Laurels
Best Accountants
in Poway
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 Poway, CA.

ReviewedCuratedTop Picks332923

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.

Aaron Hungerford, CPA

Aaron Hungerford, CPA is an experienced certified public accountant working out of the Greater San Diego region. He received his bachelor’s degree in economics from the University Of California-San Diego. He also completed UCSD’s extension accounting program as part of the prep work for attaining a CPA. Hungerford followed these accomplishments with the passage of the CPA and the California Real Estate Broker exams. His experience includes work in revenue forecasting at Premier, Inc., and public accounting from Millimaki Eggert, LLP. Primary services include but are not limited to tax management, accounting/compilation, estate and trust planning, and QuickBooks setup and training.

San Diego, CA(858) 539-6151

Website

Baskin & Lavelle

Baskin & Lavelle is a firm of certified public accountants located in and serving the clients of San Diego. The company focuses on the individual, corporate, partnership and trust taxation areas with clients consisting mainly of individuals who own real estate or small and closely-held business entities. Tax preparation experience extends to partnerships, corporations, S-corps, estates, and gifts. The firm can also handle multi-state and international clients’ tax needs. Other services include but are not limited to sales and use tax returns, business consulting, retirement planning, and W-2/1099 filings. Clients have utilized it for accounting systems setup and training as well with emphasis on QuickBooks and Xero.

Poway, CA(858) 486-3800

Website

Bottom Line Tax & Accounting, LLC

Bottom Line Tax & Accounting, LLC started more than a quarter-century ago. Founder/manager Ron Sawzak, EA has remained at the helm through years of changes and growth. His experience includes executive management, finance, auditing, and marketing. He has also passed the California Real Estate Broker examination as well as the IRS enrolled agent exam. Other credentials include a bachelor’s degree in marketing from Siena College and a bachelor’s in accounting (with credential) from Southern New Hampshire University. The American Institute of Professional Bookkeepers also has recognized him with its National Certification in Bookkeeping. Services include income tax prep/planning, IRS and Franchise Tax Board settlements, entity selection, and business accounting.

San Diego, CA(858) 618-1184

Website

Carey & Raicevic CPAs, Inc.

Carey & Raicevic CPAs, Inc. is a San Diego-based tax and accounting firm. The company opened in 1987, and it has more than three decades of experience serving individuals and businesses in the surrounding area. Some of its clientele includes consultants, dentists, eCommerce platforms, nonprofit organizations, and auto repair shops. Owner Vladimir Raicevic, CPA has decades of experience in personal, corporate, business and tax consultancy. He employs a team of highly-qualified CPAs and enrolled agents. Services include tax preparation and planning, projections, IRS audit representation and audit avoidance, and advisory services that include new business formation and business entity selection.

San Diego, CA(858) 566-8020

Website

Dennis & Dennis

Dennis & Dennis is the firm of Suzan and Bob Dennis, CPAs. The pair boasts several years of work as well as teaching and education experience. They are members of the California Society of Certified Public Accountants. Suzan is a graduate of the University of Washington, and she earned her master’s degree in accountancy from San Diego State University. She has taught at both SDSU and the University of California-San Diego. Bob received his bachelor’s degree in business administration from Ohio State University, and he has worked as a CPA in the states of Ohio, Washington, and California. His industry experience includes CFO work of an NYSE municipal bond rating corporation and $300 million worth of managed investments.

San Diego, CA(858) 487-7232

Website

Dickerson Rix & Company, LLP

Dickerson Rix & Company, LLP is a firm of certified public accountants working out of San Diego and serving clients in the surrounding communities. The firm launched in 1997, and it has more than two decades of experience working with individuals, families, commercial enterprises, and nonprofit organizations. It is an active member of the American Institute of Certified Public Accountants and California Society of CPAs with three-state licensing in California, Iowa, and Massachusetts. It has certifications as a Small Business Administration Woman-Owned Small Business, Disadvantaged Business Enterprise, and Women’s Business Enterprise, to name a few, and it stays active in the North San Diego Business Chamber and Rancho Bernardo Business Association.

San Diego, CA(858) 613-0180

Website

Eclipse Bookkeeping & Accounting

Eclipse Bookkeeping & Accounting of San Diego serves multiple communities throughout the region, and it specializes in a broad range of industries that include but are not limited to medical/healthcare, entertainment production, nonprofit organizations, manufacturing, and property management/vacation rentals. Primary functions involve tax preparation and planning as well as job costing, journal entries, bank and credit card reconciliations, and QuickBooks setup and training. Eclipse is a Certified ProAdvisor for Intuit and has more than a decade of training and experience in the fields of accounting and business administration. It also can help clients clean up their books, reconcile accounts, and work hand-in-hand to reduce the likelihood of state and federal audits.

San Diego, CA(858) 837-1908

Website

F C Payroll & Accounting

F C Payroll & Accounting is a financial services firm located in San Diego that focuses on the needs of small- and medium-sized businesses. Its primary areas of focus include accounting, bookkeeping, and payroll management, allowing clients to focus on the operational needs of their companies. The company can help clients make the process easier through QuickBooks setup, implementation, and training. It also assists new businesses in determining the best entity selection to minimize tax liabilities. F C Payroll also offers a variety of tax services related to planning, preparation, and minimization, and it provides support with elder financial care as well.

San Diego, CA(858) 487-4444

Website

Gerald P. Côté, CPA

Gerald P. Côté, CPA manages a professional corporation devoted to tax services as well as accounting and consulting. Côté holds licensure with the California State Board of Accountancy, and his educational experience includes a bachelor’s degree in accounting from the University of Southern California. He launched his career with an esteemed international accounting firm where he served a variety of industries such as retail, manufacturing, security brokering, software development, and insurance, to name a few. He helps business entities with tax minimization strategies and also prepares and files returns on their behalf. He also can assist with inventory management, receivables, account analysis, and reconciliation.

San Diego, CA(858) 592-4160

Website

Inland Accounting Service

Inland Accounting Service is a Poway-based firm with several years of experience serving the accounting needs of businesses and individuals throughout San Diego County. Core competencies include tax preparation, bookkeeping, and payroll support. The tax preparation process comprises double-checks from human and software, singling out potential problems to reduce odds of an IRS or state audit. The company offers electronic filing for faster refunds, and they work to identify possible deductions for the year ahead to help clients stay in front of tax season. The firm also ensures appropriate employee deductions and claims handling, as well as balancing of books, clean records to avoid penalties and audits, and forecasting of trends and qualifying expenditures.

Poway, CA(858) 486-5312

Website

Janice Talleur, CPA

Janice Talleur, CPA is a certified public accountant serving San Diego and the surrounding communities of Southern California. She has more than three decades of experience in accounting, having launched her career in 1983 with Coopers and Lybrand as a senior accountant. In 1987, she took over as director of financial reporting for The Allen Groupe before starting her firm in 1998. Janice earned her bachelor’s degree in accounting from City University of New York-Queens College, and she has extensive experience in tax preparation and planning, auditing, and bookkeeping. She has attained advisor certifications with both FreshBooks and QuickBooks. Businesses have utilized her for succession planning and new business formation.

San Diego, CA(858) 243-2559

Website

Jonathan D. Lea, CPA

Jonathan D. Lea, CPA is a tax/business advisor in San Diego serving individuals and companies throughout the surrounding area. He is a member of the National Association of Tax Professionals, National Society of Tax Professionals, and California Society of Certified Public Accountants. Lea has more than a quarter-century of experience working with businesses on various types of tax returns. Areas of specialization include individual tax returns, audit resolutions, and small business returns. He has dual-state certification in California and Virginia, and he has attained enrolled agent status with the IRS. He earned a bachelor’s degree from the University of Virginia followed by a master’s in tax and financial planning from San Diego State University.

San Diego, CA(619) 750-6074

Website

Julie H. Dhingra, CPA

Julie R. Dhingra, CPA is a certified public accountant with more than a quarter-century of experience in public accounting practice. She has served in senior tax roles with several publicly traded companies. Her educational background includes a bachelor’s degree and classes at the University of California-Los Angeles, Golden Gate University, and Indiana University. Dhingra has attained the designation of Certified QuickBooks ProAdvisor, and as such, she has the tools and knowledge to set up, implement, and train staff on how to use the software. Dhingra also holds memberships in several professional and civic organizations as well as the California Society of Certified Public Accountants.

San Diego, CA(858) 673-0620

Website

Launch CPA

Launch CPA is a San Diego-based firm that focuses on small- and mid-sized businesses that do not have the resources to hire a full-time chief financial officer. The business operates on three pillars: tax preparation, financial consulting, and bookkeeping. Its tax preparation work includes helping companies to keep up with filing dates and avoid penalties imposed by the IRS. It also guides clients on extra filing requirements such as how to handle overseas assets. On financial consulting, Launch CPA assists companies in finding investment opportunities, maximizing their current savings, efficiently using working capital, and managing commercial debt. Additionally, it provides monthly, quarterly, and annual bookkeeping support.

San Diego, CA(619) 663-7275

Website

Lavelle & Associates

Lavelle & Associates is a firm located in Poway and serving the surrounding communities of San Diego County. Founder Tim Lavelle started the company in 2014 after several years of working in the field of public accounting. He holds a master’s degree in taxation from Golden Gate University, and before earning his CPA license, he successfully funded two companies in the fields of entertainment and retail. His focus is tax preparation and accounting, and the firm also can help with entity formation for startups and expanding businesses. The staff has more than a century of combined experience. Lavelle serves many clients in the cannabis industry, helping them to navigate the sometimes tricky contradictions between local, state, and federal regulations.

Poway, CA(858) 779-4780

Website

Lopato & Associates

Lopato & Associates is a San Diego-based firm that specializes in accounting, taxes, auditing, and bookkeeping services. It has remained in business for over 20 years, providing a range of services from simple individual tax returns to companies with complex accounting needs. The company has clients all across the United States. Its primary functions include but are not limited to accounting provisions like cash flow and budgeting analysis, financial statement preparation, budget planning, reviews, and compilations. The firm also does tax preparation, planning, and settlements as well as bookkeeping and computer/information systems consulting work. Clients include property managers, business owners, and individuals/families.

San Diego, CA(858) 549-1295

Website

LYW CPA Inc.

LYW CPA Inc. is an accounting firm that serves the Greater San Diego metropolitan area. The company hails from Rancho Bernardo, and its owner/principal is Louie Wong, who has more than two decades of professional training and experience in the field. He is a graduate of Oklahoma Baptist University with a degree in accounting. Wong opened LYW CPA Inc. in 2013 following a 12-year tenure as the tax manager at Hamilton Tharp LLP. Primary focuses include business and tax services. The firm handles all aspects of small business accounting, including payroll management and new business formation. It also has experience working with the needs of nonprofit organizations and bank financing requests.

San Diego, CA(858) 613-9303

Website

Mai P. Itakura, CPA

Mai P. Itakura, CPA is a certified public accountant in Temecula. She has more than a decade of experience in the tax and accounting industries, having earned her bachelor’s degree in accounting in 2005. Before launching her firm, she worked as an accounting manager and auditor for other corporations, and she also held partial ownership in an Asian specialty foods market. She is an active member of the California Society of Certified Public Accountants, American Institue of CPAs, and California Society of Tax Consultants. Her clients utilize her services for personal financial planning, small business accounting, part-time CFO, cash flow management, and strategic business planning.

San Diego, CA(858) 832-7229

Website

Miramar Accounting & Tax Service

Miramar Accounting & Tax Service is a full-service firm located in San Diego and serving taxpayers in the city and surrounding area. Owner John Coffin, CPA, EA has more than two decades of experience, and he emphasizes continuing education and training in tax law and regulations. Coffin started his first accounting job upon graduation from San Diego State University in 1997, and he passed the IRS enrolled agent examination in 2002 and the uniformed CPA exam six years later. Customers have credited the firm with taking the stress out of sizable tax returns. It also provides ongoing fee reductions for active-duty and retired military personnel.

San Diego, CA(858) 689-9148

Website

PracticeCFO

PracticeCFO is a full-service financial firm in San Diego that offers an extensive suite of accounting services and part-time CFO work to clients from all walks of the business community. The advisory team has more than two decades of combined experience serving as part-time chief financial officers for small- and mid-sized companies. Along with the operations team, they possess decades of accounting experience. Services include business and personal planning, transition services such as buyer/seller representation and practice startup or partnership consulting, and 401(K) and other investment services. It also provides tax planning, preparation, bookkeeping, financial reporting, and payroll services.

San Diego, CA(800) 675-2712

Website

Quiring & Boudreau

Quiring & Boudreau is an accountancy corporation located in San Diego. Partners Karol Quiring and Sherri Boudreau, CPAs, started the business over 18 years ago, and they have decades of combined experience serving individual and business clients. The company holds an A+ rating with the Better Business Bureau, and it attained accreditation in 2011. Professional services include tax management, which consists of planning, preparation, and minimization strategies. It also can represent clients before the IRS in the event of audits or reviews. Businesses utilize Quiring & Boudreau for entity selection and restructuring as well, and all clients have entrusted the team with estate/retirement planning needs.

San Diego, CA(858) 487-2821

Website

Steven L. Nartker, CPA

Steven L. Nartker, CPA works out of the San Diego area serving businesses and individuals across a variety of industries. Nartker’s clients include franchises, law firms, retail stores, and hospitality businesses such as restaurants and bars. He also has extensive experience with IRS problem resolution, tax preparation, and planning. Accounting services include payroll services, QuickBooks setup/implementation/training, and assistance with incorporation. Nartker completed his bachelor’s degree at Ferris State University in 1990 before attending graduate school at Walsh College from 1992-1995. He has more than a quarter-century of experience helping clients minimize liabilities and control their financial health.

San Diego, CA(858) 675-1533

Website

Wayne Frazier, CPA

Wayne Frazier, CPA is a San Diego-based certified public accountant with more than 30 years of experience serving individuals and businesses in Southern California. Frazier specializes in accounting, tax, and financial advice, and his firm works to ensure accurate business reporting and tax compliance at state, federal, and local levels. Clients have credited Frazier for demonstrating integrity and delivering more considerable attention to detail than expected. Many have used his services for decades, and he welcomes most new clients through referral and word-of-mouth. Other services include but are not limited to accounting software selection and implementation, benefit plan services, bookkeeping, succession planning, and fraud prevention/detection.

San Diego, CA(858) 675-1131

Website

Wrong city? Here are some nearby places:

Other top picks in your area