“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!!“
9:30AM - 6:30PM
4667 MacArthur Blvd Suite 400, Newport Beach
Accountants
“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.“
“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!“
“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.“
9 AM - 5 PM
2372 Morse Ave #9, Irvine
Accountants
“New business owner, inquiring about bookkeeping services. Initial consultation was with Mark who was prompt, practical, and polite. Mark provided me with outstanding realistic advice and guided me the correct way in approaching bookkeeping as a business owner. A fair recommendation is to at least understand how bookkeeping works for at least 1-2 months before deciding you need to seek a professional. Mark did not exhibit any predatory tactics and genuinely looked out for me, explaining what he thought was best for me during my current stage of opening my business. Irvine Bookkeeping also provides tax services in terms of quarterly business tax filings. Highly recommend for transparency and competency!!“
“I've been using my CPA for my payroll for years. I own a retail shop with about 6 employees. I would get the report on Monday of the pay week, I then calculate the break taken for each employee, import the data to an excel spreadsheet to get the total for each employee. I would then email to my CPA(who did an excellent service, no complaint there). Once I get the paystubs, I would enter the amount to another excel spreadsheet that has to calculate the actual paycheck after various deduction/additions. It's quite a work. Jeff and his team will consolidate all that into a very streamline process that still gives me control. Thanks Jeff!!“
“Mohsen was so nice, and a pleasure to work with. He was always available or quick to respond when I needed to get in touch with him. My taxes were a mess but he made quick work of them. Thanks Mohsen!“
“The Basis 365 team are an amazing group of professionals. Invaluable for our small, growing company! Highly recommend their expertise!“
“Anthony did an excellent job of deciphering our issues with the IRS & State of CA! We had him review our 2019 & 2020 taxes & just did our 2021 taxes. For years after having an awful 1099 job in 2016 I had to mail in our taxes because of an issue over my birth date. Anthony was able to electronically file ours. We are all caught up on federal & state, and plan on having EA file for us next year as well. They are well worth their fee for the stress they take off my shoulders during tax season!“
“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“
“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.“
“I looked for a long time for a good tax service. I called a few companies and the amount they charged was more than I wanted to pay, and I was nervous about large companies. I found Star Tax Solutions and called to get a feel. Harshita answered right away and gave me an over the phone consultation and insight into exactly what I needed to do. I had done my taxes by myself before and they were significantly less complicated than this year. When I went to Harshita, she was not only helpful, but advised me on better ways to prepare for next year, as well as gave me advise on personal finance decisions to impact my taxes in the future. I had made some mistakes in the last year that led to complicated taxes, but Harshita was helpful, and guided me on the right paths. In the end, I was incredibly grateful to have found her, and will definitely be back next year.“
“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!!“
8AM - 6PM
Mission Viejo
Accountants
“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.“
9:30AM - 4PM
25231 Paseo De Alicia #205, Laguna Hills
Accountants
“I have used this payroll company for 9 years. As a Public Works contractor, this service provides all that I need to keep up with payroll and compliance requirements. The staff is friendly and always available when I need help or have a question.“
“Thank you Chan Accountancy for all of your excellent service and advice. We appreciate you and your incredible office representatives.“
“He has been our trusted financial advisor for close to 40 years. We implicitly trust his expertise and we really admire him. He always responds to our needs very promptly. We are very lucky that he has been on our team.“
10AM - 5PM
465 Forest Ave, Laguna Beach
Accountants
“The team at RMJR Tax and Accounting did my return last year and did such a good job. They communicate very well and work efficiently. I recommend their services to anyone who needs help with their taxes.“
10AM - 5PM
111 Corporate Dr, Ladera Ranch
Accountants
“We were extremely satisfied with the work done by Rick at RMJR Tax and Accounting. For all new clients he will make sure you are in the best position possible going forward.“
“They are best accounting service, they took care me since 2002, they're very helpful & friendly, I recommend all relatives, friends join to this accounting service., they doing great with the best result.“
“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.“
“Peter has been preparing my taxes and providing money management services since 2012, consistently providing excellent service, always gets back quickly. A very important part of working with Peter is his Risk Management tools which are used to measure how much risk you are willing to take in your investment portfolio. My financial situation has changed several times in the 11 years working with Peter (going from wage earner to consultant to full retirement) and my Risk Scale has changed each time and Peter has made changes to investments accordingly.Peter's staff has always been pleasant, professional and very easy to work with. Grant Prescott is a great addition to the team. I would highly recommend Prescott Tax & Wealth Management to anyone looking for personal, professional assistance in these areas.“
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
“Fantastic experience with DH tax and consulting. From Chloe at the front, to Brian and his team, the hospitality and service we received was great. Tax’s don’t feel so daunting anymore. Thanks guys!“