Top Financial Services Firms in Orange County
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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.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Schulman Lobel is a New York, New York-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Accounting company Truck2290 specializes in Accounting. They are located in Los Angeles, California.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
Services provided
Furness & Associates is a Los Angeles, California-based Accounting company. Their services include Accounting.
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$5,000+$100 - $149 / hr50 - 249Los Angeles, CA
Services provided
8020 Consulting is an Accounting company. The Los Angeles, California-based agency offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerLos Angeles, CA
Services provided
BlueWave Ledger is an Accounting company. They focus on Accounting and Fractional CFO Services and were established in 2024.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Kirsch Kohn & Bridge, an Accounting company, was launched in 1961. The company offers Accounting.
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$1,000+$300+ / hr2 - 9San Bernardino, CA
Services provided
Moore Marsden Experts is an Accounting company. The team specializes in Accounting and Commercial Brokerage Services, and the company is in San Bernardino, California.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
Services provided
Launched in 1998, Carlsen Financial is a small Los Angeles, California-based Accounting company. Their team focuses on Accounting.
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$1,000+$200 - $300 / hr2 - 9Los Angeles, CA
Services provided
Accounting company Proficient Accounting Services is located in Los Angeles, California. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Located in Los Angeles, California, Neuman + Associates is a small Accounting company. Their services include Accounting.
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$5,000+$25 - $49 / hr10 - 49Los Angeles, CA
Services provided
Dynamic Merchant Solutions is a Finance & Accounting Outsourcing (FAO) company founded in 2012. Their services include Finance & Accounting Outsourcing (FAO) and Digital Asset Management.
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$1,000+$200 - $300 / hr2 - 9Los Angeles, CA
Services provided
Michael J. Borenstein, CPA is an Accounting company. They were founded in 1989, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Calabasas, CA
Services provided
Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
Services provided
Entous, Neymark & Lisi, an Accounting company, is headquartered in Los Angeles, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
See all 2 projectsHK Associates, Certified Public Accountants, is an accounting firm specializing in tax preparation, bookkeeping, and financial advisory services. They are highly regarded for their expertise in navigating complex tax situations, with 100% of reviewers highlighting their impressive communication and problem-solving skills. Clients appreciate their ability to amend past tax errors and maintain transparent communication throughout.
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$1,000+< $25 / hr2 - 9Los Angeles, CA
Services provided
Abel-Viernes Business Services is a Financial Advising & Planning company. Their team is located in Los Angeles, California. The agency offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.
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UndisclosedUndisclosedFreelancerLos Angeles, CA
Services provided
420 accounting services is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
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Undisclosed$50 - $99 / hr2 - 9Temecula, CA
Services provided
Small Accounting company FirstCorr Finanical Services, LLC, is located in Temecula, California. The team focuses on Accounting and Business Consulting.
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Undisclosed< $25 / hr2 - 9Stevenson Ranch, CA
Services provided
Evmark Business Solutions, a small Accounting company, is headquartered in Stevenson Ranch, California. The team focuses on Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.
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$75,000+$150 - $199 / hr50 - 249Palmdale, CA
Services provided
Founded in 2016, QuickBooks File Doctor is an Accounting company. Located in Palmdale, California, the team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Established in 2006, White Bookkeeping and Business Management is an Accounting company. The company specializes in Accounting.
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$10,000+$150 - $199 / hr2 - 9Agoura Hills, CA
Services provided
Brett J. Federer Accounting is a small Accounting company. They offer Accounting and were launched in 2026.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Strategic Business Alliance, LLC is an Accounting company. Their small team is headquartered in Carlsbad, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Camarillo, CA
Services provided
Established in 2001, Economic Development Collaborative is a Business Consulting company. The agency specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
See all 1 projectsAbout 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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UndisclosedUndisclosed2 - 9Temecula, CA
Services provided
See all 1 projectsTax 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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UndisclosedUndisclosed2 - 9South Pasadena, CA
Services provided
See all 1 projectsHWI 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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UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
See all 1 projectsLeivas 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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UndisclosedUndisclosed10 - 49San Dimas, CA
Services provided
See all 1 projectsJAAG 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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UndisclosedUndisclosed10 - 49Santa Clarita, CA
Services provided
See all 1 projectsKKAJ, LLP is a CPA firm providing comprehensive accounting services, including tax preparation and financial planning. Praised for their professionalism and effective project management, they have successfully reduced accounting errors and eliminated audits. However, 20% of reviewers suggest enhanced communication for strategic alignment, while 80% highlight their cost-saving capabilities.
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UndisclosedUndisclosed2 - 9San Marcos, CA
Services provided
See all 1 projectsEBS 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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$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
Services provided
Midsize Accounting company Vasquez & Company, is located in Los Angeles, California and Sacramento, California. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
Located in Los Angeles, California, EisnerAmper is a Business Consulting company. They focus on Business Consulting and Accounting and were founded in 1963.
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$1,000+$150 - $199 / hr10 - 49Santa Monica, CA
Services provided
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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$1,000+$150 - $199 / hr10 - 49Irvine, CA
Services provided
Founded in 2011, Milam, Knecht & Warner is an Accounting company. Their services include Accounting.
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$1,000+$150 - $199 / hr10 - 49Los Angeles, CA
Services provided
Accounting company PDM LLP focuses on Accounting. They are located in Torrance, California and Los Angeles, California.
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$5,000+$50 - $99 / hr50 - 249Los Angeles, CA
Services provided
MMC HR, a midsize HR Consulting company, is based in Los Angeles, California. The team specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
Services provided
SEMPER TAX RELIEF is an Accounting company. They are based in Orange, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Rolling Hills Estates, CA
Services provided
Cloud Smart Accounting, an Accounting company, provide Accounting and Business Consulting. They were established in 2003.
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UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
Boatman Accounting is a Burbank, California-based Accounting company. Founded in 2014, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
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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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
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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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Located in Los Angeles, California, Unchained Financial Services is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
Services provided
Accounting company ALLIANCE TAX ADVOCATE is located in Santa Ana, California. They provide Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Small Accounting company Wiesenberg & Company, Inc., is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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$1,000+$150 - $199 / hr2 - 9Covina, CA
Services provided
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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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
Services provided
Accounting Tree is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting.
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List of the Top 13 Orange County Financial Services Companies
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$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
