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Top Accounting Firms in Carlsbad

Ratings Updated: June 5, 2026

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Featured

What are Featured Providers?

Hiline

5.0 3 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves Carlsbad, United States

Services provided

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1 service

10% Back Office Outsourcing

Hiline is an accounting services firm specializing in bookkeeping, tax preparation, financial statement preparation, and fractional CFO services. Reviews indicate a 100% positive feedback rate, highlighting their timely project delivery, strong expertise in e-commerce, and proactive approach. Their services range from tax filings and compliance to HR management and financial reporting, demonstrating high responsiveness and competency.

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2 of 2 reviews are 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, client feedback for Hiline has been overwhelmingly positive. Clients, including the head of finance at Clayton Technologies and the CEO of BackEngine, praised Hiline for their excellent project management, proactive approach, and timely delivery of services. Notably, one client reported a significant reduction in time spent on back-office tasks, while another highlighted Hiline's contributions to cost savings and efficiency. Overall, clients found Hiline to be a strong cultural fit and expressed no areas for improvement.
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Industry Experience

Hiline demonstrates strong expertise in the Information Technology and Food & Beverage industries. Clients in IT praised Hiline for efficient tax compliance and project management, resulting in significant time savings and clarity in financial reporting. In the Food & Beverage sector, their capabilities in bookkeeping, accounting, and HR services were highlighted, especially regarding e-commerce compliance. Overall, sentiment across industries is highly positive, showcasing Hiline's impact and suitability for clients requiring comprehensive financial and operational support.
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Information technology Food & Beverage

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Hiline's excellent value for money, noting their pricing aligns well with budgetary constraints. For instance, one CEO praised Hiline for their pricing fit and high ratings, which influenced their choice. Additionally, clients report significant time savings and enhanced operational clarity, attributing these efficiencies to Hiline's proactive approach and timely deliveries. Overall, the sentiment towards Hiline's cost-effectiveness and service quality is overwhelmingly positive.
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$495 Bookkeeping - automated finances $1,395 Bookkeeping Plus for growing companies $2,895 Controller Services for future-focused operations

Core Accounting Services
Hiline's Core Accounting Services deliver expert financial operations with dedicated bookkeeping teams, daily transaction management, and custom reporting. We handle your financial foundation so you can focus on growing your business.
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CoCountant

4.9 12 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves Carlsbad, United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.

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1 of 2 reviews are 5 stars

2 new reviews for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of CoCountant reflect a positive client sentiment, highlighting their responsiveness and reliability in financial reporting and bookkeeping services. A client from a nonprofit organization noted the team's effective communication and timely delivery of tailored reports. Another client, a VP of a VoIP services company, praised their high-quality work and attention to detail, stating that the team consistently meets objectives and integrates feedback effectively. Overall, clients express satisfaction with the value and quality of services provided.
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Industry Experience

CoCountant has demonstrated expertise in various industries, including Telecommunications, Information Technology, Healthtech, Non-profit, and other sectors. Clients commend them for their reliable bookkeeping, timely financial reporting, and strategic insights. In Telecommunications, they excelled in monthly bookkeeping and consultation; in IT, they provided thorough financial management; in Healthtech and Non-profits, they gained praise for improving financial visibility and reducing workloads. Overall, sentiment is highly positive across these sectors, highlighting CoCountant's value in enhancing financial operations.
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Non-profit Software Healthcare Information technology Telecommunications

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.
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Coral Gables, Florida (1) North Charleston, South Carolina (1) South Houston, Texas (1) Somerset, New Jersey (1) Boston, Massachusetts (1)

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1-800Accountant

4.5 31 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves Carlsbad, United States

Services provided

100% Accounting

1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.

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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.
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More responsive than most other service providers

1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Hattiesburg, Mississippi (1) Monroe, Michigan (1) Albany, United States (1) Two Harbors, Minnesota (1) Afton, Wyoming (1)

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$209 Best for businesses that need essential year-round $249 Tax prep, strategy, and bookkeeping tools. $419 Full-service bookkeeping plus Core Accounting.

Business Accounting Package
Flat-rate accounting packages for small businesses, freelancers, and entrepreneurs. From year-round tax advisory to full-service bookkeeping and tax preparation, we have a plan for every stage of business. No hourly fees, no surprises.
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George Dimov, CPA

4.9 36 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves Carlsbad, United States

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for George Dimov, CPA highlight their professionalism, attention to detail, and effective communication. Clients have praised the firm for delivering timely services, such as tax filing and payroll management, while providing actionable insights during audits. One client noted significant tax savings after transitioning to an S-Corp, while another appreciated the smooth audit process and tailored recommendations. Overall, feedback is overwhelmingly positive, with clients expressing satisfaction and a willingness to continue their partnership.
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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (6) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.
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More responsive than most other service providers

George Dimov, CPA is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

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Gray, Salt & Associates, LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Claremont, CA

Services provided

100% Accounting

Established in 2011, Gray, Salt & Associates, LLP is a small Accounting company. Their team specializes in Accounting.
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Square One Staffing-Ontario

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Ontario, CA

Services provided

50% Accounting

50% Staffing

Square One Staffing-Ontario is an Accounting and Staffing company. They are based in Ontario, California and have small team. Their team provides Accounting and Staffing.
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Featured

What are Featured Providers?

Clarity Tax Group & CPA's

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Serves Carlsbad, United States

Services provided

25% Accounting

25% Business Consulting

25% Financial Advising & Planning +1 service

25% Financial Consulting

Clarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Clarity Tax Group & CPA's reflect a strong overall sentiment, highlighting their responsiveness and professionalism. Clients praised the timely and accurate handling of bookkeeping and payroll, with one stating, 'Payroll always on time and correct.' Another noted their impressive communication, describing them as 'very responsive.' No significant areas for improvement were mentioned, indicating a high level of client satisfaction with their services.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read more
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Industry Experience

Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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Construction

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.
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indinero

4.9 20 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Carlsbad, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

Indinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, indinero has received overwhelmingly positive feedback for their financial services. Clients, such as GO Processing and W.Bradford, praised their responsiveness, communication, and ability to simplify complex financial matters. Notably, GO Processing highlighted indinero's significant impact on budgeting and forecasting, making financial data more organized and useful. Both clients noted the ease of collaboration and effective project management, with no significant areas for improvement mentioned.
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Average Project Cost Breakdown

$10,000 to $49,000 (10) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Client feedback highlights that inDinero provides excellent value for money, with several clients noting that their pricing fits within budget constraints while delivering high-quality services. For instance, one client emphasized the 'good value for cost' and another mentioned their 'flexible pricing' structure. Overall sentiment reflects satisfaction with the efficiency and responsiveness of the team, making their services a worthwhile investment for improving financial management.
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More responsive than most other service providers

indinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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View projects from:

New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

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Rogers, Clem & Company Accountancy Corporation

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Covina, CA

Services provided

100% Accounting

Rogers, Clem & Company Accountancy Corporation, an Accounting company, was established in 1971. The small team offers Accounting.
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Sancus Tax and Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Long Beach, CA

Services provided

50% Accounting

50% Business Consulting

Sancus Tax and Accounting is a small Long Beach, California-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
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Armando Almazan Tax Services

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Lakewood, CA

Services provided

100% Accounting

Headquartered in Lakewood, California, Armando Almazan Tax Services is an Accounting company. The team focuses on Accounting.
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Holmes & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Long Beach, CA

Services provided

60% Accounting

40% Business Consulting

Launched in 1986, Holmes & Associates is a small Long Beach, California-based Accounting company. Their services include Accounting and Business Consulting.
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Arena Staffing

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Ontario, CA

Services provided

50% Accounting

50% Recruiting

Arena Staffing is an Ontario, California-based Accounting and Recruiting company. Their services include Accounting and Recruiting.
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SISco Business Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Long Beach, CA

Services provided

60% Accounting

20% Business Consulting

20% Litigation Support Services

SISco Business Services is an Accounting company in Long Beach, California. The team specializes in Accounting and Business Consulting.
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Escobar Business & Tax Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Rancho Cucamonga, CA

Services provided

80% Accounting

20% Business Consulting

Founded in 1987, Escobar Business & Tax Services is a small Rancho Cucamonga, California-based Accounting company. Their services include Accounting and Business Consulting.
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Ellen H. Friestad CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Upland, CA

Services provided

100% Accounting

Ellen H. Friestad CPA is an Accounting company established in 1990. The company focuses on Accounting, and is small.
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PR Properties

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

20% Accounting

40% Commercial Brokerage Services

20% Advertising +2 services

10% Direct Marketing

10% Email Marketing

PR Properties, a Commercial Brokerage Services company, is located in Anaheim, California. The team focuses on Commercial Brokerage Services and Accounting.
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Aguila Accounting, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lakewood, CA

Services provided

70% Accounting

30% Business Consulting

Founded in 2017, Aguila Accounting, Inc., a small Accounting company, is based in Lakewood, California. Their team provides Accounting and Business Consulting.
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CFO Accountants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Fe Springs, CA

Services provided

75% Accounting

25% Business Consulting

Established in 2011, CFO Accountants is an Accounting company. The agency focuses on Accounting and Business Consulting, and is small.
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Melody Graham, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Whittier, CA

Services provided

100% Accounting

Accounting company Melody Graham, CPA is headquartered in Whittier, California. The team focuses on Accounting.
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Gemini Professional Services, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Upland, CA

Services provided

75% Accounting

25% Business Consulting

Gemini Professional Services, Inc. Is a small Accounting company. They provide Accounting and Business Consulting and were launched in 2014.
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L&L ACCOUNTING AND TAX

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Cathedral City, CA

Services provided

80% Accounting

20% Business Consulting

L&L ACCOUNTING AND TAX is an Accounting company. They offer Accounting and Business Consulting and were established in 2000. The company is based in Cathedral City, California.
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Maurice Hanna CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Upland, CA

Services provided

70% Accounting

30% Business Consulting

Maurice Hanna CPA is an Accounting company. Located in Upland, California, the firm was established in 2009. Their team provides Accounting and Business Consulting.
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Financial Solutions of California, Inc

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Signal Hill, CA

Services provided

50% Accounting

50% Commercial Financing

Founded in 2000, Financial Solutions of California, Inc is an Accounting and Commercial Financing company. The team provides Accounting and Commercial Financing and is in Signal Hill, California.
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MuniTemps

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

La Mirada, CA

Services provided

20% Accounting

40% Recruiting

40% Staffing

MuniTemps is a Staffing company. Their midsize team is located in La Mirada, California and focuses on Staffing and Recruiting. The company was established in 1999.
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Cedar Realty Management, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

20% Accounting

30% Commercial Brokerage Services

30% Commercial Property Management +1 service

20% Commercial Development

Cedar Realty Management, Inc. Is a Commercial Brokerage Services company founded in 2011. The team provides Commercial Brokerage Services and Commercial Property Management.
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Xel Advisors

Not yet reviewed

$5,000+

$150 - $199 / hr

10 - 49

Ontario, CA

Services provided

10% Accounting

10% Branding

10% Business Valuation Services +7 services

10% Cloud Consulting & SI

10% Content Marketing

10% Cybersecurity

10% Financial Advising & Planning

10% IT Managed Services

10% Pay Per Click

10% Social Media Marketing

Established in 2021, Xel Advisors is a branding company. The team provides Branding and Social Media Marketing and is based in Ontario, California and Orlando, Florida.
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Nelson & Assoc. Corp.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lomita, CA

Services provided

100% Accounting

Nelson & Assoc. Corp. Is a small Lomita, California-based Accounting company. The team offers Accounting.
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Quad-County HR

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Brea, CA

Services provided

30% Accounting

30% HR Consulting

30% Recruiting +1 service

10% Staffing

Quad-County HR is a Brea, California-based Accounting company. The team specializes in Accounting and Recruiting.
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Theresa Hansen CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Upland, CA

Services provided

70% Accounting

15% Business Consulting

15% HR Consulting

Theresa Hansen CPA is an Accounting company. Established in 2015, the firm is based in Upland, California. Their team offers Accounting and Business Consulting.
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The Davidson Group, a dba of TDG, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Alamitos, CA

Services provided

30% Accounting

20% Commercial Brokerage Services

20% Commercial Financing +2 services

20% Commercial Property Management

10% Business Consulting

Located in Los Alamitos, California, The Davidson Group, a dba of TDG, LLC is an Accounting company. They focus on Accounting and Commercial Brokerage Services and were launched in 1984.
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Rantax

Not yet reviewed

Undisclosed

$150 - $199 / hr

2 - 9

Rancho Cucamonga, CA

Services provided

20% Accounting

60% Tax Law

20% Business Consulting

Rantax is a Rancho Cucamonga, California-based Tax Law company. They offer Tax Law and Business Consulting.
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CPGI Real Estate Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Fullerton, CA

Services provided

20% Accounting

30% Commercial Financing

30% Commercial Property Management +1 service

20% Commercial Brokerage Services

CPGI Real Estate Services is a Commercial Financing company established in 2004. Their team offers Commercial Financing and Commercial Property Management.
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Eagle Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Chino Hills, CA

Services provided

20% Accounting

30% Commercial Property Management

20% Commercial Brokerage Services +2 services

20% Social Media Marketing

10% Architectural Design

Eagle Management is a Chino Hills, California-based Commercial Property Management company. Launched in 2018, the team focuses on Commercial Property Management and Accounting.
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VIRTUAL VESTED SOLUTIONS

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Palm Desert, CA

Services provided

60% Accounting

10% Business Consulting

10% Financial Consulting +2 services

10% HR Consulting

10% Recruiting

VIRTUAL VESTED SOLUTIONS, an Accounting company, was established in 2015. The team provides Accounting and Business Consulting and is located in Palm Desert, California.
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TrueDoor Property Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntington Beach, CA

Services provided

10% Accounting

30% Commercial Brokerage Services

30% Commercial Property Management +2 services

20% Digital Strategy

10% Commercial Financing

TrueDoor Property Management is a small Commercial Brokerage Services company launched in 2007. Their team offers Commercial Brokerage Services and Commercial Property Management.
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Tax City, Inc.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Temecula, CA

Services provided

100% Accounting

Tax City, Inc. is an accounting services firm specializing in tax preparation and bookkeeping. The company is praised for its effective tax-saving strategies and excellent project management, with 100% positive feedback highlighting their personable service and efficiency. A common suggestion is to expand their team to enhance service capacity.

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Industry Experience

Tax City, Inc. has garnered positive feedback primarily within the business services sector, where their expertise in tax preparation and strategy implementation has proven beneficial. Clients have praised their effective project management, timely communication, and personable approach, which fosters strong professional relationships. Overall sentiment indicates a high level of satisfaction, with recommendations emphasizing their capacity to deliver significant tax savings and improved financial outcomes.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Tax City, Inc. for delivering significant value relative to their pricing. One client noted an investment of $1,200, which resulted in effective tax-saving strategies and a positive experience marked by excellent project management and communication. Overall, feedback reflects satisfaction with the cost-effectiveness and quality of service, with recommendations to engage early in the process for optimal results.
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1 of 1 Carlsbad-based review is 5 stars

Less than $10,000 avg. project cost for Accounting services in Carlsbad

Accounting project highlight

B2C Tax Preparation Services for VP of Business Dev
5.0 — Tax City, Inc. prepared the 2020 taxes of a business development professional using QuickBooks. One person was in charge of the project. Read more
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Leivas Tax Wealth Management

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Riverside, CA

Services provided

100% Accounting

Leivas Tax Wealth Management is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive reviews highlighting their expertise in tax laws and business consulting, clients appreciate their communicative approach and personalized service, though they could improve on meeting deadlines during busy periods.

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Industry Experience

Leivas Tax Wealth Management has demonstrated expertise primarily in the Hospitality & Leisure sector, providing bookkeeping and tax consulting services. Feedback highlights their knowledge of tax laws, effective communication, and personalized relationships as key strengths. Clients appreciate their ability to save time and facilitate business growth. However, some concerns regarding deadline management during peak tax season have been noted. Overall, they appear well-suited for clients in the hospitality industry seeking comprehensive tax and financial management support.
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Hospitality & leisure

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients have expressed satisfaction with Leivas Tax Wealth Management's pricing in relation to the value provided, highlighting a substantial investment of approximately $50,000 over six years for ongoing services. They appreciate the firm's expertise in tax laws and its role in helping businesses save time and money. Overall sentiment indicates that clients find the services beneficial, though some suggest improvements in deadline management during peak periods.
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1 of 1 Carlsbad-based review is 5 stars

$50,000 – $199,999 avg. project cost for Accounting services in Carlsbad

Accounting project highlight

Bookkeeping & Tax Preparation for Parking Services Company
5.0 — Leivas Tax Wealth Management services for a parking services company. Their work includes bookkeeping, IRS extensions and payments, and other business consulting services. Read more
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

4.0

Cost

5.0

Willing to Refer

5.0

Leivas Tax Wealth Management in Riverside is valued for expert tax and accounting services, including incorporation and IRS support. Clients highlight their responsiveness and personal approach, though noting room for improvement during peak tax season. Their ongoing support benefits local businesses' growth.
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GM Properties

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Whittier, CA

Services provided

30% Accounting

20% Commercial Brokerage Services

20% Commercial Financing +2 services

20% Commercial Property Management

10% Business Consulting

GM Properties is an Accounting company. They offer Accounting and Commercial Brokerage Services and are located in Whittier, California.
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Bookkeeping At Ease

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Ramona, CA

Services provided

50% Accounting

50% Financial Advising & Planning

Bookkeeping At Ease is an accounting services firm specializing in bookkeeping and financial statement preparation. Clients praise their commitment to timely project management and cost-effective solutions, with 100% of reviews highlighting their reliability and efficiency. However, there is a suggestion for expanding their team to manage increasing demand.

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Industry Experience

Bookkeeping At Ease has received positive feedback primarily from the business services sector, where clients have praised their reliable bookkeeping and collaborative approach with accountants. Their strengths include effective project management and consistent performance in meeting deadlines, which have led to cost reductions for clients. Overall, they are well-suited for businesses seeking thorough and dependable bookkeeping services, particularly in the business services industry.
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Business services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients generally perceive Bookkeeping At Ease as offering good value for money, with one client noting a $10,000 investment has led to reduced costs and enhanced financial oversight. The consistency in delivering monthly bookkeeping services has been praised, highlighting their commitment to deadlines. However, there are suggestions for improvement, particularly in expanding their team to manage increasing workloads, indicating a potential concern regarding scalability.
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1 of 1 Carlsbad-based review is 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in Carlsbad

Accounting project highlight

Accounting Services for Business Solutions Firm
5.0 — A business solutions firm hired Bookkeeping At Ease to provide accounting services. They work collaboratively with the client's accountant to take care of bookkeeping and accounting tasks. Read more
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

4.5

Cost

5.0

Willing to Refer

5.0

Reviewers in San Diego highlight Bookkeeping At Ease's expertise in ongoing bookkeeping, emphasizing their punctuality and collaborative approach. Their work with QuickBooks and focus on cost reduction showcase their proficiency in financial management for business clients.
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EBS Business Tax Services

4.5 1 review

Undisclosed

Undisclosed

2 - 9

San Marcos, CA

Services provided

60% Accounting

40% Business Consulting

EBS Business Tax Services is a professional accounting firm specializing in business tax services, including tax preparation and financial reporting. With 100% positive feedback from clients, their strengths lie in effective project management and consistent communication. While they excel at meeting deadlines, larger businesses may eventually require more extensive resources.

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive EBS Business Tax Services as offering good value for money, particularly noting their effective project management and timely communication. One client highlighted a $5,000 investment that resulted in significant tax advantages. However, there is a sentiment that larger businesses may eventually outgrow their services, suggesting a potential limitation in scalability.
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Less than $10,000 avg. project cost for Accounting services in Carlsbad

Accounting project highlight

Accounting Services for Business Solutions Firm
4.5 — EBS Business Tax Services provided accounting services for a business solutions company. The team prepared and filed the client's corporate tax returns using QuickBooks. Read more
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Review Rating from Clients

4.5/5.0

Quality

5.0

Schedule

5.0

Cost

4.5

Willing to Refer

4.5

Local clients in San Diego commend EBS Business Tax Services for their effective tax filing, deadline management, and strategic advice. They are recognized for their professionalism and ability to support businesses in optimizing tax benefits, with a focus on clear communication and timely delivery.
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Southland Data Processing

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Upland, CA

Services provided

20% Accounting

20% Back Office Outsourcing

20% Corporate Training & Coaching +3 services

20% HR Consulting

10% Event Management

10% Search Engine Optimization

Southland Data Processing, a Back Office Outsourcing company, was founded in 1986. The small team provides Back Office Outsourcing and Corporate Training & Coaching.
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Gateway California Realty Corp.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Rialto, CA

Services provided

20% Accounting

40% Commercial Brokerage Services

40% Commercial Property Management

Commercial Brokerage Services company Gateway California Realty Corp. Is located in Rialto, California. They specialize in Commercial Brokerage Services and Commercial Property Management.
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Milam, Knecht & Warner

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Irvine, CA

Services provided

100% Accounting

Founded in 2011, Milam, Knecht & Warner is an Accounting company. Their services include Accounting.
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Irvine, CA

300 Spectrum Center Drive Suite 955
Irvine, CA 92618

949.861.4445

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PDM LLP

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Los Angeles, CA

Services provided

100% Accounting

Accounting company PDM LLP focuses on Accounting. They are located in Torrance, California and Los Angeles, California.
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Los Angeles, CA

302 West 5th Street Suite 206
Los Angeles, CA 90731

310.540.4118

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SEMPER TAX RELIEF

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orange, CA

Services provided

100% Accounting

SEMPER TAX RELIEF is an Accounting company. They are based in Orange, California. Their team offers Accounting.
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The Renken Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Claremont, CA

Services provided

20% Accounting

30% Commercial Financing

20% Commercial Brokerage Services +2 services

20% Commercial Property Management

10% Business Consulting

Founded in 1994, The Renken Company is a small Commercial Financing company headquartered in Claremont, California. Their team specializes in Commercial Financing and Accounting.
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ALLIANCE TAX ADVOCATE

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Ana, CA

Services provided

100% Accounting

Accounting company ALLIANCE TAX ADVOCATE is located in Santa Ana, California. They provide Accounting.
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FAILSAFE CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Diego, CA

Services provided

100% Accounting

Established in 2008, FAILSAFE CPA, a small Accounting company, is in San Diego, California. Their services include Accounting.
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Helfman Davis & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Mission Viejo, CA

Services provided

100% Accounting

Accounting company Helfman Davis & Associates was launched in 1988. The agency offers Accounting.
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Information Design Consultants, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

20% BI & Big Data Consulting & SI

20% Content Marketing +3 services

20% Corporate Training & Coaching

10% Business Consulting

10% Financial Consulting

Information Design Consultants, Inc. Is a Content Marketing company based in Los Angeles, California. Launched in 2002, the team specializes in Content Marketing and BI & big data consulting & SI.
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IMAccounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Diego, CA

Services provided

80% Accounting

20% Business Consulting

IMAccounting is a San Diego, California-based Accounting company. Their services include Accounting and Business Consulting.
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RP&B CPAs

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Riverside, CA

Services provided

100% Accounting

RP&B CPAs, an Accounting company, was launched in 1985. The team provides Accounting and is in Riverside, California.
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Marcia L. Campbell, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Riverside, CA

Services provided

100% Accounting

Marcia L. Campbell, CPA is a small Riverside, California-based Accounting company. The team provides Accounting.
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Shogren & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Riverside, CA

Services provided

100% Accounting

Accounting company Shogren & Associates was established in 2009. The agency specializes in Accounting.
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Allen Hoglund, Certifed Public Accountant

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Riverside, CA

Services provided

100% Accounting

Allen Hoglund, Certifed Public Accountant is a small Riverside, California-based Accounting company. The team offers Accounting.
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