Accountants in Newport Beach, CA — 93 Top-Rated Firms (2026)
We list 93 accounting firms in Newport Beach, California that have a website and a public review record — 36 CPA firms, 36 financial planners, 17 tax preparers, and 4 bookkeepers. 65 hold a Google rating of 4.5★ or higher, and the average across the 93 rated firms here is 4.51★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (36)|Tax Preparers (17)|Financial Planners (36)|Top 10 in Newport Beach
The highest-rated firm in Newport Beach is CA Dental and Medical CPA (Pedram Kalantari, CPA) (5.0★, 113 reviews). 65 of 93 rated firms hold a 4.5★ or higher Google rating.
Top accounting firms in Newport Beach
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | CA Dental and Medical CPA (Pedram Kalantari, CPA) | CPA Firm | 5.0 / 5 | 113 |
| 2 | ACACIA Insurance Services, Inc. | Financial Planning | 5.0 / 5 | 52 |
| 3 | Safe Tax Services | Bookkeeping | 5.0 / 5 | 50 |
| 4 | Jonjic CPA & Co. APC | CPA Firm | 5.0 / 5 | 38 |
| 5 | K&S Law Group, P.C. | CPA Firm | 5.0 / 5 | 28 |
More Firms in Newport Beach
Firms without a website or enough reviews for a profile page of their own.
- Rok Capital LLCFinancial Planning★ 5.0 (13)(949) 644-1212
- Newport Tax - Bookkeeper Orange CountyTax Preparation★ 5.0 (7)(949) 662-3800
- Allington Management GroupTax Preparation★ 5.0 (6)(949) 861-5559
- Bell&Brown Wealth Advisors, LLCFinancial Planning★ 5.0 (4)(949) 396-1088Website ↗
- Infinit AccountingCPA Firm★ 5.0 (4)(888) 847-9056Website ↗
- Liberty Tax AccountingCPA Firm★ 5.0 (4)(949) 863-9870Website ↗
- PACIFIC CAPITALFinancial Planning★ 5.0 (4)(844) 777-8777Website ↗
- RS Crum IncFinancial Planning★ 5.0 (4)(949) 428-9696Website ↗
- Bluebird PartnersCPA Firm★ 5.0 (3)Website ↗
- MarciPoint Inc.CPA Firm★ 5.0 (3)(718) 757-3403Website ↗
- The Sapphire Group Inc. | BookkeepingBookkeeping★ 5.0 (3)(949) 577-3882Website ↗
- YadCowntzBookkeeping★ 5.0 (3)(714) 906-9263Website ↗
- CIBC Private WealthFinancial Planning★ 5.0 (2)(949) 660-0080Website ↗
- Emerald Wealth Management, Inc.Financial Planning★ 5.0 (2)(714) 337-5434Website ↗
- Emery Financial IncFinancial Planning★ 5.0 (2)(949) 729-9200
- Gerdts Richard B CPAAccountant★ 5.0 (2)(949) 752-1007
- John R. Pascoe Accountancy CorporationCPA Firm★ 5.0 (2)(949) 251-1220
- Logica Accounting ServicesCPA Firm★ 5.0 (2)(562) 302-9975Website ↗
- Nationwide TaxTax Preparation★ 5.0 (2)(949) 799-0050
- Nava & CompanyTax Preparation★ 5.0 (2)(949) 943-9940Website ↗
- Peter D Finch Accountancy CorporationCPA Firm★ 5.0 (2)(949) 250-9025
- Stafford & WarrenAccountant★ 5.0 (2)(949) 250-0930Website ↗
- Takahashi Retirement Group - Raymond JamesFinancial Planning★ 5.0 (2)(949) 734-2285Website ↗
- Veracity CapitalFinancial Planning★ 5.0 (2)(844) 508-7884Website ↗
- Accudata Accounting AdvisorsCPA Firm★ 5.0 (1)(877) 922-2832Website ↗
- ACS AccountancyAccountant★ 5.0 (1)(949) 239-1332Website ↗
- Alpha Wealth PartnersFinancial Planning★ 5.0 (1)(949) 429-0100Website ↗
- Beacon Pointe AdvisorsFinancial Planning★ 5.0 (1)(626) 795-3062Website ↗
- BlueRock Insurance & Financial ServicesFinancial Planning★ 5.0 (1)(949) 270-2909Website ↗
- BRUNDAGE, PEARL & ASSOCIATES - Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)(949) 863-9400Website ↗
- Buttrey Financial - Wealth Management and Insurance Services - Northwestern MutualFinancial Planning★ 5.0 (1)(949) 863-5900Website ↗
- Count On UsCPA Firm★ 5.0 (1)(866) 304-4399
- Curtis KnaussFinancial Planning★ 5.0 (1)(800) 405-0003
- DBB McKennon, A CPA FIRMCPA Firm★ 5.0 (1)(949) 203-3010Website ↗
- ESOP Corporate ResourcesFinancial Planning★ 5.0 (1)(949) 642-9912Website ↗
- GBS & AssociatesCPA Firm★ 5.0 (1)(949) 524-1763
- Gregor & Co AACTax Preparation★ 5.0 (1)(949) 729-1040Website ↗
- Havaplan FinancialFinancial Planning★ 5.0 (1)(949) 610-8975Website ↗
- Hobert Wealth ManagementFinancial Planning★ 5.0 (1)(877) 775-4334Website ↗
- Integrative Financial Management - Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)(949) 798-6222Website ↗
- Jacqueline S. Zweig, Inc.CPA Firm★ 5.0 (1)(949) 335-6109Website ↗
- Lyndon GroupCPA Firm★ 5.0 (1)(949) 494-7722Website ↗
- MAI Capital ManagementTax Preparation★ 5.0 (1)(216) 920-4800Website ↗
- MarinerFinancial Planning★ 5.0 (1)(949) 323-5480Website ↗
- Merrill Lynch Financial Advisor Emily SekulicFinancial Planning★ 5.0 (1)(949) 721-6576Website ↗
- Merrill Lynch Financial Advisor Tahira NealFinancial Planning★ 5.0 (1)(657) 394-9813Website ↗
- Newport Beach Tax return | Bookkeeping | Business RegistrationTax Preparation★ 5.0 (1)(949) 383-7426Website ↗
- Payroll EtcAccountant★ 5.0 (1)(949) 642-3818
- Pence Wealth Management - Financial AdvisorsFinancial Planning★ 5.0 (1)(949) 660-8777Website ↗
- Peter Christenson - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)(949) 975-2434Website ↗
- Quintessential Financial CorporationFinancial Planning★ 5.0 (1)(949) 770-7555Website ↗
- Resolute Tax Services-IRS Tax Attorneys and Enrolled Agents, Newport BeachTax Preparation★ 5.0 (1)(801) 540-8767
- Ritt Accountancy CorporationAccountant★ 5.0 (1)(949) 476-3223
- Robert J. Richter, CPA & Registered Investment AdvisorCPA Firm★ 5.0 (1)(949) 724-8506
- Rodriquez Wealth ManagementFinancial Planning★ 5.0 (1)(949) 688-1571Website ↗
- Royal FinancialFinancial Planning★ 5.0 (1)(949) 660-8869Website ↗
- Signature Estate & Investment Advisors, LLCFinancial Planning★ 5.0 (1)(949) 705-5188Website ↗
- Stan Ford IncCPA Firm★ 5.0 (1)(833) 552-8258Website ↗
- Sullivan Wealth Management GroupFinancial Planning★ 5.0 (1)(855) 472-2062Website ↗
- The DeRosa Group of Raymond JamesFinancial Planning★ 5.0 (1)(949) 734-2230Website ↗
- The Horgan Group Of Raymond JamesFinancial Planning★ 5.0 (1)(949) 640-9760Website ↗
- Travis Combe - Financial Advisor, Ameriprise Financial Services, LLCFinancial Planning★ 5.0 (1)(949) 660-4605Website ↗
- UBS Financial Services Inc.Financial Planning★ 5.0 (1)(949) 760-5308Website ↗
- Wealth ProsFinancial Planning★ 5.0 (1)(949) 333-2040Website ↗
- www.Newportify.comCPA Firm★ 5.0 (1)Website ↗
- Tower 68 Financial AdvisorsFinancial Planning★ 4.3 (3)(949) 945-6970Website ↗
- Merrill Lynch Wealth ManagementFinancial Planning★ 4.0 (4)(949) 721-6100Website ↗
- DHH Tax and Bookkeeping ServicesTax Preparation★ 4.0 (1)(949) 427-5088Website ↗
- Forensic Accounting CorpAccountant★ 4.0 (1)(949) 205-7590Website ↗
- Tarbox Family OfficeFinancial Planning★ 4.0 (1)(949) 721-2330Website ↗
- Di Giulio Finance and Insurance ServicesFinancial Planning★ 3.7 (3)(949) 290-5411
- Mercer Advisors - Newport BeachTax Preparation★ 3.7 (3)(800) 394-3894Website ↗
- First Republic BankFinancial Planning★ 3.3 (11)(949) 756-8828
- Integrity Wealth ManagementFinancial Planning★ 3.0 (4)(949) 955-1188Website ↗
- Balboa Wealth PartnersFinancial Planning★ 3.0 (2)(949) 445-1465Website ↗
- Monolithe Tax Planning Services, Inc.Tax Preparation★ 3.0 (2)(949) 245-6182Website ↗
- MGO (Macias Gini & O'Connell LLP)CPA Firm★ 3.0 (1)(949) 221-0025
- D.A. DavidsonFinancial Planning★ 1.0 (2)(949) 644-1890Website ↗
- AFS/Ibex Financial Services IncFinancial Planning★ 1.0 (1)(949) 756-2600Website ↗
- Allianz Asset Management Of AmericaFinancial Planning★ 1.0 (1)(949) 219-2200
- Gianna Drake-Kerrison CRPC - UBS Financial Services Inc.Financial Planning★ 1.0 (1)(949) 467-6006Website ↗
- Levin Wealth Management - UBS Financial Services Inc.Financial Planning★ 1.0 (1)(949) 717-5615Website ↗
- PruVise, IncAccountant★ 1.0 (1)(949) 798-5744Website ↗
- RBC Wealth Management Branch - Newport BeachFinancial Planning★ 1.0 (1)(949) 720-0111Website ↗
- Tax Audit Pro, INCBookkeeping★ 1.0 (1)(949) 642-0333Website ↗
- Wedbush SecuritiesFinancial Planning★ 1.0 (1)(949) 719-3200Website ↗
- Alton G. Yoshizaki, CPACPA Firm(949) 975-1513
- Andrew Greber, CPA PCCPA Firm(949) 307-7351
- Arthur L. Faccini, CPACPA Firm(949) 640-0400Website ↗
- Ash W. Shenouda, CPACPA Firm(949) 861-4396
- Atkins & CompanyTax Preparation(949) 833-0211
- Becker Financial LLPTax Preparation(949) 833-9796
- Brendan G. Friedrich, CPACPA Firm(949) 335-6190Website ↗
- Brent N Robbins CPACPA Firm(949) 929-4192
- Bruce Rouleau An Accountancy CorpAccountant(949) 280-7636
- Cambaliza McGee LLPTax Preparation(949) 484-8288
- Capata LLPTax Preparation(949) 388-1814Website ↗
- Capital ConsultingTax Preparation(714) 423-9606
- Charmin Wu CPA CFPCPA Firm(949) 945-4083
- Cheryl A. Collins, CPACPA Firm(949) 721-9533
80 more firms are listed without reviews or a website and are not shown.
How to choose an accountant in Newport Beach
- 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 Newport Beach?
- We list 93 accounting firms in Newport Beach, California that have a website and a public review record, 65 of which hold a 4.5★+ Google rating. 273 businesses in Newport Beach appear in the underlying public data.
- How much does an accountant cost in Newport Beach?
- 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.