Best Accountants In San Juan Capistrano

Prescott Tax and Wealth Management

31601 Ave Los Cerritos Ste 200, San Juan Capistrano

Sat Closed

“The Prescotts have been doing our taxes and managing our investments for longer than I can remember. We have been more than pleased with their personalized service and careful attention to our needs and our plans. Peter and Grant take a long-term view and invest prudently. They take the time to get to know and understand their clients as individuals with needs and plans for the future, and that knowledge informs their investment recommendations. Their entire organization is oriented to service, and the staff are all knowledgeable and courteous. We couldn't be more pleased.”

Martensen Tax & Financial

31726 Rancho Viejo Rd #104, San Juan Capistrano

Sat Closed

“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!”

Howe Dale R CPA

30448 Rancho Viejo Road Suite 210, San Juan Capistrano

“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!”

Coastal Payroll Services

32302 Camino Capistrano Suite 101, San Juan Capistrano

Sat Closed