Laurels

Best Accountants
in San Marcos
2020

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 30 22 11

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.

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.

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

Brodsky Professional Services, LLC

Brodsky Professional Services, LLC is an accounting and financial services firm located in Carlsbad and serving clients in the Greater San Diego Area. It has many years of experience working with individuals and businesses to reduce tax liabilities and assist with planning and financial goals. Primary functions include bookkeeping, individual and corporate tax return preparation, and the crafting of financial statements. Brodsky also does business valuations for clients looking to buy or sell an existing business. John, the principal, emphasizes continuing education for staff through national and local entities to stay abreast of changes in tax laws and accounting procedures.

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.

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

JPI Associates

JPI Associates is a tax preparation and accounting firm with more than a decade of experience serving clients in Del Mar and the surrounding area, which includes all of San Diego County. Owner/president Joseph Iaricci, EA is an enrolled agent with a bachelor’s degree in accounting from Clemson University. He has 15 years of experience (and counting) in the field of public accounting and taxation, working with C-corps, S-corps, partnerships, individuals, and trusts. Industries of specialization include advertising, construction, education, healthcare, professional services, and real estate development. Iaricci provides financial statement preparation, compilation engagements, and multi-state returns in addition to his standard services.

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

Stevan’s Tax Service

Stevan’s Tax Service is a company located in San Marcos. It has memberships in the National Association of Enrolled Agents and California Society of Enrolled Agents. Stevan Kemp established the business in 2003, and he has operated from the same location for more than a decade. His professional training includes a master’s degree in business administration and enrolled agent status to represent clients in front of the Internal Revenue Service. Stevan offers a variety of services that go well beyond taxes, such as business entity selection for startups and companies that are restructuring. He also manages payroll for clients’ day-to-day operations, prepares financial statements, and provides training and support for QuickBooks.

San Marcos, CA 92069

Website

Van Riper & Messina, Inc.

Van Riper & Messina, Inc. is a firm of certified public accountants located in Carlsbad. It has more than a quarter-century of experience serving businesses, individuals, and organizations in the surrounding San Diego metropolitan area. Areas of focus include tax planning and preparation as well as audit/attest work, which provides for forecasts and projections, cost and cash flow analysis, internal controls and management information systems design, and management/accounting controls analysis. It also creates industry-specific financial statements that include reviews, audits, and compilations. Owners Ken Van Riper and Paul Messina have served many of their clients for decades, and they have grown the business mainly through referrals.

Carlsbad, CA 92010

Website

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