Accountants near Dana Point

“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.“

“I've been using Scott and Joe for almost 20 years now. Great guys, I'd highly recommend them!“

“I have been working with Brian Hill and DH Tax & Consulting for 15+ years for both personal and company taxes. I have always been happy with his work and his advice. I never feel like there were stones left unturned or deductions missed. Highly recommended!“

“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!“

“Prescott Tax and Wealth Management have made us feel like family in such a short period of time. Their knowledge, attention to detail, and care sets them apart from others we've worked with. Highly recommend working with them for any of your financial needs for investment or tax purposes.“

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“I can’t say enough great things about Dale and his assistant Jane. After a previous CPA left my 2022 taxes in disarray, Dale stepped in and got everything back on track. Since then, he’s handled my 2023 and 2024 taxes with precision and care.

Beyond just filing, Dale has gone above and beyond—offering valuable tax-saving strategies, helping me restructure my business tax classification (even completing and submitting the necessary forms himself), and recommending a simple and effective payroll solution. His guidance has been instrumental as I manage two companies and prepare to launch a third.

Working with Dale and Jane has been a truly positive experience. They’re knowledgeable, responsive, and genuinely invested in their clients’ success. I feel confident and secure knowing they’re handling both my business and personal taxes. Thank you both for all your support!“

“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“

“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.“

“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.“

“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.“

“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.“

“Thank you Chan Accountancy for all of your excellent service and advice. We appreciate you and your incredible office representatives.“

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

“We’ve worked with Rountree Consulting for over a decade and couldn’t be more grateful for their consistent professionalism and support. They’re responsive, trustworthy, and truly bring a sense of aloha to everything they do.

From everyday needs to more complex situations, they’ve always made us feel informed and confident. Mahalo to the entire Rountree team for your dedication and excellence over the years we highly recommend your services!“

“Good service, but sometimes they forget to return calls. Price is comparable to other services. I wish they would do more things via email so I wouldn't have to go into the office. I'm very busy and prefer to do everything electronically“

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