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Accountants and CPAs in Lake Forest, CA.

26 firms, compared.

Every dot is a firm. None vetted yet.

No vetted firm in Lake Forest yet

Vetted firms that work remotely can take Lake Forest clients. Or browse all 26 local firms below.

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Lake Forest accounting at a glance

77%

of Lake Forest firms are one person.
20 solo · 6 small · 0 mid-size or larger

16

are CPA firms. 3 more are enrolled agents.
The other 7 have no CPA or EA on the IRS register.

10

mention tax planning on their website.
8 bookkeeping · 8 tax prep · 6 fractional CFO

Counts from public records and firm websites. 7 firms say they work in QuickBooks.

Lake Forest, CA has 26 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?

Pick as many as you like

3What kind of business are you?

4Does any of this apply to you?

Show the 26 that fit

✓ Vetted, working nationallyWhat our “Vetted” badge means. The "Vetted" designation means our editors have reviewed the firm’s publicly available information and reviews. Please note: some "Vetted" firms may be past or current clients of our company. This badge is not financial advice or an endorsement. We do not verify state licenses, credentials, or conduct background checks. You are strictly required to conduct your own extensive independent research to validate any professional before engaging their services.

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

Affinity Accounting

Marketing and creative agencies

U-Nique Accounting

Breweries and craft beverage · Restaurants and bars

26 firms matchof 26 in Lake Forest, CA

1

M. Blank & Company

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.BooksTaxesTax planningQuickBooks

Lake Forest, CA · Small · CPA · EA

Go to website Google reviews ↗

2

Hal Brand, CPA Accountancy Corp.

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Small · CPA · EA

Go to website Google reviews ↗

3

Ideal Accounting and Tax Services

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Tax planningTaxesBooksQuickBooks

Lake Forest, CA · Small · CPA · EA

Go to website Google reviews ↗

4

Almich & Associates

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Small · CPA

Go to website Google reviews ↗

5

Grobstein Teeple LLP

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Tax planningCFO help

Lake Forest, CA · Small · CPA

Go to website Google reviews ↗

6

Mayorga Tax Pros

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Small

Go to website Google reviews ↗

7

Alexander Khan, CPA dba. The Tax Technician

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Taxes

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

8

Beresford Financial Services

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.AuditTax planning

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

9

BNA Tax Center

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Solo · EA

Go to website Google reviews ↗

10

Check Balance Consulting Corp

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Tax planningCFO helpQuickBooks

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

11

Echelon Tax Advisors

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

12

Fleming & Co, Certified Public Accountants APC

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.PayrollTaxesBooks

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

13

G&J Tax CPA, Inc.

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.BooksTax planning

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

14

Hawkins Hawkins Tax Services

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Solo

Go to website Google reviews ↗

15

Mark H. Schrader, CPA

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

16

Mgm Accounting

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Tax planningTaxesPayrollQuickBooks

Lake Forest, CA · Solo · EA

Go to website Google reviews ↗

17

MoneyMatters Bookkeeping

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.PayrollBooks

Lake Forest, CA · Solo · EA

Go to website Google reviews ↗

18

P Allen Lemas Cpa Apc

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.IRS helpTaxesTax planningQuickBooks

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

19

Provident Financial Services, Inc.

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Solo

Go to website Google reviews ↗

20

T&F Accounting Service

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.TaxesPayrollCFO helpQuickBooks

Lake Forest, CA · Solo

Go to website Google reviews ↗

21

Travis L. Agle, CPA

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

22

TRIGGS & REESE, INC., CPAs

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

23

William Hawkins

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.IRS helpTax planningTaxesQuickBooks

Lake Forest, CA · Solo · CPA

Go to website Google reviews ↗

24

DVV Finance Services

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.CFO help

Lake Forest, CA · Solo

Go to website Google reviews ↗

25

Miles Consulting

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Solo

Go to website Google reviews ↗

26

Quartermaster Business Services Inc

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Lake Forest, CA · Solo

Go to website Google reviews ↗

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 Lake Forest?

26 accounting firms list a business address in Lake Forest, CA. 16 are CPA firms and 3 are enrolled agents.

Is there a vetted accountant in Lake Forest?

Not yet. Vetted firms that work remotely can take Lake Forest clients. If you run a Lake Forest 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 Lake Forest?

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

Be the first vetted firm in Lake Forest.

Vetted firms sit above all 26. Full refund if you don't pass.