Best Accountants in Mission Viejo

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Last updated: September 26, 2022

Ankit Consulting Services Inc.

30211 Avenida de las Banderas, Rancho Santa Margarita, CA 92688

Ankit Consulting Services is a full-service accounting firm that covers businesses and individuals in Mission Viejo and neighboring counties. It employs a team of certified public accountants to provide tax planning, financial forecasts, and budget analysis. It also offers to audit for private companies, conglomerates, and those with retirement funds. The firm's owner, Ankit Jain, is a member of the American Institute of Certified Public Accountants with over 20 years of experience. His business partner, Meenu Jain, has been in the industry since 2005.

Assem N. Bayaa, CPA

999 Corporate Drive, Ladera Ranch, CA 92694

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.

Barnett & Company, Inc | CPA

30212 Tomas, Rancho Santa Margarita, CA 92688

Founded in 2004, BCI CPA is an accounting firm that serves individuals and businesses in Orange County. It has a team of QuickBooks providers and tax professionals that offer various services, including tax planning and preparation. Furthermore, they provide remote and on-site bookkeeping assistance, which involves monthly income and expense tracking. BCI CPA's owner, Troy Barnett, is a Mission Viejo resident, business taxation specialist, and certified public accountant who is a member of the American Institute of Certified Public Accountants.

Inception Business Consulting

Ladera Ranch, CA 92694

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.

Jelena S. Black, CPA, CVA

Rancho Santa Margarita, CA 92688

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.

Orange County Bookkeeping

30212 Tomas, Rancho Santa Margarita, CA 92688

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.

Ragi Riad, CPA

Mission Viejo, CA 92688

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.

Schneyer Financial Services

Laguna Hills, CA 92653

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.

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Frequently Asked Questions

Q: Is getting a CPA worth it?

A: 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.

Q: What does it take to be a certified public accountant?

A: 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.

Q: Do I need a CPA to be an accountant?

A: 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.

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