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; use the service links above to narrow the list.
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.
Top accounting firms in Dana Point
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | The Clark Group Asset Management✓ | Financial Planning | ★ 5.0 | 17 |
| 2 | Bank of America Financial Center✓ | Financial Planning | ★ 3.3 | 15 |
| 3 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 3.2 | 17 |
More firms in Dana Point
- Tax Intelligence AdvisorsTax Preparation★ 5.0 (4)+1949-697-2624Website ↗
- Homeowners Financial GroupFinancial Planning★ 5.0 (3)+1949-428-3075Website ↗
- Whitmore Accountancy CorporationTax Preparation★ 5.0 (3)+1949-443-5151
- Barrett Solutions IncTax Preparation★ 5.0 (1)+1949-240-0787
- Froley & Associates Financial ServicesTax Preparation★ 5.0 (1)+1949-489-2088Website ↗
- Life By Design Investment Advisory ServicesFinancial Planning★ 5.0 (1)+1714-541-4180Website ↗
- Tatala, Joseph M CPACPA Firm★ 5.0 (1)+1949-443-5151
- Brc And Associates, INCTax Preparation+1 949-689-5283
- Canty Finance & TaxTax Preparation+1 949-431-2319Website ↗
- Carl W. Rizzo, Certified Public AccountantCPA Firm+1 949-338-0297
- Carlos A Trujillo, CPACPA Firm+1 949-338-7429
- Diane C. Savoian, CPA APCCPA Firm+1 818-887-2810
- Djttaxcpa, INCTax Preparation+1 949-229-0226Website ↗
- Elaine D Price CPACPA Firm+1 949-240-3160
- JWS Tax and AccountancyAccountant+1 949-374-7052
- Leslie Thompson, CPACPA Firm+1 714-404-1740
- Level AdvisorsTax Preparation+1 949-404-4986
- Mel H Abraham IncTax Preparation+1 805-578-1515
- Outwest AdvisorsTax PreparationWebsite ↗
- Shanna C. Schattmaier CPACPA Firm+1 949-887-1684
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.