Accountants near Rancho Santa Margarita

“She is the BEST! IRS audited me in 2014 for tax year 2012, and she really looked out for me and my small business. Hire her...yesterday!!“

“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“

“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.“

“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!!“

“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.“

“SAN ,is very well recommended ..
He's helped me with my taxes for years .
Thank you San..“

“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.“

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

“If you are a business owner of any size business and if you have not contacted Taxes For U then you really don't have any idea how much money you are leaving in the pockets of the taxman. The service is personable and the relationship is meant to last a life time. During the year if you have any questions you can call and receive free consultations and advice. The fees to complete your personal or business taxes are beyond reasonable. The professionalism is far beyond anything I have experienced in my personal and business life. I highly recommend Taxes For U. You will never ever regret using them and it will be one of the smartest business decisions you will ever make. The trust, the reliability, the promptness and the genuine care they have for their clients is beyond the five star rating I have given them. Simply Awesome“

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

“I have been using Aliso Tax for many years and they are extremely good at helping with my tax return. I have to deal with income properties out of state and they have always been professional and helpful in our dealings. I keep coming back because of their good work. I give them 5 out of 5.“

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“I have been using Dennis and Chelsea for the past 7 years. They are the most complete team you could ask for. PROFESSIONAL. COURTEOUS. ACCURATE. This is the best way to describe them. They ask questions and don't assume anything. THE BEST TEAM EVER.“

“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!“

“Great customer service. Affordable and quick. Karen, the owner is an outstanding bookkeeper and her staff have always taken good care of our business needs. We have referred many business associates to JK Bookkeeping. Scott Burnett Integrity Computer Concepts“

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