Accountants in Dana Point, CA — 3 Top-Rated Firms (2026)
We list 3 accounting firms in Dana Point, California that have a website and a public review record — 3 financial planners. 1 hold a Google rating of 4.5★ or higher, and the average across the 3 rated firms here is 3.83★. They are sorted by Google rating and review count.
The highest-rated firm in Dana Point is The Clark Group Asset Management (5.0★, 17 reviews). 1 of 3 rated firms hold a 4.5★ or higher Google rating.
Showing 3 of 3 firms · sorted by Google rating
1.
The Clark Group Asset Management
★★★★★★★★★★5.0(17 Google reviews)✓ Verified on Google
Financial Planning · 24941 Dana Point Harbor Dr c210, Dana Point, CA 92629
2.
Bank of America Financial Center
★★★★★★★★★★3.3(15 Google reviews)✓ Verified on Google
Financial Planning · 24801 Del Prado Ave, Dana Point, CA 92629
Services: advisory
3.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.2(17 Google reviews)✓ Verified on Google
Financial Planning · 32595 Golden Lantern, Dana Point, CA 92629
Services: advisory
Top accounting firms in Dana Point
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | The Clark Group Asset Management | Financial Planning | 5.0 / 5 | 17 |
| 2 | Bank of America Financial Center | Financial Planning | 3.3 / 5 | 15 |
| 3 | Bank of America (with Drive-thru ATM) | Financial Planning | 3.2 / 5 | 17 |
More Firms in Dana Point
Firms without a website or enough reviews for a profile page of their own.
- Tax Intelligence AdvisorsTax Preparation★ 5.0 (4)(949) 697-2624Website ↗
- Homeowners Financial GroupFinancial Planning★ 5.0 (3)(949) 428-3075Website ↗
- Whitmore Accountancy CorporationTax Preparation★ 5.0 (3)(949) 443-5151
- Barrett Solutions IncTax Preparation★ 5.0 (1)(949) 240-0787
- Froley & Associates Financial ServicesTax Preparation★ 5.0 (1)(949) 489-2088Website ↗
- Life By Design Investment Advisory ServicesFinancial Planning★ 5.0 (1)(714) 541-4180Website ↗
- Tatala, Joseph M CPACPA Firm★ 5.0 (1)(949) 443-5151
- Brc And Associates, INCTax Preparation(949) 689-5283
- Canty Finance & TaxTax Preparation(949) 431-2319Website ↗
- Carl W. Rizzo, Certified Public AccountantCPA Firm(949) 338-0297
- Carlos A Trujillo, CPACPA Firm(949) 338-7429
- Diane C. Savoian, CPA APCCPA Firm(818) 887-2810
- Djttaxcpa, INCTax Preparation(949) 229-0226Website ↗
- Elaine D Price CPACPA Firm(949) 240-3160
- JWS Tax and AccountancyAccountant(949) 374-7052
- Leslie Thompson, CPACPA Firm(714) 404-1740
- Level AdvisorsTax Preparation(949) 404-4986
- Mel H Abraham IncTax Preparation(805) 578-1515
- Outwest AdvisorsTax PreparationWebsite ↗
- Shanna C. Schattmaier CPACPA Firm(949) 887-1684
How to choose an accountant in Dana Point
- 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 Dana Point?
- We list 3 accounting firms in Dana Point, California that have a website and a public review record, 1 of which hold a 4.5★+ Google rating. 23 businesses in Dana Point appear in the underlying public data.
- How much does an accountant cost in Dana Point?
- 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.