AIM Mail Center
★★★★★ (223 reviews)32565 Golden Lantern, Dana Point, CA 92629
(949) 443-1192
Website: www.aimmailcenters.com/location/dana-point/19?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=1019
Hours: {"Friday":["8 AM–6 PM"],"Monday":["Closed"],"Saturday":["10 AM–5 PM"],"Sunday":["Closed"],"Thursday":["8 AM–6 PM"],"Tuesday":["8 AM–6 PM"],"Wednesday":["8 AM–6 PM"]}
Tax Intelligence Advisors
★★★★★ (4 reviews)34392 Calle Naranja, Dana Point, CA 92624
(949) 697-2624
Website: www.taxintell.com
Hours: {"Friday":["9 AM–11 PM"],"Monday":["9 AM–11 PM"],"Saturday":["10 AM–5 PM"],"Sunday":["Closed"],"Thursday":["9 AM–11 PM"],"Tuesday":["9 AM–11 PM"],"Wednesday":["9 AM–11 PM"]}
Whitmore Accountancy Corporation
★★★★★ (3 reviews)34262 Street of the Blue Lantern A, Dana Point, CA 92629
(949) 443-5151
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Barrett Solutions Inc
★★★★★ (1 reviews)34155 Pacific Coast Hwy #101, Dana Point, CA 92629
(949) 240-0787
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Tatala, Joseph M CPA
★★★★★ (1 reviews)34262 Street of the Blue Lantern A, Dana Point, CA 92629
(949) 443-5151
Hours: {}
Froley & Associates Financial Services
★★★★★ (1 reviews)24672 San Juan Ave, Dana Point, CA 92629
(949) 489-2088
Website: froleytaxservices.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Life By Design Investment Advisory Services
★★★★★ (1 reviews)34179 Golden Lantern Suite 102, Dana Point, CA 92629
(714) 541-4180
Website: www.lbdias.com
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
Henderson Gary A
34179 Golden Lantern # 301, Dana Point, CA 92629
(949) 661-0151
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Dennis J. Tyrrell, CPA
32565 B Golden Lantern PMB # 355, Dana Point, CA 92629
(949) 229-0226
Website: djttaxcpa.com
Hours: {"Friday":["Open 24 hours"],"Monday":["Open 24 hours"],"Saturday":["Open 24 hours"],"Sunday":["Open 24 hours"],"Thursday":["Open 24 hours"],"Tuesday":["Open 24 hours"],"Wednesday":["Open 24 hours"]}
Mike Craig, Certified Public Accountant
34231 Camino Capistrano Suite 110, Dana Point, CA 92624
(949) 391-7377
Website: www.mikecraigcpa.com
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
Casey Diane CPA
34262 Street of the Blue Lantern # B, Dana Point, CA 92629
(949) 325-0250
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Price Elaine D CPA
24681 La Plaza #300, Dana Point, CA 92629
(949) 240-3160
Hours: {}
Collyer CPA
24681 La Plaza #370, Dana Point, CA 92629
(949) 218-5388
Website: collyercpa.com
Hours: {}
Safe Tax & Business Services
24701 La Plaza #101, Dana Point, CA 92629
(949) 661-8298
Hours: {"Friday":["9:30 AM–5 PM"],"Monday":["9:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["9:30 AM–5 PM"],"Wednesday":["9:30 AM–5 PM"]}
LEVEL Advisors
24632 San Juan Ave, Dana Point, CA 92629
(949) 404-4986
Website: level.info
Hours: {}
Catalyst Quickbooks
32545 Golden Lantern, Dana Point, CA 92629
(949) 443-0096
Website: www.catalysthouse.biz
Hours: {}
ingeniosolutions
103 Palm Beach Ct UNIT 100, Dana Point, CA 92629
(949) 529-2970
Website: ingeniosolutions.com
Hours: {}
About Accountants in Dana Point, CA
Finding the right accountant in Dana Point, California starts with understanding the local business landscape. Dana Point’s economy is driven by tourism, marine industries, and small hospitality businesses. Whether you run a waterfront restaurant, manage rental properties, or work as a freelance consultant, your financial situation often involves unique tax considerations like transient occupancy taxes or deductions for seasonal income.
A local accountant helps you navigate these specifics while ensuring you stay compliant with state and federal tax laws. They can assist with everything from annual tax preparation to bookkeeping, payroll, and business entity structuring. For residents, an accountant can also help with estate planning, retirement contributions, and maximizing deductions tied to home office use or investment income.
On BeforeTaxUSA.com, you can browse vetted professionals serving Dana Point. Focus on finding someone familiar with Orange County tax codes and your industry. A good match will simplify your finances and help you plan ahead.
Frequently Asked Questions
What services does an accountant provide?
Accountants typically offer bookkeeping, financial statement preparation, tax planning and preparation, payroll services, accounts payable and receivable management, and general financial consulting for both individuals and businesses.
How do I choose the right accountant?
Look for an accountant with experience in your industry or tax situation, check their credentials and references, ask about their availability during tax season, and make sure they use modern accounting software. A good accountant should be proactive about finding deductions and keeping you compliant.
What is the difference between an accountant and a bookkeeper?
A bookkeeper records daily financial transactions, while an accountant analyzes financial data, prepares tax returns, and provides strategic financial advice. Many accounting firms offer both services, with bookkeepers handling the day-to-day work and accountants overseeing the bigger financial picture.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email info@beforetaxusa.com.