Expertise.com
2024

Last updated:

Best Accountants in Yorba Linda

Our Recommended Top 15

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Yorba Linda Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

29

Reviewed

23

Curated

15

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
4081 E La Palma Ave b, Anaheim, CA 92807
  • Bookkeeping & Payroll

Why choose this provider?

Located in Anaheim, DELTA CPA MBA works with individuals, businesses, and organizations throughout Yorba Linda. The company offers tax, advisory, forensic accounting, and merger and acquisition services. It serves businesses of various sizes, from startups to publicly traded companies. DELTA CPA MBA has CPAs and associate accountants on staff who assist with accounting and bookkeeping functions. Adnan Khan, the company's founder and CEO, is also licensed in Louisiana and is a Certified Fraud Examiner. He holds data analytics certificates from the AICPA and CIMA.

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 (5)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4875 East La Palma Ave Suite 603, Anaheim, CA 92807
  • Tax Preparation
  • Tax Planning
  • Bookkeeping & Payroll

Why choose this provider?

Accounting Offices of Elizabeth Bilinski, CPA is a local firm founded in 1986. She provides her services to private clients, businesses, partnerships, and charitable organizations in Yorba Linda and the surrounding areas. She offers services in accounting software, payroll process, property, financial, and income tax preparation. She also assists clients with business succession and operation and wealth transfer procedures. Bilinski is a Registered Investment Advisor with FINRA and holds the Certified Senior Advisor designation.

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

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

Website
Anaheim, CA
  • IRS Problems
  • Bookkeeping & Payroll

Why choose this provider?

Aidreen Gonsalves, CPA, has been helping individuals, families, and business owners in Yorba Linda maximize their tax credits since 1999. She prepares various types of individual tax returns, including multi-state, 1031 exchange, Schedule C, and Schedule E. Aidgreen also handles the tax returns of LLCs, partnerships, corporations, and non-profit organizations and helps them with QuickBooks. She is a member of the AICPA and the California Society of CPAs. Aidgreen founded her accounting firm in 2019 to assist clients in reducing their tax liabilities.

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 (13)

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

Website
101 S. Kraemer Blvd., Suite 132, Placentia, CA 92870
  • Tax Preparation
  • Bookkeeping & Payroll
  • Personal Tax Return

Why choose this provider?

Keil Tax Service is an accounting firm that serves clients in Yorba Linda. It performs a variety of accounting-related tasks, such as tax preparation and planning, IRS representation, and business entity selection. Additionally, it offers tax resolution solutions for unfiled returns, owed back taxes, and injured spouse relief. The firm is owned by John C. Keil, a former bank vice president, and his son, David J, Keil, the former Orange County chapter president of the California Society of Tax Consultants.

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 (5)

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
––

Website
20640 Smoketree Ave., Yorba Linda, CA 92886
  • Business Tax Preparation

Why choose this provider?

My CPA Partners is a full-service accounting firm that serves clients in Yorba Linda. It focuses on tax services, such as tax preparation and planning, for both small businesses and corporations. The firm offers accounting and bookkeeping solutions that involve settling balance sheets, income statements, ledgers, and bank transactions. Strategic business coaching is also conducted to help clients build, expand, or purchase an enterprise. My CPA Partners is a Certified Advisor by Quickbooks, a verified TaxBuzz Professional, and is part of the American Institute of CPAs.

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 (28)
Google
5.0 / 5 (14)

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

Website
801 E Chapman Ave, Suite 109, Fullerton, CA 92831
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Suzanne E. Linn, CPA a Professional Corporation works with individuals and businesses in Yorba Linda and nearby areas. Firm CPA Suzanne Linn assists clients in different areas, including cleaning up general ledger accounts, preparing financial statements, and setting up accounting software. The Certified QuickBooks ProAdvisor also provides training in various QuickBooks products. Additionally, she processes payroll and prepares individual, partnership, corporate, and trust tax returns. Linn, who also represents clients before the IRS and the SBOE, has more than 25 years of experience.

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 (4)

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

Website
3230 E. Imperial Hwy. Ste 120, Brea, CA 92821
  • Tax Preparation

Why choose this provider?

Young's Tax & Financial Services caters to Yorba Linda businesses. Its goal is to help clients minimize their liability through careful planning, tax preparation, and accounting and bookkeeping services. Its extensive knowledge of government rules and regulations helps clients comply with deadlines and organize their finances. It uses accounting software and performs functions including accounts payable and receivable, payrolls, bank reconciliations, and financial analysis and statement preparation. The company is an enrolled agent that adheres to IRS professional conduct codes and ethical standards.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2650 E Imperial Hwy Ste 300, Brea, CA 92821
  • Tax Preparation

Why choose this provider?

Anthony & Associates, CPAs, has been serving individuals and organizations in Yorba Linda and the surrounding areas since 1982. The accounting firm offers various services, such as bookkeeping, financial statement preparation, and forecasting, and delivers financial information that would help business owners make sound decisions and explore new opportunities. Its team also represents taxpayers before the IRS and assists with estate tax planning. Anthony & Associates partners with business professionals like bankers, attorneys, pension consultants, and investment advisors who can help its clients.

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

Website
5101 E. La Palma Ave. Ste 104, Anaheim, CA 92807
  • Business Tax Preparation
  • Personal Tax Return

Why choose this provider?

Nuttall & Patel LLP is an Anaheim-based firm that caters to clients in the Yorba Linda metro and nearby areas. It serves start-ups, growing businesses, and mature corporations and caters to their accounting needs. Some of the services it offers are bank and payroll reconciliation, general ledger report generation, and monthly statement reporting. It also deals with balance sheets and profit and loss statements. Bruce Nuttall, a partner, brings over 34 years of industry experience. He holds a master's degree in Accounting.

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 (27)
Google
5.0 / 5 (4)

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

Website
125 S. Chaparral Ct. Ste 201, Anaheim Hills, CA 92808
  • Tax Preparation
  • Business Tax Preparation

Why choose this provider?

Miari Tax & Accounting caters to clients in the Yorba Linda metro and the surrounding communities. It helps its customers increase their productivity by catering to their accounting needs. It offers a variety of services, including audit representation, payroll, and record keeping. Its team also prepares and files income taxes for individuals and business entities, such as C & S Corps and LLCs. Miari Tax & Accounting's team brings more than 15 years of combined industry experience.

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.
4.4
Google
5.0 / 5 (4)
Yelp
3.5 / 5 (3)

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

Website
1411 N. Batavia Street, Suite 209, Orange, CA 92867
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Schlotzhauer & West, Certified Public Accountants caters to the needs of small business owners in Yorba Linda and neighboring areas. The firm provides clients with different types of accounting services, including bookkeeping and write-up services, business consulting, compilations, and payroll services. It also handles financial statements, business entity selection, and tax preparation and planning. Its accountants are familiar with federal, state, and local laws and tax regulations and have experience offering clients financial statements and reports and assisting them with input and planning to help them manage their businesses.

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.
4.0

Website
22415 La Palma Avenue, Yorba Linda, CA 92887
  • Tax Planning
  • Personal Finance Planning

Why choose this provider?

As a full-service accounting firm, Feliz & Associates provides a variety of financial solutions to the Yorba Linda community. It has solutions such as bookkeeping, QuickBooks assistance, tax preparation, and payroll support. Its accounting professionals also render various services, which include income statement generation, bank account reconciliation, and claims and audit assistance. Michele Feliz is an enrolled agent who has over 30 years of experience and is a member of the Yorba Linda Chamber of Commerce.

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 (16)
Google
4.4 / 5 (15)

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

Website
1132 East Little Drive, Placentia, CA 92870
  • Personal Estate Planning

Why choose this provider?

Antonio L. Quinto CPA serves clients in Yorba Linda, including manufacturers, real estate agencies, healthcare facilities, wholesalers and retailers, and nonprofits. The accountant has over 25 years of tax and accounting experience. His firm handles bookkeeping, payroll processing, accounting system setup and support, and corporate tax planning and preparation. It also provides litigation support and forensic accounting to aid investigations. One of Quinto's successes as a forensic accountant includes helping a United States Receiver realize multi-million dollar recoveries from the culprit of a Ponzi scheme.

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.
2.3
Responsiveness
Friendliness
Helpfulness
––
Detail

Website
2601 Saturn Street, Suite 210, Brea, CA 92821

Why choose this provider?

BRHE Group is a full-service CPA and business consulting firm. It provides services to individuals, professionals, and business owners in Yorba Linda and the nearby cities. It offers a number of services, including tax preparation, estate planning, IRS representation, auditing, credit management, and trust administration. It also assists clients in setting up the accounting software program, QuickBooks, and provides training on how to use it. BRHE Group works with companies from various industries, such as real estate, retail, construction, agriculture, and health services. 

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

Website
20001 Canyon Drive, Yorba Linda, CA 92886

Why choose this provider?

Ruth Zakowski, CPA, is the firm of founder and certified public accountant Ruth Zakowski, located in Yorba Linda, California, and offering high-quality, effective financial consultation to clients throughout the region. Services provided include tax management, Estate and Trust planning as well as tax preparation, assurance and advisory, litigation support and forensic accounting, as well as IRS representation, payroll services, and cash flow and budget analysis for small businesses. Ruth began her firm to establish personal, one-to-one relationships with clients while maintaining the level of competence and expertise expected at the corporate level, and is proud to be a staple of the local business and financial community, along with her professional and highly-skilled staff.

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
––

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.

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