Expertise.com
2024

Last updated:

Best Accountants in Aliso Viejo

Our Recommended Top 17

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Aliso Viejo Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

27

Reviewed

23

Curated

17

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Aliso Viejo, CA
  • Audits
  • Individual Tax
  • Business Taxes
  • Accounting
  • Consulting

Why choose this provider?

Dimov Tax Specialists champions the interests of businesses, investors, professionals, and corporations in Aliso Viejo, offering accounting assistance for their financial statements. It caters to various sectors, including heavy machinery, financial and professional services, biotechnology, and manufacturing. The firm works with them in managing their accounts payables and receivables, setting up payroll systems, and creating sales and income tax reports. Dimov Tax Specialists also conducts risk assessments and site visits for financial statement audits. Founder George Dimov has over 15 years of accounting experience.

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 (304)
Facebook
5.0 / 5 (42)
Yelp
5.0 / 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
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Aliso Viejo, CA

Why choose this provider?

Need help contacting a Accountant in Aliso Viejo? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
P.O. Box 2053, Laguna Hills, CA 92654

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

Website
25201 Paseo De Alicia, Laguna Hills, CA 92653

Why choose this provider?

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
Friendliness
Helpfulness
Detail

Website
27792 El Lazo, Laguna Niguel, CA 92677

Why choose this provider?

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)
Yelp
2.5 / 5 (3)

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

Website
23193 La Cadena Drive, Laguna Hills, CA 92653

Why choose this provider?

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
925 North La Brea Avenue, Aliso Viejo, CA 90038

Why choose this provider?

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
Friendliness
Helpfulness
Detail

Website
25431 Cabot Road, Laguna Hills, CA 92653

Why choose this provider?

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)

Website
2223 East Wellington Avenue, Santa Ana, CA 92701

Why choose this provider?

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
Friendliness
Helpfulness
Detail

Website
23986 Aliso Creek Road, Laguna Niguel, CA 92677

Why choose this provider?

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.

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.
3.0
Yelp
3.0 / 5 (2)

Website
27285 Las Ramblas, Mission Viejo, CA 92691

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

Website
6B Liberty, Aliso Viejo, CA 92656

Why choose this provider?

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.

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.
3.3
Yelp
3.0 / 5 (6)
Facebook
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

Website
26895 Aliso Creek Road, Aliso Viejo, CA 92656

Why choose this provider?

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
Yelp
5.0 / 5 (1)

Website
31351 Rancho Viejo Road, San Juan Capistrano, CA 92675

Why choose this provider?

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

Website
27405 Puerta Real, Mission Viejo, CA 92691

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

Website
28202 Cabot Road, Laguna Niguel, CA 92677

Why choose this provider?

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
Friendliness
Helpfulness
Detail

Website
23172 Plaza Pointe Drive, Laguna Hills, CA 92653

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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.