Laurels

Best Accountants in San Marcos
2021

Why These Accountants?

Our goal is to connect people with the best local experts. We scored San Marcos 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 29 21 10

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

Accounting Value Inc.

Accounting Value Inc. is a Vista-based business with more than a decade under its belt serving individuals and companies in San Diego County and throughout Southern California. The principals have over 30 years of combined experience in bookkeeping, accounting, and training. Owner Natalie Ibarra earned her bachelor’s degree in management from San Diego State University, and she specializes in serving small business owners with tax preparation, planning, virtual bookkeeping, and part-time CFO work. Natalie can provide software/data conversions in addition to QuickBooks setup and training. She also provides payroll services, and clients have credited her for her professionalism and showing patience for the minutia that many small business owners lack.

Vista, CA 92084

Website

All Seasons Investment Advisors, Inc

All Seasons Investment Advisors Inc. (ASIA Inc.) is an accountant CPA firm serving the San Marcos metro area. It provides financial advisement services to companies, especially pertaining to 401k retirement plans. This firm is particularly focused on workplace plan advice and helps companies to navigate the financial obligations of paying into relevant funds. Other services include general financial planning advisement, portfolio management for individuals and businesses, and pension consulting services. A variety of compensation options are offered.

1542 Archer Rd
San Marcos, CA 92078

Website

Bill Slattery & Assoc., Inc.

Bill Slattery & Assoc., Inc. is an accounting firm located in Carlsbad and Simi Valley that serves individual and business clients in the Greater San Diego metropolitan area. The company has attained Certified QuickBooks ProAdvisor status for setup, implementation, and client training. It also has received recognition from the Securities and Exchange Commission, Business Network International, and Internal Revenue Service (both as an enrolled agent and authorized eFile provider). Bill Slattery & Assoc. has more than 40 years of professional experience, and services include tax preparation and planning, accounting/payroll, business consulting, and financial services like assistance with employee benefits and professional development.

Carlsbad, CA 92009

Website

CLN Tax & Accounting Services

CLN Tax & Accounting Services is a firm located in San Diego that serves taxpayers throughout the surrounding region. Owner Christina Nowacki is an Intuit QuickBooks Certified ProAdvisor capable of setup, implementation, and employee training on the use of the industry-standard bookkeeping software. She also is a recognized Registered Tax Preparer with the California Tax Education Council, and she provides a broad range of tax services for W-2 employees as well as tax matters related to capital gains, Schedule Es and Cs, and multiple filings. Christina started the business in 2015 but has grown it rapidly in a short amount of time on the strength of referrals.

San Diego, CA 92130

Website

Cutler & Company Inc

Cutler & Company Inc. is a tax accounting firm located in Del Mar that serves individuals and businesses throughout the San Diego region. The firm launched in 2009. Owner Fred Cutler was a banker for 25 years before passing his CPA exam. He has worked with Chase, Wells Fargo, and PriceWaterhouseCoopers. He is a past member of the Board of Directors for the California Society of CPAs and a one-time recipient of Best CPA from the San Diego Reader readers’ choice awards. Cutler & Company provides tax preparation and planning for all client types as well as financial review and journal entries for corporate clients.

13073 Shalimar Place
Del Mar, CA 92014

Website

Jeffrey Klein, CPA

Jeffrey Klein, CPA is an accountant located in Carlsbad and serving individuals and business owners throughout the San Diego region. Klein holds a bachelor’s degree in accounting from Michigan State University, and he received his master’s in taxation from Golden Gate University. His first job was as a tax manager for Ernst & Young before moving on to the Los Angeles-based KPMG LLP. He launched his firm in 2005, and he has more than a decade in private practice in a career that has extended more than 20 years. Klein is a member of the American Institute of Certified Public Accountants and California Society of CPAs.

Carlsbad, CA 92010

Website

Mark D. Nelson, CPA

Mark D. Nelson, CPA opened his Vista-based firm in 1984, and he has more than three decades of experience serving clients throughout San Diego County, preparing hundreds of income tax returns annually for businesses and individuals. Nelson is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants as well as a graduate of San Diego State University. His previous experience includes the global accounting firm RSM McGladrey and privately held businesses within the hospitality and media industries. Areas of specialization include but are not limited to tax management, IRS representation, and QuickBooks setup/training.

Vista, CA 92084

Website

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