Ankit Consulting Services is a firm of certified public accountants in Rancho Santa Margarita that serves the tax needs of businesses and individuals in Orange County. Owner Ankit Jain graduated with bachelor’s and master’s degrees in accounting from a university in India before accepting an accounting role at another OC-based firm, where he worked on personal and corporate taxation. In 2003, he joined a company certified by the Public Company Accounting Oversight Board (PCAOB) in Los Angeles. He is a member of the American Institute of Certified Public Accountants with more than two decades of professional training and experience, and partner Meenu Jain adds another decade to the firm as a CPA and audit manager.
Santa Margarita, CA(949) 683-3034
Assem N. Bayaa, CPA is an accounting professional located in Ladera Ranch and serving clients throughout Orange County. Bayaa received his bachelor’s degree in accounting from California State University-Long Beach before finishing his master’s in taxation from CSU-Fullerton in 1994. He has more than three decades of professional training and experience. His first position was as the finance manager with Saudi Arabia-based Ez Alsahra Holding Company before moving on to the executive audit director role at Ernst & Young. Bayaa also has worked at JPMorgan Chase Bank before starting his firm in 2015. Areas of specialization include financial reporting, QuickBooks setup/implementation, payroll processing, cash flow management, and business taxation.
Ladera Ranch, CA(949) 873-8876
BCI CPA is an accounting firm that serves individual and business clients in Orange County and the surrounding area. The company started in 2004, and it has more than a decade of experience in areas of financial services that include accounting/bookkeeping, settlement/defense, and business services. Managing partner Peter Buchheim, CPA received his bachelor’s degree in accounting from the University of Southern California in 1994, and he started his career with the internationally-renowned firm of Deloitte & Touche LLP before venturing to Balboa Insurance Group. He oversees a team of certified public accountants and enrolled agents who provide tax settlement, audit defense, and business tax preparation and compliance services.
Santa Margarita, CA(949) 266-3040
Coto Valley Financial Services is a firm that specializes in accounting and bookkeeping services for clients in and around Trabuco Canyon. The company’s part-time CFO/controller services include interpretation of financial statements, review of customer aging reports, streamlining of workflow processes, and in-house bookkeeper training. It provides QuickBooks setup, training, and consulting, or it can offer full-service bookkeeping depending on the needs of the business. Coto Valley Financial does payroll services as well, including direct deposit, management of both salary and hourly employees, and easy setup for new employees. Owner Amita Bagchi obtained her master’s degree in accounting from the University of Southern California and worked as an auditor for KPMG, Pacific Sunwear, and Verizon.
Rancho Santa Margarita, CA(949) 229-2438
Inception Business Consulting is a firm based out of Ladera Ranch that serves clients throughout Orange County. The company offers tax services for individuals and businesses as well as estate planning, elder care, and QuickBooks training for all client types. Inception serves corporations and small businesses with specialty services that include but are not limited to financial statement preparation, projection, and forecasting; working capital/cash flow management; lease/purchase analysis; assistance with banking relationships; and comparative analysis relative to peers within a given industry. Marwan Khalifa, CPA, MBA, is the managing partner. He received his master’s degree in finance from Pepperdine University.
Ladera Ranch, CA(818) 425-7330
Jelena S. Black, CPA, CVA is a certified public accountant and valuation analyst in Rancho Santa Margarita with more than 15 years of experience in the fields of accounting, taxation, and business sales. With valuation analysis, Black serves individuals buying or selling their businesses and helps craft buy-sell agreements. She also can help clients through divorce litigation and with their gifting and estate valuation needs. Clients have utilized her for life insurance needs analysis as well and in the pursuit of business financing goals and dissenting stockholder suits. Additionally, she can provide tax preparation, planning, and issue resolution on matters related to the IRS and Franchise Tax Boards.
Rancho Santa Margarita, CA(949) 216-3024
John J. Anderson CPA Inc. is the firm of Anderson, a certified public accountant with an MBA in taxation. He has served the businesses and individuals of Orange County for more than three decades, establishing the initial practice in 1984 and incorporating 13 years later. Clients have credited Anderson for offering the necessary support to increase returns and minimize tax liabilities. Anderson provides remote preparation and filing as well, so clients do not have to be present. Additional services offered include but are not limited to bookkeeping, small business accounting, and payroll services. Anderson also performs the initial setup and implementation of QuickBooks, and he trains clients on how to use.
Laguna Hills, CA(949) 855-1270
Orange County Bookkeeping is an experienced firm of certified public accountants and enrolled agents serving businesses and individuals throughout the area. Owner/president Troy Barnett, CPA received his bachelor’s degree in accounting from the University of Southern California in 1994, and he added a master’s in business taxation, also from USC, in 2000. His firm features more than a century of combined experience in the field of tax accounting, and staff carries certifications as QuickBooks ProAdvisors, allowing them to set up, implement, and train clients on the use of the industry-standard system. Other services include full-charge bookkeeping, healthcare accounting, and payroll services.
Rancho Santa Margarita, CA(949) 242-9852
Ragi Riad, CPA is an accounting professional practicing out of Mission Viejo with more than a decade of experience in the industry. He received a bachelor’s degree in business administration with an emphasis on accounting from Biola University. Professional affiliations include the American Institute of Certified Public Accountants, and Riad stays actively involved in community efforts through the Rancho Santa Margarita and Mission Viejo Chambers of Commerce. He also received recognition in the 2015 publication Who's Who of Distinguished Alumni Registry of Executives and Professionals. Services include tax preparation and planning for individuals and businesses, bookkeeping, and tax authority representation.
Mission Viejo, CA(949) 267-8309
Schneyer Financial Services is a CPA firm located in Laguna Hills and serving clients throughout Orange County since 1990. Founder David Schneyer, CPA, CFP, has more than two decades of experience in the industry. Martin Schneyer, attorney-at-law, adds over 30 years in the areas of estate planning and preparation of wills and trusts, and he launched his career as a CPA with the Internal Revenue Service. The company operates on three pillars: tax preparation, planning, and issue resolution; personal financial and estate planning; and small business accounting with attention given to payroll management and compilations. Clients consist mainly of individuals/families, small business owners, and independent professionals.
Laguna Hills, CA(949) 465-0600