Expertise.com

Best Accountants in San Marcos

2024

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Providers

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Website
13073 Shalimar Place, Del Mar, CA 92014

Why choose this provider?

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.

Website
260 Buena Creek Road, San Marcos, CA 92069

Why choose this provider?

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.

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 (51)

Website
2888 Loker Avenue East, Carlsbad, CA 92010

Why choose this provider?

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.

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 (11)

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.
3.8
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.