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Best Accountants in Newport Beach

2023

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Website
1300 Bristol Street North, Suite 100, Newport Beach, CA 92660

Why choose this provider?

Morey CPA & Associates Inc. serves the accounting needs of customers in the Newport Beach area and all of Orange County. This firm works primarily with small- to mid-size businesses, typically in the real estate, veterinary, medical, and dental sectors. It provides a full range of tax and accounting services, incorporation services, payroll services, and outsourced accounting. It is well-versed in QuickBooks, tax prep, and tax planning and stays abreast of both federal and state tax codes.

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.
4.3
Facebook
5.0 / 5 (6)
Yelp
5.0 / 5 (4)

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

Website
2082 Michelson Drive, Irvine, CA 92612

Why choose this provider?

Balboa Tax & Accounting Services is a firm serving clients in Newport Beach. It works with different types of businesses and provides them a wide range of accounting and tax solutions, including wealth management, trust and estate planning, and nonprofit and small business accounting. The firm focuses on small business owners to help them grow and achieve their goals. It also helps charities, churches, and social organizations with their accounting needs. An initial consultation is provided at the beginning of the process.

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
Google
5.0 / 5 (7)

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

Website
10061 Talbert Avenue, Fountain Valley, CA 92708

Why choose this provider?

Anna Chin CPA Inc. is a Certified Public Accountant firm located in Fountain Valley, California. Ms. Chin is a Xero Certified Advisor, Quickbooks Online ProAdvisor, and a licensed CPA. She has more than twenty years of experience in public accounting and various other industries such as real estate, international trade, medical, dental, wholesale distributing, and manufacturing. Ms. Chin holds degrees in Management Information Systems and Accounting from California State University, Fullerton. She is fluent in English, Korean, and Chinese (Mandarin). The firm prepares income tax returns for individuals, partnerships, LLC's, and corporations. Other services available include foreign account reporting, business planning, and payroll tax services.

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 (2)

Website
301 East 17th Street, Costa Mesa, CA 92627

Why choose this provider?

Farris & Co. is an accounting firm that serves individuals and businesses in the Newport Beach metro. It deals with accounting services including audit representation, financial statement, tax preparation and planning, payroll, and bookkeeping. The president and founder, Lee Farris, has been in the industry for more than 30 years and focuses on accounting and tax consultations. He is a certified public accountant and a member of the AICPA and California CPA Society. Farris founded the company to provide comprehensive financial relationships with its 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
Google
5.0 / 5 (3)

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

Website
5836 Corporate Avenue, Cypress, CA 90630

Why choose this provider?

Troy Yoshida, CPA is a Certified Public Accountant firm located in Garden Grove, California. Mr. Yoshida has more than fifteen years of experience in accounting, tax, and business. After graduating from UCLA, Mr. Yoshida worked in the tax & audit department at a Big 6 accounting firm before accepting CFO positions at startup companies and a $65 million law firm. Mr. Yoshida's company provides tax preparation for all local, state, and federal returns. The business also assists with bookkeeping, financial statement preparation, Quickbooks, new business startup, compilations, reviews, audits, and payroll services. Plus, the firm provides consulting services for all accounting activities, tailored to the needs of the client.

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 (19)
Google
5.0 / 5 (10)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Website
110 Newport Center Drive, Newport Beach, CA 92660

Why choose this provider?

Riordan & Associates is a full service Certified Public Accountant firm located in Orange County, California. The company offers services in bookkeeping, accounting, and tax and professional services to private businesses and individuals in Orange County and surrounding communities. Advisory services from Riordan & Associates include business planning, business formation assistance, cash flow analysis, entrepreneurial consulting, and CFO services. The business also assists customers with financial statement preparation, loan support, appeals, and insurance coverage. In addition, the company helps clients with tax audit representation, business tax services, and income tax preparation. The group aims to forge a personal bond with each client.

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.
4.0
Yelp
4.0 / 5 (9)

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

Website
1840 Park Newport, Newport Beach, CA 92660

Why choose this provider?

Terry A Worsdell CPA is a Newport Beach-based accounting firm that has been serving the area for several years. Accountants at the firm help clients deal with personal tax issues and avoid unnecessary tax penalties. The firm offers accounting services, such as assistance with navigating QuickBooks. Other services offered by the firm include comprehensive review and assessment of tax documents, estate and trust planning, minimizing federal or state income tax audits, personal retirement planning, and gift tax planning and reporting.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1000 North Coast Highway, Laguna Beach, CA 92651

Why choose this provider?

Accounting & Tax Solutions is a full-service accounting firm servicing the Newport Beach area. It offers a wide range of accounting services to individuals and businesses, including QuickBooks and tax services. The company partners with a variety of people and organizations, such as the Anderson Law Group and RTC Mortgage Corporation. The firm's leading accountant is Todd Hammett, CPA, who is also an investment and insurance consultant with more than 15 years of accounting experience.

Website
20101 Southwest Birch Street, Newport Beach, CA 92660

Why choose this provider?

Klarin and Associates CPAs, Inc., is a firm in Newport Beach that caters to the tax and financial needs of individuals and businesses within the metro. Its team of accountants can prepare financial statements and succession plans, handle IRS audits, resolve expatriate issues, and provide estate planning assistance. They ensure that clients comply with IRS and tax regulations while helping them maximize applicable deductions. A CPA since 1991, Michael Klarin worked for KPMG, one of the "Big Four" firms.

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 (6)

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

Website
17220 Newhope Street, Fountain Valley, CA 92708

Why choose this provider?

Mac Tax is a professional tax and accounting firm located in Fountain Valley, California. The company has been active for over thirty years and services individuals, small businesses, and corporations. Mac Tax is available to help those who have forgotten to file taxes or have discovered an error after filing a return. The group also aids those who have been audited or who have been a victim of tax identity theft. Clients of the company are 98% referred. Other services and topics the firm helps with include QuickBooks setup and training, tax levies and liens, and wage garnishments. The business is capable of communicating with Spanish- and Vietnamese-speaking clients in addition to English-speaking 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.
4.6
Yelp
4.5 / 5 (17)
Google
4.5 / 5 (13)
Facebook
5.0 / 5 (5)

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

Website
4667 Macarthur Boulevard, Newport Beach, CA 92660

Why choose this provider?

James Valle & Company, CPAs assists clients in matters of accounting near Newport Beach. The team of professionals has been supporting a diverse clientele of businesses and individuals since 1986. It performs business accounting services such as reconciliation of bank accounts, generation of income statements, cleaning up of general ledgers, and generation of balance sheets. In addition, it also guides clients who are going through divorce through mediation and planning. The staff of James Valle & Company is capable of communicating in Vietnamese, Mandarin, and Cantonese.

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.
4.3
Yelp
4.5 / 5 (8)
Google
5.0 / 5 (1)
Facebook
2.1 / 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

Website
10231 Slater Avenue, Fountain Valley, CA 92708

Why choose this provider?

Argy & Company is an accounting firm based in Fountain Valley, California. The company has been serving customers in the area of Southern California since 1988. Argy & Company provides expertise in tax planning and preparation, reviews and compilations, audits, financial reporting and consultation, and microcomputer systems installation and training to both domestic and international companies. Areas of specialty from the group include certified or reviewed financial statements, income taxes planning, bookkeeping, new business formation, business systems design and development, IRS representation, system documentation development, software installation and support, plus hardware consulting and installation. The company also offers on-site training for software and hardware applications.

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 (5)

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

Website
1601 Dove Street, Newport Beach, CA 92660

Why choose this provider?

Andrew H. Tran is a Certified Public Accountant firm based in Fountain Valley, California. The company was established in 2012. Mr. Tran holds degrees in both accounting and information systems, in addition to an active CPA license. The business specializes in accounting services such as financial statement preparation, litigation support, bookkeeping, business tax return preparation, and computerized payroll services. The firm also assists with mergers and acquisitions, compilations, IRS representation, and estate tax preparation. Andrew H. Tran also offers consulting services in the realm of buying and selling a business, retirement decisions, type of entity selection, accounting software implementation, and trust planning.

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 (23)
Google
5.0 / 5 (5)

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
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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.