Laurels

Best Accountants in Mission Viejo
2021

Why These Accountants?

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

Reviewed Curated Top Picks 28 20 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Ankit Consulting Services

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 92688

Website

BCI CPA

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 09268

Website

Inception Business Consulting

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 92694

Website

Jelena S. Black, CPA, CVA

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 92688

Website

Orange County Bookkeeping

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 92688

Website

Ragi Riad, CPA

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 92688

Website

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