Accountants near Dana Point

Accountants near Dana Point picked by BestProsInTown

“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.“

5 Superb5 Reviews

“We have used Barrett Solutions for the last 9 years and had excellent service. They are very good at bookkeeping and communicative. They have provided outstanding service to us.“

3.7 Good3 Reviews

“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!!“

5 Superb17 Reviews

“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!!“

5 Superb7 Reviews

“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!“

4.9 Superb37 Reviews

“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!“

5 Superb6 Reviews

“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“

5 Superb5 Reviews

“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.“

5 Superb2 Reviews

“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.“

5 Superb1 Reviews

“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.“

5 Superb1 Reviews

“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.“

5 Superb1 Reviews

“I have had excellent service here for many years, not only our personal taxes but for both of our corporations. Rose and Michael are fantastic.“

0 Na0 Reviews

“They've done my taxes for years, and I have never been audited. I couldn't be more pleased with them.“

0 Na0 Reviews

“I had a complicated tax return to handle this year and turned the job over to John. He couldn't have been more helpful and worked with my financial advisor to get it taken care of while finding the best deductions. Personally, he's a super nice guy and always seems to have time to take a phone call for some professional tax money saving advice. When he presented his bill, I was amazed how much work he did for the very fair amount he charged. I'll be using John for all my future tax needs. You can't go wrong with John Mellotti!“

0 Na0 Reviews

“If you have a simple return or have more complex financial and tax advise this is the place to go! They are knowledge & efficient. This was our first year to use Prescott Services and it was a great experience!“

4.7 Superb15 Reviews

“These guys are great. Excellent service and helped me with all my business accounting needs. Highly recommend them to you all!“

4 Good4 Reviews

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