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Best Accountants in Aliso Viejo

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Alan Chabok, CPA logo
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Alan Chabok, CPA

23172 Plaza Pointe Drive, Laguna Hills, CA 92653
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Business Description

Alan Chabok, CPA, has been handling a variety of accounting-related concerns in Aliso Viejo and its neighboring areas since 1998. The company's accounting services involve incorporation, QuickBooks, payroll, new business formation, and small business accounting. The firm also helps with tax planning, insurance analysis, and different tax problems. Alan Chabok, CPA, provides its services to individuals and real estate, technology, and medical industries. Some of its clients include purpleZ, Rockport, Naturepainting, and Naficy Medical Group.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Bryars Tolleson Spires + Whitton LLP logo
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Bryars Tolleson Spires + Whitton LLP

27285 Las Ramblas, Mission Viejo, CA 92691
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Business Description

Bryars Tolleson Spires + Whitton LLP is an Orange-based accounting firm that serves individuals and businesses throughout Aliso Viejo. It serves clients in multiple industries, including real estate, financial institutions, healthcare, oil and gas, and retail. Its team provides an extensive range of services such as income tax planning, business and personal tax returns, bookkeeping and payroll, and estate and trust planning. The agency's team is comprised of accounting professionals with over 25 years of experience in the industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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CAPATA logo
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CAPATA

28202 Cabot Road, Laguna Niguel, CA 92677
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Business Description

CAPATA is an accounting services company that has been serving the Aliso Viejo metro since 1986. The company was established by Gary Capata more than three decades ago with the goal of serving his community with his accounting skills. Nowadays, CAPATA performs tax planning and preparation that focuses on minimizing the financial liabilities of its clientele. The company also provides financial auditing, accounting and business advisory, litigation support, and general consulting. CAPATA also serves as fractional CFO to some of its clientele.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (27)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Clark & Company LLP logo
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Clark & Company LLP

2223 East Wellington Avenue, Santa Ana, CA 92701
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Business Description

Clark & Company LLP provides accounting services to Aliso Viejo. Its team of certified public accountants offers consultation for clients to help them reconstruct, expand, or sell their businesses. It also helps in developing financial statements, preparing estate taxes, and bookkeeping. Businesses who need assistance with payroll are also welcome in the accounting firm. In addition, Clark & Company minimizes the clients' future tax liabilities and manages their tax issues. One of its partners, Kerwin J. Clark, has been in the industry for over 27 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Daniel Dubois CPA and Company Inc. logo
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Daniel Dubois CPA and Company Inc.

6B Liberty, Aliso Viejo, CA 92656
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Business Description

The firm of Daniel Dubois, CPA & Company Inc., located in Aliso Viejo, California, and offering full-service accounting and tax services to clients throughout the area. Services are comprehensive, and Mr. Dubois organizes his practice around a business model dedicated to converting first-time customers into long-term partners. The firm has operated in the area for over 30 years, and Mr. Dubois is a trusted and respected member of the local community, to which he takes great pride in contributing. Each client's dedicated plan of service is tailor-made to suit their needs, be they business, executive, or individual accounting and taxation requirements. Client reviews are enthusiastic and highly complementary.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Detail
David W. Hickam, CPA logo
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David W. Hickam, CPA

25431 Cabot Road, Laguna Hills, CA 92653
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Business Description

David W. Hickam, CPA, provides tax preparation services to individuals and business entities in Aliso Viejo and the surrounding communities. He provides solutions to tax problems such as back taxes, offers in compromise, payroll tax, and wage garnishments. He also provides audit representation services and helps clients regarding liens and levies. David is a member of the California Board of Accountancy. He has been in the industry, specializing in tax planning and preparation, for more than 24 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Dudley & Dudley, LLC logo
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Dudley & Dudley, LLC

27405 Puerta Real, Mission Viejo, CA 92691
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Business Description

Dudley & Dudley, LLC, is an accounting firm that caters to clients in Aliso Viejo and the surrounding communities. It offers a wide range of services, including audits, estate planning, and income tax preparation. Moreover, this firm also handles installment agreements, late tax returns, protests and appeals, tax penalties, and wage garnishment. Robert Dudley, the owner, received his Bachelor of Business Administration degree in 1966 and Master's in Economics in 1986. He is a member of the National Society of Public Accountants.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Gruber Accountancy logo
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Gruber Accountancy

925 North La Brea Avenue, Aliso Viejo, CA 90038
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Business Description

Gruber Accountancy is an accounting firm based in Los Angeles. Serving clients throughout Aliso Viejo and its neighboring communities across West Hollywood, the firm offers a wide range of services. Among these services include business consulting, accounting, and IRS representation. The firm also offers estate and trust consultation. The principal of the firm, Frank Gruber, specializes in providing services for various industries, including the entertainment and start-up industries, as well as the advertising, fashion, and design sectors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
4.8 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Mellotti & Rasmusson logo
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Mellotti & Rasmusson

30092 Ivy Glenn Drive, Laguna Niguel, CA 92677
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Business Description

Mellotti & Rasmusson is a team of certified public accountants assisting individuals and small-sized to medium-sized businesses in Aliso Viejo and nearby areas. Its accounting services include financial statement preparation, bookkeeping, and business entity selection. Mellotti & Rasmusson also performs consulting services, financial and estate planning, and tax services. John Mellotti, the company's co-founder, has more than 30 years of experience in public accounting and started his career by performing audits of closely-held companies related to the real estate industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
NumbersFigured logo
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NumbersFigured

26895 Aliso Creek Road, Aliso Viejo, CA 92656
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Business Description

NumbersFigured is an Aliso Viejo accounting services company dedicated to providing financial education and assistance to its clientele. The company caters to businesses and individuals looking for a comprehensive way of managing their finances and preparing their respective taxes. NumbersFigured handles bookkeeping and accounting review, sales tax returns, payroll processing, outside controller services, business management, and business valuation. The company also provides forensic accounting, technical setup and support, and IRS and local audits representation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Prudence CPA logo
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Prudence CPA

25201 Paseo De Alicia, Laguna Hills, CA 92653
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Business Description

Headquartered in Laguna Hills, Prudence CPA, Inc., is an accounting and tax firm that serves residents and businesses in Aliso Viejo and the surrounding communities. In addition to small business accounting, it provides various services for businesses, like part-time CFO services, cash flow management, strategic business planning, new business formation, forensic accounting, and succession planning. Moreover, it assists clients with tax problems like IRS audit representation, payroll tax problems, IRS wage garnishment, and bankruptcy. Its founder, Joseph Abdou, has a master's degree in Business.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Facebook
4.0 / 5 (19)
Google
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Real World Business Solutions Consortium logo
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Real World Business Solutions Consortium

23986 Aliso Creek Road, Laguna Niguel, CA 92677
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Business Description

Real World Business Solutions, based out of Orange County, California, and offering individual, business, and executive accountancy, payroll, and tax services to clients throughout the greater Los Angeles metropolitan area, is a seasoned firm of Certified Public Accountants. RWBS is supported by a highly-trained and professional support staff that is dedicated to providing outstanding accounting service at competitive pricing. With over 15 years of experience in the region, they have the know-how and expertise to bring comprehensive, highly personalized service to each client, tailor-made to their individual needs. Estimates are free-of-charge, and all CPOs on staff are required to have at least 10 years of field experience.

Robert A. Owens logo
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Robert A. Owens

27792 El Lazo, Laguna Niguel, CA 92677
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Business Description

Robert A. Owens is an accounting practitioner that is committed to assisting clients in Aliso Viejo and its adjacent areas. He established Owens, Moskowitz and Associates, Inc., in 1987 and has continued to serve clients in multiple locations since then. His firm specializes in the real estate industry and works with homeowners' associations, mortgage banking, escrow companies, and small businesses. It also handles audits and provides extensive business advisory as well as tax planning and compliance services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Stephanie Lee CPA logo
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Stephanie Lee CPA

P.O. Box 2053, Laguna Hills, CA 92654
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Business Description

The firm of Stephanie Lee, CPA, located in and operating out of Laguna Hills, California, and serving throughout the region, asks why clients should spend their time crunching tedious tax documents, mundane accounting tasks, and rote bookkeeping when they could hire a certified public accountant with over 15 years of experience. Ms. Lee offers detailed personal and business bookkeeping services based on state-of-the-art QuickBooks, in which she is a certified ProAdvisor. Payroll processing is available, listed benefits of outsourcing include loss prevention from accidental accounting errors. Ms. Lee has a history of client retention and satisfaction and is highly reviewed via Google and social media.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Weisz & Weisz CPA's Inc. logo
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Weisz & Weisz CPA's Inc.

23193 La Cadena Drive, Laguna Hills, CA 92653
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Business Description

Weisz & Weisz CPA's Inc. is an accountancy firm that has been serving the Aliso Viejo metro for over 25 years. The firm is owned by the Weisz family and is currently led by Joseph E. Weisz, who had been in the industry since 1978. Its founders originally specialized in business and individual tax consulting and have now expanded to cater to corporate income, trust income, and partnership income taxes. Weisz & Weisz CPA's also handles IRS representation and insurance planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (38)
Google
5.0 / 5 (8)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Wenger & Bauer CPAs, Incorporated logo
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Wenger & Bauer CPAs, Incorporated

31351 Rancho Viejo Road, San Juan Capistrano, CA 92675
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Business Description

Wenger & Bauer CPAs, Incorporated is an accounting services company that has been serving the Aliso Viejo metro for more than four decades. The company is equipped with years of experience in handling a variety of financial and tax issues. It is also knowledgeable in assisting businesses and individual clients regarding their finances. Wenger & Bauer CPAs offers payroll services, tax planning, and business consulting services to corporations, individuals, partnerships, and other types of clientele who are in need of assistance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Introduction

Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

  • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
  • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
  • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
  • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

What does an accountant do?

Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

What is the difference between an accountant and a CPA?

Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

Does everyone need an accountant?

Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

What does a forensic accountant do?

Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

What does a payroll accountant do?

Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

Do I need an accounting major to become an accountant?

You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.

What qualifications do you need to be an accountant?

You need to have strong math and analytical skills to be an accountant. Most companies require accountants to have earned at least a bachelor’s degree and CPA. Some lower-level accounting positions in accounting might require only knowledge of certain accounting principles, such as how to manage receivables.

How many years does it take to be an accountant?

Some two-year college programs prepare students to take the CPA exam; however, most employers require accountants to have at least a bachelor’s degree, which is a four-year degree.

Do I need a CPA to be an accountant?

You don't have to earn a CPA to be an accountant, however, getting your CPA opens opportunities to earn higher wages in this field. Many companies, especially larger ones and government agencies, require at least a four-year degree and CPA when hiring accountants.

What does it take to be a certified public accountant?

According to the American Institute of CPAs, requirements for becoming a CPA vary by state. Each state requires education, passing the Uniform CPA exam, and some amount of experience before issuing the certification. A minimum of a bachelor’s degree or 150 semester hours is typically required before taking the certification exam.

Is getting a CPA worth it?

If you’re interested in a career in accounting, it’s worthwhile to get a CPA. It opens opportunities to earn higher wages and offers a wider variety of accounting jobs, so you can choose the type of accounting you want to do.

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