Expertise.com

Best Accountants in Lake Forest

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Accountants FAQs

Learn more
Carpenter, Petersen & Associates logo
Visit WebsiteWebsite

Carpenter, Petersen & Associates

26020 Towne Centre Drive North, Lake Forest, CA 92610
Visit WebsiteWebsite

Business Description

Carpenter, Petersen & Associates has been providing Orange County and Southern California with accounting services for over three decades. Focusing on personalized care, a strict attention to detail, and technical accuracy, they specialize in serving a wide range of business people, including entrepreneurs and other successful investors. They offer a number of accounting services that include financial consulting, tax planning, accounting, bookkeeping, and more. Clients have often spoken highly of their unparalleled attention to detail as well as their dependability and complete accuracy. A member of the American Institue of Certified Public Accountants and the California Society of Certified Public Accountants, their goal is to offer completely reliable services to all clients.

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
GF Business Solutions logo
Visit WebsiteWebsite

GF Business Solutions

26741 Portola Parkway, Lake Forest, CA 92610
Visit WebsiteWebsite

Business Description

GF Business Solutions is an accounting firm that has been servicing Lake Forest and surrounding communities since 2010. It offers a wide range of accounting services including cash flow analysis, HOA bookkeeping, business consulting, and QuickBooks setup. Tax representation, resolution, and preparation solutions are also available. The firm's owner, Geri Ferger, has 20 years of experience in tax and accounting. She has participated in the IRS Volunteer Income Tax Assitance program which helped low-income families.

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
Haskell & White - Orange County logo
Visit WebsiteWebsite

Haskell & White - Orange County

300 Spectrum Center Drive, Irvine, CA 92618
Visit WebsiteWebsite

Business Description

Haskell & White - Orange County is an independently owned accounting firm serving major industries in Lake Forest. In addition to traditional accounting services, such as tax consulting and planning, auditing, and due diligence for mergers and acquisitions, the firm assists clients with Sarbanes-Oxley compliance, IPO preparation, and ongoing SEC filing. Haskell & White has been a PCAOB-registered firm since 2003. Its contributions in improving the quality of life of the communities that it serves led to being recognized as Civic 50 Orange County honoree for several years.

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
Jarus & Co logo
Visit WebsiteWebsite

Jarus & Co

30212 Tomas, Rancho Santa Margarita, CA 92688
Visit WebsiteWebsite

Business Description

Jarus & Co. CPA, Inc. is an Orange County-based CPA practice focused on assisting businesses with their tax, accounting, and business advisory needs. The practice has its primary office in Irvine, which is central to Orange County and maintains a Los Angeles office in the city of Hawthorne. Jarus & Co. specializes in providing turnkey solutions to physicians and small medical groups requiring bookkeeping, payroll and tax preparation support. The practice also simplifies accounting and other business functions for the apparel, manufacturing, real estate, general contracting and construction contracting, and professional services industries. Apart from tax return preparation, Jarus & Co. also offers financial planning and investments through Jarus Wealth Advisors LLC.

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.
4.6
Yelp
4.5 / 5 (8)
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
Kenneth B Krantz, CPA logo
Visit WebsiteWebsite

Kenneth B Krantz, CPA

23276 South Pointe Drive, Laguna Hills, CA 92653
Visit WebsiteWebsite

Business Description

For years, Kenneth B Krantz, CPA has been providing residents of Laguna Hills, CA with a wide variety of accounting, financial management, and tax services. Services offered include accounting, bookkeeping, new business advising, accounting software assistance, tax planning, business loan assistance, IRS problem resolution, and much more. They offer free consultation appointments that help each client to understand their financial situation while gathering what services would best benefit them. Clients have repeatedly praised their high level of professionalism, dependability, and expertise, citing that the accounting professionals tackle a wide range of challenging financial scenarios with the utmost confidence and care.

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
Sarah Nagel, CPA logo
Visit WebsiteWebsite

Sarah Nagel, CPA

23193 La Cadena Drive, Laguna Hills, CA 92653
Visit WebsiteWebsite

Business Description

Sarah Nagel, CPA offers tax and accounting and payroll services to individual and business clients in Orange County. The firm offers an array of tax services, including individual, partnership, corporate and tax-exempt federal and state income tax returns, and the preparation of state tax returns and sales tax and property tax returns. It can also represent clients in government audits with the IRS, FTB, EDD, BOE, and Department of Labor. In addition, Sarah Nagel helps in QuickBooks and Peachtree bookkeeping set-up and consultation and offers small business advisory services. Sarah has been a practicing certified public accountant, enrolled agent, and real estate broker since 1984.

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.
4.5
Yelp
4.5 / 5 (26)

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
––
Tehrani & Velez, LLP logo
Visit WebsiteWebsite

Tehrani & Velez, LLP

9070 Irvine Center Drive, Irvine, CA 92618
Visit WebsiteWebsite

Business Description

Tehrani & Velez, LLP, lists Lake Forest as one of its service areas. The full-service accounting firm offers tax compliance, reporting, and business advisory to clients in industries including healthcare, manufacturing, real estate, construction, retail, and e-commerce. It performs tax preparation, tax planning, tax resolution, and representation. The firm delivers accounting and tax solutions to clients in English, Spanish, and Mandarin. It aims to help businesses become scalable and sellable, generating equity and positive cash flow.

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.
4.5
Yelp
4.5 / 5 (20)

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
––
Williamson & Company CPA’s, Inc. logo
Visit WebsiteWebsite

Williamson & Company CPA’s, Inc.

23152 Verdugo Drive, Laguna Hills, CA 92653
Visit WebsiteWebsite

Business Description

John D. Williamson CPA offers a range of tax and accounting services to individuals and businesses in and around Laguna Hills. Its portfolio of services includes small business accounting, strategic business planning, cash flow management, and new business formation. Its tax services encompass tax preparation and planning, and addressing tax problems, such as IRS audit representation, back taxes owed, and non-filed tax returns. The firm also offers estate planning and retirement planning for individuals and QuickBooks accounting software set-up and training services for businesses. John D. Williamson can train clients or their employees on how to properly use QuickBooks specifically for their 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.
5.0
Yelp
5.0 / 5 (4)
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
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.

Read all FAQs