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Dana Point Accountants

Browse these accountants with great ratings from Thumbtack customers in Dana Point.

Top Pro
OC Financial Services Inc.
4.6
from 74 reviews
  • 13 years in business
  • 135 hires on Thumbtack
  • Top Pro on Thumbtack
Nora D.
Verified review

My husband and I like how we are treated here. They take their time and they explain everything step by step. We always go here when ever we have questions about almost anything. I like from the moment you walk inn they great you with a smile. I would recommend anyone to go here you won't regret it. Irene is one of the persons that you will remember she is as real as it gets when it comes to her job. She will not rest till she has a solution or answer to any questions or droughts that you may have.

Top Pro
  • 7 years in business
  • 137 hires on Thumbtack
  • Top Pro on Thumbtack
Linda M.
Verified review

Mr. Arauz was referred to me by one of the customer reps at my bank. I was on the board of directors for the condominium's HOA and we were in great need of a tax consultant. Humberto was there for me the SAME DAY that the lady at Chase bank called him. He got in touch with me that afternoon, we made an appt. and he not only took care of us then, he has been our tax man ever since. We also use him for our personal taxes. I cannot say enough about Humberto! His professionalism and personal attention deserves a lot more than only 5 stars!! He has even come to our home to discuss tax matters with us! Who does that anymore!? I strongly recommend Humberto for the many services he has to offer. He is very knowledgeable in all areas .

Top Pro
  • 23 years in business
  • 33 hires on Thumbtack
  • Top Pro on Thumbtack
Anthony H.
Verified review

Victor was everything I was looking for in an accountant. Smart, knowledgeable and friendly - with a very straight forward approach. I am glad I found him! AND he does so much more too! Invaluable to have on your side!

  • 14 years in business
  • 37 hires on Thumbtack
James T.
Verified review

John was very responsive and available to address my questions and concerns regarding current and future tax return filings. He made several recommendations and was completely transparent and unselfish in finding the most cost-effective option, which in my case, was to go back to my current preparer and ask him to explore the changes. He is conscientious and I highly recommend him for your tax and accounting needs.

A-Z Acctax Services
5.0
from 19 reviews
  • 6 years in business
  • 24 hires on Thumbtack
Bridget H.
Verified review

Abbas was able to reconcile our Quickbooks online and did this job quickly and efficiently. Abbas will be doing our Quickbooks online bookkeeping and helping us with Intuit Online payroll each month. We are so thankful To have Abbas on our team and making our lives easier!

Denali Accountants
5.0
from 16 reviews
  • 4 years in business
  • 12 hires on Thumbtack
Scott W.
Verified review

I am writing this letter to recommend Sharon Burns to anyone who is looking for the best of the best in the world of accounting. Sharon has been the most professional and studious accountant that I have ever had the pleasure to work with. Sharon has worked with me for the past 6 months. She came to my company while there were many issues with our accounts and quickly reviewed, corrected and advised us on how to move forward in the most appropriate way. I was so pleased with the job she performed. She has been someone I could count on to always perform impeccably and has been a tremendous asset to my company from day one. I am so pleased with her work ethic and expertise that I am compelled to let others know just how valuable I have found her to be. While working for me, she has been responsible for preparing monthly statements and financial reports for clients and investors. Her knowledge of taxes and computations, advising clients on budgets and forecasts, administering payroll and coordinating audits is way above what I have experienced with other bookkeepers and accountants. I hope to keep her around for as long as she is willing to work with us. She has always been committed to excellence and can work well under pressure and against tight deadlines. Sharon is highly detail oriented, a trait that has served her well during his time here. She is enthusiastic and energetic and has earned the admiration and respect of everyone here. One of Sharon’s talents is working thru the changing regulations and requirements of my industry and she has always identified issues and problems before they became real issues and problems. Sharon is a favorite bookkeeper/accountant among new businesses in the community as she has a talent for determining the viability of a business idea and recommending adjustments to make the idea more feasible as an actual business. She is an expert at helping new companies formulate a business plan and obtain the necessary financing as well as helping them set up their initial bookkeeping and financial reporting systems. It is with great pleasure that I recommend Sharon Burns to anyone who wants their books in order and monitored by the best. I am confident that she will be an asset to your company. Best Regards, Scott Wright President National Botanicals, LLC

QBcure, LLC
5.0
from 13 reviews
  • 3 years in business
  • 17 hires on Thumbtack
Ryan S.
Verified review

We were looking at moving up to the QuickBooks Enterprise software from QuickBooks Pro and we had several questions before we decided to upgrade. QbCure helped answer and transfer the data over to the new company file successfully. We ended up having other issues with our accounting department so we outsourced the accounting functions to QbCure and they have done an incredible job for us. Ryan S.

On Demand Bookkeeping & Tax
4.9
from 13 reviews
  • 20 years in business
  • 21 hires on Thumbtack
Michael H.
Verified review

Excellent Bookkeeping skills and tax service I would recommend here to anyone looking for a Accountant

  • 2 years in business
  • 2 hires on Thumbtack
Cheryl S.
Verified review

Accountant was not clear of his explanations or his intention. We had a difficult time with communication because of the language differences. He spoke very broken English with a heavy accent. (it was hard for me to understand him). He told me the consultation was free, that is the only reason I was willing to take the meeting. He did not tell me when the consultation changed for being a consult to actual working for me. I never asked him to review my 2017 tax returns, he said he needed to see them to get a clearer idea of what I needed. I received an unexpected bill.

Top Pro
LAUNCH CPA
5.0
from 12 reviews
  • 6 years in business
  • 18 hires on Thumbtack
  • Top Pro on Thumbtack
Eve K.
Verified review

Bryant has been a godsend, literally. He is currently helping us with all our accounting needs and we hope to have a long lasting relationship with him. We are a startup company and made many, MANY beginner errors! So far Bryant has been patient, supportive and knowledgeable with all our needs. He is wonderfully communicative and resourceful, and I am impressed with his ability to jump in and tackle the mountain of accounting work and myriad problems we presented to him. My only regret is not hiring him months ago. I believe with Bryant's guidance we can get back on track and achieve greater success. If you are looking for help, it's definitely worth your time to talk to him!

  • 24 years in business
  • 14 hires on Thumbtack
Sandra B.
Verified review

Kamal Verma has been our tax accountant since 2005. We always recommend her company to our friends, family and associates. Her fees are reasonable and she always does her best to save us money. We own a small internet retail business and have been struggling with a very low profit margin, especially since the economic downturn in 2008. Recently, with escalating energy prices, our product costs sky-rocketed by over 25%. Kamal, as a valued consultant, diligently strives to help us through these hard times, by suggesting strategies and making certain we are monitoring our cash flow correctly. In short, Kamal has essentially become a valued "business partner" and a dear friend.

Century Services
5.0
from 9 reviews
  • 11 years in business
  • 7 hires on Thumbtack
Maria A.
Verified review

Rosa has been our accountant for our small business for the past 3 years. She is very easy to work with and is always available to help with any questions that have arised in our business always very professional and knowledgeable in her field of work. Rosa is your go to person for all your accounting and tax needs

AccountOC
4.5
from 8 reviews
  • 10 years in business
  • 7 hires on Thumbtack
Timothy W.
Verified review

Lynne helped me untangle the mess created by my transition from standard Quickbooks to the "online" version. She was prompt and professional and really saved the day! Her calm and patient demeanor make her a wonderful teacher and she has a thorough understanding of QB and bookkeeping. Her math skills and problem solving abilities are superb. I highly recommend her! Tim

  • 10 years in business
  • 16 hires on Thumbtack
Dante V.
Verified review

Doug listened to my situation and provided me with the best possible solutions. He was honest and upfront and was clear about all the options available to me.

  • 4 years in business
  • 5 hires on Thumbtack
About

Hello, I'm a CPA that works specifically in the great state of California. My goal is to be your finance department down the hall and give small businesses the Advantages of having a finance department that larger companies benefit from. With CFO oversight, I bring the benefits of a highly efficient finance team and CPA experience to your business at a fraction of the cost.

  • 24 years in business
  • 3 hires on Thumbtack
Karina V.
Verified review

Great experience. I was one of those people that forgot about taxes until it was the last day. Daniel replied right away and eased my mind. He set me up with an appointment that would work with my schedule. Very friendly and was very helpful with getting my taxes done. Was asking the right questions to make sure i get the max refunds. Process was fast and im absolutely coming back every year!

Sairam & Associates
5.0
from 1 review
    Michael W.
    Verified review

    Knowledgeable in business accounting and upstarts. I would recommend him to any small businesses.

    • 2 years in business
    Ron H.
    Verified review

    My music business needed immediate bookkeeping and accounting help, and I was fortunate to have been referred to Business Online Accounting by a good friend whose business was greatly helped by this company. I needed my accounts from the past year to be brought up to date, as well as my current accounts. Business Online Accounting somehow was able to accomplish this in record time, and allowed me the freedom of mind to concentrate fully on creating music for my current clients. I highly recommend the folks at Business Online Accounting to businesses that want friendly, accurate, and timely results -- all for very reasonable and competitive rates. I give them 5 stars! Ron H. PureBeam Music

    Ellerd Business Services

    New To Thumbtack

      About

      Tax preparation and accounting in Orange County, CA. We have been providing tax, accounting, & bookkeeping services in Orange County for 25+ years. Our services include: TAXES: Personal 1040 (E-File Certified) – All states : Business (Corps, LLP, LLC & Sole Prop. Etc) : Non Profits : Payroll and Related TAX Filings : Sales Tax – CA Board of Equalization (E-File Certified) : Property Tax Filings ACCT : All monthly/quarterly/annual reports suited to your needs. Are your taxes overwhelming you? We can help. Our rates are very reasonable and competitive. Please call or contact through e-mail for a free consultation and quotes. Ask about our 1st time discounts. Michael Dobbs & Marie Simon

      Fast Business Solutions

      New To Thumbtack

        About

        I'm an experienced accountant who helps companies to grow. The services that I provide include the following: - data entry - HR payrolls

        Hart Accounting Services

        New To Thumbtack

          About

          Owning my own business for 20 years give me a unique perspective for any small business owner. I have a bachelors's degree in accounting and over 20 years experience with Quick Books. I can handle your accounting, payroll and organizational needs. Some of the services I can provide: Payroll, Inventory, WIP, Prevailing Wage, A/R, A/P, Journal Entries, Accruals, Clean up Item List, Sales Tax, Workman's Comp, Bank Reconciliation, Start up and wind down of business. I will work with your current tax professional to make sure you have reliable accounting information to file your returns.

          Hire skilled professionals for absolutely everything.