Accountants in Aliso Viejo, CA — 12 Top-Rated Firms (2026)
We list 12 accounting firms in Aliso Viejo, California that have a website and a public review record — 4 tax preparers, 4 financial planners, 2 bookkeepers, and 2 CPA firms. 9 hold a Google rating of 4.5★ or higher, and the average across the 12 rated firms here is 4.53★. They are sorted by Google rating and review count; use the service links above to narrow the list.
The highest-rated firm in Aliso Viejo is DH Tax & Consulting, Inc. (5.0★, 48 reviews). 9 of 12 rated firms hold a 4.5★ or higher Google rating.
Top accounting firms in Aliso Viejo
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | DH Tax & Consulting, Inc.✓ | Tax Preparation | ★ 5.0 | 48 |
| 2 | Orange County Bookkeeping✓ | Bookkeeping | ★ 5.0 | 22 |
| 3 | Laguna Tax Group✓ | Tax Preparation | ★ 5.0 | 18 |
| 4 | Your Financial Genie✓ | Financial Planning | ★ 5.0 | 11 |
| 5 | WellCents✓ | Financial Planning | ★ 5.0 | 9 |
More firms in Aliso Viejo
- Clarity Group Financial - CPA's an Accounting FirmCPA Firm★ 5.0 (5)+1949-340-9643
- JG Wealth ManagementFinancial Planning★ 5.0 (4)+1800-428-4843Website ↗
- Pectel Inc.Accountant★ 5.0 (4)+1949-425-1566
- HRG Tax RecoveryTax Preparation★ 5.0 (3)+1949-598-3560
- Accounting Room LLCBookkeeping★ 5.0 (2)+1949-855-6060Website ↗
- Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth AdvisorsFinancial Planning★ 5.0 (2)+1949-660-0088Website ↗
- Rudy Anguiano - Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (2)+1949-379-6238Website ↗
- Ahmed Henane - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)+1949-660-0088Website ↗
- Auric Capital PartnersFinancial Planning★ 5.0 (1)+1949-749-1250Website ↗
- Saposh & Malter IncFinancial Planning★ 5.0 (1)+1949-404-4320
- Securities Equity GroupFinancial Planning★ 5.0 (1)+1949-975-7900Website ↗
- Pacific Sun Financial CorporationFinancial Planning★ 3.0 (2)+1949-716-8646Website ↗
- Summit Tax & Accounting AdvisorsCPA Firm★ 3.0 (2)+1949-796-3438Website ↗
- Duggins FinancialFinancial Planning★ 1.0 (1)+1877-297-4301Website ↗
- Heisser & McFaddenTax Preparation★ 1.0 (1)+1818-450-1934Website ↗
- Select Portfolio ManagementFinancial Planning★ 1.0 (1)+1949-975-7900Website ↗
- AXIS Accounting Solutions, LLCAccountant+1 888-485-2510Website ↗
- Barrett Garcia & Co.Tax Preparation+1 949-496-6363
- Chisholm & Kline, CPA'sCPA Firm+1 949-362-0222
- David Leckey CPA, Inc.CPA Firm+1 714-334-9470
- Etc Consulting, INCTax Preparation+1 949-454-8275
- Excel CPAS P.C.CPA Firm+1 949-339-4012Website ↗
- Jason W Bennett, CPA, APCCPA Firm+1 714-272-3189
- Lavoignet CPA & Associates IncCPA FirmWebsite ↗
- Worldwide Trader Inc DBA American AccountancyAccountant+1 562-666-5469
- Young's Holdings, Inc.Tax Preparation+1 619-816-2927
How to choose an accountant in Aliso Viejo
- ✓Verify credentials — a CPA holds a state Board of Accountancy license; a tax preparer should have a valid IRS PTIN and, ideally, an EA (Enrolled Agent) designation.
- ✓Match the specialty to your needs — small-business tax, S-corp/LLC filings, bookkeeping, or personal returns are different skill sets.
- ✓Confirm they e-file and use current software, and ask how they handle IRS notices or audits.
- ✓Get the fee structure in writing — hourly, flat per-return, or monthly retainer — before engaging.
- ✓Ask for an engagement letter defining scope, responsibilities, and deadlines.
What accountants cost
Typical national ranges: individual tax return $150–$450, monthly bookkeeping $200–$700, business return $500–$2,500+.
Cost guidance is a national reference range, not a quote — actual fees depend on return complexity, entity type, and the firm. Always request a written estimate.
Frequently asked questions
How many accountants are in Aliso Viejo?+
We list 12 accounting firms in Aliso Viejo, California that have a website and a public review record, 9 of which hold a 4.5★+ Google rating. 38 businesses in Aliso Viejo appear in the underlying public data.
How much does an accountant cost in Aliso Viejo?+
Fees vary by complexity and firm. As a national reference, an individual tax return typically runs $150–$450, monthly bookkeeping $200–$700, and a business return $500–$2,500+. Ask each firm for a written fee estimate.
Do I need a CPA or a bookkeeper?+
A bookkeeper records day-to-day transactions and reconciles accounts; a CPA is a state-licensed accountant who can also handle complex tax planning, audits, and represent you before the IRS. Many small businesses use a bookkeeper year-round and a CPA at tax time.
Are the ratings on this page real?+
Yes — ratings and review counts are aggregate figures from Google, attributed to Google, with a link to the firm's Google reviews. accounting8 does not host or write reviews.