Accountants and CPAs in Dana Point, CA.

8 firms, compared.

Every dot is a firm. None vetted yet.

No vetted firm in Dana Point yet
Vetted firms that work remotely can take Dana Point clients. Or browse all 8 local firms below.
Vetted firms that work remotely →

Dana Point accounting at a glance

63%
of Dana Point firms are one person.
5 solo · 3 small · 0 mid-size or larger
6
are CPA firms. 1 more are enrolled agents.
The other 1 have no CPA or EA on the IRS register.
Counts from public records and firm websites.
Dana Point, CA has 8 firms. That’s a long list. Answer a couple of things, skip anything you like, and we’ll narrow it to the ones worth your time.
1Is this for you personally, or for a business?
2What do you actually need help with?
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3Does any of this apply to you?
Show the 8 that fit
✓ Vetted, working nationally

No firm in Dana Point has been vetted yet. These two have, and they take clients anywhere. Everyone below is in Dana Point and has not been vetted.

Affinity Accounting
Marketing and creative agencies
U-Nique Accounting
Breweries and craft beverage · Restaurants and bars
8 firms matchof 8 in Dana Point, CA
1
Froley Tax Service
Public recordTaxesTax planning
Dana Point, CA · Small · EA
2
Level Advisors, Inc.
Public recordTaxesTax planning
Dana Point, CA · Small · CPA
3
Outwest Advisors
Public recordTaxesCFO help
Dana Point, CA · Small · CPA
4
Canty Finance & Tax
Public record
Dana Point, CA · Solo · CPA
5
CrossPlans
Public record
Dana Point, CA · Solo
6
Djttaxcpa, Inc
Public record
Dana Point, CA · Solo · CPA
7
Mills Accountancy Corp.
Public recordTaxesIRS helpTax planningQuickBooks
Dana Point, CA · Solo · CPA
8
Whitmore Tatala Accountancy Corporation
Public record
Dana Point, CA · Solo · CPA
What firms do and who they serve comes from reading each firm’s own website. Non-vetted listings come from public records; only firms marked Vetted have been reviewed by our editors. The badge is not an endorsement, so check credentials and licensure yourself before hiring.

Quick answers

How many accountants are in Dana Point?
8 accounting firms list a business address in Dana Point, CA. 6 are CPA firms and 1 are enrolled agents.
Is there a vetted accountant in Dana Point?
Not yet. Vetted firms that work remotely can take Dana Point clients. If you run a Dana Point firm, get vetted.
What’s the difference between a CPA, an EA and a bookkeeper?
A CPA is state-licensed and can sign audits. An enrolled agent is federally licensed to represent you before the IRS. A bookkeeper keeps the records current and usually holds no license. Read the full breakdown →
How do I choose an accountant in Dana Point?
Start with what you need: a return, the books, or year-round planning. Then ask who they turn away and who picks up in August. The Real Cost of Picking the Wrong Accountant →

Nearby

Irvine 207Riverside 109Rch Cucamonga 61Temecula 55Tustin 53Murrieta 46Corona 44Ontario 43Redlands 36Fontana 34Moreno Valley 32Sn Bernrdno 30

Listings are compiled from public records, including the IRS directory of credentialed return preparers. We have not reviewed these firms and they cannot edit or remove their listing. Vetted firms are the ones our editors have reviewed.

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