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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.

By service: CPAs & Accountants (27)|Bookkeepers (7)|Tax Preparers (15)|Financial Planners (23)

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.

Showing 50 of 72 firms · sorted by Google rating
1.
Deferred.com (Formerly Plenti Financial)
★★★★★★★★★★5.0(141 Google reviews)✓ Verified on Google
Tax Preparation · 5355 Avenida Encinas #201, Carlsbad, CA 92008
Services: advisory
(866) 442-1031WebsiteMore info
2.
IDA Wealth - Intelligence Driven Advisers
★★★★★★★★★★5.0(111 Google reviews)✓ Verified on Google
Financial Planning · 2792 Gateway Rd, Carlsbad, CA 92009
Services: advisory
(888) 766-0091WebsiteMore info
3.
Mutual of Omaha Mortgage
★★★★★★★★★★5.0(71 Google reviews)✓ Verified on Google
Financial Planning · 2888 Loker Ave E Ste 320, Carlsbad, CA 92010
Services: advisory
(760) 492-5650WebsiteMore info
4.
Seaside Wealth Management
★★★★★★★★★★5.0(57 Google reviews)✓ Verified on Google
Financial Planning · 6154 Innovation Way, Carlsbad, CA 92009
(760) 730-8120WebsiteMore info
5.
Seaside Resources
★★★★★★★★★★5.0(49 Google reviews)✓ Verified on Google
Tax Preparation · 2888 Loker Ave E Suite 307, Carlsbad, CA 92010
(760) 434-2555WebsiteMore info
6.
Accounting Fresh
★★★★★★★★★★5.0(45 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 5451 Avenida Encinas Ste b, Carlsbad, CA 92008
Services: bookkeeping
(760) 230-9779WebsiteMore info
7.
Vanguard Realty Advisors
★★★★★★★★★★5.0(44 Google reviews)✓ Verified on Google
Tax Preparation · 6106 Innovation Way, Carlsbad, CA 92009
Services: advisory
(760) 855-3959WebsiteMore info
8.
Artists Business Management Group - San Diego
★★★★★★★★★★5.0(38 Google reviews)✓ Verified on Google
Bookkeeping · 5973 Avenida Encinas #200, Carlsbad, CA 92008
Services: tax preparation, audit & assurance
(760) 599-1040WebsiteMore info
9.
Trajan Wealth
★★★★★★★★★★5.0(38 Google reviews)✓ Verified on Google
Financial Planning · 701 Palomar Airport Rd #300, Carlsbad, CA 92011
(760) 607-4444WebsiteMore info
10.
Guide My Finances
★★★★★★★★★★5.0(33 Google reviews)✓ Verified on Google
Financial Planning · 1265 Carlsbad Village Dr #201, Carlsbad, CA 92008
(760) 547-7585WebsiteMore info
11.
La Costa Tax & Accounting
★★★★★★★★★★5.0(29 Google reviews)✓ Verified on Google
Tax Preparation · 2304 Altisma Way, Carlsbad, CA 92009
(858) 356-2953WebsiteMore info
12.
Golden Tax & Bookkeeping Co.
★★★★★★★★★★5.0(21 Google reviews)✓ Verified on Google
CPA Firm · 2558 Roosevelt St #300, Carlsbad, CA 92008
Services: bookkeeping, payroll
(760) 458-5351WebsiteMore info
13.
San Diego Tax Associates
★★★★★★★★★★5.0(19 Google reviews)✓ Verified on Google
Tax Preparation · 1902 Wright Pl #200, Carlsbad, CA 92008
(760) 669-1040WebsiteMore info
14.
West & Walters Tax and Wealth Management
★★★★★★★★★★5.0(19 Google reviews)✓ Verified on Google
Tax Preparation · 1241 Carlsbad Village Dr #100A, Carlsbad, CA 92008
Services: financial planning
(858) 283-7185WebsiteMore info
15.
Brenton Stransky, CFP® - Independence Square Advisors
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on Google
Financial Planning · 2173 Salk Ave Ste 250, Carlsbad, CA 92008
(760) 230-3067WebsiteMore info
16.
Klein Jeffrey CPA
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 2038 Corte Del Nogal Suite 135, Carlsbad, CA 92011
Services: bookkeeping
(760) 727-7680WebsiteMore info
17.
Andrew Marshall Financial, LLC
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 5857 Owens Ave #300, Carlsbad, CA 92008
(760) 651-6315WebsiteMore info
18.
Cardin and Company
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1015 Chestnut Ave, Carlsbad, CA 92008
Services: accounting & tax
(760) 434-1040WebsiteMore info
19.
Jacob N.S. Tax Advisory
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Bookkeeping · 701 Palomar Airport Rd #300, Carlsbad, CA 92011
Services: tax preparation
(888) 507-1011WebsiteMore info
20.
Bottom Line Management
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Bookkeeping · 2890 Pio Pico Dr Suite 203B, Carlsbad, CA 92008
(760) 576-2999WebsiteMore info
21.
Salient Solutions Group, LLC
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Bookkeeping · 5938 Priestly Dr Ste 103, Carlsbad, CA 92008
Services: tax preparation, advisory
(760) 576-5569WebsiteMore info
22.
Sterling Global Strategies
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 701 Palomar Airport Rd #300, Carlsbad, CA 92011
(760) 707-1717WebsiteMore info
23.
Meritage Wealth Management - Laryssa Freeman, CFP®
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 5857 Owens Ave #300, Carlsbad, CA 92008
(760) 602-5091WebsiteMore info
24.
Wellspring Divorce Advisors
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 703 Palomar Airport Rd Suite 240, Carlsbad, CA 92011
(858) 800-4176WebsiteMore info
25.
Beacon Pointe Advisors
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 5973 Avenida Encinas # 210, Carlsbad, CA 92008
Services: advisory
(888) 756-7568WebsiteMore info
26.
Bluebird Accounting & Tax, Inc
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 701 Palomar Airport Rd #300, Carlsbad, CA 92011
Services: bookkeeping, advisory
(760) 704-0341WebsiteMore info
27.
E3 Coastal Advisors LLP
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 5050 Avenida Encinas #350, Carlsbad, CA 92008
Services: bookkeeping, tax preparation, advisory
(760) 431-1755WebsiteMore info
28.
Easie Bookkeeping
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Bookkeeping · 2888 Loker Ave W Ste 110-E, Carlsbad, CA 92010
Services: advisory
(858) 252-3999WebsiteMore info
29.
Taxation and Accounting
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Tax Preparation · 1959 Palomar Oaks Way Suite 334, Carlsbad, CA 92011
(858) 222-1065WebsiteMore info
30.
Beacon Retirement Planning Group, Inc.
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Tax Preparation · 2100 Palomar Airport Rd Suite 214-8, Carlsbad, CA 92011
Services: tax planning, financial planning, advisory
(855) 346-2663WebsiteMore info
31.
Ariniello & Associates CPA
★★★★★★★★★★5.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 3451 Via Montebello #192-303, Carlsbad, CA 92009
Services: tax preparation
(760) 943-0246WebsiteMore info
32.
Easy Life Management (ELM Tax)
★★★★★★★★★★5.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 3088 Pio Pico Dr #201, Carlsbad, CA 92008
(760) 730-1817WebsiteMore info
33.
Julie Cardin CPA and Tax Attorney
★★★★★★★★★★5.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 1015 Chestnut Ave, Carlsbad, CA 92008
(760) 434-1040WebsiteMore info
34.
Bishop Kevin CPA
★★★★★★★★★★5.0(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 2121 Palomar Airport Rd, Carlsbad, CA 92011
Services: tax preparation
(760) 438-2800WebsiteMore info
35.
Advance CPA
★★★★★★★★★★5.0(2 Google reviews)IRS PTIN
CPA Firm · 6120 Paseo Del Norte, Carlsbad, CA 92011
Services: accounting & tax
(760) 729-9979WebsiteMore info
36.
Fichera & Company, CPAs
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 5927 Balfour Ct STE 210, Carlsbad, CA 92008
Services: accounting & tax
(760) 431-1220WebsiteMore info
37.
Carlsbad Tax Services
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Tax Preparation · 2734 Loker Ave W K, Carlsbad, CA 92010
(760) 829-7000WebsiteMore info
38.
Cecil Kincaid, Jr., CPA, A Professional Corporation
★★★★★★★★★★5.0(1 Google review)IRS PTIN
CPA Firm · 2244 Faraday Ave Suite 117, Carlsbad, CA 92008
Services: accounting & tax
(760) 936-3525WebsiteMore info
39.
David J Oswald & Co
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Accountant · 5741 Palmer Way, Carlsbad, CA 92010
Services: accounting
(760) 438-9500WebsiteMore info
40.
Hackett Joanne G CPA
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Accountant · 5741 Palmer Way Ste a, Carlsbad, CA 92010
Services: accounting
(760) 438-9500WebsiteMore info
41.
White Nelson Diehl Evans LLP
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 2965 Roosevelt St, Carlsbad, CA 92008
Services: advisory
(760) 729-2343WebsiteMore info
42.
San Diego Tax & Financial Associates
★★★★★★★★★★4.9(267 Google reviews)✓ Verified on Google
Tax Preparation · 5411 Avenida Encinas Ste 180, Carlsbad, CA 92008
Services: financial planning, advisory
(760) 618-1099WebsiteMore info
43.
TurboTax - Bressi Ranch, Carlsbad
★★★★★★★★★★4.9(33 Google reviews)✓ Verified on Google
Tax Preparation · 2888 Loker Ave E Office 168 / 169, Carlsbad, CA 92010
Services: tax planning, advisory
(310) 651-5352WebsiteMore info
44.
CapForge Bookkeeping, Tax & More
★★★★★★★★★★4.8(169 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 5962 Priestly Dr, Carlsbad, CA 92008
Services: bookkeeping, advisory
(858) 633-3573WebsiteMore info
45.
Rockwater Tax
★★★★★★★★★★4.8(159 Google reviews)✓ Verified on Google
CPA Firm · 2011 Palomar Airport Rd Ste 101, Carlsbad, CA 92011
Services: bookkeeping, tax planning, advisory
(855) 880-1088WebsiteMore info
46.
H&R Block
★★★★★★★★★★4.8(95 Google reviews)✓ Verified on Google
CPA Firm · 1846 Marron Rd, Carlsbad, CA 92008
Services: tax preparation, tax planning, advisory
(760) 730-9359WebsiteMore info
47.
WWM Financial
★★★★★★★★★★4.8(23 Google reviews)✓ Verified on Google
Financial Planning · 2131 Palomar Airport Rd #330, Carlsbad, CA 92011
(760) 692-5190WebsiteMore info
48.
Justin Tisdale, CPA
★★★★★★★★★★4.8(13 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 2173 Salk Ave Ste 250, Carlsbad, CA 92008
Services: accounting & tax
WebsiteMore info
49.
H&R Block
★★★★★★★★★★4.6(118 Google reviews)✓ Verified on Google
CPA Firm · 7662 El Camino Real #101, Carlsbad, CA 92009
Services: tax preparation, tax planning, advisory
(760) 753-1242WebsiteMore info
50.
JL Wennes CPAs
★★★★★★★★★★4.6(32 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 5855 Avenida Encinas Ste 146, Carlsbad, CA 92008
Services: accounting & tax
(760) 931-8181WebsiteMore info

Top accounting firms in Carlsbad

#FirmServiceGoogle ratingReviews
1Deferred.com (Formerly Plenti Financial)Tax Preparation5.0 / 5141
2IDA Wealth - Intelligence Driven AdvisersFinancial Planning5.0 / 5111
3Mutual of Omaha MortgageFinancial Planning5.0 / 571
4Seaside Wealth ManagementFinancial Planning5.0 / 557
5Seaside ResourcesTax Preparation5.0 / 549

More Firms in Carlsbad

Firms without a website or enough reviews for a profile page of their own.

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.

How to verify a CPA license »

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.