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Best Accountants in Lake Forest, CA

Our Recommended Top 9

We did the research for you!

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

26Reviewed

19Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Lake Forest, CA

Expertise.com Rating

Review Sources

Yelp
5.0 (508)
Google
5.0 (304)
Facebook
5.0 (42)

Why choose this provider?

Dimov Tax Specialists caters to small and large businesses, self-employed individuals, real estate agents, and freelancers in the Lake Forest metro. It helps clients manage finances and maintain tax compliance through bookkeeping, tax planning, tax return preparation, and payroll management. It also represents clients in IRS and state tax audits and assists with resolving tax controversies and debts. Dimov Tax Specialists is led by George Dimov, a certified public accountant with over 15 years of experience.

  • Audits
  • Business Taxes
  • Consulting
  • Individual Tax
  • Accounting

Lake Forest, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Accountant in Lake Forest? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

26020 Towne Centre Drive North, Lake Forest, CA 92610

Expertise.com Rating

Review Sources

Yelp
5.0 (2)

Why choose this provider?

Carpenter, Petersen & Associates has been providing Orange County and Southern California with accounting services for over three decades. Focusing on personalized care, a strict attention to detail, and technical accuracy, they specialize in serving a wide range of business people, including entrepreneurs and other successful investors. They offer a number of accounting services that include financial consulting, tax planning, accounting, bookkeeping, and more. Clients have often spoken highly of their unparalleled attention to detail as well as their dependability and complete accuracy. A member of the American Institue of Certified Public Accountants and the California Society of Certified Public Accountants, their goal is to offer completely reliable services to all clients.

23276 South Pointe Drive, Laguna Hills, CA 92653

Expertise.com Rating

Review Sources

Yelp
5.0 (3)

Why choose this provider?

For years, Kenneth B Krantz, CPA has been providing residents of Laguna Hills, CA with a wide variety of accounting, financial management, and tax services. Services offered include accounting, bookkeeping, new business advising, accounting software assistance, tax planning, business loan assistance, IRS problem resolution, and much more. They offer free consultation appointments that help each client to understand their financial situation while gathering what services would best benefit them. Clients have repeatedly praised their high level of professionalism, dependability, and expertise, citing that the accounting professionals tackle a wide range of challenging financial scenarios with the utmost confidence and care.

9070 Irvine Center Drive, Irvine, CA 92618

Expertise.com Rating

Review Sources

Yelp
4.5 (20)

Why choose this provider?

Tehrani & Velez, LLP, lists Lake Forest as one of its service areas. The full-service accounting firm offers tax compliance, reporting, and business advisory to clients in industries including healthcare, manufacturing, real estate, construction, retail, and e-commerce. It performs tax preparation, tax planning, tax resolution, and representation. The firm delivers accounting and tax solutions to clients in English, Spanish, and Mandarin. It aims to help businesses become scalable and sellable, generating equity and positive cash flow.

30212 Tomas, Rancho Santa Margarita, CA 92688

Expertise.com Rating

Review Sources

Yelp
4.5 (8)
Facebook
5.0 (1)

Why choose this provider?

Jarus & Co. CPA, Inc. is an Orange County-based CPA practice focused on assisting businesses with their tax, accounting, and business advisory needs. The practice has its primary office in Irvine, which is central to Orange County and maintains a Los Angeles office in the city of Hawthorne. Jarus & Co. specializes in providing turnkey solutions to physicians and small medical groups requiring bookkeeping, payroll and tax preparation support. The practice also simplifies accounting and other business functions for the apparel, manufacturing, real estate, general contracting and construction contracting, and professional services industries. Apart from tax return preparation, Jarus & Co. also offers financial planning and investments through Jarus Wealth Advisors LLC.

23193 La Cadena Drive, Laguna Hills, CA 92653

Expertise.com Rating

Review Sources

Yelp
4.5 (26)

Why choose this provider?

Sarah Nagel, CPA offers tax and accounting and payroll services to individual and business clients in Orange County. The firm offers an array of tax services, including individual, partnership, corporate and tax-exempt federal and state income tax returns, and the preparation of state tax returns and sales tax and property tax returns. It can also represent clients in government audits with the IRS, FTB, EDD, BOE, and Department of Labor. In addition, Sarah Nagel helps in QuickBooks and Peachtree bookkeeping set-up and consultation and offers small business advisory services. Sarah has been a practicing certified public accountant, enrolled agent, and real estate broker since 1984.

300 Spectrum Center Drive, Irvine, CA 92618

Expertise.com Rating

Why choose this provider?

Haskell & White - Orange County is an independently owned accounting firm serving major industries in Lake Forest. In addition to traditional accounting services, such as tax consulting and planning, auditing, and due diligence for mergers and acquisitions, the firm assists clients with Sarbanes-Oxley compliance, IPO preparation, and ongoing SEC filing. Haskell & White has been a PCAOB-registered firm since 2003. Its contributions in improving the quality of life of the communities that it serves led to being recognized as Civic 50 Orange County honoree for several years.

26741 Portola Parkway, Lake Forest, CA 92610

Expertise.com Rating

Why choose this provider?

GF Business Solutions is an accounting firm that has been servicing Lake Forest and surrounding communities since 2010. It offers a wide range of accounting services including cash flow analysis, HOA bookkeeping, business consulting, and QuickBooks setup. Tax representation, resolution, and preparation solutions are also available. The firm's owner, Geri Ferger, has 20 years of experience in tax and accounting. She has participated in the IRS Volunteer Income Tax Assitance program which helped low-income families.

Compare our Top Accountants

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Lake Forest, CACall for quote
Carpenter, Petersen & Associates
26020 Towne Centre Drive North, Lake Forest, CA 92610
Kenneth B Krantz, CPA
23276 South Pointe Drive, Laguna Hills, CA 92653
Tehrani & Velez, LLP
9070 Irvine Center Drive, Irvine, CA 92618
Jarus & Co
30212 Tomas, Rancho Santa Margarita, CA 92688
Sarah Nagel, CPA
23193 La Cadena Drive, Laguna Hills, CA 92653
Haskell & White - Orange County
300 Spectrum Center Drive, Irvine, CA 92618
GF Business Solutions
26741 Portola Parkway, Lake Forest, CA 92610

FAQs

  • 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.