DH Tax & Consulting, Inc.
★★★★★ (47 reviews)85 Argonaut #100, Aliso Viejo, CA 92656
(949) 848-2480
Website: www.dhtaxandconsulting.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"]}
Excel Tax Group
★★★★★ (34 reviews)130 Vantis Dr Suite 145, Aliso Viejo, CA 92656
(949) 298-2908
Website: www.excel-tax.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"]}
Orange County Bookkeeping
★★★★★ (22 reviews)85 Argonaut STE 105, Aliso Viejo, CA 92656
(949) 946-5520
Website: ocbookkeepingservice.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"]}
Property Management Accounting - AppFolio, Yardi and more
★★★★★ (18 reviews)65 Enterprise Suite 425-B, Aliso Viejo, CA 92656
(949) 691-7070
Website: www.quickaccountingsolution.com
Hours: {"Friday":["9 AM–2 PM"],"Monday":["9 AM–5 PM"],"Saturday":["9 AM–12 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Laguna Tax Group
★★★★★ (15 reviews)6-B Liberty Ste 150, Aliso Viejo, CA 92656
(949) 238-2546
Website: lagunataxgroup.com
Hours: {"Friday":["10 AM–2 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
National Tax Credits
★★★★½ (13 reviews)85 Argonaut # 200, Aliso Viejo, CA 92656
(888) 894-0158
Website: nationaltaxcredits.com
Hours: {"Friday":["6 AM–5:30 PM"],"Monday":["6 AM–5:30 PM"],"Saturday":["8 AM–4:30 PM"],"Sunday":["Closed"],"Thursday":["6 AM–5:30 PM"],"Tuesday":["6 AM–5:30 PM"],"Wednesday":["6 AM–5:30 PM"]}
Tax Relief Squad
★★★★½ (13 reviews)6B Liberty STE 215, Aliso Viejo, CA 92656
(949) 210-9747
Website: www.taxreliefsquad.com
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"]}
Scooter Accounting
★★★★★ (7 reviews)65 Enterprise, Aliso Viejo, CA 92656
(949) 264-2055
Website: www.scooteraccounting.com
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"]}
Clarity Group Financial - CPA's an Accounting Firm
★★★★★ (5 reviews)27141 Aliso Creek Rd Ste 235, Aliso Viejo, CA 92656
(949) 340-9643
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"]}
Daniel Dubois CPA & Co Inc
★★★½☆ (5 reviews)6B Liberty Ste 130, Aliso Viejo, CA 92656
(949) 380-0367
Website: www.duboiscpa.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"]}
HRG Tax Recovery
★★★★★ (3 reviews)130 6 Liberty, Aliso Viejo, CA 92656
(949) 598-3560
Hours: {}
Accounting Room LLC
★★★★★ (2 reviews)65 Enterprise Suite 303, Aliso Viejo, CA 92656
(949) 855-6060
Website: www.accountingroom.com
Hours: {"Friday":["8 AM–6 PM"],"Monday":["8 AM–6 PM"],"Saturday":["9 AM–2 PM"],"Sunday":["Closed"],"Thursday":["8 AM–6 PM"],"Tuesday":["8 AM–6 PM"],"Wednesday":["8 AM–6 PM"]}
Tax Preparers - Small Business and Self-Employed
★★★★☆ (2 reviews)65 Enterprise #300, Aliso Viejo, CA 92656
(949) 691-7070
Website: www.octaxpreparers.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["9 AM–2 PM"],"Sunday":["9 AM–2 PM"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Summit Tax & Accounting Advisors
★★★☆☆ (2 reviews)120 Vantis Dr #300, Aliso Viejo, CA 92656
(949) 796-3438
Website: summitadvisorsoc.com
Hours: {"Friday":["7 AM–6 PM"],"Monday":["Closed"],"Saturday":["7 AM–6 PM"],"Sunday":["Closed"],"Thursday":["7 AM–6 PM"],"Tuesday":["7 AM–6 PM"],"Wednesday":["7 AM–6 PM"]}
Express Tax Accounting
22912 Aliso Viejo Pkwy #201, Aliso Viejo, CA 92656
(855) 298-4014
Hours: {"Friday":["8 AM–7 PM"],"Monday":["8 AM–7 PM"],"Saturday":["8 AM–7 PM"],"Sunday":["Closed"],"Thursday":["8 AM–7 PM"],"Tuesday":["8 AM–7 PM"],"Wednesday":["8 AM–7 PM"]}
8X Tax Services
15 Enterprise Suite 250, Aliso Viejo, CA 92656
(949) 796-9754
Website: www.8xtaxservices.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["9 AM–5 PM"],"Sunday":["9 AM–5 PM"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
AXIS Accounting Solutions
120 Vantis Dr, Aliso Viejo, CA 92656
(888) 485-2510
Website: www.myaxisaccountant.com
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["9 AM–6 PM"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
CM Accounting Solutions Inc.
26895 Aliso Creek Rd, Aliso Viejo, CA 92656
(949) 395-1759
Website: www.accountspro.net
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"]}
JDT Associates
120 Vantis Dr, Aliso Viejo, CA 92656
(888) 827-9787
Website: www.myjdtassociates.com
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"]}
Fetta Kidder & Wilcox CPAs LLP
15 Enterprise # 445, Aliso Viejo, CA 92656
(949) 362-7106
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"]}
Muir & Marquez Tax Services
27068 La Paz Rd Suite 560, Aliso Viejo, CA 92656
(949) 322-7081
Hours: {}
About Tax Preparers in Aliso Viejo, CA
Aliso Viejo is home to a mix of corporate headquarters, tech firms, and small businesses, as well as many self-employed professionals and remote workers. With this diverse local economy, residents often face complex tax situations—from multi-state income issues to deductions for home offices or business expenses. Using a qualified tax preparer in Aliso Viejo can help ensure you capture every legitimate deduction while staying compliant with both state and federal rules.
Whether you’re a freelancer juggling 1099s or a family navigating California’s high cost of living, a local tax professional brings familiarity with state-specific credits and regulations. BeforeTaxUSA.com makes it easy to find preparers in your area, letting you filter by credentials and client reviews. A good preparer saves time, reduces stress, and helps you avoid costly mistakes—especially important in a community where financial complexity is common.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
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.