Find a accountant in Carlsbad, CA

Find accountants in Carlsbad, CA

Find accountants in Carlsbad, CA

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Find accountants in Carlsbad, CA

Confirm your location to see the best accountants near you.
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Top 10 accountants in Carlsbad, CA

Clients agree: these Carlsbad accountants are highly rated for knowledge, experience, communication, and more.
Portero Services

Portero Services

1 hire on Thervo
11+ years in business
Serves Carlsbad, CA & Online
I specialize in small to medium size businesses. I have over 30 years of bookkeeping and accounting experience, and my focus is helping new businesses get their bookkeeping set up so that you can have an accurate financial picture of your finances. I also can help you grow your business, and increase your bottom line.
Business Advisors, Inc

Business Advisors, Inc

18+ years in business
Serves Carlsbad, CA & Online
Over the last 25 years I have helped Entrepreneurs with their Business needs, including Accounting, Taxes (Fed, State and Sales Tax) and giving Advice on most aspects of running a Business. Whether your Business is a Sole Proprietorship, Corporation or LLC, I can help you with Starting, Operating and Expanding your Business. My background includes serving as a CFO and/or Controller for various companies.
Company

Company

5.0(1)
3 hires on Thervo
45+ years in business
Serves Carlsbad, CA & Online
Carol H. says, "She was nice, helpful and quick." Read more
S&N Accountancy, EA

S&N Accountancy, EA

5.0Exceptional(11)
6+ years in business
Serves Carlsbad, CA & Online
Joelle says, "Very professional and accurate. Highly recommended :)" Read more
Shepherd Tax & Financial Services

Shepherd Tax & Financial Services

5.0(2)
4 hires on Thervo
10+ years in business
Serves Carlsbad, CA & Online
Debbie E. says, "She was very knowledgeable and very friendly. Was very comfortable with her." Read more
SP Financial

SP Financial

5.0(2)
7+ years in business
Serves Carlsbad, CA & Online
Vin D. says, "I used SP Financial for the 2nd year in a row and couldn't be more pleased. I thought I was going to owe money on my personal tax return this year but SP was able to get me over $1000 back! The entire process was very quick and easy and handled completely by email. Of course they would have met me in person if I had wanted to, but I have such a busy schedule that doing everything via email was the best option for me. I highly recommend their service. " Read more
Freedom Financial Services / Freedom Advisory Services

Freedom Financial Services / Freedom Advisory Services

Serves Carlsbad, CA
We provide an Holistic approach to Financial Services helping with Financial, Retirement, and Estate Planning! We prepare taxes; Individual, Family, Corporate, and Trust returns. We are a Registered investment Advisory and manage our clients' money with Fiducuary standards! We prepare Trusts; Revocable Living, Irrevocable, Living Wills, and Powers of Attorney for both Medical and Financial. Additionally we provide Financial Divorce Mediation. Experienced, we've been in this business for 36 years! Helping people Reach their Dreams & Goals! It provides tremendous satisfaction building clients' financial security while watching their families g...
Poway Liberty Tax

Poway Liberty Tax

14+ years in business
Serves Carlsbad, CA & Online
Hi, I have a tax accountant for 12 years now. Please call the office 858-513-8200 for 15 free consultation. Minh Nguyen,
CRT Associates

CRT Associates

35+ years in business
Serves Carlsbad, CA & Online
We have 30 years of experience preparing individual and business returns. We also help tax payers resolve their problems with the IRS and FTB. We are proud members of the TAXREP Network and provide the same services as the national firms that advertise on television. I like helping people. I am dedicted to providing the best service possible. I keep up to date by taking webinars weekly so I am aware of all the changes and techniques available to minimize taxpayers tax liabilities....
DragonflyHill Community Tax Services

DragonflyHill Community Tax Services

11+ years in business
Serves Carlsbad, CA & Online
Personalized service. Initial consultation free with review of last year's returns. Specializing in performing and visual artists, educators, small businesses, non-profits, and gig economy workers (Uber, AirBnb, Lyft, food delivery).

Your Accounting questions, answered

Answers to commonly asked questions from the experts on Thervo.

What do accountants do?

Accountants help manage finances for businesses and individuals. Common services include:

  • Day-to-day bookkeeping: Recording income/expenses, processing payroll, managing accounts payable/receivable
  • Reporting: Preparing financial statements, cash flow reports, profit/loss statements
  • Taxes: Tax planning and preparation, filing returns, resolving audits
  • Auditing: Reviewing financial records to verify accuracy and compliance
  • Advising: Budgeting, reducing costs, improving profits, managing cash flow
  • Compliance: Ensuring legal/regulatory standards are met, documenting processes
  • Systems: Implementing accounting software/controls appropriate for the organization

How much do accountants charge?

Accountant fees vary widely based on several factors:

  • Location: Accountants in major metropolitan areas tend to charge higher rates, averaging $150 to $400 per hour. In smaller towns, rates may range from $100 to 250 per hour.
  • Experience level: Newly certified or junior accountants typically charge $50 to $150 per hour. Senior accountants with 5 to 10 years of experience charge $200 to $500 per hour on average.
  • Firm size: Solo practitioners and small local firms often have lower rates compared to larger regional or national firms.
  • Specializations: Accountants with niche expertise like forensic accounting or international taxes command higher rates.
  • Services: Commonly outsourced services like payroll, bookkeeping, and tax prep tend to cost less per hour than consultative services like auditing and financial planning.

Expect to pay $150 to $1,800+ for tax prep, $2,000 to $25,000+ for auditing, and $200 to $1,000 per month for bookkeeping, depending on your business size and needs. Request free consultations and compare detailed estimates before hiring.

How is an accountant different from a bookkeeper?

Bookkeepers handle daily transactions like recording expenses or issuing invoices. Accountants take the data bookkeepers compile and use it for high-level tasks like preparing financial statements, guiding business strategy, and filing taxes.

Most small businesses need both bookkeeping and higher-level accounting. A single accountant can provide both services, or you can hire a separate bookkeeper. If hiring both, ensure they communicate and regularly share data.

When should you hire an accountant?

Consider hiring an accountant if:

  • You need help selecting accounting systems and software for your business.
  • You need help with complex finances like managing investments, real estate, or international transactions.
  • Don't have the time or the training to do daily bookkeeping and accounting tasks yourself.
  • You need tax expertise to help maximize your return and prevent tax errors or penalties.
  • You're looking to identify cost reductions and growth opportunities.
  • You're preparing for an audit or sale and need to verify accurate financial statements.
  • You notice errors in your current system and need an expert to review processes and improve internal controls.

How do I choose an accountant near me?

The right accountant-client relationship can provide tremendous value to your business. Take the time to research options thoroughly before deciding who to hire. When researching accountants near you:

  • Ask for referrals from business owners in your industry.
  • Review credentials like CPA licensing, education, specializations.
  • Ask them for a free consultation and meet with them to discuss your needs.
  • Compare detailed estimates from at least 3 potential accountants.
  • Ask for client references and read client reviews on Lawful and Google.
  • Clearly communicate your expectations and budget.
  • Look for an accountant who communicates clearly and answers your questions in understandable terms.
  • Prioritize trust and rapport, as your accountant handles sensitive financial data.
  • Consider both large established CPA firms and smaller local professionals.

What questions should I ask when getting estimates from CPA firms or accountants?

Asking the below questions and choose an accountant who answers you promptly and clearly.

  • How long have you been an accountant?
  • What financial certifications do you have?
  • Do you specialize in a specific industry or area?
  • Can I have a free consultation? 
  • What accounting services do you offer?
  • How to you calculate and bill for your services?

Reviews for Carlsbad accountants

Recent success stories from people in the Carlsbad area.
Jo.
S&N Accountancy, EA
Debbie E.
Very accommodating and answered all of my questions very quickly
Shepherd Tax & Financial Services
Kelsey M.
Filing my taxes has always felt like a laborious process filled with anxiety and a lot of unknowns. Working with Nick from SP Financial made the process incredibly smooth and easy. Their client portal system is user-friendly and makes submitting your tax documents quick and effortless. Nick made an effort to communicate with me throughout the past year to inform me of the new tax laws in place and how to adjust my pay accordingly to maximize my returns. If you are looking for competent professionals who make filing your taxes easy and who genuinely care about your financial well-being, then I highly recommend SP Financial.
SP Financial
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