Accountants near Capistrano Beach

“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!!“

“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!“

“They've done my taxes for years, and I have never been audited. I couldn't be more pleased with them.“

“I've been using my CPA for my payroll for years. I own a retail shop with about 6 employees. I would get the report on Monday of the pay week, I then calculate the break taken for each employee, import the data to an excel spreadsheet to get the total for each employee. I would then email to my CPA(who did an excellent service, no complaint there). Once I get the paystubs, I would enter the amount to another excel spreadsheet that has to calculate the actual paycheck after various deduction/additions. It's quite a work. Jeff and his team will consolidate all that into a very streamline process that still gives me control. Thanks Jeff!!“

“He has been our trusted financial advisor for close to 40 years. We implicitly trust his expertise and we really admire him. He always responds to our needs very promptly. We are very lucky that he has been on our team.“

“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.“

“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“

“Brian Hill and the team at DH Tax are outstanding, timely and so hood wt what they do. We have been either Brian for 10 plus yrs and will follow him for all our personal and business tax needs.“

“I had a complicated tax return to handle this year and turned the job over to John. He couldn't have been more helpful and worked with my financial advisor to get it taken care of while finding the best deductions. Personally, he's a super nice guy and always seems to have time to take a phone call for some professional tax money saving advice. When he presented his bill, I was amazed how much work he did for the very fair amount he charged. I'll be using John for all my future tax needs. You can't go wrong with John Mellotti!“

“I've been using Scott and Joe for almost 20 years now. Great guys, I'd highly recommend them!“

“I have used this payroll company for 9 years. As a Public Works contractor, this service provides all that I need to keep up with payroll and compliance requirements. The staff is friendly and always available when I need help or have a question.“

“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 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.“

“I have had excellent service here for many years, not only our personal taxes but for both of our corporations. Rose and Michael are fantastic.“

“Diane is very detail oriented, friendly and accurate. She is dependable and I couldn't imagine using any one else for my financial needs. I have been very satisfied with this service and would highly recommend.“

“Peter has been preparing my taxes and providing money management services since 2012, consistently providing excellent service, always gets back quickly. A very important part of working with Peter is his Risk Management tools which are used to measure how much risk you are willing to take in your investment portfolio. My financial situation has changed several times in the 11 years working with Peter (going from wage earner to consultant to full retirement) and my Risk Scale has changed each time and Peter has made changes to investments accordingly.Peter's staff has always been pleasant, professional and very easy to work with. Grant Prescott is a great addition to the team. I would highly recommend Prescott Tax & Wealth Management to anyone looking for personal, professional assistance in these areas.“

“These guys are great. Excellent service and helped me with all my business accounting needs. Highly recommend them to you all!“

“We have used Barrett Solutions for the last 9 years and had excellent service. They are very good at bookkeeping and communicative. They have provided outstanding service to us.“