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.
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.
Showing 12 of 12 firms · sorted by Google rating
1.
DH Tax & Consulting, Inc.
★★★★★★★★★★5.0(48 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 85 Argonaut #100, Aliso Viejo, CA 92656
2.
Orange County Bookkeeping
★★★★★★★★★★5.0(22 Google reviews)✓ Verified on Google
Bookkeeping · 85 Argonaut Ste 105, Aliso Viejo, CA 92656
3.
Laguna Tax Group
★★★★★★★★★★5.0(18 Google reviews)✓ Verified on Google
Tax Preparation · 6-B Liberty Ste 150, Aliso Viejo, CA 92656
4.
Your Financial Genie
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 120 Vantis Dr #300, Aliso Viejo, CA 92656
5.
WellCents
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 120 Vantis Dr #400, Aliso Viejo, CA 92656
Services: advisory
6.
Scooter Accounting
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
CPA Firm · 65 Enterprise, Aliso Viejo, CA 92656
Services: bookkeeping, tax preparation
7.
Excel Tax Group
★★★★★★★★★★4.9(35 Google reviews)✓ Verified on Google
CPA Firm · 130 Vantis Dr Ste 145, Aliso Viejo, CA 92656
Services: bookkeeping
8.
Property Management Accounting - AppFolio, Yardi and more
★★★★★★★★★★4.8(18 Google reviews)✓ Verified on Google
Bookkeeping · 65 Enterprise Ste 425-B, Aliso Viejo, CA 92656
Services: advisory
9.
Pacific Coast Wealth Management
★★★★★★★★★★4.6(11 Google reviews)✓ Verified on Google
Financial Planning · 120 Vantis Dr #300, Aliso Viejo, CA 92656
Services: advisory
10.
Tax Relief Squad
★★★★★★★★★★4.4(13 Google reviews)✓ Verified on Google
Tax Preparation · 6B Liberty Ste 215, Aliso Viejo, CA 92656
11.
Daniel Dubois CPA & Co Inc
★★★★★★★★★★3.4(5 Google reviews)IRS PTIN
Tax Preparation · 6B Liberty Ste 130, Aliso Viejo, CA 92656
12.
Bank of America Financial Center
★★★★★★★★★★2.3(61 Google reviews)✓ Verified on Google
Financial Planning · 26831 Aliso Creek Rd, Aliso Viejo, CA 92656
Services: advisory
Top accounting firms in Aliso Viejo
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | DH Tax & Consulting, Inc. | Tax Preparation | 5.0 / 5 | 48 |
| 2 | Orange County Bookkeeping | Bookkeeping | 5.0 / 5 | 22 |
| 3 | Laguna Tax Group | Tax Preparation | 5.0 / 5 | 18 |
| 4 | Your Financial Genie | Financial Planning | 5.0 / 5 | 11 |
| 5 | WellCents | Financial Planning | 5.0 / 5 | 9 |
More Firms in Aliso Viejo
Firms without a website or enough reviews for a profile page of their own.
- Clarity Group Financial - CPA's an Accounting FirmCPA Firm★ 5.0 (5)(949) 340-9643
- JG Wealth ManagementFinancial Planning★ 5.0 (4)(800) 428-4843Website ↗
- Pectel Inc.Accountant★ 5.0 (4)(949) 425-1566
- HRG Tax RecoveryTax Preparation★ 5.0 (3)(949) 598-3560
- Accounting Room LLCBookkeeping★ 5.0 (2)(949) 855-6060Website ↗
- Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth AdvisorsFinancial Planning★ 5.0 (2)(949) 660-0088Website ↗
- Rudy Anguiano - Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (2)(949) 379-6238Website ↗
- Ahmed Henane - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)(949) 660-0088Website ↗
- Auric Capital PartnersFinancial Planning★ 5.0 (1)(949) 749-1250Website ↗
- Saposh & Malter IncFinancial Planning★ 5.0 (1)(949) 404-4320
- Securities Equity GroupFinancial Planning★ 5.0 (1)(949) 975-7900Website ↗
- Pacific Sun Financial CorporationFinancial Planning★ 3.0 (2)(949) 716-8646Website ↗
- Summit Tax & Accounting AdvisorsCPA Firm★ 3.0 (2)(949) 796-3438Website ↗
- Duggins FinancialFinancial Planning★ 1.0 (1)(877) 297-4301Website ↗
- Heisser & McFaddenTax Preparation★ 1.0 (1)(818) 450-1934Website ↗
- Select Portfolio ManagementFinancial Planning★ 1.0 (1)(949) 975-7900Website ↗
- AXIS Accounting Solutions, LLCAccountant(888) 485-2510Website ↗
- Barrett Garcia & Co.Tax Preparation(949) 496-6363
- Chisholm & Kline, CPA'sCPA Firm(949) 362-0222
- David Leckey CPA, Inc.CPA Firm(714) 334-9470
- Etc Consulting, INCTax Preparation(949) 454-8275
- Excel CPAS P.C.CPA Firm(949) 339-4012Website ↗
- Jason W Bennett, CPA, APCCPA Firm(714) 272-3189
- Lavoignet CPA & Associates IncCPA FirmWebsite ↗
- Worldwide Trader Inc DBA American AccountancyAccountant(562) 666-5469
- Young's Holdings, Inc.Tax Preparation(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.