Accountants in Carlsbad, CA — 72 Top-Rated Firms (2026)
We list 72 accounting firms in Carlsbad, California that have a website and a public review record — 27 CPA firms, 23 financial planners, 15 tax preparers, and 7 bookkeepers. 52 hold a Google rating of 4.5★ or higher, and the average across the 72 rated firms here is 4.48★. They are sorted by Google rating and review count; use the service links above to narrow the list.
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By service in Carlsbad
The highest-rated firm in Carlsbad is Deferred.com (Formerly Plenti Financial) (5.0★, 141 reviews). 52 of 72 rated firms hold a 4.5★ or higher Google rating.
DP
Deferred.com (Formerly Plenti Financial)✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering advisory. Rated 5.0★ across 141 Google reviews.
IW
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 5.0★ across 111 Google reviews.
MO
Mutual of Omaha Mortgage✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 5.0★ across 71 Google reviews.
SW
Seaside Wealth Management✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 57 Google reviews.
SR
Seaside Resources✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation. Rated 5.0★ across 49 Google reviews.
AF
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering bookkeeping. Rated 5.0★ across 45 Google reviews.
VR
Vanguard Realty Advisors✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering advisory. Rated 5.0★ across 44 Google reviews.
AB
BookkeepingCarlsbad, CA
Bookkeeping in Carlsbad, California offering bookkeeping, tax preparation, and audit & assurance. Rated 5.0★ across 38 Google reviews.
TW
Trajan Wealth✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 38 Google reviews.
GM
Guide My Finances✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 33 Google reviews.
LC
La Costa Tax & Accounting✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation. Rated 5.0★ across 29 Google reviews.
GT
Golden Tax & Bookkeeping Co.✓ Verified
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering bookkeeping, and payroll. Rated 5.0★ across 21 Google reviews.
SD
San Diego Tax Associates✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation. Rated 5.0★ across 19 Google reviews.
WW
West & Walters Tax and Wealth Management✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation, and financial planning. Rated 5.0★ across 19 Google reviews.
BS
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 15 Google reviews.
KJ
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering bookkeeping. Rated 5.0★ across 13 Google reviews.
AM
Andrew Marshall Financial, LLC✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 11 Google reviews.
CA
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering accounting & tax. Rated 5.0★ across 9 Google reviews.
JN
Jacob N.S. Tax Advisory✓ Verified
BookkeepingCarlsbad, CA
Bookkeeping in Carlsbad, California offering bookkeeping, and tax preparation. Rated 5.0★ across 9 Google reviews.
BL
Bottom Line Management✓ Verified
BookkeepingCarlsbad, CA
Bookkeeping in Carlsbad, California offering bookkeeping. Rated 5.0★ across 8 Google reviews.
SS
Salient Solutions Group, LLC✓ Verified
BookkeepingCarlsbad, CA
Bookkeeping in Carlsbad, California offering bookkeeping, tax preparation, and advisory. Rated 5.0★ across 8 Google reviews.
SG
Sterling Global Strategies✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 8 Google reviews.
MW
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 7 Google reviews.
WD
Wellspring Divorce Advisors✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 7 Google reviews.
BP
Beacon Pointe Advisors✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
BA
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering bookkeeping, and advisory. Rated 5.0★ across 6 Google reviews.
EC
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering bookkeeping, tax preparation, and advisory. Rated 5.0★ across 6 Google reviews.
EB
Easie Bookkeeping✓ Verified
BookkeepingCarlsbad, CA
Bookkeeping in Carlsbad, California offering bookkeeping, and advisory. Rated 5.0★ across 6 Google reviews.
TA
Taxation and Accounting✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation. Rated 5.0★ across 6 Google reviews.
BR
Beacon Retirement Planning Group, Inc.✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax planning, financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
AA
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering tax preparation.
EL
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation.
JC
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation.
BK
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering tax preparation.
AC
FC
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering accounting & tax.
CT
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation.
CK
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering accounting & tax.
DJ
David J Oswald & CoIRS PTIN
AccountantCarlsbad, CA
Accountant in Carlsbad, California offering accounting.
HJ
AccountantCarlsbad, CA
Accountant in Carlsbad, California offering accounting.
WN
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering advisory.
SD
San Diego Tax & Financial Associates✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation, financial planning, and advisory. Rated 4.9★ across 267 Google reviews.
TB
TurboTax - Bressi Ranch, Carlsbad✓ Verified
Tax PreparationCarlsbad, CA
Tax Preparation in Carlsbad, California offering tax preparation, tax planning, and advisory. Rated 4.9★ across 33 Google reviews.
CB
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering bookkeeping, and advisory. Rated 4.8★ across 169 Google reviews.
RT
Rockwater Tax✓ Verified
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering bookkeeping, tax planning, and advisory. Rated 4.8★ across 159 Google reviews.
WF
WWM Financial✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 4.8★ across 23 Google reviews.
JT
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering accounting & tax. Rated 4.8★ across 13 Google reviews.
★4.8 (13)
JW
CPA FirmCarlsbad, CA
CPA Firm in Carlsbad, California offering accounting & tax. Rated 4.6★ across 32 Google reviews.
Top accounting firms in Carlsbad
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Deferred.com (Formerly Plenti Financial)✓ | Tax Preparation | ★ 5.0 | 141 |
| 2 | IDA Wealth - Intelligence Driven Advisers✓ | Financial Planning | ★ 5.0 | 111 |
| 3 | Mutual of Omaha Mortgage✓ | Financial Planning | ★ 5.0 | 71 |
| 4 | Seaside Wealth Management✓ | Financial Planning | ★ 5.0 | 57 |
| 5 | Seaside Resources✓ | Tax Preparation | ★ 5.0 | 49 |
More firms in Carlsbad
- PTG Tax Relief - CarlsbadTax Preparation★ 5.0 (14)+1619-304-8643
- Aureus Wealth ManagementFinancial Planning★ 5.0 (7)+1760-918-5660
- DucerusFinancial Planning★ 5.0 (6)+1760-814-8591
- Strategic Business Alliance, LLCCPA Firm★ 5.0 (4)+1760-573-1038Website ↗
- DeLegge Wealth PlanningFinancial Planning★ 5.0 (3)+1760-820-2265Website ↗
- Pro Accounting SolutionsCPA Firm★ 5.0 (3)+1858-206-4650Website ↗
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- White Bookkeeping & Business ManagementCPA Firm★ 5.0 (3)+1760-607-7460Website ↗
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- Klovanish Steve CPAAccountant★ 5.0 (2)+1760-434-0222
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- RUNDLETT & ASSOCIATES, INC.Tax Preparation★ 5.0 (2)+1760-602-6202
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- The Financial TeamTax Preparation★ 5.0 (2)+1760-448-2882Website ↗
- Aro PartnersFinancial Planning★ 5.0 (1)+1760-434-6054
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- Bottom Line BookkeepingTax Preparation★ 5.0 (1)+1760-804-1690
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- Comstock & Associates: Jim ComstockAccountant★ 5.0 (1)+1760-729-7444
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- Finances For Life, LLCFinancial Planning★ 5.0 (1)+1877-335-4110Website ↗
- Financial FocusFinancial Planning★ 5.0 (1)+1760-431-3040Website ↗
- Find Your MoneyBookkeeping★ 5.0 (1)+1760-941-4398
- Future Family Management LLCFinancial Planning★ 5.0 (1)+1760-930-0661
- Lien On Me Tax ReliefTax Preparation★ 5.0 (1)+1760-232-6223Website ↗
- LPL FinancialFinancial Planning★ 5.0 (1)+1760-431-7011
- Market Capital Management, Inc.Financial Planning★ 5.0 (1)+1760-434-3575Website ↗
- Merrill Lynch Financial Advisor Dana AlbertFinancial Planning★ 5.0 (1)+1760-930-3138Website ↗
- Merrill Lynch Financial Advisor Randy TaylorFinancial Planning★ 5.0 (1)+1760-930-3135Website ↗
- Merrill Lynch Wealth ManagementFinancial Planning★ 5.0 (1)+1760-930-3100Website ↗
- Peer Lending ProFinancial Planning★ 5.0 (1)+1866-998-5648
- Savvy Women Wealth ManagementFinancial Planning★ 5.0 (1)+1760-692-5700Website ↗
- Vistica Wealth AdvisorsFinancial Planning★ 5.0 (1)+1760-854-4003Website ↗
- Wealth Compass FinancialFinancial Planning★ 5.0 (1)+1760-509-4000Website ↗
- WestPac® Wealth Partners (Carlsbad)Financial Planning★ 5.0 (1)+1760-585-4598Website ↗
- Wilson Tax and Financial, Inc.Tax Preparation★ 5.0 (1)+1442-244-0890Website ↗
- David N. Vinegrad, CPACPA Firm★ 4.4 (13)+1760-434-2413
- Lawrence Tax ServiceTax Preparation★ 4.3 (3)+1760-438-4030Website ↗
- Goldman Sachs Personal Financial ManagementFinancial Planning★ 4.0 (1)+1442-232-6900Website ↗
- MarinerFinancial Planning★ 4.0 (1)+1760-814-9200Website ↗
- Anchor Bay Capital, Inc.Financial Planning★ 3.7 (3)+1760-602-3470Website ↗
- Bandemer AccountancyTax Preparation★ 3.7 (3)+1760-434-1522
- LPLM TaxTax Preparation★ 3.0 (4)+1760-730-5395
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- Axis Financial Services IncFinancial Planning★ 3.0 (2)+1760-929-6680
- Nathan A. Hanson, CPAAccountant★ 3.0 (2)+1760-729-2095
- Newman HOA CPACPA Firm★ 2.3 (3)+1844-560-7300Website ↗
- Duvera Financial Services IncFinancial Planning★ 1.3 (18)+1818-997-9890
- Alexx S Chesney, Enrolled AgentTax Preparation★ 1.0 (2)
- Carlsbad Bookkeeping & Tax, Inc.Bookkeeping★ 1.0 (1)+1760-585-9495Website ↗
- Fonte Financial AdvisorsFinancial Planning★ 1.0 (1)+1858-800-4176Website ↗
- gems-gainstrade.comFinancial Planning★ 1.0 (1)
- Accounting by Amber LLCAccountant+1 502-418-9601Website ↗
- Aldrich Advisors, LLPTax Preparation+1 760-268-0240
- Amy Marcoccia Accountancy IncAccountant+1 408-836-7777Website ↗
- Andrew F Whatnall, CPA, A Professional CCPA Firm+1 858-252-2033
- Beck and Company, CPA's, Inc.CPA Firm+1 760-295-2251
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- Frank P Skinner, CPA, A Professional CorCPA Firm+1 442-244-0874
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- Jack Conley, CPACPA Firm+1 858-880-4481
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- Jeffrey C. Rohring, CPACPA Firm+1 760-594-7110
- Jim Krupiarz, CPACPA Firm+1 760-613-7870
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- Kristin M. Greenlee CPACPA Firm+1 760-431-0750
- Lolana CPAsCPA Firm+1 619-517-9620Website ↗
- M A Artale CPACPA Firm+1 516-551-8654
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18 more firms are listed without reviews or a website and are not shown.
How to choose an accountant in Carlsbad
- ✓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 Carlsbad?+
We list 72 accounting firms in Carlsbad, California that have a website and a public review record, 52 of which hold a 4.5★+ Google rating. 190 businesses in Carlsbad appear in the underlying public data.
How much does an accountant cost in Carlsbad?+
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.