Accountants in Rancho Santa Margarita, CA — 11 Top-Rated Firms (2026)
We list 11 accounting firms in Rancho Santa Margarita, California that have a website and a public review record — 6 CPA firms, 2 financial planners, 2 bookkeepers, and 1 tax preparer. 8 hold a Google rating of 4.5★ or higher, and the average across the 11 rated firms here is 4.48★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (6)
The highest-rated firm in Rancho Santa Margarita is Mraz Tax Solutions LLC (5.0★, 35 reviews). 8 of 11 rated firms hold a 4.5★ or higher Google rating.
Showing 11 of 11 firms · sorted by Google rating
1.
Mraz Tax Solutions LLC
★★★★★★★★★★5.0(35 Google reviews)✓ Verified on Google
Tax Preparation · 30021 Tomas #300, Rancho Santa Margarita, CA 92688
2.
PlushStone Advisory, Tax, & Accountancy
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 22521 Avenida Empresa Suite 105, Rancho Santa Margarita, CA 92688
Services: accounting & tax
3.
Oak Haven Tax & Accounting
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
CPA Firm · 30021 Tomas, Rancho Santa Margarita, CA 92688
Services: accounting & tax
4.
Ernest G Vining CPA
★★★★★★★★★★5.0(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · Rancho Santa Margarita, CA 92688
Services: bookkeeping
5.
Ankit Consulting Services
★★★★★★★★★★4.8(8 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 30211 Avenida de las Banderas # 200, Rancho Santa Margarita, CA 92688
Services: bookkeeping, tax preparation, tax planning
6.
American Pacific Financial Services Corporation (APFSC)
★★★★★★★★★★4.7(247 Google reviews)✓ Verified on Google
Financial Planning · 30021 Tomas #300, Rancho Santa Margarita, CA 92688
Services: advisory
7.
H&R Block
★★★★★★★★★★4.7(88 Google reviews)✓ Verified on Google
CPA Firm · 22411 Antonio Pkwy Ste C110, Rancho Santa Margarita, CA 92688
Services: tax preparation, tax planning, advisory
8.
Streamline Solutions & Services
★★★★★★★★★★4.5(15 Google reviews)✓ Verified on Google
Bookkeeping · 29851 Aventura #80790, Rancho Santa Margarita, CA 92688
9.
Spann & Associates
★★★★★★★★★★4.4(5 Google reviews)✓ Verified on Google
Bookkeeping · 22431 Antonio Pkwy B160 #434, Rancho Santa Margarita, CA 92688
Services: tax preparation
10.
Barnett & Company, Inc. - Certified Public Accountants
★★★★★★★★★★3.8(8 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 30212 Tomas STE 200, Rancho Santa Margarita, CA 92688
Services: bookkeeping, payroll
11.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(53 Google reviews)✓ Verified on Google
Financial Planning · 31531 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688
Services: advisory
Top accounting firms in Rancho Santa Margarita
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Mraz Tax Solutions LLC | Tax Preparation | 5.0 / 5 | 35 |
| 2 | PlushStone Advisory, Tax, & Accountancy | CPA Firm | 5.0 / 5 | 16 |
| 3 | Oak Haven Tax & Accounting | CPA Firm | 5.0 / 5 | 12 |
| 4 | Ernest G Vining CPA | CPA Firm | 5.0 / 5 | 3 |
| 5 | Ankit Consulting Services | CPA Firm | 4.8 / 5 | 8 |
More Firms in Rancho Santa Margarita
Firms without a website or enough reviews for a profile page of their own.
- Analilia's Income Tax ServicesTax Preparation★ 5.0 (13)(949) 351-6826
- Jelena S. Black, CPA, CVACPA Firm★ 5.0 (2)(949) 216-3024Website ↗
- Lipinski & AssociatesAccountant★ 5.0 (2)(949) 932-0095
- Anthony B. Terreri Accountancy CorporationAccountant★ 5.0 (1)(949) 713-9640
- Kaufman Business SolutionsCPA Firm★ 5.0 (1)(949) 770-2125Website ↗
- LBC InternationalAccountant★ 5.0 (1)(949) 713-3700
- Martin Milas CPATax Preparation★ 2.8 (5)(949) 858-3714
- Anthony B. Terreri Accountancy CorpAccountant(949) 713-9642
- Barca Company, Inc.Tax Preparation(949) 235-6933
- Barnett & Company, Inc. Certified PublicCPA Firm(949) 266-2959Website ↗
- C Tran Financial INCTax Preparation(949) 888-1867
- Christopher Schmidt CPA IncCPA Firm(949) 570-8442
- Flex CPACPA Firm(949) 690-5145
- Gerald P. Castillo CPA APCCPA Firm(949) 709-2808
- Gromore Tax ServicesTax Preparation(949) 533-0304
- Jarus & Co CPA, Inc.CPA Firm(949) 812-6527Website ↗
- JHJ CPA Tax & Accounting ServicesCPA Firm(949) 533-4666
- Judson Charles, Inc.Tax PreparationWebsite ↗
- Karen A Shiffman CPACPA Firm(949) 459-9955
- Kenneth A. Timmering, CPACPA Firm(949) 422-0490
- Marlow Peterson CPA, A Professional AccoCPA Firm(949) 589-9185Website ↗
- Michael S. Templeman, Inc.Tax Preparation(949) 459-2400
- Nick P. Gaudet, CPACPA Firm(949) 412-8324
- Perry S. Engel CPA Inc.CPA Firm(949) 290-1313
- Richard E. Crouch, Jr., CPACPA Firm(949) 951-1789
- Rosemarie Melissa, CPACPA Firm(949) 682-9272
- Sherry L. Reinart, CPACPA Firm(949) 510-6988
- Terry Johnston CPA, Inc.CPA Firm(949) 581-0071
How to choose an accountant in Rancho Santa Margarita
- 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 Rancho Santa Margarita?
- We list 11 accounting firms in Rancho Santa Margarita, California that have a website and a public review record, 8 of which hold a 4.5★+ Google rating. 39 businesses in Rancho Santa Margarita appear in the underlying public data.
- How much does an accountant cost in Rancho Santa Margarita?
- 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.