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Best Accountants in Poway

2024

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Website
1420 Kettner Boulevard, San Diego, CA 92101

Why choose this provider?

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.

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)

Website
4660 La Jolla Village Drive, San Diego, CA 92122

Why choose this provider?

Lavelle & Associates is a San Diego-based accounting firm. Serving clients throughout Poway and its surrounding areas, this firm offers a complete range of accounting services for businesses. It provides bookkeeping, tax planning, research, projection, tax filing, cash flow management, and audit preparation. Lavelle & Associates also specializes in navigating the Cannabis industry and has extensive knowledge of the industry's tax and accounting complexities. Tim Lavelle, the owner of the firm, has over a decade of experience in the industry.

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 (1)
Yelp
5.0 / 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
11650 Iberia Place, San Diego, CA 92128

Why choose this provider?

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.

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 (12)
Google
4.7 / 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
12396 World Trade Drive, San Diego, CA 92128

Why choose this provider?

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.

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
Google
4.6 / 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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
9663 Tierra Grande Street, San Diego, CA 92126

Why choose this provider?

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.

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 (8)
Google
5.0 / 5 (1)

Website
8670 Miramar Road, San Diego, CA 92126

Why choose this provider?

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.

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.
4.7
Yelp
4.5 / 5 (12)

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
9939 Hibert Street, San Diego, CA 92131

Why choose this provider?

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.

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.
4.7
Yelp
4.5 / 5 (9)
Facebook
5.0 / 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
11717 Bernardo Plaza Court, San Diego, CA 92128

Why choose this provider?

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.

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
Facebook
5.0 / 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
11440 West Bernardo Court, San Diego, CA 92127

Why choose this provider?

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.

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

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
7968 Arjons Drive, San Diego, CA 92126

Why choose this provider?

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.

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
Google
4.3 / 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

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.