Top Financial Services Firms in Orange County
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Orange County, CAServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Serves Orange County, CAServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Paddock Scheck Morse, Inc is an Accounting company. The team is in Newport Beach, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lake Forest, CA
Services provided
EID and Company, Tax and Accounting Firm, a small Accounting company, is located in Lake Forest, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Established in 2017, Heit CPA & Associates is a small Newport Beach, California-based Accounting company. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Costa Mesa, CA
Services provided
Clear Choice Tax is an Accounting company. Established in 2009, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Huntington Beach, CA
Services provided
Tax Resolution Group is an Accounting company. Their small team is located in Huntington Beach, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westminster, CA
Services provided
J G Davidson and Company is an Accounting company established in 2009. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fountain Valley, CA
Services provided
Jeffrey Kolsin CPA, Inc. Is an Accounting company. The company is headquartered in Fountain Valley, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Garden Grove, CA
Services provided
JNK Accountancy Group is an Accounting company. They were established in 2016 and offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Linda Rosso Tax & Bookkeeping is an Accounting company. They are based in Carlsbad, California and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Carlsbad, CA
Services provided
Palomar Tax & Business Management is a small Carlsbad, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
ProAdvisor CPA is an Accounting company founded in 2012. The company focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Bishop Kevin CPA, a small Accounting company, is in Carlsbad, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
ALDRICH WEALTH is a Carlsbad, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Small Accounting company Bottom Line Management, is headquartered in Carlsbad, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Accucomp Bookkeeping & Tax Services is an Accounting company. They are in Carlsbad, California and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Carlsbad Tax is an Accounting company. Their small team is headquartered in Carlsbad, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Easie Business Services, LLC is an Accounting company. Their small team is located in Carlsbad, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Carlsbad Bookkeeping & Tax, Inc., a small Accounting company, is located in Carlsbad, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Carlsbad Bookkeper is an Accounting company. They are located in Carlsbad, California and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Find Your Money, a small Accounting company, is based in Carlsbad, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Accounting company AccountingEdge Consulting, LLC was founded in 2017. The small team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Headquartered in Carlsbad, California, SMARTLedger is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Chiropractic Bookkeeping Specialists is a small Accounting company headquartered in Carlsbad, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Small Accounting company Bill Slattery & Associates, is based in Carlsbad, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Bright North Accounting is an Accounting company. The Carlsbad, California-based company was launched in 2010. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Encinitas, CA
Services provided
What A Relief, a small Accounting company, is in Encinitas, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Encinitas, CA
Services provided
Founded in 1997, Halverson & Company is an Accounting company. The small team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Vista, CA
Services provided
Bottomline Bookkeeping Payroll & Tax Services is an Accounting company. Their small team is in Vista, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oceanside, CA
Services provided
Small Accounting company EZ TAX & ACCOUNTING, INC., is in Oceanside, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oceanside, CA
Services provided
Candace Saari, CPA is an Accounting company. Their small team is in Oceanside, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
CPO Consulting LLC is a Carlsbad, California-based IT strategy consulting company. Established in 2007, the team offers IT strategy consulting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Snows Financial Services is an Accounting company. They are in Orange, California and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
The Carlberg Co., an Accounting company, was launched in 1968. The team specializes in Accounting and is in Orange, California.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Graham & Co is an Accounting company. They are located in Orange, California and have small team. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Just Numbers, LLC is a small Orange, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Launched in 1994, Expat CPA is an Accounting company. In Orange, California, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Accounting company Morrow & Co was established in 2014. The team offers Accounting and is in Orange, California.
Read more -
UndisclosedUndisclosed10 - 49Orange, CA
Services provided
Rohm and Rohm CPAs is an Accounting company. Their small team of employees is headquartered in Orange, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Small Accounting company Farukhi & Company, is headquartered in Orange, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Bradley J Smith CPA is an Accounting company. Their small team is located in Orange, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Located in Orange, California, David Tang, CPA & Associates, Inc. Is an Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Orange, CA
Services provided
Tax Resolution Institute is an Accounting company. Their small team is based in Orange, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Tilli Accounting Services is a small Orange, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Small Accounting company MB Tax Service, is located in Orange, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
CNY Accountants & Consultants is an Accounting company. Their small team is in Orange, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Covina, CA
Services provided
Fathy & Associates CPA is a small West Covina, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9West Covina, CA
Services provided
In West Covina, California, Tobi Li Marshall CPA, APC is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Covina, CA
Services provided
Lam, Robinson & Co. Is a small Accounting company headquartered in Covina, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lancaster, CA
Services provided
Located in Lancaster, California, Cobb, Doerfler & Associates, CPA is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Lancaster, CA
Services provided
Hutchison & Hutchison Accountancy, an Accounting company, is in Lancaster, California. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 1994.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 13 Orange County Financial Services Companies
-
$1,000+Undisclosed10 - 49Irvine, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+Undisclosed1,000 - 9,999Irvine, CA
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
Undisclosed< $25 / hr1,000 - 9,999Santa Ana, CA
Ability to deliver
26.9/40.015.2/20 Reviews2.2/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$1,000+$150 - $199 / hr50 - 249Irvine, CA
Ability to deliver
24.6/40.016/20 Reviews2.1/10 Clients & Experience6.5/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
24.6/40.016.2/20 Reviews2.8/10 Clients & Experience5.5/10 Market PresenceService focus
90% Accounting10% Other -
$5,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
22.1/40.016.2/20 Reviews1/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Whittier, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Irvine, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
$5,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr250 - 999Newport Beach, CA
Ability to deliver
9.8/40.03.2/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999Irvine, CA
Ability to deliver
8.8/40.00/20 Reviews0/10 Clients & Experience8.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Manhattan Beach, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
8.2/40.00/20 Reviews2.1/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
8.1/40.00/20 Reviews1/10 Clients & Experience7.1/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Ability to deliver
7.7/40.00/20 Reviews2.1/10 Clients & Experience5.6/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
7.7/40.00/20 Reviews0/10 Clients & Experience7.7/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr10 - 49Irvine, CA
Ability to deliver
7.4/40.00/20 Reviews1.4/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr250 - 999Irvine, CA
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249Newport Beach, CA
Ability to deliver
6.2/40.00/20 Reviews0/10 Clients & Experience6.2/10 Market PresenceService focus
95% Accounting2% Financial Advising & Planning3% Other -
$1,000+$100 - $149 / hr1,000 - 9,999Irvine, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Santa Ana, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr250 - 999Newport Beach, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting
