Accountants in San Juan Capistrano, CA — 11 Top-Rated Firms (2026)
We list 11 accounting firms in San Juan Capistrano, California that have a website and a public review record — 5 CPA firms, 3 tax preparers, and 3 financial planners. 8 hold a Google rating of 4.5★ or higher, and the average across the 11 rated firms here is 4.56★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (5)
The highest-rated firm in San Juan Capistrano is Howe Dale R CPA (5.0★, 14 reviews). 8 of 11 rated firms hold a 4.5★ or higher Google rating.
Showing 11 of 11 firms · sorted by Google rating
1.
Howe Dale R CPA
★★★★★★★★★★5.0(14 Google reviews)IRS PTIN
Tax Preparation · 30448 Rancho Viejo Rd #210, San Juan Capistrano, CA 92675
2.
San Juan Financial LTD
★★★★★★★★★★5.0(6 Google reviews)
Tax Preparation · 31473 Rancho Viejo Rd # 206, San Juan Capistrano, CA 92675
3.
Williams Financial Advisors
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 30200 Rancho Viejo Rd Ste G, San Juan Capistrano, CA 92675
4.
Luxenberg and Associates
★★★★★★★★★★5.0(3 Google reviews)IRS PTIN
Accountant · 29222 Rancho Viejo Rd #124, San Juan Capistrano, CA 92675
Services: accounting
5.
Shuirman & Associates, An Accountancy Corporation
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 31351 Rancho Viejo Rd ste 105, San Juan Capistrano, CA 92675
Services: accounting & tax
6.
Gustavson Accountancy Corporation
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Accountant · 31877 Del Obispo St #207, San Juan Capistrano, CA 92675
Services: accounting
7.
H&R Block
★★★★★★★★★★4.8(60 Google reviews)✓ Verified on Google
CPA Firm · 32301-d Camino Capistrano, San Juan Capistrano, CA 92675
Services: tax preparation, tax planning, advisory
8.
Prescott Tax and Wealth Management
★★★★★★★★★★4.7(39 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 31601 Ave Los Cerritos Ste 200, San Juan Capistrano, CA 92675
Services: financial planning
9.
Malinalli Taxes & Insurance Services
★★★★★★★★★★4.4(16 Google reviews)✓ Verified on Google
Tax Preparation · 31952 Del Obispo St #280, San Juan Capistrano, CA 92675
10.
Global Financial Data
★★★★★★★★★★4.0(8 Google reviews)
Financial Planning · 29122 Rancho Viejo Rd #215, San Juan Capistrano, CA 92675
11.
Bank of America Financial Center
★★★★★★★★★★2.3(42 Google reviews)✓ Verified on Google
Financial Planning · 31902 Del Obispo St, San Juan Capistrano, CA 92675
Services: advisory
Top accounting firms in San Juan Capistrano
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Howe Dale R CPA | Tax Preparation | 5.0 / 5 | 14 |
| 2 | San Juan Financial LTD | Tax Preparation | 5.0 / 5 | 6 |
| 3 | Williams Financial Advisors | Financial Planning | 5.0 / 5 | 5 |
| 4 | Luxenberg and Associates | Accountant | 5.0 / 5 | 3 |
| 5 | Shuirman & Associates, An Accountancy Corporation | CPA Firm | 5.0 / 5 | 2 |
More Firms in San Juan Capistrano
Firms without a website or enough reviews for a profile page of their own.
- William W Glass CPACPA Firm★ 5.0 (7)(949) 489-0500
- GR Accounting ServicesCPA Firm★ 5.0 (3)(949) 942-9193Website ↗
- William KnokeTax Preparation★ 5.0 (2)(949) 661-4357Website ↗
- A Team EnterprisesTax Preparation★ 5.0 (1)(949) 240-3700
- Capital Financial Consultants Group - Orange CountyFinancial Planning★ 5.0 (1)(949) 248-8800Website ↗
- CD FinancialFinancial Planning★ 5.0 (1)(949) 359-5100Website ↗
- Professional Financial AdvisorFinancial Planning★ 5.0 (1)(949) 493-5900
- PURE Restaurant SolutionsBookkeeping★ 5.0 (1)(949) 415-6213Website ↗
- Chacon Robert Z CPAAccountant★ 4.3 (3)(562) 424-8721
- Wenger & Bauer, CPAsCPA Firm★ 4.0 (4)(949) 661-6969Website ↗
- Islas Tax ServiceTax Preparation★ 3.7 (3)(949) 489-1040
- Optivest Wealth ManagementFinancial Planning★ 3.7 (3)(949) 363-8686Website ↗
- The Stoddard GroupFinancial Planning★ 1.8 (5)(949) 218-9036
- Liberty Tax ServiceTax Preparation★ 1.0 (1)(657) 218-0659Website ↗
- Tall DaveTax Preparation★ 1.0 (1)
- Nicholas C Braun Accountancy CorpAccountant(949) 489-3961
How to choose an accountant in San Juan Capistrano
- 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 San Juan Capistrano?
- We list 11 accounting firms in San Juan Capistrano, California that have a website and a public review record, 8 of which hold a 4.5★+ Google rating. 27 businesses in San Juan Capistrano appear in the underlying public data.
- How much does an accountant cost in San Juan Capistrano?
- 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.