3 Best Accounting Firms in Newport Beach, CA

Expert-recommended Top 3 Accounting Firms in Newport Beach, California. All of our accounting firms actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

5+ YEARS IN TBR
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MOREY CPA & ASSOCIATES, INC.

4590 MacArthur Boulevard, Suite 500,
Newport Beach, CA 92660 Directions

Since 2014

Specialty:

Small Business Accounting Outsourced Accounting Outsourced Bookkeeping Financial Statements Budgets Cash Flow Management Accounts Payable Accounts Receivable Payroll Services QuickBooks Setup and Support QuickBooks Training QuickBooks File Review and Cleanup Business Tax Preparation Individual Tax Preparation Trust Gift and Estate Tax Returns Nonprofit Tax Preparation Expatriate Tax Preparation Tax Planning Alternative Minimum Tax Planning Estate Planning IRS Tax Problem Resolution Multi-state Tax Services State and Local Tax Services International Tax Services Business Incorporation

" Morey CPA & Associates, Inc. is a full-service certified accounting firm serving business owners and individuals. The firm is owned by Jerry H. Morey. The firm provides a wide range of accounting, tax, and financial services. Jerry Morey has also earned the special designation of Certified Tax Planner (CTP). The firm specializes in business valuations, services for high-net-worth individuals, incorporation services, outsourced accounting, payroll services, and QuickBooks support. Their team of skilled and certified accountants serves businesses across a variety of industries, providing services such as financial statement preparation, budgeting, cash flow management, tax planning, and new business advisory. Morey CPA & Associates is committed to providing personalized service at competitive rates. The firm understands the unique needs and challenges of different industries and works closely with clients to improve financial management and efficiency. The firm has helped many businesses reduce their tax liabilities and improve profitability. Morey CPA & Associates, Inc. also offers a free initial consultation.

2026 Highlights: Morey CPA & Associates, Inc. helps business owners minimize tax liabilities, strengthen profitability, and make informed financial decisions through proactive accounting and strategic advisory services tailored to their industry. They specialize in serving dental practices, medical professionals, veterinary hospitals, and real estate businesses across California and nationwide. Their team provides personalized financial guidance designed to help businesses operate more efficiently, plan strategically, and maximize long-term growth. They also assist businesses throughout California and across the country with smooth, well-planned transitions that minimize disruption and allow owners to remain focused on running and growing their business. "

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License #6533580

Contact:

(949) 759-5626

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Jonjic CPA & Co. APC - Newport Beach, CA Accounting Firms - Office Exterior Image
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JONJIC CPA & CO. APC

895 Dove Street 3rd Floor,
Newport Beach, CA 92660 Directions

Since 2025

Specialty:

Tax Planning & Preparation Individual & Business Tax Returns Tax Strategy Development Tax Credit Optimization IRS Representation Business Advisory Business Formation Financial Planning Process Improvement Exit Planning Bookkeeping Services Monthly Bookkeeping Accounts Payable/Receivable Bank Reconciliation Financial Reporting Payroll Services Payroll Processing Tax Filing Direct Deposit Year-End Reporting

2026 Highlights: Jonjic CPA & Co. APC, founded by Marin Jonjic, provides trusted accounting and tax services for individuals and businesses. They bring extensive finance and accounting experience from Marin’s time at Johnson & Johnson, a Fortune 40 global healthcare company. Their services focus on accurate accounting, tax planning, and practical financial advice. They help clients reduce tax costs, improve their finances, and make better financial decisions. Their tax services include planning and preparation for individuals and businesses to help lower tax bills and maximize returns. They also provide accurate and timely bookkeeping to keep financial records clear and up to date. Their team offers fast service, personal attention, and years of professional experience. They welcome clients to contact them today to schedule a consultation.

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License #157908

Price:

Tax Preparation $200

Contact:

(949) 473-7597

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

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CAPATA

5000 Birch Street, #4000,
Newport Beach, CA 92660 Directions

Since 1986

Specialty:

Tax Planning and Preparation Accounting and Business Advisory Audit and Assurance Fractional CFO Litigation Support Consulting Financial Consulting Accounting Software Selection and Implementation Business Consulting Financial Statement Preparation Strategic Business Advice

2026 Highlights: CAPATA is a full-service accounting firm with offices in Newport Beach and Glendale, California. They provide tax planning and preparation, business advisory, assurance, accounting, and consulting services. Their services are designed for business owners, medical professionals, attorneys, and other high-income earners. CAPATA helps clients find tax planning opportunities that can lower current and future tax costs throughout the year. Their accounting services provide clear and organized financial records that support smooth business operations. They also offer consulting services to help clients address business issues and find useful tools and solutions.

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Contact:

(949) 364-0334 (949) 776-5734

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: