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Browse these accounting services with great ratings from Thumbtack customers in Rancho Santa Margarita.
We had our taxes done and also had some financial counseling because we are looking to buy a home. Irene is a no nonsense gal. She did a wonderful job and I was so impressed that I recommend her to my parents who were equally as impressed. We are definitely returning again for other services.
As a small business owner, my taxes werent something I wanted to tackle on my own. Richard helped me understand what i needed to keep, what i didnt need to keep and the easiest way to keep things organized. He also made sure that everything was done properly and i'd never have to worry about an audit! THANKS!
Victor is an absolute pleasure to work with. Extremely trustworthy, professional and accomodating! I would HIGHLY recommend Victor for any accounting services you or your bsuiness may need.
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.
The services from the accounting Abbas Zaidi was very professional and timely. Thank you
Sharon is an amazing person! She is so smart and great to work with! She handles our payroll, banking, bills, inventory, A/R bank deposits, and downloads bank transactions. She is an expert with using QuickBooks. Worked over 10 years part time online and lives out of our state! I'm truly impressed with her abilities. There's nothing she can't handle! I personally would give her a rate of 10 with her accounting skills as well.
They were able to figure out a mess with our accounting system that was created from a previous employee. After fixing various issues they now provide monthly accounting services so now we have peace of mind knowing the information that we receive is timely and correct. Cant say enough good comments Bree R.
I am tremendously thankful for Lin. Her knowledge and expertise in bookkeeping and accounting supersedes all expectations. She genuinely cares and is extraordinarily professional. Thank you Lin, for going the extra mile for us.
I have pretty complicated taxes. I'm self employed, with a corporation, with Safwan's knowledge and experience, he was able to save me thousands more than my previous, while keeping me organized just in case I get audited by the IRS. I'm glad he's available year round for all my accounting needs.
I just started my accounting needs with AAA and Kamal. So far she has met every need that I have as well as taking the time to explain the tax needs of my company. I know several CPAs can perform the job but Kamal takes the time to explain the Why! Which is so valuable to me as a new business owner.
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
When I got in over my head with Quick Books, Lynne was there to help. She responded to my inquiries in a timely manner and PATIENTLY guided me through to the finish. She even was kind enough to return my Sunday calls knowing that my tax appointment was imminent and I had little time to finish bookkeeping.
I worked with Mike Sisk when he was a consultant for MidCountry Financial. Mike's responsibility was to consolidate many companies that all used different accounting systems. This was a daunting task because at the time, it was very manual and spreadsheet heavy. Mike was instrumental in automating this process as a consulting for the implementation of Enterprise Reporting software for the Company. Mike was always professional and easy to work with.
Doug is very helpful and a major asset to my company.
Happi Accounting Services has been extremely professional and prompt. Tax season is generally stressful for me because I have a lot of write offs that can be confusing for someone that’s not familiar with tax code. They’ve help me save my sanity, my time, and money year after year. They informed me of tax deductions I failed to utilize prior contacting them for my tax preparation. Since I’ve used Happi my tax refunds are timely and larger than they ever have been in the past. THANK YOU Happi!!!!! I couldn’t be HAPPIER!!!! 😁😄
I needed an accountant who has knowledge on taxation of individuals who are independent contractors and have an LLC. George was the perfect fit for the task! His knowledge of the tax code and understanding of my special needs were complemented tremendously. His vibrant, positive energy was an added bonus! I will definitely use George as my CPA and recommend him without hesitation! Thank you George for being so wonderful!
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.
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!
I am a great employee. Looking for a good fit. Thank you
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Sawyer One Stop Accounting & Tax is a one-stop solution and a comprehensive resource for individuals and businesses seeking professional service, expert knowledge and tailored solutions in the areas of taxation, IRS representation, accounting, bookkeeping, payroll, financial planning, real estate and business consulting. Additionally, as a notary public, we can notarize documents on-site, and we offer mobile notary services to fulfill the needs of our clients. Our office is conveniently located in the city of La Habra, CA, along the border of Orange and Los Angeles counties and is a short drive off of the 57, 91 or 5 freeways. Our overall philosophy and mission is to maximize the value our clients receive from our service. We aim to differentiate ourselves from the competition in the caliber of service we provide our clients, in the level of detail and attention in addressing our clients' concerns, and by utilizing our comprehensive expertise maximize value for our clients. We consistently exceed the expectations of our clients, and they have praised us for the following: - Providing a professional, timely and efficient service - Presenting multiple solutions tailored to fit the client's needs - Prompt and immediate response to follow-up questions - Minimizing effort and stress on the client by advocating on behalf of the client
I work on accounting and bookkeeping: A/P, A/R, P/R, H/R, inventory control, fixed assets, bank reconciliations, G/L account reconciliations, etc.