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Laurels

Best Accountants in San Clemente
2021

We scored 26 Accountants in San Clemente, CA and Picked the Top 13

Here are the Picks:

A&A Taxes

Accounting Advantage Business Solutions

Bourque & Associates, Inc.

Eaton's Income Tax Services

Gustavson Accountancy Corporation

John J. Simonelli, CPA, Inc.

Lyndon Smith CPA

Martensen Tax & Financial

Maureen R. Schroeder, CPA

Morey CPA & Associates, Inc. - San Clemente, CA

Steven D. Mocalis, CPA

Taxpros+

Timothy C. Maher, CPA

Why These Accountants?

Our goal is to connect people with the best local experts. We scored San Clemente 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 26 20 13

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

A&A Taxes

A&A Taxes is a local tax and accounting firm that has been serving San Clemente and surrounding areas for over three decades. The firm assists small to medium-sized businesses with preparations of tax, payroll, and profit and loss statements as well as with setting up of Quickbooks. Similarly, individuals can avail of income tax preparations and trusts and estate returns services. Additionally, as a certified Enrolled Agent, A&A Taxes can represent taxpayers before the IRS for any tax resolution needs.

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107 Avenida de la Estrella
San Clemente, CA 92672

Website

(949) 429-8242 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Accounting Advantage Business Solutions

Accounting Advantage Business Solutions is the firm of accounting professionals Rebecca Lehman and Amy Foster, who have more than four decades of combined experience serving individuals and businesses in the San Clemente area. Lehman has practiced for more than 25 years, working directly with large corporations. Industries served include but are not limited to construction, manufacturing, retail, restaurants, financial institutes, service industries, and nonprofit organizations. Foster adds another 16 years of experience in QuickBooks, and she has earned her QuickBooks ProAdvisor certification for setup, implementation, and client training. Foster handles maintenance, financial reporting, payroll tax management, and new company services. The firm launched in 2013.

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San Clemente, CA 92673

Website

(949) 456-2569 Website

Bourque & Associates, Inc.

Bourque & Associates, Inc. is an accounting firm that serves individuals and companies in San Clemente. It provides a diverse range of accounting services, including trust and estate tax preparation, bookkeeping, IRS audit representation, and QuickBooks setup. As a tax managing director, the principal, Ryan Michael Bourque, has spent almost 10 years working for a private client tax services practice in Irvine. He has helped several interns and employees succeed in their professions by training and mentoring them.

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209 Avenida Del Mar
San Clemente, CA 92672

Website

(949) 825-7036 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: --

Detail: --

Eaton's Income Tax Services

Eaton's Income Tax Services has been providing tax and accounting services for the San Clemente community since 1992. This family-owned and operated business consists of Enrolled Agents who have undergone the necessary training and education to handle IRS audits and tax preparation. They also offer daily money management services to help seniors keep track of their expenses and steer them away from financial fraud. Previous clients have praised the company for its employees' dedication to educating clients about tax laws.

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901 Calle Amanecer
San Clemente, CA 92673

Website

(949) 492-0337 Website

Reputation:A+

More Info

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.

Online Profiles:

3 (Best)

Average Review Score:

4.7 / 5 (Best)

Total Reviews:

39 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 400$

Gustavson Accountancy Corporation

Gustavson Accountancy Corporation is an accountancy firm that serves individuals and businesses in San Clemente and the surrounding areas. Its professional accountants connect with clients to identify their specific needs based on their personal situations and craft solutions accordingly. The services they offer include bookkeeping or write-up, payroll services, tax preparation and planning, and sales tax services. In addition to these, Gustavson Accountancy Corporation also offers financial analysis, organization of financial statements, and IRS representation.

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31877 Del Obispo Street
San Juan Capistrano, CA 92675

Website

(949) 487-9037 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

John J. Simonelli, CPA, Inc.

John J. Simonelli, CPA, Inc. is an accounting firm in San Clemente that serves individuals and businesses throughout Orange County. Simonelli serves a variety of industries, including entertainment. Services include compilations, bookkeeping/write-up, financial forecasts, and projections. Simonelli handles income tax planning and preparation for individuals as well. Other services include but are not limited to consulting work in the buying or selling of a business; payroll/sales tax services; pension/profit sharing plans; and representation of clients in the event of federal and state audits. Simonelli has helped consolidate the accounting needs of multiple companies under the same organization as well.

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1181 Puerta Del Sol
San Clemente, CA 92673

Website

(949) 498-5585 Website

Lyndon Smith CPA

Lyndon Smith CPA is a QuickBooks ProAdvisor who has 15 years of experience in public accounting and 13 years in business management. Serving San Clemente individuals and small businesses, she offers a wide range of accounting solutions, including good accounts receivable tracking, bank transaction downloads, professional financial statements, and inventory control. Business management and consulting services are also available for various industries such as construction, manufacturing, medical, and merchandising. Moreover, Smith helps clients with financial matters when getting a divorce or organizing an IRS 1099 form.

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422 Via Alegre
San Clemente, CA 92672

Website

(949) 294-7298 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Martensen Tax & Financial

Martensen Tax & Financial is the accounting firm of William Martensen, who has served the city of San Juan Capistrano and the Orange County area for more than a decade. Martensen is an enrolled agent with the IRS and a graduate of the University of Arizona, where he majored in accounting. His services include but are not limited to preparation and filing of personal and business taxes tailored to clients’ needs; negotiation of tax settlements; day-to-day accounting and bookkeeping; payroll management for small- and medium-sized businesses; and personal finance management. He also can represent clients in the event of IRS/state audits.

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31726 Rancho Viejo Road
San Juan Capistrano, CA 92675

Website

(949) 547-0591 Website

Reputation:A+

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

34 (Best)

Score Consistency:

Consistent (Best)

Maureen R. Schroeder, CPA

Maureen R. Schroeder, CPA launched her full-service accounting firm in 1992 after entering the profession four years earlier. She has more than three decades of professional training and experience with clients that include individuals and closely-held businesses. Schroeder does financial statement preparation and income tax planning and preparation for partnerships, corporations, trusts, estates, and nonprofit organizations in addition to individual clients. She is a graduate of California State University-Long Beach and has practiced out of Dana Point for most of her career following a four-year stint with a large international accounting firm. Schroeder offers free initial consultations.

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24701 Dana Drive
Dana Point, CA 92629

Website

(949) 388-4988 Website

Morey CPA & Associates, Inc. - San Clemente, CA

Morey CPA & Associates Inc. provides accounting services for San Clemente and the surrounding area. This accounting firm primarily serves the needs of small and mid-sized businesses in the medical, dental, veterinary, and real estate industries, providing tax and accounting services. In addition, Morey CPA & Associates Inc. offers incorporation services, payroll, outsourced accounting, and help with tax prep and planning. Its staff stays up to date on ever-evolving state and federal tax codes.

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665 Camino De Los Mares
San Clemente, CA 92673

Website

(949) 485-2011 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 1200 tax return

More Info

Standard Rate: 575 individual

Steven D. Mocalis, CPA

Steven D. Mocalis has decades of experience in accounting, income tax return preparation, and audit for nonprofit organizations. He is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Additionally, he is joined by Ashley Mocalis, who has similarly extensive professional expertise. They assist individuals and businesses in San Clemente with financial statement preparation, implementation of accounting software, and transactional accounting. They also offer IRS and FTB representation.

Click to Call

302 Avenida de la Estrella
San Clemente, CA 92672

Website

(949) 485-5522 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Taxpros+

Tax Pros Plus SC is an accounting firm that services clients from San Clemente and its surrounding areas. The company provides a wide range of services such as payroll, bookkeeping, reporting, and cash flow assessment. Tax preparation services for individuals and businesses are also available. Tax Pros Plus SC is owned by Brenda Yecke who is dedicated to creating long-lasting relationships with her clients. She specializes in helping small businesses, rental properties, and the real estate sector.

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439 North El Camino Real
San Clemente, CA 92672

Website Instagram

(949) 271-1200 Website

Reputation:A+

More Info

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.

Online Profiles:

3 (Best)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

31 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 50/hr catch up

More Info

Standard Rate: 250/ month

Timothy C. Maher, CPA

Timothy C. Maher, CPA is a certified public accountant serving businesses and individuals in Los Angeles, Orange, and San Diego counties. He has more than three decades of professional training and experience with a bachelor’s degree in accounting from St. Cloud State University. Maher has served as the chief financial officer of multiple companies, and his scope of services includes review/analysis of mergers and acquisitions; business valuation; compilations; creating and drafting of business plans; annual budgeting; inventory coordination; and the hiring and training of accounting personnel. He has worked with both employee and self-employed individuals as well as nonprofit organizations.

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PO Box 4012
San Clemente, CA 92674

Website

(310) 663-4373 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 75/hr

More Info

Standard Rate: 125-200/hr

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