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TOP 30 Best accounting practices in California
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MEL H. ABRAHAM, CPA, CVA, ABV, ASA
Mel H. Abraham, CPA, CVA, ABV, ASA is an institution located at 543 Country Club Drive, Simi Valley, California, United States. Specializing in accounting and finance, Mel is a CPA by education and an entrepreneur by exhilaration. As the author of the #1 Bestseller, The Entrepreneur’s Solution, Mel is dedicated to helping people and entrepreneurs bring their businesses to life and build the lifestyle they desire. Mel's personal journey, including a battle with cancer, has inspired him to share his principles and frameworks for achieving financial freedom. His upcoming book, Building Your Money Machine, provides a comprehensive roadmap to financial freedom, emphasizing intentional decision-making and the entrepreneurial way of life.
Core CPAs & Advisors
Core CPAs & Advisors, located in Costa Mesa, California, is a premier accounting and finance institution dedicated to guiding clients through every stage of their financial journey. With a mission to carefully plan for tax benefits and a secure financial future, Core CPAs & Advisors is ISO 9001 certified and committed to providing personalized service and transparent, ethical practices. The team of experts at Core CPAs & Advisors offers comprehensive accounting services, including bookkeeping, payroll, and tax preparation, tailored to each client's unique needs. With a focus on maximizing after-tax expenses and strategic tax planning, Core CPAs & Advisors ensures that every client receives the most optimal solutions for their financial success. Trusted by clients for over eight years, Core CPAs & Advisors is the CPA firm you can rely on for all your accounting needs.
BML Wealth Management
BML Wealth Management, located at 2 Park Plaza in Irvine, California, is a finance and insurance agency dedicated to helping individuals achieve their ideal retirement. Our team of professionals can assist you in creating a comprehensive strategy using a variety of investment and insurance products and services tailored to your specific needs and concerns. Our mission is to help you feel confident in your financial future by preserving, saving, and growing your hard-earned assets. We offer The Retirement Fingerprint®, a customized written plan that focuses on five key areas of your financial life: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. By addressing these areas, we can help you realize your retirement dreams and ensure you have the best plan in place for a secure future.
RMG Tax Services & More
RMG Tax Services & More is an accounting and finance institution located at 135 East Florida Avenue in Hemet, California, United States. We are excited to welcome the year 2024 with a new office in Downtown Hemet, offering both in-person and mobile app tax services starting on January 20, 2024. Our team strictly adheres to confidentiality, privacy, and reputable practices to ensure the best service for our clients. Get ready for tax season as the IRS will start accepting returns on January 23, 2024. Visit us at RMG Tax Services & More for all your tax and financial needs.
BDO
BDO, located at 3570 Carmel Mountain Road in San Diego, California, is a leading institution in the fields of accounting and finance. At BDO, you can learn about emerging trends, regulatory updates, and the latest headlines in legal tech to help your business thrive. With a focus on enabling new growth and finding competitive advantage, BDO offers valuable data and strategies to lead your organization towards stability and growth. The institution also helps business leaders navigate risks and opportunities, embrace the future of internal audit with AI, and align employee passions with the firm's purpose. In San Diego, a major center of international commerce, BDO's team of over 90 partners and professionals provides local expertise and insight in assurance, tax, and business advisory services. The institution collaborates with clients in industries such as technology, real estate, healthcare, financial services, and government contracting to define and enable meaningful success. BDO's Financial Services, Manufacturing, and Life Sciences practices offer tailored guidance to help businesses transform and scale efficiently.
PATHFINDER StatArb
PATHFINDER StatArb is a finance institution located at 151 Sycamore Avenue in Mill Valley, California. Specializing in a sophisticated statistical arbitrage strategy, the institution blends deep knowledge in science and engineering with years of investing experience to focus on providing investors and advisors with a unique investment opportunity. The StatArb strategy is quantitatively complex and computationally heavy, designed to exploit market inefficiencies. As a beta-neutral alternative investment, it offers low volatility and minimal correlation with the broad market, making it suitable for sophisticated investors and financial advisors.
Driven Advantage Bookkeeping
Driven Advantage Bookkeeping is a trusted institution located at 4061 East Castro Valley Boulevard in Castro Valley, California, United States. Specializing in accounting and finance, we offer professional bookkeeping services to help small business owners, solopreneurs, independent contractors, and freelancers grow their businesses and simplify their lives. With a focus on using Cloud Accounting Software such as QuickBooks Online and FreshBooks, we are dedicated to improving your financial organization and increasing your revenues through efficient bookkeeping practices. Our founder has a passion for bookkeeping that began in her father's body shop, where she first learned the importance of financial management. With over 20 years of experience as an independent contractor in the Child Passenger Safety field, she brings a unique perspective and skill set to provide excellent virtual bookkeeping services to businesses in various industries. Certified as a QuickBooks Online ProAdvisor and FreshBooks Accounting Partner, she is committed to helping you save time, reduce costs, and alleviate stress by offering professional guidance and organization for your finances.
HZ CPAs & Advisors, P.C.
HZ CPAs & Advisors, P.C. is a dedicated team of CFOs and Trusted Advisors located at 5865 Rexford Avenue, Cypress, California, United States. Specializing in accounting and finance, we help entrepreneurs thrive in family, business, and legacy. Our services include bill paying, payroll processing, financial statements, tax planning and preparation, and more. We provide clear, confident, and capable support through strategic planning and proactive implementation. Our unique approach includes monthly book reviews and trust certificate updates to ensure investors have confidence in their investments. We assist in filing all tax returns and can help raise funds through various avenues such as REG CF, crowd funding, and private equity. Our goal is to help you build a solid foundation for your business operations and achieve success in fulfilling your mission.
Jordan Liebling - Thrivent
Jordan Liebling - Thrivent is a financial planning practice located at 49 Discovery, Irvine, California, United States. Our team provides coaching and guidance to help you achieve your financial goals, no matter how big or small. We specialize in serving South and North Orange County and surrounding areas, including coastal cities. We are licensed in multiple states including AZ, CA, CO, DE, FL, ID, MD, NM, NV, OR, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through our Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee.
EPIC Wealth Partners - Ameriprise Financial Services, LLC
EPIC Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 250 North Westlake Boulevard, Westlake Village, California, United States. Recognized as one of the Forbes Best-In-State Wealth Management Teams for 2024, we offer personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works with you to document your goals, track your progress, and adjust your approach as life changes. With easy access to your investments and accounts from any device, we prioritize security and transparency in our client relationships. Join us for informative events like the virtual April Market Snapshot seminar presented by industry experts, and schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our President and CEO, Joel Boyce, is available to discuss EPIC's core beliefs and business practices with you. Whether you are a seasoned investor or just starting out, we cater to all levels of expertise.
Sta-Clean Commercial Cleaning Contractors
Sta-Clean Commercial Cleaning Contractors is a reputable institution located at 80 Belvedere Street, San Rafael, California, United States. Specializing in commercial cleaning and janitorial services, Sta-Clean has been serving Marin, Sonoma, San Francisco, and East Bay since 1981. They offer a wide range of services including green cleaning, window cleaning, tile cleaning, carpet cleaning, and janitorial services for offices, commercial facilities, schools, car dealerships, and health clubs. Sta-Clean takes pride in their environmentally-friendly cleaning practices, using non-toxic products and state-of-the-art equipment to ensure a healthy workplace. Their well-trained and supervised staff is dedicated to providing the highest standards of service, with the owner personally overseeing each client account to ensure quality and satisfaction.
Central Air Cooling Repair Experts Corp.
Central Air Cooling Repair Experts Corp. is a trusted general contractor located at 1035 Corte Maria Avenue in Chula Vista, California. Specializing in professional heating solutions for homes, we offer repair, installation, and service for heat pumps, wall units, and furnaces. If your air conditioning system is not working, give us a call for top-quality repair, installation, and maintenance services in the Chula Vista area. With over a decade of experience, we have become a reputable fixture in the community, known for our exceptional service and commitment to customer satisfaction. Our core values of honesty, integrity, teamwork, and accountability guide our business practices, ensuring that every customer receives the highest level of care and professionalism.
Marin Tax CPA - Melanie J. Shaw CPA
Marin Tax CPA - Melanie J. Shaw CPA is a reputable accounting and finance institution located on Bolling Circle in Novato, California, United States. Specializing in fiduciary and estate tax returns, trust accounting for beneficiaries, and overall tax planning strategies, Melanie Shaw and her team offer expert assistance to trustees, executors, and individuals seeking to maximize tax savings. With a focus on personalized service and attention to detail, clients can trust in receiving high-quality work that ensures they take advantage of all benefits afforded to them by law. Melanie Shaw, an accountant since 2004, brings a wealth of experience from her previous career as an engineering manager to her tax specialist role. Whether you are a small business owner or an individual seeking tax advice, Marin Tax CPA is dedicated to providing practical and innovative solutions to meet all your tax planning needs. Contact Melanie J. Shaw CPA today to alleviate tax-related worries and receive expert advice and peace of mind.
Riley Robert Lee
Riley Robert Lee is a prestigious accounting and finance institution located at 50 California Street in the heart of San Francisco, California. Known for its top-notch education and expert faculty, Riley Robert Lee offers a comprehensive range of courses and programs to prepare students for successful careers in the financial industry. With a focus on practical skills and real-world experience, graduates of Riley Robert Lee are highly sought after by employers in the finance sector. Join us at Riley Robert Lee and take the first step towards a rewarding career in accounting and finance.
Marin Tax CPA - Melanie J. Shaw CPA
Marin Tax CPA - Melanie J. Shaw CPA is a trusted accounting and finance institution located at 1680 Tiburon Boulevard in Tiburon, California, United States. Specializing in fiduciary and estate tax returns, trust accounting for beneficiaries, and overall tax planning, Melanie Shaw and her team provide personalized and expert assistance to help clients fulfill their financial responsibilities as trustees and executors. With a focus on creative tax strategies and maximum tax savings, Marin Tax CPA combines a deep understanding of tax laws with individual client needs to ensure all benefits are utilized. Clients can expect high-quality tax preparation and compliance services, tailored to handle even the most complex tax situations. Melanie Shaw is praised for her sharp mind, pleasant demeanor, and ability to provide expert advice that eases tax-related anxieties. With a background in engineering management, Melanie brings a unique perspective to her tax specialization, offering practical and innovative solutions for all tax planning needs. Whether you are a small business owner or an individual seeking personalized tax advice, Marin Tax CPA is dedicated to minimizing tax liabilities and providing peace of mind through expert financial guidance.
Patrick M Duffy,
Patrick M Duffy is a renowned accounting and finance institution located at 2546 3rd Street in San Francisco, California, United States. With a team of experienced professionals, they provide top-notch financial services and expertise to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment strategies, Patrick M Duffy is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing the best financial solutions for their clients.
Robert L. Sommers - Attorney at Law
Robert L. Sommers - Attorney at Law is a reputable institution located at 90 New Montgomery Street in San Francisco, California. Specializing in accounting, finance, and legal services, Robert L. Sommers is a seasoned tax attorney with over 47 years of experience in the field. As an international and domestic tax specialist, he has provided expert advice and representation to a diverse range of clients, including U.S. and foreign individuals as well as small businesses. With a strong focus on tax, business, and estate planning matters, Robert L. Sommers is dedicated to helping clients navigate complex tax issues with confidence. He is known for his comprehensive knowledge of tax laws and regulations, as well as his ability to effectively communicate and educate clients on important tax matters.
GAMARRA, CPA INC. - TAX PREPARATION
GAMARRA, CPA INC. - TAX PREPARATION is a trusted accounting and finance institution located at 70 Doray Drive, Pleasant Hill, California, United States. Our expert team works closely with individuals and businesses to develop effective tax strategies that minimize liabilities and maximize deductions. We offer current and back tax filings, IRS and State Audit Representation, and specialized international and crypto tax services. Our services also include Streamlined Domestic Offshore Compliance for Non-Compliance of Reporting of Overseas Assets and Gift Tax Planning. Mr. Gamarra, our founder, specializes in start-up planning and tax strategies for small businesses and individuals, and is licensed to practice in the State of Virginia and California. Contact us today for helpful advice, prompt replies, and long-term tax planning solutions.
TENSTAX
TENSTAX is an accounting and finance institution located at 343 East Main Street in Stockton, California, United States. The institution is run by Socheata Ten, an Enrolled Agent with unlimited practice rights, allowing her to represent a wide range of taxpayers and handle various tax matters. Socheata is authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and entities with tax-reporting requirements. TENSTAX, operated by Socheata Ten EA, LLC, offers a full range of tax services to help self-employed individuals, business owners, and real estate investors reduce tax liabilities and increase tax refunds while remaining compliant with tax laws. With years of experience in tax preparation services, clients can trust that their business is in good hands. The institution provides support in all areas of business consulting related to tax matters, assisting clients with tax planning strategies that lead to business growth and success.
Masters Tax
Masters Tax is a leading institution specializing in accounting and finance located at 4109 South Central Avenue in Los Angeles, California, United States. Our expert team of professionals provides top-notch education and training in tax preparation, financial planning, and accounting services. With a focus on excellence and practical knowledge, we strive to equip our students with the skills and expertise needed to succeed in the ever-evolving field of finance. Join us at Masters Tax and take your career to the next level.
Bharmal & Associates, Inc.
Bharmal & Associates, Inc. is a leading accounting and finance institution located at 2082 Business Center Drive in Irvine, California, United States. With over 25 years of experience, our team combines expertise with a family-style approach to deliver industry-leading service to businesses and individuals alike. Our client commitment is our top priority, and we work as a team to provide the best results while staying at the forefront of the latest trends and practices in the market. As your CPAs in Orange County, we ensure that every client is served by the expertise of our entire firm, offering fast and competent delivery of services for all your accounting and financial needs. Whether you need assistance with taxes, bookkeeping, or other financial matters, our accountants, advisors, and staff are always available to help.
Quan Gordon T
Quan Gordon T is a reputable accounting and finance institution located at 3532 Katella Avenue in Los Alamitos, California. With a strong focus on providing top-notch financial services, Quan Gordon T is known for its expertise in accounting practices and financial management. The institution offers a wide range of services to individuals and businesses, helping them navigate the complexities of financial planning and tax preparation. Clients can trust Quan Gordon T to provide reliable and professional guidance in all their accounting and finance needs.
Mraz Tax Solutions
Mraz Tax Solutions is a reputable accounting and finance institution located at 30021 Tomas, Rancho Santa Margarita, California, United States. We offer personalized tax services for individuals, self-employed individuals, and small business owners. Our Enrolled Agent, Milan Mraz, is licensed by the IRS with unlimited practice rights, ensuring the highest level of expertise in tax matters. At Mraz Tax Solutions, we are dedicated to helping our clients navigate the complexities of the tax system. Whether you need assistance with individual tax filings, small business tax returns, or IRS notices, we are here to provide ethical and confidential services. We offer free consultations to determine your needs and ensure that you receive all the tax credits and deductions you are eligible for.
Dark Horse CPAs
Dark Horse CPAs is an accounting and finance institution located at 2033 San Elijo Avenue in Encinitas, California, United States. We take a personalized approach to tax planning, ensuring that our strategies are tailored to your unique situation. Wealth management is incomplete without tax planning, which is why we help you build wealth smarter at Dark Horse. When you work with us, you work with a team of dedicated and supportive professionals. Our team includes experts like Suzi Drennen, who brings 25 years of experience in her own CPA practice to Dark Horse. Suzi enjoys building long-term relationships with clients beyond just accounting and taxes. Hayes, another member of our team, has a background in corporate accounting and finance, as well as forensic accounting. Mike Madden, a former paramedic and firefighter, brings a unique perspective to our team with his experience in emergency medicine.
San Diego Tax Services - Lily Tax
San Diego Tax Services - Lily Tax, located at 5850 Oberlin Drive in San Diego, California, is a premier accounting and finance institution dedicated to assisting individuals and businesses with their financial management and taxation needs. Their team of CPA experts specializes in personal taxes, estate planning, elderly care, and wealth management, as well as small business taxes for LLCs, S-Corporations, Partnerships, and C-Corporations. At Lily Tax, clients can trust their tax professionals to provide accurate and personalized care, maximizing tax refunds, offering tax-saving strategies, and reducing the risk of audits. Their seamless bookkeeping process ensures monthly data collection, perfectly balanced books, and hassle-free reports. Additionally, their payroll management services allow business owners to focus on growing their business while leaving the payroll complexities to the experts.
Aldrich CPAs + Advisors
Aldrich CPAs Advisors, located at 7676 Hazard Center Drive in San Diego, California, is a premier institution specializing in accounting, finance, and wealth management. With decades of experience, our team of experts guides clients through today's financial complexities with reliable and accessible financial information. We prioritize quality over risk and stay ahead of industry best practices with forward-thinking investments in technology. Our consulting services cover a range of needs, including business valuations, transitions, sales, mergers, and financial due diligence. For individual clients, we offer strategic tax planning, investment management, and estate planning services, specializing in serving C-suite individuals and family business owners through our financial concierge services.
Italiano Tax Solutions, Inc. Dba Lacy Italiano, EA
Italiano Tax Solutions, Inc. is a leading accounting and finance institution located at 7851 University Avenue in La Mesa, California. Established in 2009 by President and CEO Lacy Italiano, EA, the firm specializes in providing tailored tax strategies for individuals and small businesses. As an IRS Enrolled Agent, Lacy Italiano and her team offer a wide range of services including tax preparation, planning, compliance, and representation before tax authorities. With a commitment to excellence and client satisfaction, Italiano Tax Solutions stays up-to-date with changes in tax legislation and utilizes cutting-edge technology to provide efficient and accurate solutions. Clients trust the firm for its integrity, expertise, and dedication to achieving optimal outcomes in all tax-related matters.
I AM Bookkeeper
I AM Bookkeeper is a reputable accounting and finance institution located at 16776 Bernardo Center Drive in San Diego, California, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping services to individuals and businesses alike. Whether you need help with managing your finances, preparing tax returns, or creating financial reports, we are here to assist you every step of the way. Trust I AM Bookkeeper to handle all of your accounting needs with precision and efficiency.
Baker Tilly
Baker Tilly, located at 980 9th Street in Sacramento, California, is a leading institution in the fields of accounting and finance. Our services include securing organizations through practical vulnerability management, auditing small capital projects, and analyzing U.S. labor trends for fair pay and transparency. We have launched an end-to-end compliance solution for prevailing wage and apprenticeship requirements under the Inflation Reduction Act. Our approach to every challenge involves looking beyond the obvious to guide our clients towards success. We offer expertise in managing cybersecurity and data governance risks, as well as solutions for IRA, ESG, and cybersecurity strategies. As an independent member of Baker Tilly International, the world's 10th largest accountancy and advisory network, we are dedicated to exceptional client service, regional expertise, and community impact. Join our diverse and dynamic team to advance your skills and professional opportunities. Let us help you reach your goals today and tomorrow.
Baker Tilly US, LLP
Baker Tilly US, LLP is a leading accounting and finance institution located at 2570 West El Camino Real in Mountain View, California, United States. We specialize in providing practical solutions for vulnerability management, auditing small capital projects, analyzing U.S. labor trends, and ensuring compliance with prevailing wage and apprenticeship requirements. Our team of experts goes beyond the obvious to guide our clients towards success, offering services such as managing cybersecurity and data governance risks, implementing strategies for IRA, ESG, and cybersecurity, and promising a brighter future. As an independent member of Baker Tilly International, the 10th largest accountancy and advisory network in the world, we are committed to exceptional client service, regional expertise, and community impact. Join our diverse and dynamic organization, where we invest in advancing your skills and professional opportunities. Visit us to explore the full range of services we offer and meet our dedicated team of professionals.
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