Laurels
Best Accountants
in Lake Forest
2017

Why These Accountants?

Our goal is to connect people with the best local experts. We scored accountants on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best accountants in Lake Forest, CA.

ReviewedCuratedTop Picks342717

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Bentson, Vuona & Westersten, LLP

Bentson, Vuona & Westersten, LLP is a full-service accounting firm that serves individuals and businesses in a variety of industries in Irvine and the surrounding areas. The firm is dedicated to providing its clients with professional, personalized services and guidance in a wide range of financial and business needs. Its professional services include tax management services, assurance and advisory services, estate and trust planning and tax preparation, litigation support and forensic accounting, general accounting services, and financial and retirement planning. Bentson, Vuona & Westersten also provides Quickbooks assistance, such as training, installation, and support services, Internal Revenue Service representation, and payroll services.

Irvine, CA(949) 789-1050

Website

Carpenter, Petersen & Associates

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.

Foothill Ranch, CA(949) 951-3200

Website

Galvez, CPAs + Advisors

Galvez, CPAs + Advisors is an Irvine-based accounting, tax, and advisory firm that delivers top-level services to individuals and businesses. The firm offers a range of fully integrated tax services, such as individual tax preparation, business tax preparation, estate, trust, and gift tax preparation, entity structure selection, and IRS resolution and representation. Galvez, CPAs + Advisors also provides an entire range of accounting services, including bookkeeping, CFO services, and budgeting and planning. In addition, it can assist in QuickBooks set-up and training as it is a certified QuickBooks ProAdvisor.​The firm is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Irvine, CA(949) 788-2910

Website

GF Business Solutions

GF Business Solutions has been catering to the taxation and accounting needs of individuals and business owners in Orange County since 2010. The firm offers an array of accounting services, including bookkeeping and financial reports, payroll services, business consulting, and homeowner association bookkeeping. The tax services it offers include tax representation and resolution and preparation of individual, entity, and fiduciary tax returns. GF Business Solutions is led by Geri Ferger who is registered to represent clients before the Internal Revenue Service (IRS). Geri has volunteered in the IRS Cadre program to assist new small business owners in preparing payroll and quarterly filings, as well as in the IRS VITA (Volunteer Income Tax Assistance) program for low-income families.

Foothill Ranch, CA(949) 933-3576

Website

Haskell & White LLP

Haskell & White is an independently owned accounting firm that serves clients in Southern California’s major industries, including real estate, manufacturing and distribution, and life sciences, as well as non-profit organizations. The firm has certified public accountants and business advisory teams who bring the benefits of seasoned business and accounting expertise to companies in the middle market. In addition to traditional accounting services, such as tax consulting and planning, auditing, and due diligence for mergers and acquisitions, Haskell & White assists clients with Sarbanes-Oxley compliance, IPO preparation, and ongoing SEC filing. The firm has been registered with the Public Company Accounting Oversight Board since October 2003. Haskell & White is a member of The Leading Edge Alliance.

San Diego, CA(858) 249-7444

Website

Jarus & Co. CPA, Inc.

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.

Irvine, CA(949) 420-9425

Website

Jay Patel CPA LLC

Jay Patel CPA LLC is a Foothill Ranch-based CPA firm that serves businesses and individuals. The firm is capable of handling individual, partnership, or corporate income taxes, along with payroll tax preparation, tax planning, and IRS audit representation. Jay Patel CPA also offers an array of accounting services, professional bookkeeping services, and corporate services. Its client base includes professional practices, real estate professionals, restaurants, venture capital firms, construction companies, retail, wholesale, and manufacturing firms, and non-profit organizations. Jay Patel has been a licensed, certified public accountant from California since 2005. He received his undergraduate degree in Accounting from California State University, Fullerton in 1995.

Foothill Ranch, CA(949) 633-2835

Website

John D. Williamson CPA

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.

Laguna Hills, CA(949) 494-9037

Website

Kapur CPA Group, Inc

Kapur CPA Group, Inc is a full-service Certified Public Accountant company that serves residents of Irvine, CA. Services offered include tax consulting, business management, accounting, and more to a diverse range of clientele in many industries. Keeping the safety of their clients' identities and financial information in mind, their online portals stay protected with over 14 layers of internet security. In addition to standard accounting services, they offer specialized financial planning services for the elderly, helping them look out for their future. Clients have frequently praised the high level of sincere care offered by the specialists at Kapur CPA Group, Inc.

Irvine, CA(844) 445-2787

Website

Kenneth B Krantz, CPA

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.

Laguna Hills, CA(949) 830-6840

Website

Krishnan & Associates

Krishnan & Associates provides tax and financial services to individuals and business in a variety of industries in Orange County. The company strives to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. K&A guides its clients in making tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow, and keep them on track with their financial goals. The company also helps businesses in critical decision making with regards to budgeting, streamlining internal operational management processes, and implementing new technologies. Other services from Krishnan & Associates include bookkeeping and financial reporting services, payroll services, and business incorporation services.

Irvine, CA(949) 482-2777

Website

Maxwell & Company CPAs

For over three decades Maxwell & Company CPAs has been providing small business and individuals with accounting and financial consulting services in Irvine, CA. Their goal is to help each client reach their fullest personal and financial well-being through offering services such as income tax savings, financial planning, business management, financial accounting, merger assistance, bankruptcy declaration, and more. They specialize in providing services that help businesses grow while avoiding tax liabilities. Clients have frequently spoken highly of their ability to answer a wide range of difficult questions in an urgent and professional manner. Their many years of experience allow them to rationally persevere over a number of tricky financial situations.

Irvine, CA(949) 453-1521

Website

My Accountant Sharon

My Accountant Sharon provides residents of Lake Forest, CA with professional accounting and bookkeeping services. An Intuit QuickBooks Certified ProAdvisor, they offer services that include general accounting, financial analysis, tax processing, complete bookkeeping, and QuickBooks services. Their goal is to help each business with their unique accounting needs through tackling any of the pesky and rapidly accumulating paperwork. With years of experience in the accounting field, even with some of the largest accounting firms, they take pride in helping each and every client with an unparalleled passion for finances and accounting. They offer free consulting and pricing estimates for their services.

Lake Forest, CA(949) 212-0239

Website

Sarah Nagel, CPA

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.

Laguna Hills, CA(949) 582-5542

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SRH Financial Consultants, Inc.

SRH Financial Consultants, Inc. specializes in providing tax and accounting services to closely held businesses in Irvine and the surrounding areas. The firm provides various bookkeeping and financial statement compilation services, and an array of business advisory services that aim to identify profit centers within the business, reduce weaknesses, mitigate risk, and make the business run more efficiently. SRH Financial also offers tax planning, preparation, and resolution services to businesses and individuals. In addition, the firm provides taxpayers with representation before federal, state, and local tax agencies. SRH Financial was initially founded to serve medical and dental professionals but has since expanded to service a variety of industries, such as real estate, manufacturing, construction, and retail businesses.

Irvine, CA(949) 587-9890

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Stephen L. Newman, CPA

Stephen L. Newman, CPA has been providing Orange County, CA with professional accounting and financial consulting services for well over two decades. Services offered include income tax preparation and consultation, tax controversy assistance, start-up accounting assistance, debt consultation, equity financing assistance, and more. They take great pride in their particular ability to respond timely to clients at a generally affordable cost as well as their firm-wide commitment to solving problems together and their high level of knowledge and experience. Clients have repeatedly praised the high level of professionalism, respect, and general integrity offered throughout the entire accounting process by Stephen L. Newman, CPA.

Laguna Hills, CA(949) 380-1633

Website

Zero Tax

Zero Tax is an accounting practice that provides accurate and concise bookkeeping, flexible payroll, tax planning, and tax return services at competitive rates. The firm also helps clients determine whether forming a company or a corporation is more advantageous for them. Its accountants are board certified and stay current with continuous certifications and seminars to ensure it is up-to-date on all of the newest information, laws, regulations, and techniques in its field. Zero Tax offers clients with a free no-obligation discussion about their business requirements, and its fixed accounting fees are agreed in advance and not dependent on income level.

Lake Forest, CA(626) 348-9715

Website

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