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Best Accountants in Upland, CA

Our Recommended Top 18

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

33Reviewed

27Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Upland, CA

Expertise.com Rating

Why choose this provider?

Dimov Tax Specialists offers the services of its accountants to citizens of Upland. It conducts bookkeeping tasks such as payroll, accounts receivable and payable, and bank record reconciliation. The company performs audits and attestations of financial statements, as well as back office and real estate accounting. The firm works with partnerships, S- and C-corporations, limited liability companies, and corporate entities. Dimov Tax Services has catered to Fortune 500 companies such as Google, Cisco, Uber, and Goldman Sachs.

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

Upland, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Accountant in Upland? 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.

500 W Bonita Avenue, #7, San Dimas, CA 91773

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Extreme Accounting-Tax Solutions offers a varied selection of options to businesses and individuals in Upland. The crew offers QuickBooks training and setup solutions to small enterprises. It prepares payrolls and delivers part-time CFO services. The team handles tax preparation processes and gives audit assistance in the event of non-filed returns and IRS seizures. The firm also works with innocent spouses caught up in their partners' revenue matters. Senior accountant Lidia Biswell has been in the bookkeeping field for over 20 years.

  • Tax Preparation
  • Tax Planning
  • Bookkeeping & Payroll

7365 Carnelian Street, Suite 222G, Rancho Cucamonga, CA 91730

Expertise.com Rating

Review Sources

Facebook
5.0 (5)
Google
5.0 (2)

Why choose this provider?

Southern California Tax Group provides services in and around Upland. Catering to a range of clients, from startup businesses to mature enterprises, it offers accounting solutions that help prepare and manage financial statements. It handles corporation formation, bank reconciliation, payroll processing, business setup, sales tax, and QuickBooks. Tax preparation and planning assistance is also available, covering partnership and corporate tax, capital gains, investment income, insolvency, and out-of-state returns. The firm's president, Jonnell K. Tyler, is a certified QuickBooks Pro Advisor. 

  • Bookkeeping & Payroll

10630 Town Center Drive Suite 109, Rancho Cucamonga, CA 91730

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Review Sources

Facebook
5.0 (22)
Google
5.0 (13)

Why choose this provider?

Rancho Tax Services assists individuals and businesses in Upland and the surrounding areas. It offers bookkeeping and write-up services, catering to businesses without accounting teams. The firm also provides payroll management solutions and represents clients in IRS audits. Additionally, tax services such as preparation and planning are also provided. Its team also works with clients' legal counsel in preparing trust and estate taxes. Rancho Tax Services is a member of the National Association of Tax Professionals.

  • Personal Estate Planning
  • Personal Finance Planning
  • Personal Tax Return

517 N Mountain Ave #128, Upland, CA 91786

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Review Sources

Yelp
5.0 (19)
Facebook
5.0 (9)
Google
5.0 (5)

Why choose this provider?

P&G Accounting serves individuals and businesses in Upland and the surrounding communities. The firm's accounting services include tax preparation, tax planning, and bookkeeping. In addition, it offers retirement planning and business consulting solutions, including entity formation and budgeting. P&G Accounting was formed in 2007 by Pete Ellena, who has an Associate of Science degree in Accounting and is a certified Enrolled Agent by the federal government. Ellena has experience working for a national tax preparation firm and a regional CPA firm.

  • Tax Preparation
  • Tax Planning
  • Bookkeeping & Payroll

7168 Archibald Ave., Suite 230, Rancho Cucamonga, CA 91701

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Alta Loma Tax & Accounting, LLC, serves clients in Upland and nearby locations. The company offers a wide range of accounting and tax resolution services to private professionals and small businesses. These services include tax preparation and planning, accounting, and bookkeeping. Its accountants also assist clients with IRS tax issues, financial planning, business consulting, and transaction structuring. Danny Houck, the firm's founder, is a licensed Enrolled Agent with over 30 years of experience in the taxation field.

  • Tax Preparation

876 N. Mountain Ave. Suite 105, Upland, CA 91786

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Review Sources

Google
5.0 (3)
Yelp
5.0 (1)

Why choose this provider?

McMenomy & Associates CPAs LLP caters to residents and businesses in Upland that have bookkeeping needs. Its team handles the tax filing and compliance concerns of its clients and tackles issues related to inheritance, divorce settlement, and trusts. The crew prepares financial statements and gives advice on estate planning and retirement. It also processes a company's payroll. Partner Kelly McMenomy has been in the public accounting sphere for over three decades and is part of the Estate Planning Council of Pomona Valley, Inc.

  • Tax Preparation
  • Tax Planning

132A North Euclid Avenue, Upland, CA 91786

Expertise.com Rating

Review Sources

Google
5.0 (4)
Yelp
5.0 (4)

Why choose this provider?

The Nevills Company APC is a firm of certified public accountants led by Neil Nevills, CPA, who founded the company in 1970 and has more than four decades in the accounting industry. Neil has served as a past consultant with the Small Business Authority, and he has remained actively involved in the Upland area for years, volunteering time and efforts to Reach Out West End and the Upland Senior Housing Board. Primary functions include tax preparation, planning, and consultation. The Nevills Company has helped individuals, corporations, and partnerships, and they provide support for state sales tax, personal property tax, and payroll tax reporting as well.

237 W 4th Street, Claremont, CA 91711

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Review Sources

Yelp
4.5 (7)
Google
5.0 (6)

Why choose this provider?

Claudia Topete, Certified Public Accountant, provides advisory services to clients in Upland. She helps business owners manage financial statements and handles bookkeeping requirements. She also carries out tax preparation and planning for partnerships, individuals, and corporations, including foreign account compliance, multi-state filings, income tax, and estate and trust. Additionally, she represents clients in IRS audits and responds to state and local notices. Topete has over 20 years of experience in international, federal, and state taxes. The accountant caters to various industries like e-commerce, real estate, and technology.

  • Tax Preparation
  • Tax Planning

130 S Mountain Ave, Suite K, Upland, CA 91786

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

Agbincola Tax and Business Services is a team of Enrolled Agents assisting individuals and companies in the Upland area. They offer bookkeeping services, which cover balance sheets, accounts payables and receivables, and vendor reports. The professionals also assist clients in the areas of payroll management and compliance. Additionally, they help clients address IRS issues involving wage garnishment, liens, and bank levies. The agents have worked with clients in different industries, including insurance, real estate, and healthcare.

  • Bookkeeping & Payroll
  • Business Tax Preparation

615 North Benson Avenue, Upland, CA 91786

Expertise.com Rating

Review Sources

Google
5.0 (2)
Yelp
3.0 (2)

Why choose this provider?

Godfrey and Hardy Tax & Business Services, Inc. is the firm of enrolled agents Ruth H. Godfrey and Sharon C. Hardy, EAs. The pair has more than six decades of professional training and experience between them. Godfrey is a Fellow of the National Tax Practice Institute and a Gold Card Graduate of the National Institute of Exchange Counselors. Hardy, in addition to her EA, has certification in personal financial planning from the University of California at Riverside. The firm specializes in service to individuals, partnerships, corporations, limited liability companies, estates, and trusts. It also can represent clients in audit proceedings at state and federal levels.

1420 North Claremont Blvd. Suite 205B, Claremont, CA 91711

Expertise.com Rating

Review Sources

Facebook
5.0 (40)
Google
4.2 (5)

Why choose this provider?

Kimmel & Associates is an accounting and tax firm that caters to individuals and businesses in Upland and the surrounding communities. The company performs general ledger accounting, bank reconciliation, financial analysis, management consulting, and corporate and individual tax preparation. Lee Kimmel, the founder, is a member of professional organizations, like the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Kimmel & Associates started its operation in 2011 to help clients with accounting procedures and tax solutions.

  • Tax Planning

4549 Francis Ave., Chino, CA 91710

Expertise.com Rating

Review Sources

Google
5.0 (6)
Facebook
5.0 (3)

Why choose this provider?

Robert Bruce, CPA, is a Chino-based professional that works with clients in Upland. He helps them understand their financial situation through bookkeeping services. Bruce sets up accounting software like Peachtree and QuickBooks. He also prepares tax returns, amends incorrect filings, sets up payment plans, and negotiates with the IRS as part of his tax services. He has experience working with clients that have not filed tax returns for years. Bruce holds a master's degree in taxation. He once worked under the Federal Deposit Insurance Corporation.

  • Tax Preparation
  • Business Formation & Incorporations
  • Bookkeeping & Payroll

99 C Street, Upland, CA 91786

Expertise.com Rating

Review Sources

Yelp
4.5 (18)
Google
4.0 (7)
Facebook
5.0 (1)

Why choose this provider?

Langwasser & Company, CPAs is a firm of certified public accountants that has served individuals and businesses in Upland and the surrounding communities of San Bernardino County for more than a quarter-century. Founder/owner Karin Langwasser earned her degree from Point Loma Nazarene University, and she employs a highly-qualified team of professionals with experience on the financial side of industries such as aviation/aerospace, entertainment/media, construction, insurance, manufacturing and distribution, and hospitality. Services include tax preparation and planning, accounting, consulting, and business management and advisory. Clients also have utilized Langwasser & Company to help manage payroll services, employee benefit plans, and other HR-related services.

516 N Laurel Ave, Ontario, CA 91762

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Merchants Bookkeeping is an accounting firm that works with businesses in the Upland metro and the surrounding areas. The firm offers a variety of professional services, including audits, reviews, and financial analysis. It assists growing businesses in handling their accounting and financial systems through its bookkeeping and write-up services. In addition, the company helps businesses in various aspects of their operations, including expanding, selling, or restructuring. It also offers its clients innovative tools such as financial and IRS withholding calculators.

  • IRS Problems
  • Tax Preparation
  • Tax Planning

430 S. Garfield Ave., Suite 489, Alhambra, CA 91801

Expertise.com Rating

Review Sources

Yelp
4.5 (12)
Google
5.0 (1)

Why choose this provider?

JTC Accountancy Corp is a full-service CPA firm with a client base in Upland comprising business owners, executives, and independent professionals. The firm offers a variety of solutions, such as small business accounting, payroll management, business formation, and part-time CFO service. It also assists customers with tax preparation and planning and helps resolve IRS issues like levies, liens, wage garnishments, and seizures. JTC Accountancy Corp was founded in 1983. It is currently led by Thomas Chang, a former Big 4 accounting professional.

  • Business Tax Preparation

140 W Foothill Blvd Ste E, Claremont, CA 91711

Expertise.com Rating

Review Sources

Facebook
4.6 (21)
Yelp
4.5 (8)
Google
5.0 (2)

Why choose this provider?

Christiansen Accounting has been serving individuals, start-ups, small businesses, and corporations in Upland and neighboring locations since 1962. The third-generation family-owned and operated firm provides clients with various accounting and bookkeeping services, including payroll solutions, general ledger accounting, accounts payable/receivable, and bank reconciliations. Its team of accountants also handles financial statement preparation, financial analysis, business consulting, and tax planning. Corina Christiansen has been running the firm since she inherited it from her father in 1994.

  • Tax Preparation
  • Tax Planning
  • Bookkeeping & Payroll

Compare our Top Accountants

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Upland, CACall for quote
Extreme Accounting-Tax Solutions
500 W Bonita Avenue, #7, San Dimas, CA 91773
Southern California Tax Group
7365 Carnelian Street, Suite 222G, Rancho Cucamonga, CA 91730
Rancho Tax Services
10630 Town Center Drive Suite 109, Rancho Cucamonga, CA 91730
P&G Accounting
517 N Mountain Ave #128, Upland, CA 91786
Alta Loma Tax & Accounting, LLC
7168 Archibald Ave., Suite 230, Rancho Cucamonga, CA 91701
McMenomy & Associates CPAs LLP
876 N. Mountain Ave. Suite 105, Upland, CA 91786
The Nevills Company APC
132A North Euclid Avenue, Upland, CA 91786
Claudia Topete Certified Public Accountant
237 W 4th Street, Claremont, CA 91711
Agbincola Tax and Business Services
130 S Mountain Ave, Suite K, Upland, CA 91786
Godfrey and Hardy Tax & Business Services, Inc.
615 North Benson Avenue, Upland, CA 91786
Kimmel & Associates
1420 North Claremont Blvd. Suite 205B, Claremont, CA 91711
Robert Bruce, CPA
4549 Francis Ave., Chino, CA 91710
Langwasser & Company, CPAs
99 C Street, Upland, CA 91786
Merchants Bookkeeping
516 N Laurel Ave, Ontario, CA 91762
JTC Accountancy Corp
430 S. Garfield Ave., Suite 489, Alhambra, CA 91801
Christiansen Accounting
140 W Foothill Blvd Ste E, Claremont, CA 91711

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.