Tax Services in San Clemente, CA

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List of Firms

Top San Clemente, CA Tax Preparers

Lyndon Smith CPA
4 out of 5
Location 422 Via Alegre, San Clemente, CA 92672, USA
Phone (949) 294-7298
Directions
Pacific Coast Alliance Corporation.
5 out of 5
Location 437 Calle Empalme, San Clemente, CA 92672, USA
Phone (949) 542-7108
Directions
Chris W. Johnston, CPA, MBA (an Accountancy Corporation)
4 out of 5
Location 629 Camino De Los Mares STE 203, San Clemente, CA 92673, USA
Phone (949) 240-8015
Directions
Markle & Company
Location 302 N El Camino Real #108, San Clemente, CA 92672, USA
Phone (949) 625-6060
Directions
Barnhart Robert
3 out of 5
Location 1810 S El Camino Real # F, San Clemente, CA 92672, USA
Phone (949) 498-2710
Directions
Tax House
Location 3551 Camino Mira Costa # W2, San Clemente, CA 92672, USA
Phone (949) 361-2555
Directions
A&A Tax Professionals
5 out of 5
Location 107 Avenida de la Estrella, San Clemente, CA 92672, USA
Phone (949) 429-8242
Directions
Masterplan
Location 1908 S El Camino Real, San Clemente, CA 92672, USA
Phone (949) 361-3883
Directions
Free Tax Preparation OC
1 out of 5
Location 1030 Calle Negocio, San Clemente, CA 92673, USA
Phone (949) 492-8477
Directions
Morey CPA & Associates, Inc.
5 out of 5
Location 665 Camino De Los Mares STE 306, San Clemente, CA 92673, USA
Phone (949) 485-2011
Directions
Rountree Michael D CPA
4 out of 5
Location 300 S El Camino Real #206, San Clemente, CA 92672, USA
Phone (949) 366-3180
Directions
Financials Right
Location 150 L Esperanza, San Clemente, CA 92672, USA
Phone (949) 306-9580
Directions
Kerl & Co. CPAs
5 out of 5
Location 903 Calle Amanecer Suite 125, San Clemente, CA 92673, USA
Phone (949) 472-2080
Directions
Taxpros+
5 out of 5
Location 439 N El Camino Real, San Clemente, CA 92672, USA
Phone (949) 271-1200
Directions
Patterson Accountancy Corporation
Location 665 Camino De Los Mares STE 306, San Clemente, CA 92673, USA
Phone (949) 493-8200
Directions
Barnhart Tax Consultant
SEC File# 801-111055
CRD# 158043
Location 1810 S El Camino Real #12, San Clemente, CA 92672, USA
Directions
Miranda Income Tax Services
Location 924 N El Camino Real, San Clemente, CA 92672, USA
Phone (714) 461-1963
Directions
John J Simonelli Inc
5 out of 5
Location 1181 Puerta Del Sol Ste 110, San Clemente, CA 92673, USA
Phone (949) 498-5585
Directions
Dutton Accountancy Corporation
Location 940 Calle Negocio, San Clemente, CA 92673, USA
Phone (949) 492-1125
Directions
JMK Enterprises
Location 111 Avenida Del Mar # 200, San Clemente, CA 92672, USA
Phone (949) 498-5332
Directions
Jordan Douglas W
5 out of 5
Location 903 Calle Amanecer Ste 115, San Clemente, CA 92673, USA
Phone (949) 218-0190
Directions
CPA Accountant Tax Group
Location #C, 100 S Ola Vista, San Clemente, CA 92672, USA
Phone (877) 750-5480
Directions
Databoy Accounting & Payroll Service
5 out of 5
Location 555 N El Camino Real, San Clemente, CA 92672, USA
Phone (949) 770-3315
Directions
Rafik Daher, CPA
Location 1201 Puerta Del Sol, San Clemente, CA 92673, USA
Phone (949) 292-2113
Directions
Narey Charles E
Location 2340 S El Camino Real #15, San Clemente, CA 92672, USA
Phone (949) 492-5307
Directions
Tax Crew
Location 10 Santa Clara, San Clemente, CA 92672, USA
Phone (949) 234-0095
Directions
Jones Accounting
SEC File# 801-111055
CRD# 158043
Location 220 Avenida Granada, San Clemente, CA 92672, USA
Directions
Professional Business Systems
5 out of 5
Location 800 S El Camino Real # 211, San Clemente, CA 92672, USA
Phone (949) 492-5874
Directions
Gustafson Accounting & Tax Services
Location 2991 Calle Gaucho, San Clemente, CA 92673, USA
Phone (949) 361-4168
Directions
DCR Bookkeeping
5 out of 5
Location 1001 Avenida Pico Suite C611, San Clemente, CA 92673, USA
Phone (714) 350-8237
Directions
Booher Barbara G
Location 153 W Avenida Cornelio, San Clemente, CA 92672, USA
Phone (949) 361-1038
Directions
San Juan Financial of San Clemente
Location 903 Calle Amanecer Suite 220, San Clemente, CA 92673, USA
Phone (949) 496-1153
Directions
San Clemente Services
SEC File# 801-111055
CRD# 158043
Location 116 W El Portal #101, San Clemente, CA 92672, USA
Directions
Hamm Bookkeeping & Accounting
5 out of 5
Location 555 N El Camino Real, San Clemente, CA 92672, USA
Phone (949) 292-3105
Directions
Ivan Leibenson Accountancy Crp
Location 1361 Calle Avanzado, San Clemente, CA 92673, USA
Phone (949) 276-5405
Directions
Townsend Accountancy Corporation
Location 3907 Calle Andalucia, San Clemente, CA 92673, USA
Phone (949) 661-8733
Directions
Metya Tax
3 out of 5
Location 616 S El Camino Real, San Clemente, CA 92672, USA
Phone (949) 498-1993
Directions
Hayden Narey & Persich
Location 2340 S El Camino Real #15, San Clemente, CA 92672, USA
Phone (949) 492-5307
Directions
Eaton's Income Tax Service
5 out of 5
Location 901 Calle Amanecer Ste 160, San Clemente, CA 92673, USA
Phone (949) 492-0337
Directions
Coastline Accounting Services
Location 801 Avenida Talega, San Clemente, CA 92673, USA
Phone (949) 309-4592
Directions
Accounting Services
Location 800 S El Camino Real #214, San Clemente, CA 92672, USA
Phone (949) 481-9564
Directions
Bourque CPAs + Advisors
5 out of 5
Location 209 Avenida Del Mar Suite 206, San Clemente, CA 92672, USA
Phone (949) 825-7036
Directions
Omega Accounting Solutions, Inc.
Location 940 Calle Amanecer, San Clemente, CA 92673, USA
Phone (949) 291-4565
Directions
Tax Accountant in San Clemente, CA

Where Tax Accountants in San Clemente, CA Serve

San Clemente, CA is a coastal city located in the southern part of Orange County. This picturesque town is known for its stunning beaches, surf culture, and Spanish-style architecture. One of the most famous landmarks in San Clemente is the Casa Romantica Cultural Center and Gardens, a historic home turned museum that offers breathtaking ocean views. Another popular attraction is the San Clemente Pier, a long wooden pier that extends out into the Pacific Ocean and offers stunning views of the coastline. When it comes to top employers, San Clemente is home to a variety of businesses, including medical device companies, biotech firms, and retail stores. Some of the largest employers in the area include ICU Medical, Glaukos Corporation, and Target. Major highways and streets in San Clemente include the Interstate 5 freeway, which runs north-south through the city, and Avenida Pico, a major east-west thoroughfare that connects the city to neighboring communities.

Financial Services Related to Tax Planning in San Clemente, CA

Banks and Credit Unions

Residents of San Clemente, CA can benefit from a bank in numerous ways. Firstly, a bank can provide them with various financial services such as checking and savings accounts, loans, credit cards, and investment options. Moreover, San Clemente is a coastal city with many small businesses, and a bank can help these businesses with merchant services, payroll, and other financial management. Additionally, San Clemente is known for its vibrant art scene, and a bank can support local artists and galleries through sponsorships and grants. Furthermore, San Clemente is home to many retirees, and a bank can offer them retirement planning services, such as IRA accounts and 401(k) plans. Lastly, San Clemente is prone to natural disasters such as wildfires and earthquakes, and a bank can assist residents with disaster relief loans and insurance.

Insurance Broker

Residents of San Clemente, CA can benefit from the services of an insurance broker in a number of ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the coverage they need to protect themselves and their families. Additionally, an insurance broker can help residents find policies that are tailored to their specific needs and circumstances, taking into account factors such as their age, health, and occupation. Furthermore, an insurance broker can provide valuable advice and guidance when it comes to selecting the right insurance products, such as home insurance, car insurance, and life insurance. In a city like San Clemente, which is known for its beautiful beaches and outdoor activities, residents may have unique insurance needs that require a knowledgeable and experienced broker to help them find the right coverage.

Retirement Planning

Residents of San Clemente, CA can benefit greatly from the expertise of a retirement planner. With its picturesque beaches and Mediterranean climate, San Clemente attracts many retirees seeking a relaxing and enjoyable lifestyle. However, the cost of living in San Clemente is relatively high, and many retirees may not have adequate savings to support their retirement years. A retirement planner can help residents of San Clemente create a comprehensive financial plan that takes into account their unique circumstances and goals. They can provide guidance on investment strategies, tax planning, and estate planning to ensure that retirees can maintain their desired standard of living throughout their retirement years. Additionally, a retirement planner can help residents navigate the complex and ever-changing landscape of retirement benefits, including Social Security and Medicare. With the help of a skilled retirement planner, residents of San Clemente can enjoy their retirement years with peace of mind and financial security.

Wealth Management

Residents of San Clemente, CA can benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that are specific to California. With its high tax rates and complex tax code, California can be a challenging place to manage one's finances. A wealth manager can help residents of San Clemente, CA optimize their tax strategies, minimize their tax liability, and take advantage of tax incentives and deductions that are available to them. Additionally, a wealth manager can help residents of San Clemente, CA plan for their retirement, invest their assets wisely, and create a comprehensive estate plan that protects their assets and ensures their legacy. With the help of a wealth manager, residents of San Clemente, CA can achieve their financial goals and secure their financial future.

Financial Advisor

Residents of San Clemente, CA can benefit greatly from the guidance of a financial advisor, particularly in navigating the complexities of the local real estate market. With its prime location along the coast and reputation as a desirable place to live, San Clemente is home to a range of housing options, from beachfront mansions to more affordable condos and townhomes. A skilled financial advisor can help residents determine the best approach to buying or selling property, as well as provide guidance on managing investments, planning for retirement, and protecting assets. Additionally, with the ongoing impacts of the COVID-19 pandemic on the local economy, a financial advisor can offer valuable insights into managing debt and building a strong financial foundation for the future.

Mortgage Loan Officer

Residents of San Clemente, CA can benefit from the services of a mortgage loan officer in several ways. Firstly, the officer can help them secure a mortgage loan to purchase a home in the city. San Clemente is a popular coastal city with a high cost of living, and many residents may need financial assistance to afford a home in the area. Additionally, the officer can help residents refinance their existing mortgages to achieve lower interest rates and monthly payments. This can be especially beneficial for those who have experienced changes in their financial situations or the housing market. Finally, the officer can provide guidance and support throughout the mortgage application process, which can be complicated and confusing for many people. By working with a mortgage loan officer, San Clemente residents can achieve their homeownership goals and improve their financial stability.

Estate Planning Lawyer

Residents of San Clemente, CA can greatly benefit from the services of an estate planning lawyer. Such a professional can help them draft wills, trusts, and other legal documents that will ensure their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with creating powers of attorney, healthcare directives, and other important documents that can help individuals manage their affairs in the event of incapacity. San Clemente, with its large population of retirees and seniors, presents unique challenges when it comes to estate planning. A skilled lawyer can help navigate the complex legal landscape and ensure that residents' assets are protected and their wishes are respected. Whether it's navigating California's complex probate laws or helping clients minimize estate taxes, an estate planning lawyer can provide invaluable assistance to San Clemente residents looking to secure their financial future.

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