Accountants near Aliso Viejo

“Extremely professional and responsive.
One-stop shop for bookkeeping and accounting.
I highly recommend this firm.“

“Smita from Numbers Figured is a pleasure to work with. For the last two years she has been helping file taxes for my personal returns as well as my corporation's return. This year we also added Numbers Figured's payroll processing service. Smita has been nothing but professional since our first conversation. One thing that is important to me is that Smita encourages my questions (even though I ask a lot of questions) and she is happy to explain tax & accounting concepts that baffle me in full detail until my mind can wrap around them. In regards to the tax returns, Smita is extremely organized and precise. I have not found a mistake in her work yet, which is a welcome change to previous CPAs I have worked with. Smita also doesn't hesitate to make suggestions about where I can save tax money in the future, which is helpful especially in regards to my small business. I will be hiring Smita again next year. She definitely has numbers figured. Thanks!“

“EA Tax Resolutions has been my go to tax filing specialist for years! I am so glad that I was referred to them and hope that they will be around for how ever long filing taxes is required. This team is friendly, knowledgeable and experienced. They have always been available to answer questions offer guidance and help.“

“I'm not a "numbers guy," so for years I procrastinated until the last minute to get my taxes done. It was always an extremely stressful time for me, because I also own rental properties. Several years ago I spent 14 excruciating months being audited by the IRS, and my prior CPA did more damage than helping me in our many meetings with the IRS agents. When that was resolved, I looked for a new CPA and Will Martensen was recommended to me. Ever since then he has held my hand and been patient as I collected my data for him, and each time I left his office I felt a HUGE sense of relief! This past year, I was expecting to have to pay a lot of taxes, but instead, Will got me a REFUND of almost $17,000! I think he's the best CPA in Orange County, plus he has the additional qualifications of being an "enrolled agent" with the IRS!“

“I initially used TurboTax, which created a lot of issues between me and the IRS. TurboTax did not help with property depreciation or filing the proper amendments to correct the problem. I contacted Irvine Tax Company, and the accountant analyzed and amended my previous taxes from 2017, 2018, 2019, and completed my 2020. I feel fortunate to have discovered Irvine Tax Company as the accountant is very dedicated, thorough, and carefully analyzed all my documents to file the appropriate amendments. By choosing Irvine Tax Company, I will be expecting several checks from IRS and CA State, which totals $9,800 from the past several years. Without Irvine Tax Company, I would have continued making errors today with TurboTax, and I wouldn't have received the qualifying credits. I highly recommend this company to anyone! The company's located in Orange County, but they worked with me remotely as I'm located in the Bay Area. Very HAPPY with the outcome!“

“Irvine Bookkeeping has been outstanding in managing our bookkeeping needs. Marc, in particular, is incredibly professional. He handles all our questions promptly and responds very quickly. Their expertise has made our financial management seamless and stress-free. Highly recommend their services!“

“Haydee is super smart and she has a nice tidy office conveniently located upstairs from my manicurist. I got my notary on so I can get my birth certificate to get my SS card. What an ordeal!! Haydee makes it so east and I'm happy I discovered her here in my neighborhood!!“

“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.“

“Mohsen was so nice, and a pleasure to work with. He was always available or quick to respond when I needed to get in touch with him. My taxes were a mess but he made quick work of them. Thanks Mohsen!“

“I have worked with Robert Owens, CPA and his staff for well over 10 years and have been impressed with their knowledge particularly in the area of the common interest association type of financial reporting and codes.They have been very timely and eager to answer questions through the audit and tax preparation process. My clients and I have grown to depend on their excellent and timely service. Could not be happier.Emily Benedick, CPMPremier Property Management“

“I can't say enough about Phil so professional and always very helpful. Aleysa was very sweet and knowledgeable as well while helping prepare my files. I highly recommend Phil Duncan!“

“My husband and I have worked with Harshita for the last two years now and very grateful we found her. I was referred by an online mom group where she was recommended by multiple members. Harshita is meticulous and knowledgable. We had a hard time getting our previous accountant to answer a question without wanting to charge us when we already paid him a high rate and had been loyal clients for years. Harshita has taken the time to answer our questions thoroughly and given us great advice. Her systems are efficient and easy to use to share info securely. We highly recommend Harshita's excellent service!“

“I have been fortunate to work with Prescott Tax and Wealth Management for 25 years, and I can confidently say that their service is unparalleled. They handle both my personal and business taxes with an exceptional level of expertise and care, including partnerships, LLCs, real estate, and other complexities. Peter's deep knowledge of accounting is evident in every interaction. Whether it's navigating the intricacies of tax law or addressing specific financial concerns, he always provides insightful and accurate advice. Peter's ability to work effectively with the IRS and other tax entities has been a tremendous asset, ensuring that any issues are resolved swiftly and efficiently. The office staff at PTWM is perfectly sized to provide personalized attention while maintaining the resources to handle all my needs. The environment in their office is always positive and welcoming. I have referred others to PTWM over the years; my children are now also clients, and when I became responsible for my parents' finances several years ago, they also became clients. We are multi-generational clients working with this now multi-generational firm. I'm comforted in the knowledge that generational continuity supports my family's goals. One of the standout qualities of this firm is their responsiveness and availability. No matter the time of year, I can always count on them to be there when I need assistance or have a question. Their customer focus is second to none, consistently going above and beyond to ensure my satisfaction. I highly recommend them to anyone in need of reliable and knowledgeable tax and wealth management services.“

“Using them for years, I trust them with everything. They helped me fix problems my last accountant missed, saved me a lot of trouble. Very professional, always answer when I need them.They are efficient, get everything done for my personal and business, excellent advisors too.Have a lot of experience, know all the laws, know the new laws before they begin and call me to plan accordingly so I am compliant.“

“Alan and his crew are truly one of a kind, I came to him from a CPA I had for over 20 years, so I was a little apprehensive. He cleared up any doubts I had with his professional and caring manner. His entire firm is very organized and are always ready to answer any questions. They will go out of their way to meet your needs and reassure you. I highly recommend Alan Chabok to anybody looking for a great CPA who is organized and will get the job done. Thanks Alan and staff!!“

“Thank you Chan Accountancy for all of your excellent service and advice. We appreciate you and your incredible office representatives.“

“We were extremely satisfied with the work done by Rick at RMJR Tax and Accounting. For all new clients he will make sure you are in the best position possible going forward.“

“The Basis 365 team are an amazing group of professionals. Invaluable for our small, growing company! Highly recommend their expertise!“

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“I made several profits this week with the help of Mr. Ralph Carico. It hasn't been easy with loans, but after meeting Ralph Carico, I realised that loans are not the solution to debt or funding. With personal funds, you can consult him for investment ideas that can fetch you enough profits in weeks with no risk.“

“The team at RMJR Tax and Accounting did my return last year and did such a good job. They communicate very well and work efficiently. I recommend their services to anyone who needs help with their taxes.“

“Scott from AAdvanced Business Systems is a very helpful bookkeeper. He is very detailed and organized and will not only take care of your books but will help you optimize them so they are efficient and dialed in for taxes or other reporting needs. Scott is a wonderful person and I would recommend him to anyone in need of a bookkeeper for their business.“

“If you are not happy with your tax account please look up Dale Howe in SJC you will love your tax results.“

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“Gary did a great job for me dealing with some international tax issues. Highly recommended!“

“Visited the firm's office to track down an old friend we hadn't seen in 29 years. Scott was extremely helpful in facilitating the reconnection. ? We did no accounting business with them.“

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