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Best Accountants in San Clemente

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Bourque & Associates, Inc. logo
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Bourque & Associates, Inc.

209 Avenida Del Mar, San Clemente, CA 92672
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Business Description

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.

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 (2)

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.
4.0
Responsiveness
Friendliness
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Eaton's Income Tax Services logo
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Eaton's Income Tax Services

901 Calle Amanecer, San Clemente, CA 92673
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Business Description

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.

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
Google
5.0 / 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
Gustavson Accountancy Corporation logo
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Gustavson Accountancy Corporation

31877 Del Obispo Street, San Juan Capistrano, CA 92675
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Business Description

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.

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)

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
John J. Simonelli, CPA, Inc. logo
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John J. Simonelli, CPA, Inc.

1181 Puerta Del Sol, San Clemente, CA 92673
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Business Description

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.

Martensen Tax & Financial logo
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Martensen Tax & Financial

31726 Rancho Viejo Road, San Juan Capistrano, CA 92675
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Business Description

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.

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 (35)

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
Maureen R. Schroeder, CPA logo
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Maureen R. Schroeder, CPA

24701 Dana Drive, Dana Point, CA 92629
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Business Description

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.

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

665 Camino De Los Mares, San Clemente, CA 92673
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Business Description

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.

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 (6)
Yelp
5.0 / 5 (2)

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
Taxpros+ logo
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Taxpros+

439 North El Camino Real, San Clemente, CA 92672
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Business Description

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.

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
5.0 / 5 (12)
Facebook
5.0 / 5 (11)
Google
4.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Timothy C. Maher, CPA logo
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Timothy C. Maher, CPA

PO Box 4012, San Clemente, CA 92674
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Business Description

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.

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.

What qualifications do you need to be an accountant?

You need to have strong math and analytical skills to be an accountant. Most companies require accountants to have earned at least a bachelor’s degree and CPA. Some lower-level accounting positions in accounting might require only knowledge of certain accounting principles, such as how to manage receivables.

How many years does it take to be an accountant?

Some two-year college programs prepare students to take the CPA exam; however, most employers require accountants to have at least a bachelor’s degree, which is a four-year degree.

Do I need a CPA to be an accountant?

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.

What does it take to be a certified public accountant?

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.

Is getting a CPA worth it?

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.

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