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Accountants in Monterey Park, CA — 12 Top-Rated Firms (2026)

We list 12 accounting firms in Monterey Park, California that have a website and a public review record — 5 financial planners, 5 CPA firms, 1 tax preparer, and 1 bookkeeper. 5 hold a Google rating of 4.5★ or higher, and the average across the 12 rated firms here is 3.55★. They are sorted by Google rating and review count.

By service: CPAs & Accountants (5)|Financial Planners (5)

The highest-rated firm in Monterey Park is Transamerica Financial Advisors (5.0★, 34 reviews). 5 of 12 rated firms hold a 4.5★ or higher Google rating.

Showing 12 of 12 firms · sorted by Google rating
1.
Transamerica Financial Advisors
★★★★★★★★★★5.0(34 Google reviews)✓ Verified on Google
Financial Planning · 1100 Corporate Center Dr #220, Monterey Park, CA 91754
(323) 263-1100WebsiteMore info
2.
Mofrad Financial Solutions
★★★★★★★★★★4.8(36 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1111 Corporate Center Dr Ste 305, Monterey Park, CA 91754
Services: bookkeeping, tax preparation
(213) 388-8412WebsiteMore info
3.
H&R Block
★★★★★★★★★★4.7(85 Google reviews)✓ Verified on Google
CPA Firm · 2220 S Atlantic Blvd, Monterey Park, CA 91754
Services: tax preparation, tax planning, advisory
(323) 722-2084WebsiteMore info
4.
Marvel & Services
★★★★★★★★★★4.6(12 Google reviews)
Tax Preparation · 2324 S Atlantic Blvd Suite A, Monterey Park, CA 91754
(323) 726-2636WebsiteMore info
5.
AAA American CPA
★★★★★★★★★★4.6(11 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 108 N Ynez Ave Ste 204, Monterey Park, CA 91754
Services: bookkeeping, financial planning
(626) 741-1750WebsiteMore info
6.
Exact Tax Inc.
★★★★★★★★★★4.0(30 Google reviews)✓ Verified on Google
Bookkeeping · 1024 E Garvey Ave, Monterey Park, CA 91755
Services: tax preparation, advisory
(626) 573-0788WebsiteMore info
7.
Yeung Philip CPA
★★★★★★★★★★3.7(3 Google reviews)IRS PTIN
Accountant · 240 Garfield Ave S A, Monterey Park, CA 91754
Services: accounting
(626) 569-0011WebsiteMore info
8.
BMO Bank N.A Branches
★★★★★★★★★★2.9(9 Google reviews)✓ Verified on Google
Financial Planning · 331 N Atlantic Blvd, Monterey Park, CA 91754
Services: advisory
(626) 943-2660WebsiteMore info
9.
Bank of America Financial Center
★★★★★★★★★★2.6(50 Google reviews)✓ Verified on Google
Financial Planning · 1969 S Atlantic Blvd, Monterey Park, CA 91754
Services: advisory
(323) 415-8421WebsiteMore info
10.
Bank of America Financial Center
★★★★★★★★★★2.5(63 Google reviews)✓ Verified on Google
Financial Planning · 300 N Atlantic Blvd, Monterey Park, CA 91754
Services: advisory
(626) 312-2040WebsiteMore info
11.
Bank of America Financial Center
★★★★★★★★★★2.2(126 Google reviews)✓ Verified on Google
Financial Planning · 110 W Garvey Ave, Monterey Park, CA 91754
Services: advisory
(626) 312-2067WebsiteMore info
12.
Luke Nancy L CPA
★★★★★★★★★★1.0(1 Google review)IRS PTIN
CPA Firm · 320 S Atlantic Blvd, Monterey Park, CA 91754
Services: accounting & tax
(626) 308-9654WebsiteMore info

Top accounting firms in Monterey Park

#FirmServiceGoogle ratingReviews
1Transamerica Financial AdvisorsFinancial Planning5.0 / 534
2Mofrad Financial SolutionsCPA Firm4.8 / 536
3H&R BlockCPA Firm4.7 / 585
4Marvel & ServicesTax Preparation4.6 / 512
5AAA American CPACPA Firm4.6 / 511

More Firms in Monterey Park

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

How to choose an accountant in Monterey Park

  • 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 Monterey Park?
We list 12 accounting firms in Monterey Park, California that have a website and a public review record, 5 of which hold a 4.5★+ Google rating. 53 businesses in Monterey Park appear in the underlying public data.
How much does an accountant cost in Monterey Park?
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.