albert

1000 Aviara Pkwy STE 200

Carlsbad, California 92011

4.6 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation

Vistica Wealth Advisors

2121 Palomar Airport Rd Suite 160

Carlsbad, California 92011

3.45 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Risk Management

BrainStem Financial

6353 Corte Del Abeto Suite B100

Carlsbad, California 92011

3.84 miles
5 / 5 (1 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Educational Institutions
Non-profits
Risk Management
Remote Services

Seaside Financial & Insurance Services

2032 Corte Del Nogal #100

Carlsbad, California 92011

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

Reverse Lending Solutions

2038 Corte Del Nogal #137

Carlsbad, California 92011

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

NORTH COUNTY FIDUCIARY SERVICES

663 S Rancho Santa Fe Rd

San Marcos, California 92078

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

Tax & CPA Assurance, APC

1125 Linda Vista Dr # 101

San Marcos, California 92078

3.43 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Law Firms
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
CPA License

Barton-Ross, A Financial Services Firm

380 S Melrose Dr

Vista, California 92081

1.99 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Non-profits

Frontier Loan Group, Inc.

6104 Innovation Way

Carlsbad, California 92009

2.72 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate

Luis Alberto Reyes: Primerica - Financial Services

3220 Executive Ridge #250

Vista, California 92081

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

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.