Accountants near Aliso Viejo

“Extremely professional and responsive.
One-stop shop for bookkeeping and accounting.
I highly recommend this firm.“

“I made several profits this week with the help of Mr. Ralph Carico. It hasn't been easy with loans, but after meeting Ralph Carico, I realised that loans are not the solution to debt or funding. With personal funds, you can consult him for investment ideas that can fetch you enough profits in weeks with no risk.“

“I'm not a "numbers guy," so for years I procrastinated until the last minute to get my taxes done. It was always an extremely stressful time for me, because I also own rental properties. Several years ago I spent 14 excruciating months being audited by the IRS, and my prior CPA did more damage than helping me in our many meetings with the IRS agents. When that was resolved, I looked for a new CPA and Will Martensen was recommended to me. Ever since then he has held my hand and been patient as I collected my data for him, and each time I left his office I felt a HUGE sense of relief! This past year, I was expecting to have to pay a lot of taxes, but instead, Will got me a REFUND of almost $17,000! I think he's the best CPA in Orange County, plus he has the additional qualifications of being an "enrolled agent" with the IRS!“

“I can't say enough about Phil so professional and always very helpful. Aleysa was very sweet and knowledgeable as well while helping prepare my files. I highly recommend Phil Duncan!“

“Haydee is super smart and she has a nice tidy office conveniently located upstairs from my manicurist. I got my notary on so I can get my birth certificate to get my SS card. What an ordeal!! Haydee makes it so east and I'm happy I discovered her here in my neighborhood!!“

“I initially used TurboTax, which created a lot of issues between me and the IRS. TurboTax did not help with property depreciation or filing the proper amendments to correct the problem. I contacted Irvine Tax Company, and the accountant analyzed and amended my previous taxes from 2017, 2018, 2019, and completed my 2020. I feel fortunate to have discovered Irvine Tax Company as the accountant is very dedicated, thorough, and carefully analyzed all my documents to file the appropriate amendments. By choosing Irvine Tax Company, I will be expecting several checks from IRS and CA State, which totals $9,800 from the past several years. Without Irvine Tax Company, I would have continued making errors today with TurboTax, and I wouldn't have received the qualifying credits. I highly recommend this company to anyone! The company's located in Orange County, but they worked with me remotely as I'm located in the Bay Area. Very HAPPY with the outcome!“

“I was referred to Jim by my business school network (UCLA) - I had a list of 30 CPAs to contact but the referral for Jim was so passionate and so positive that I decided to hire him for my personal and business taxes. I'm now the one giving him the raving referrals! He is one of the most thorough and patient people I've ever met in my life. I find myself turning to him for advice well beyond what I ever would have expected - decisions that are crucial to my business' success (like whether we should switch from an LLC to a Corp) and to my personal happiness (like questions about my first mortgage). I trust his expertise and judgment through and through. I never would have thought that one of my most trusted business advisors would have been my CPA but Jim is indeed all that and more.“

“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.“

“Balboa Tax & Accounting Services is amazing! They made tax season so much easier for me. From the start, they took the time to really understand my situation and found deductions I didn’t even know were possible.

The whole process was super smooth, and they kept me informed every step of the way. I never felt rushed or confused—they explained everything clearly and answered all my questions.

What really stood out was how much they genuinely cared about helping me, not just filing my taxes. They gave me great tips for planning ahead and making things even easier next year.

If you’re looking for someone you can trust who knows their stuff, I highly recommend Balboa Tax & Accounting Services. I’ll definitely be coming back!“

“RSM is the most thoughtful and considerate company that I have ever worked for. The OC Market Leader, Paul Short is a humble servant leader that values people.“

“Irvine Bookkeeping has been outstanding in managing our bookkeeping needs. Marc, in particular, is incredibly professional. He handles all our questions promptly and responds very quickly. Their expertise has made our financial management seamless and stress-free. Highly recommend their services!“

“As a business owner I use Folkers and Associates to take care of all my business and personal taxes. They are always available to reach by phone and are so quick on email. Those two things are the reasons why we come back every year. Tim and Susanna make filing taxes a smooth process, even when it's not a preferred task me me to do I'll continue to be a loyal customer for the great customer service.“

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“We have been using TSC for 10+ years & I can't say enough good things about them! I send in all my documents every year and just trust they do their thing & every year, they do their thing! Thank you, Vesna & the entire TSC Team!! -C & K“

“I have worked with Robert Owens, CPA and his staff for well over 10 years and have been impressed with their knowledge particularly in the area of the common interest association type of financial reporting and codes.They have been very timely and eager to answer questions through the audit and tax preparation process. My clients and I have grown to depend on their excellent and timely service. Could not be happier.Emily Benedick, CPMPremier Property Management“

“They have been doing my small business and personal taxes for at least 10+ years. Debbie Campos is exceptional in her knowledge, and communicating. I've been a small business owner for 40 years and I wish I'd found them sooner. I highly recommend David Zweig & Associates.“

“I have been fortunate to work with Prescott Tax and Wealth Management for 25 years, and I can confidently say that their service is unparalleled. They handle both my personal and business taxes with an exceptional level of expertise and care, including partnerships, LLCs, real estate, and other complexities. Peter's deep knowledge of accounting is evident in every interaction. Whether it's navigating the intricacies of tax law or addressing specific financial concerns, he always provides insightful and accurate advice. Peter's ability to work effectively with the IRS and other tax entities has been a tremendous asset, ensuring that any issues are resolved swiftly and efficiently. The office staff at PTWM is perfectly sized to provide personalized attention while maintaining the resources to handle all my needs. The environment in their office is always positive and welcoming. I have referred others to PTWM over the years; my children are now also clients, and when I became responsible for my parents' finances several years ago, they also became clients. We are multi-generational clients working with this now multi-generational firm. I'm comforted in the knowledge that generational continuity supports my family's goals. One of the standout qualities of this firm is their responsiveness and availability. No matter the time of year, I can always count on them to be there when I need assistance or have a question. Their customer focus is second to none, consistently going above and beyond to ensure my satisfaction. I highly recommend them to anyone in need of reliable and knowledgeable tax and wealth management services.“

“I contacted Chris Johnston, CPA & Diana Orlando's (EA & notary public) last April about doing our 2022 taxes in 2023. Diana was very busy finishing up the 2021 tax year and took the time to answer all my questions. Diana is an EA "Enrolled Agent" which means she is able to represent clients in front of the IRS. I was very impressed with her knowledge and friendliness. I UPS'd a copy of my 2021 taxes. Fast forward to 2023, I received a reminder to submit my tax info for 2022, which I did. About two weeks later, presto my taxes were finished. Chris Johnston then gave me a call to go over my taxes and asked a few questions to make sure I had all my legitimate deductions, dependents, special tax credits, etc. since the tax code is a moving target with new deductions each year & deductions that are eliminated. That same day my wife and I received docusign documents to virtually sign. All done! I was impressed with the friendliness, knowledge, and ease of doing business with Chris & Diana. Thank you. As a side note: their price was lower than my pervious tax prep service. It is re-assuring to know that I have knowledgeable tax experts and a point-of-contact regarding any future tax questions.“

“If you are not happy with your tax account please look up Dale Howe in SJC you will love your tax results.“

“My husband and I have worked with Harshita for the last two years now and very grateful we found her. I was referred by an online mom group where she was recommended by multiple members. Harshita is meticulous and knowledgable. We had a hard time getting our previous accountant to answer a question without wanting to charge us when we already paid him a high rate and had been loyal clients for years. Harshita has taken the time to answer our questions thoroughly and given us great advice. Her systems are efficient and easy to use to share info securely. We highly recommend Harshita's excellent service!“

“Scott from AAdvanced Business Systems is a very helpful bookkeeper. He is very detailed and organized and will not only take care of your books but will help you optimize them so they are efficient and dialed in for taxes or other reporting needs. Scott is a wonderful person and I would recommend him to anyone in need of a bookkeeper for their business.“

“Thorough and timely even on the most difficult taxes (multiple states, 1099, and W2 in the same year ?‍♀️). Thank you for your always excellent service!“

“Alan and his crew are truly one of a kind, I came to him from a CPA I had for over 20 years, so I was a little apprehensive. He cleared up any doubts I had with his professional and caring manner. His entire firm is very organized and are always ready to answer any questions. They will go out of their way to meet your needs and reassure you. I highly recommend Alan Chabok to anybody looking for a great CPA who is organized and will get the job done. Thanks Alan and staff!!“

“I was referred to Annie through a business acquaintance. I was a little hesitant at first because I thought the fee was high.Boy was I wrong! She has paid for herself many times over, and then some! She is able to find things that most miss.I started out as an employee and and now as an business owner. She has prepared my taxes for the last three years.Annie and staff are very thorough and really do have the client's best interest in mind.I highly recommend Annie. She definitely knows her stuff!“

“Visited the firm's office to track down an old friend we hadn't seen in 29 years. Scott was extremely helpful in facilitating the reconnection. ? We did no accounting business with them.“

“Using them for years, I trust them with everything. They helped me fix problems my last accountant missed, saved me a lot of trouble. Very professional, always answer when I need them.They are efficient, get everything done for my personal and business, excellent advisors too.Have a lot of experience, know all the laws, know the new laws before they begin and call me to plan accordingly so I am compliant.“