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Top Accounting Firms in San Bernardino

Ratings Updated: December 5, 2025

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Featured

What are Featured Providers?

indinero

5.0 17 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves San Bernardino, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is a professional accounting services firm offering a wide range of financial solutions, including bookkeeping, tax preparation, financial reporting, and CFO services. The company has received overwhelmingly positive feedback, with reviews highlighting their efficient communication, timely project delivery, and comprehensive financial management. Approximately 90% of reviewers commend indinero's expertise and responsiveness, making them a reliable partner for businesses seeking thorough financial oversight and strategic planning.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the last six months, client feedback on indinero highlights their effective bookkeeping and tax services, with notable praise for their responsiveness and problem-solving capabilities. One client, the CTO of Remedly, Inc., emphasized their reliable project management and timely delivery. Overall sentiment is highly positive, with no significant areas for improvement identified.
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Industry Experience

Indinero has garnered positive feedback across various industries, notably Software, Medical, and Advertising & Marketing. Clients praised their expertise in accounting, bookkeeping, and tax services, highlighting their responsiveness and ability to streamline financial processes. In the Software industry, they excel in scalability and compliance, while in Medical, their strategic planning services improve operational efficiency. Overall, clients recommend Indinero for startups and established companies seeking reliable financial management in these sectors.
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Nonprofit Medical Advertising & marketing Food & Beverages Consulting Agriculture Consumer Products Sports Software

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Average Project Cost Breakdown

$10,000 to $49,000 (9) $50,000 to $199,999 (3) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently praise inDinero for their competitive pricing and exceptional value for money. For instance, one client noted that the pricing 'fit our budget' while another highlighted that they provide 'good value for cost.' Overall, the sentiment indicates satisfaction with the cost-effectiveness of their services, as clients appreciate the high quality of work delivered without needing to hire internal accounting staff. Many reviews emphasize the seamless integration of services and the responsiveness of the team, reinforcing the overall positive perception of inDinero's value.
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Walnut, CA

340 South Lemon Avenue
Walnut, CA 91789
76 - 100

1 (855) 463-4637

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CoCountant

5.0 10 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves San Bernardino, United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant is an accounting services company offering expertise in financial reporting, bookkeeping, and tax filing, with a strong focus on providing tailored solutions. The reviews reflect a 100% positive sentiment, praising CoCountant’s responsiveness, reliability, and controller-level oversight. Approximately 50% of the reviews highlighted their ability to streamline processes and improve financial visibility through accurate, audit-ready reporting.

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3 of 3 reviews are 5 stars

2 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 3 times in the past 6 months
In the last six months, client feedback for CoCountant has been overwhelmingly positive, highlighting their expertise in financial management and responsiveness. A CFO noted their impressive ability to meet KPIs and implement process improvements, while a CEO praised the significant reduction in time spent on bookkeeping and enhanced strategic insights. Clients appreciated the reliability and clarity of communication, although some suggested improvements in real-time data visualization and onboarding processes. Overall, CoCountant is viewed as a valuable partner in financial operations.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read more
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Industry Experience

CoCountant has demonstrated expertise across various industries, including Software, Healthcare, and Information Technology. Clients appreciate their ability to streamline financial processes, enhance reporting accuracy, and provide strategic insights. In Software, they excelled in reducing accounting time and errors, leading to improved financial clarity. In Healthcare, they delivered timely, structured bookkeeping for marketing expenses, significantly enhancing financial visibility. In Information Technology, they effectively managed end-to-end financial accounting and accounts receivable, resulting in on-time reporting and reduced receivable days. Overall, clients express strong satisfaction with CoCountant's responsiveness and value across these sectors.
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Software Healthcare Information technology

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Cambridge, MA

1 Broadway
Cambridge, MA 02142
10 - 15

(866) 490-6919

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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

Serves San Bernardino, 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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Reviews mention Accessible
Clients express a highly positive sentiment regarding the accessibility of 1-800Accountant. They commend the firm's responsiveness and availability, noting that communication is effective and guidance is provided without additional costs. One client highlighted the ease of reaching out via phone and messaging on their accounting software, reinforcing the notion of accessibility. Overall, clients appreciate the firm's commitment to being reachable and supportive throughout their engagement.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

Their communication is great and they’re always available to provide us with guidance at no additional costs. They’re also consistent in sticking to our budget and schedule, and they hold themselves accountable for everything that they do. We typically communicate through phone calls and the messaging board on their accounting software.
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4 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read more
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Hattiesburg, Mississippi (1) Monroe, Michigan (1) Albany, United States (1) Two Harbors, Minnesota (1) Afton, Wyoming (1)

$179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $399 Full-service accounting for established businesses

Business Accounting Package
1-800Accountant has serviced over 100,000 businesses in the last decade. We’ll keep your books in order and your taxes current. Get the back-office services your business needs at a price that works for you.
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George Dimov, CPA

4.8 27 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves San Bernardino, United States

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in bookkeeping, tax preparation, financial reporting, and business auditing services. Clients consistently commend their responsiveness, accuracy, and proactive financial advisory, with over 90% highlighting seamless communication and comprehensive solutions. Notably, many reviews emphasize their ability to enhance tax efficiency and deliver timely financial results, demonstrating their effectiveness and reliability in accounting services.

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Industry Experience

George Dimov, CPA has demonstrated expertise across multiple industries, including Advertising & Marketing, Construction, Financial Services, Real Estate, Arts & Entertainment, and Information Technology. Clients commend their responsiveness, proactive strategies, and ability to ensure compliance, particularly in tax preparation and bookkeeping. Overall sentiment is highly positive, with businesses noting significant financial clarity and tax savings, making Dimov a strong candidate for clients in need of reliable financial services in these sectors.
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Real estate Advertising & marketing Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology

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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (4) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently commend George Dimov, CPA for providing exceptional value for money. Feedback highlights that their pricing is competitive and aligns well with client budgets, with one client noting significant tax savings exceeding $100,000 annually. Multiple reviews emphasize the firm's responsiveness and thoroughness, reinforcing the perception of good value. Overall, the sentiment reflects satisfaction with both the quality of service and the cost-effectiveness of their offerings.
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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)

San Diego, CA

600 B Street
San Diego, CA 92101
1

866-699-4951

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The Veld Group - Business Brokerage, Mergers & Acquisition

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

60% Commercial Financing

20% Marketing Strategy

The Veld Group - Business Brokerage, Mergers & Acquisition is a small Commercial Financing company based in Los Angeles, California. The team provides Commercial Financing and Accounting.
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Los Angeles, CA

8721 Sunset Blvd., #103
Los Angeles, CA 90069
6 - 9

+1.310.652.8353

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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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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

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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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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Temecula, CA

31285 Temecula Parkway Suite 160
Temecula, CA 92592

951.302.1713

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Featured

What are Featured Providers?

Pacific Accounting & Business Services

4.9 10 reviews
Premier Verified

$1,000+

Undisclosed

1,000 - 9,999

Serves San Bernardino, United States

Services provided

60% Accounting

40% Finance & Accounting Outsourcing (FAO)

Pacific Accounting & Business Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.

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6 of 7 reviews are 5 stars

6 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 7 times in the past 6 months
In the past six months, Pacific Accounting & Business Services has garnered positive feedback for their timely delivery, effective communication, and high-quality work. Clients highlighted their efficiency in handling accounting tasks, such as data entry and financial reporting. For instance, one CEO noted an increase in client capacity due to their support. Overall, clients expressed satisfaction with the company's responsiveness and value, with no significant areas for improvement identified.
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Average Project Cost Breakdown

$10,000 to $49,000 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight Pacific Accounting & Business Services' competitive pricing and strong value for money. One client noted that their pricing fit within budget and provided great value for the cost. Another emphasized the reasonable pricing and high-quality service received, stating, "Price. Quality. Timeliness." Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, as multiple reviews mention good value and alignment with budgetary constraints.
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Boynton Beach, Florida (1) Bakersfield, California (1) Boise, Idaho (1) Kahului, Hawaii (1) Honolulu, Hawaii (1) Anchorage, Alaska (1) Enoch, Utah (1)

Irvine, CA

300 Spectrum Center Drive
Irvine, CA 92618
10 - 15

(888) 837-3714

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indinero

5.0 17 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves San Bernardino, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is a professional accounting services firm offering a wide range of financial solutions, including bookkeeping, tax preparation, financial reporting, and CFO services. The company has received overwhelmingly positive feedback, with reviews highlighting their efficient communication, timely project delivery, and comprehensive financial management. Approximately 90% of reviewers commend indinero's expertise and responsiveness, making them a reliable partner for businesses seeking thorough financial oversight and strategic planning.

See all 17 projects

1 of 1 reviews is 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the last six months, client feedback on indinero highlights their effective bookkeeping and tax services, with notable praise for their responsiveness and problem-solving capabilities. One client, the CTO of Remedly, Inc., emphasized their reliable project management and timely delivery. Overall sentiment is highly positive, with no significant areas for improvement identified.
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Industry Experience

Indinero has garnered positive feedback across various industries, notably Software, Medical, and Advertising & Marketing. Clients praised their expertise in accounting, bookkeeping, and tax services, highlighting their responsiveness and ability to streamline financial processes. In the Software industry, they excel in scalability and compliance, while in Medical, their strategic planning services improve operational efficiency. Overall, clients recommend Indinero for startups and established companies seeking reliable financial management in these sectors.
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Nonprofit Medical Advertising & marketing Food & Beverages Consulting Agriculture Consumer Products Sports Software

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Average Project Cost Breakdown

$10,000 to $49,000 (9) $50,000 to $199,999 (3) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently praise inDinero for their competitive pricing and exceptional value for money. For instance, one client noted that the pricing 'fit our budget' while another highlighted that they provide 'good value for cost.' Overall, the sentiment indicates satisfaction with the cost-effectiveness of their services, as clients appreciate the high quality of work delivered without needing to hire internal accounting staff. Many reviews emphasize the seamless integration of services and the responsiveness of the team, reinforcing the overall positive perception of inDinero's value.
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Walnut, CA

340 South Lemon Avenue
Walnut, CA 91789
76 - 100

1 (855) 463-4637

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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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Riverside, CA

6370 Brockton Avenue
Riverside, CA 92506

951.300.9600

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Atlantic Global Risk LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Services provided

20% Accounting

20% Commercial Financing

20% Financial Consulting +2 services

20% Funding & Investment

20% Insurance Services & Brokers

Atlantic Global Risk LLC is a Commercial Financing company. The Toronto, Canada-based company was launched in 2017. Their team offers Commercial Financing and Accounting.
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Los Angeles, CA

1925 Century Park E Suite 1700
Los Angeles, CA 90067
2 - 5

+1.310.954.0895

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PS Business Management, LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Services provided

20% Accounting

40% Business Consulting

20% Financial Advising & Planning +1 service

20% Financial Consulting

Business Consulting company PS Business Management, LLC was launched in 2002. The company offers Business Consulting and Accounting, and is midsize.
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Los Angeles, CA

1925 Century Park East Suite 1700
Los Angeles, CA 90067
2 - 5

310.693.5660

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Commercial Real Estate Investments

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

20% Accounting

30% Commercial Brokerage Services

30% Commercial Financing +1 service

20% Commercial Property Management

Commercial Real Estate Investments is a Commercial Brokerage Services company based in Los Angeles, California. The team focuses on Commercial Brokerage Services and Commercial Financing.
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Los Angeles, CA

11812 San Vicente Blvd
Los Angeles, CA 90049
16 - 20

310.880.7900

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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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Los Angeles, CA

222 W 6th Street, Suite 400
Los Angeles, CA 90731
2 - 5

310-707-2532

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About Profit

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

About Profit is a company specializing in accounting services, focusing on tax preparation, financial advisory, and consulting. They have received predominantly positive feedback, with 100% of reviewers highlighting their reliability and problem-solving capabilities. Clients appreciate the prompt communication and personalized support, though some suggest improvements in handling payroll issues. Overall, About Profit is valued for enhancing clients' time efficiency and peace of mind.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep Services for Software Company
5.0 — About Profit (formerly Barlin Business Solutions) provides tax preparation services for a small software company. They also consult on situations such as structuring salaries, balance personal Read more
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Industry Experience

About Profit has demonstrated expertise primarily in the IT Services industry, where they have successfully assisted clients with tax preparation and consulting. Feedback highlights their strengths in providing reliable, timely communication and creative problem-solving, resulting in considerable time savings and peace of mind for clients. Overall sentiment is positive, suggesting that potential clients in the IT Services sector would benefit from engaging About Profit for their tax-related needs and business structuring advice.
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IT Services

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Los Angeles, CA

5670 Wilshire Blvd Ste 1800
Los Angeles, CA 90036

+1 (310) 613-1933

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HWI Corporation

5.0 1 review

Undisclosed

Undisclosed

2 - 9

South Pasadena, CA

Services provided

80% Accounting

20% Business Consulting

HWI Corporation specializes in Accounting Services, excelling in Tax Preparation and Tax Filing. Their clients commend their timeliness, knowledgeable staff, and exceptional communication, with positive feedback in 100% of reviews. Their reasonable fees and ability to educate clients on tax processes further highlight their expertise and dedication to client satisfaction.

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Industry Experience

HWI Corporation has received positive feedback primarily from clients in the Arts, Entertainment & Music industry. They are recognized for their expertise in tax-related services, demonstrating strengths in timely communication, professionalism, and client education. Clients noted their reasonable fees and effective project management. Overall sentiment is highly favorable, indicating that HWI Corporation is a good fit for startups and businesses needing reliable financial guidance in this sector.
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Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised HWI Corporation for their reasonable fees and high value for money. One client noted spending approximately $1,200 over two years for tax services and highlighted the company's knowledgeable and timely support. Their quick response times and effective communication have also been commended, contributing to an overall positive sentiment regarding cost-effectiveness. Clients expressed satisfaction with the services provided, indicating that HWI Corporation delivers strong value without compromising quality.
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South Pasadena, CA

1499 Huntington Drive, Suite 200
South Pasadena, CA 91030

626.403.9911

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HCR Wealth Advisors

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

20% Accounting

30% Financial Advising & Planning

20% Financial Consulting +3 services

10% Business Consulting

10% Funding & Investment

10% Market Research

HCR Wealth Advisors is a Financial Advising & Planning company founded in 1988. The team provides Financial Advising & Planning and Accounting.
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Los Angeles, CA

10866 Wilshire Blvd # 1600
Los Angeles, CA 90024
10 - 15

310-473-5445

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HRCS

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

20% Accounting

50% HR Consulting

30% Business Consulting

Established in 1993, HRCS is a HR Consulting company. The small team provides HR Consulting and Business Consulting.
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Los Angeles, CA

11300 W. Olympic Blvd., Suite 870
Los Angeles, CA 90064
10 - 15

+1.310.235.2880

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EGL Properties Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

20% Accounting

40% Commercial Brokerage Services

40% Commercial Property Management

Commercial Brokerage Services company EGL Properties Inc. Was founded in 1990. The company provides Commercial Brokerage Services and Commercial Property Management.
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Los Angeles, CA

1543 Pontius Ave.
Los Angeles, CA 90025
10 - 15

+1.310.481.0922

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REDD │Real Estate & Developmental Design, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Services provided

20% Accounting

20% Commercial Brokerage Services

20% Commercial Development +3 services

20% Commercial Property Management

10% Commercial Financing

10% Interior Design

REDD │Real Estate & Developmental Design, Inc., a small Accounting company, is headquartered in Beverly Hills, California. The team focuses on Accounting and Commercial Brokerage Services.
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Beverly Hills, CA

468 North Camden Dr. , Suite 200
Beverly Hills, CA 90210
6 - 9

+1.310.860.7772

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Ontrack Asset Management

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

20% Accounting

40% Commercial Brokerage Services

40% Commercial Property Management

Founded in 2010, Ontrack Asset Management is a Commercial Brokerage Services company. The small team focuses on Commercial Brokerage Services and Commercial Property Management.
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Los Angeles, CA

11110 Ohio Ave.
Los Angeles, CA 90025
10 - 15

877.278.5598

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Gold Standard Asset Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hawthorne, CA

Services provided

20% Accounting

30% Commercial Financing

30% Commercial Property Management +1 service

20% Commercial Brokerage Services

Gold Standard Asset Management is a small Hawthorne, California-based Commercial Financing company. The team focuses on Commercial Financing and Commercial Property Management.
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Hawthorne, CA

5155 W. Rosecrans Avenue
Hawthorne, CA 90250
2 - 5

+1.310.339.2030

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Harbor Property Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Rancho Palos Verdes, CA

Services provided

20% Accounting

40% Commercial Brokerage Services

20% Commercial Property Management +1 service

20% Market Research

Commercial Brokerage Services company Harbor Property Management focuses on Commercial Brokerage Services and Accounting. They are based in Rancho Palos Verdes, California.
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Rancho Palos Verdes, CA

29623 S. Western Avenue
Rancho Palos Verdes, CA 90275
2 - 5

310.340.7767

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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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0 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

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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Industry Experience

EBS Business Tax Services has demonstrated expertise primarily in the business services industry, with a focus on tax strategy and filing. Clients have praised their project management skills, effective communication, and ability to meet deadlines. The overall sentiment is positive, highlighting their impact on tax optimization for larger businesses, although potential clients are cautioned that they may outgrow the service. This provider is well-suited for businesses seeking reliable tax assistance and strategic guidance.
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Business services

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San Marcos, CA

100 E San Marcos Blvd #400
San Marcos, CA 92069

760.692.0242

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JAAG Financial Services

5.0 1 review

Undisclosed

Undisclosed

10 - 49

San Dimas, CA

Services provided

35% Accounting

35% Financial Advising & Planning

30% Business Consulting

JAAG Financial Services is an accounting firm offering comprehensive services such as accounting, financial planning, and tax preparation. Clients report high satisfaction, praising their detail-oriented approach and excellent customer service. With an ongoing client relationship since 2011, JAAG Financial Services provides detailed financial analysis and advice, contributing significantly to business financial strategy and planning.

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Industry Experience

JAAG Financial Services has garnered positive feedback primarily from the software industry, where they offer comprehensive accounting and financial planning services. Clients appreciate their attention to detail, excellent customer service, and ability to provide insightful financial analyses and reports. The overall sentiment is favorable, indicating that their expertise is particularly well-suited for tech-focused businesses seeking to navigate complex financial landscapes.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with JAAG Financial Services, emphasizing their exceptional value for money. One client noted a $50,000 investment and praised their comprehensive financial planning and reporting services. The attention to detail and customer service were highlighted as key strengths, contributing to a positive perception of the overall cost-effectiveness. However, some feedback suggested a desire for more ambitious long-term planning options.
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San Dimas, CA

550 West Cienega Avenue Suite C
San Dimas, CA 91773

+1.(909).592.5326

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Waronzof Associates, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

El Segundo, CA

Services provided

20% Accounting

50% Commercial Financing

30% Business Consulting

Waronzof Associates, Inc. Is a Commercial Financing company. Based in El Segundo, California, the team offers Commercial Financing and Business Consulting.
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El Segundo, CA

400 Continental Boulevard Sixth Floor
El Segundo, CA 90245
1

+1.310.322.7744

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LT Executive Search

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

20% Commercial Brokerage Services

20% Commercial Development +2 services

20% Commercial Financing

20% Commercial Property Management

LT Executive Search is a Los Angeles, California-based Accounting company. The team focuses on Accounting and Commercial Brokerage Services.
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Los Angeles, CA

1901 Avenue of the Stars
Los Angeles, CA 90067
2 - 5

+1.310.734.7577

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MWest Holdings

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

30% Commercial Financing

20% Commercial Brokerage Services +2 services

20% Commercial Property Management

10% Digital Strategy

Headquartered in Los Angeles, California, MWest Holdings is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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Los Angeles, CA

13949 Ventura Blvd Suite 350
Los Angeles, CA 91423
6 - 9

+1.818.501.5600

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Continental Development Group, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Culver City, CA

Services provided

20% Accounting

50% Commercial Financing

30% Commercial Development

Small Commercial Financing company Continental Development Group, LLC, is in Culver City, California. The team specializes in Commercial Financing and Commercial Development.
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Culver City, CA

4114 Sepulveda Blvd Suite L - 2nd Floor
Culver City, CA 90230
2 - 5

+1.310.253.9998

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Platinum Capital Realty

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

30% Commercial Brokerage Services

30% Commercial Financing +1 service

20% Commercial Property Management

Platinum Capital Realty, a small Commercial Brokerage Services company, is based in Los Angeles, California. The team specializes in Commercial Brokerage Services and Commercial Financing.
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Los Angeles, CA

1875 Century Park E. Suite 600
Los Angeles, CA 90067
1

+1.310.598.5939

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Vasquez & Company

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Los Angeles, CA

Services provided

100% Accounting

Midsize Accounting company Vasquez & Company, is located in Los Angeles, California and Sacramento, California. The team offers Accounting.
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Los Angeles, CA

801 S. Grand Ave. Suite 400
Los Angeles, CA 90017

213.873.1700

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NCDG Realty & Property Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

30% Commercial Brokerage Services

30% Commercial Financing +1 service

20% Commercial Property Management

NCDG Realty & Property Management is a Commercial Brokerage Services company. Founded in 2014, the company provides Commercial Brokerage Services and Commercial Financing.
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Los Angeles, CA

10866 Wilshire Blvd Suite 400
Los Angeles, CA 90024
6 - 9

888.782.2220

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Altman Apartments

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Rolling Hills Estates, CA

Services provided

20% Accounting

70% Commercial Property Management

10% Building Security Services

Established in 2014, Altman Apartments is a Commercial Property Management company. The small team focuses on Commercial Property Management and Accounting.
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Rolling Hills Estates, CA

PO BOX 2160
Rolling Hills Estates, CA 90274
2 - 5

+1.310.903.0222

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CPO Consulting LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carlsbad, CA

Services provided

30% Accounting

35% Business Consulting

35% IT Strategy Consulting

CPO Consulting LLC is a Carlsbad, California-based IT strategy consulting company. Established in 2007, the team offers IT strategy consulting and Business Consulting.
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Carlsbad, CA

238 Camino Vida Roble
Carlsbad, CA 92011
2 - 5

+1.760.696.5692

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Kruze Consulting

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Santa Monica, CA

Services provided

100% Accounting

Kruze Consulting is an Accounting company. Headquartered in San Francisco, California and Santa Monica, California, their small team focuses on Accounting. The firm was launched in 2012.
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Santa Monica, CA

1515 7th Street #363
Santa Monica, CA 90401

424.210.5294

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Sassony Commercial Real Estate Development

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

30% Commercial Development

30% Commercial Financing +1 service

20% Commercial Brokerage Services

Small Commercial Development company Sassony Commercial Real Estate Development, is in Los Angeles, California. Their services include Commercial Development and Commercial Financing.
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Los Angeles, CA

4312 Woodman Avenue, Suite 250
Los Angeles, CA 91423
2 - 5

+1.818.501.2052

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Duckett-Wilson Development

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Santa Monica, CA

Services provided

20% Accounting

30% Commercial Development

20% Commercial Financing +2 services

20% Commercial Property Management

10% Direct Marketing

Duckett-Wilson Development, a Commercial Development company, was founded in 1991. The team provides Commercial Development and Accounting.
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Santa Monica, CA

1150 Santa Monica Blvd. Suite 760
Santa Monica, CA 90401
10 - 15

310.478.8757

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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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Orange, CA

333 City Blvd West, Ste 1700,
Orange, CA 92868

949.484- 0184

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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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Santa Ana, CA

1651 E 4TH ST STE 124
Santa Ana, CA 92701

1.888.315.8269

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Clark & Associates

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

Covina, CA

Services provided

100% Accounting

Clark & Associates is an Accounting company. Founded in 1992, the team focuses on Accounting. The agency is located in Boston, Massachusetts and Los Angeles, California.
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Covina, CA

271 E. Workman St. ste 202
Covina, CA 91723

626.966.2405

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ProActive Advisors, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

100% Accounting

ProActive Advisors, Inc. Is a small Accounting company established in 2002. Their services include Accounting.
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Los Angeles, CA

11601 Wilshire Blvd,
Los Angeles, CA 90025

310.866.8976

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Hoffbeck + Co

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Oceanside, CA

Services provided

10% Accounting

15% Branding

15% Financial Advising & Planning +5 services

15% Web Design

15% Web Development

10% Business Consulting

10% Content Marketing

10% Search Engine Optimization

Launched in 2016, Hoffbeck + Co is a small branding company. Their services include Branding and Web Design.
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Oceanside, CA

439 Mainsail Rd,
Oceanside, CA 92054
6 - 9

+1.424.645.2466

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Wiesenberg & Company, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

80% Accounting

20% Business Consulting

Small Accounting company Wiesenberg & Company, Inc., is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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Los Angeles, CA

3749 Cahuenga Blvd.
Los Angeles, CA 91604

+1.818.753.1945

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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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Mission Viejo, CA

25950 Acero, Suite 370
Mission Viejo, CA 92691

949.600.5200

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Kairos Financial Group, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

20% Commercial Brokerage Services

20% Financial Consulting +3 services

20% Insurance Services & Brokers

10% Business Consulting

10% Financial Advising & Planning

Kairos Financial Group, Inc., a Commercial Brokerage Services company, is located in Los Angeles, California. Their services include Commercial Brokerage Services and Accounting.
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Los Angeles, CA

13101 W. Washington Blvd, Suite 227
Los Angeles, CA 90066
2 - 5

(310) 566-7254

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Dichoso Group of Companies: Dichoso and Company, CPA, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Services provided

80% Accounting

20% Business Consulting

Established in 2001, Dichoso Group of Companies: Dichoso and Company, CPA, Inc. Is an Accounting company. Their team provides Accounting and Business Consulting.
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Beverly Hills, CA

9350 Wilshire Blvd. #203
Beverly Hills, CA 90212

323.694.7408

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Strategic Value Group, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

50% Business Valuation Services

30% Business Consulting

Strategic Value Group, LLC, a Business Valuation Services company, is based in Los Angeles, California. The team focuses on Business Valuation Services and Business Consulting.
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Los Angeles, CA

The Wilshire Landmark, 11755 Wilshire Blvd., Suite 1250
Los Angeles, CA 90025
2 - 5

310-556-8888

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Joseph Latif, CPA

0.5 1 review

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

100% Accounting

Joseph Latif, CPA specializes in Accounting Services, including Tax Preparation and Financial Reporting. However, the reviews indicate significant dissatisfaction, citing unprofessionalism and incomplete tax filing, with one reviewer highlighting a negative experience with poor communication and unfinished work. Overall, the feedback is 100% negative regarding their services.

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Industry Experience

Joseph Latif, CPA has received notably negative feedback specifically within the business services industry. Clients reported a lack of attention to detail and unprofessionalism while handling tax reports. His inability to complete projects properly and poor communication were highlighted as significant weaknesses. Potential clients in the business services sector may want to consider these insights, as they indicate a mismatch between the provider's capabilities and the needs of businesses requiring diligent financial services.
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Business services

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What Clients Have Said
Client feedback indicates significant dissatisfaction with Joseph Latif, CPA's value for money. One reviewer noted that despite providing comprehensive financial information, the CPA mismanaged their 2021 tax report, leaving it unfinished and unprofessional. The overall sentiment reflects a lack of confidence in the firm's ability to deliver quality services commensurate with the fees charged, highlighting a disconnect between expectations and outcomes.
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Los Angeles, CA

11601 Wilshire Blvd. Ste 545
Los Angeles, CA 90025

+1.310.384.2310

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MJM Investment Company

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

20% Accounting

40% Commercial Financing

40% Commercial Property Management

MJM Investment Company is a Commercial Financing company. The team focuses on Commercial Financing and Commercial Property Management, and the agency is in Los Angeles, California.
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Los Angeles, CA

12300 Wilshire Blvd. Suite 410
Los Angeles, CA 90025
2 - 5

310.315.0002

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CHARLES ANDREW, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Glendale, CA

Services provided

70% Accounting

30% Business Consulting

CHARLES ANDREW, CPA is an Accounting company. They are based in Glendale, California. Their team specializes in Accounting and Business Consulting.
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Glendale, CA

3539 Ocean View Blvd. 2nd Floor
Glendale, CA 91208

+1.818.249.2550

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Virtual Tax Accountant

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pasadena, CA

Services provided

70% Accounting

30% Business Consulting

Virtual Tax Accountant is an Accounting company. Their small team is located in Pasadena, California. Their team focuses on Accounting and Business Consulting.
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Pasadena, CA

790 E Colorado Blvd, STE 905-B
Pasadena, CA 91101

+1.877.333.1232

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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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Riverside, CA

3550 Vine Street, Suite 110
Riverside, CA 92507

+1.951.684.7781

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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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Riverside, CA

1313 Chicago Avenue Suite 200
Riverside, CA 92507

+1.951.686.3608

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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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Riverside, CA

1860 Chicago Ave Suite G19
Riverside, CA 92507

+1.951.462.1409

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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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Riverside, CA

5055 Canyon Crest Drive, Ste. 105
Riverside, CA 92507

+1.951.276.9966

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