Accountants in La Jolla, CA — 22 Top-Rated Firms (2026)
We list 22 accounting firms in La Jolla, California that have a website and a public review record — 9 financial planners, 7 CPA firms, 5 tax preparers, and 1 bookkeeper. 10 hold a Google rating of 4.5★ or higher, and the average across the 22 rated firms here is 4.10★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (7)|Tax Preparers (5)|Financial Planners (9)
The highest-rated firm in La Jolla is Canter Wealth (5.0★, 91 reviews). 10 of 22 rated firms hold a 4.5★ or higher Google rating.
Showing 22 of 22 firms · sorted by Google rating
1.
Canter Wealth
★★★★★★★★★★5.0(91 Google reviews)✓ Verified on Google
Tax Preparation · 7825 Fay Ave #140, La Jolla, CA 92037
Services: financial planning, advisory
2.
Mitchell Loewenberg, CFP® - Wedbush Securities
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 1200 Prospect St #350, La Jolla, CA 92037
3.
Dyer Wealth Management
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 5672 La Jolla Blvd, La Jolla, CA 92037
4.
San Diego CPA
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 7514 Girard Ave #1336, La Jolla, CA 92037
Services: accounting & tax
5.
Higgins Capital Management, Inc.
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 2223 Avenida De La Playa UNIT 210, La Jolla, CA 92037
6.
Cobalt PacWest | CPAs and Tax Advisors
★★★★★★★★★★5.0(3 Google reviews)IRS PTIN
CPA Firm · 4225 Executive Square Ste 600, La Jolla, CA 92037
Services: tax preparation, tax planning, advisory
7.
Sowell Jack R
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Tax Preparation · 4250 Executive Square #150, La Jolla, CA 92037
8.
Block Advisors
★★★★★★★★★★4.9(29 Google reviews)✓ Verified on Google
Tax Preparation · 7449 Girard Ave, La Jolla, CA 92037
Services: tax planning, advisory
9.
Encore Partners LLP
★★★★★★★★★★4.8(22 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 5490 La Jolla Blvd Unit B, La Jolla, CA 92037
Services: accounting & tax
10.
John D Milikowsky Law Office
★★★★★★★★★★4.8(10 Google reviews)✓ Verified on Google
Tax Preparation · 4250 Executive Square #650, La Jolla, CA 92037
11.
Coastwise Capital Group, LLC
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on Google
Financial Planning · 7777 Fay Ave G5, La Jolla, CA 92037
12.
Nerad & Deppe Wealth Financial
★★★★★★★★★★4.2(5 Google reviews)
Financial Planning · 4250 Executive Square #545, La Jolla, CA 92037
13.
O'Donnell & Smiley
★★★★★★★★★★3.7(3 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 7816 Ivanhoe Ave #6, La Jolla, CA 92037
14.
Bank of America Financial Center
★★★★★★★★★★3.5(32 Google reviews)✓ Verified on Google
Financial Planning · 7680 Girard Ave, La Jolla, CA 92037
Services: advisory
15.
GoldBook Financial - La Jolla CLOSED
★★★★★★★★★★3.5(8 Google reviews)✓ Verified on Google
Financial Planning · 4275 Executive Square #400, La Jolla, CA 92037
16.
EisnerAmper
★★★★★★★★★★3.5(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 4225 Executive Square # 1150, La Jolla, CA 92037
Services: audit & assurance
17.
BMO Bank N.A Branches
★★★★★★★★★★3.2(25 Google reviews)✓ Verified on Google
Financial Planning · 4180 La Jolla Village Dr, La Jolla, CA 92037
Services: advisory
18.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.1(81 Google reviews)✓ Verified on Google
Financial Planning · 8813 Villa La Jolla Dr, La Jolla, CA 92037
Services: advisory
19.
Lavine Lofgren Morris & Engelberg, LLP
★★★★★★★★★★3.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 4180 La Jolla Village Dr Unit 300, La Jolla, CA 92037
Services: bookkeeping, audit & assurance
20.
Russell E Ingledew CPA Inc
★★★★★★★★★★3.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 7301 Girard Ave # 303, La Jolla, CA 92037
Services: accounting & tax
21.
Tim G. Austgen, CPA, APC
★★★★★★★★★★3.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 888 Prospect St #210, La Jolla, CA 92037
Services: accounting & tax
22.
Plumb
★★★★★★★★★★2.5(8 Google reviews)
Bookkeeping · 1227 Prospect St Ste 200, La Jolla, CA 92038
Services: advisory
Top accounting firms in La Jolla
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Canter Wealth | Tax Preparation | 5.0 / 5 | 91 |
| 2 | Mitchell Loewenberg, CFP® - Wedbush Securities | Financial Planning | 5.0 / 5 | 16 |
| 3 | Dyer Wealth Management | Financial Planning | 5.0 / 5 | 12 |
| 4 | San Diego CPA | CPA Firm | 5.0 / 5 | 7 |
| 5 | Higgins Capital Management, Inc. | Financial Planning | 5.0 / 5 | 5 |
More Firms in La Jolla
Firms without a website or enough reviews for a profile page of their own.
- First Republic BankFinancial Planning★ 5.0 (3)(858) 454-8883
- Transglobal Tax AdvisorsTax Preparation★ 5.0 (3)(415) 830-1756Website ↗
- Wedbush SecuritiesFinancial Planning★ 5.0 (3)(858) 454-3551Website ↗
- Gill Tax GroupCPA Firm★ 5.0 (2)(619) 981-9401Website ↗
- Leinenweber & Associates IncAccountant★ 5.0 (2)(858) 459-6284
- Marine Street FinancialFinancial Planning★ 5.0 (2)(858) 754-3501Website ↗
- Merrill Lynch Financial Advisor Peter HuffmanFinancial Planning★ 5.0 (2)(858) 456-3624Website ↗
- MFI WorksTax Preparation★ 5.0 (2)Website ↗
- Softwealth - Financial AdvisorFinancial Planning★ 5.0 (2)(858) 609-9003Website ↗
- Stepstone GroupFinancial Planning★ 5.0 (2)(858) 558-9700Website ↗
- Symbio Financial Partners/LPL FinancialFinancial Planning★ 5.0 (2)(858) 551-8770Website ↗
- Advanced Wealth PlanFinancial Planning★ 5.0 (1)(858) 456-2544
- AGILEA Inc - Supply Chain and Inventory Management TrainingFinancial Planning★ 5.0 (1)(858) 349-0086
- Financial Alternatives, IncFinancial Planning★ 5.0 (1)(858) 459-8289Website ↗
- Financial Guide SolutionsFinancial Planning★ 5.0 (1)(619) 356-0957Website ↗
- FSA Integrated, LLCFinancial Planning★ 5.0 (1)Website ↗
- Glenn Mosier - UBS Financial Services Inc.Financial Planning★ 5.0 (1)(858) 551-9405Website ↗
- Imandoust & Imandoust, LLPCPA Firm★ 5.0 (1)(877) 912-4915Website ↗
- John Hancock Mutual FundsFinancial Planning★ 5.0 (1)(858) 454-0212
- Karen Orell InternationalCPA Firm★ 5.0 (1)Website ↗
- La Jolla, CA Private Wealth Management - UBS Financial Services Inc.Financial Planning★ 5.0 (1)(800) 231-9628Website ↗
- Merrill Lynch Financial Advisor Fred BerryFinancial Planning★ 5.0 (1)(858) 456-3638Website ↗
- Merrill Lynch Wealth ManagementFinancial Planning★ 5.0 (1)(858) 456-3629Website ↗
- Northwestern Mutual La JollaFinancial Planning★ 5.0 (1)(858) 795-0900Website ↗
- Sean Donnelly - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)(858) 769-3841Website ↗
- Shaffer Jerry CPAAccountant★ 5.0 (1)(858) 587-1112
- Steven Lewis - RBC Wealth Management Financial AdvisorFinancial Planning★ 5.0 (1)(858) 550-5108Website ↗
- Vaughn Woods Financial GroupFinancial Planning★ 4.7 (3)(858) 454-6900Website ↗
- Signature AnalyticsCPA Firm★ 4.3 (3)(888) 284-3842Website ↗
- Av Arias & CoCPA Firm★ 3.8 (4)(619) 296-2123Website ↗
- AlphaCore Wealth AdvisoryFinancial Planning★ 3.5 (2)(858) 875-4100Website ↗
- Eakes & Company, CPAsCPA Firm★ 1.0 (1)(858) 332-4200Website ↗
- A.V. Arias & Co.Tax Preparation(858) 454-8056
- Beeson Accounting & Tax Advisors, Inc.Accountant(858) 459-5158
- boldt & beeson llpTax Preparation(858) 344-3834Website ↗
- Eakes & Company Accountancy CorporationAccountant(858) 414-2234Website ↗
- Eakes & Company, CPA'sCPA Firm(858) 322-4200Website ↗
- Finanwise CPA's Inc.CPA Firm(858) 720-1223Website ↗
- JMT CPA, Inc.CPA Firm(619) 808-9915
- Jose M. Mejares, CPACPA Firm(858) 622-9262
- Justus H. Henkes IV, Inc.Tax Preparation(619) 384-8875
- Mark Riley, Inc.Tax Preparation(858) 750-5572
- Massey Wehr & Company LLPTax Preparation(858) 454-8433
- Matthew Lemas CPA & AssociatesCPA Firm(858) 260-5236
- Peter A Anastasi, CPACPA Firm(858) 454-7539
- Pham Yaeger LLPTax Preparation(858) 779-7111Website ↗
- Redwitz, Inc.Tax Preparation(619) 859-3789
- Steven Alpinieri CPACPA Firm(858) 230-6610
- The Eisenberg Group Accountancy CorpAccountant(858) 551-5500
- Thomas E Huckabee, CPA, Inc.CPA Firm(858) 945-5510Website ↗
- Timothy A Coons, CPA PhDCPA Firm(619) 846-0756
- Wulff Services, A.C.Tax Preparation(858) 205-6238
How to choose an accountant in La Jolla
- 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 La Jolla?
- We list 22 accounting firms in La Jolla, California that have a website and a public review record, 10 of which hold a 4.5★+ Google rating. 74 businesses in La Jolla appear in the underlying public data.
- How much does an accountant cost in La Jolla?
- 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.