Tax preparation in Newport Beach, CA
Newport Beach (pop. 87,127) has 529 credentialed tax preparers — about 60.7 per 10,000 residents.
Credentialed preparers
529
214 CPAs · 45 EAs · 33 attorneys
Returns filed
30,650
IRS SOI, ZIP-level
Avg. AGI per return
$348,779
Avg. refund
$7,656
44% of returns get one
Self-employment share
23.8%
returns w/ Schedule C income
Use a paid preparer
70%
share of local returns
Free prep returns (VITA)
80
IRS-assisted filings
Need tax help in Newport Beach?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
70% of Newport Beach filers already use a paid preparer — see if it makes sense for you.
Tax services in Newport Beach
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
Credentialed preparers in Newport Beach
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| Sky & Aarons Accountancy LLPsite | CPA | 92660 | (714) 783-6749 |
| Bottom Line Financialsite | SRTP | 92660 | (949) 651-6344 |
| Accounting Ideas Consulting Groupsite | CAA,SRTP · AFSP | 92660 | (949) 439-0068 |
| STEVEN ABRAHAM | SRTP | 92660 | — |
| Monolithe Tax Planning Services Inc. | SRTP | 92660 | 9492456182 |
| KHAN & ASSOCIATES CPA, INC.site | CPA | 92660 | 7144341040 |
| BRIAN WILLARD, CPA, PC | SRTP · AFSP | 92660 | 9493792900 |
| Julie Allione CPA | CPA | 92659 | — |
| Goldman Sachs | Other · AFSP | 92660 | — |
| Laurie L. Anderson CPA | CPA | 92658 | 949-887-4490 |
| JAMES D ANDERSON CPAsite | CPA | 92660 | (949) 720-1090 |
| SCOTT ANDERSON | CPA,EA | 92660 | 9492007111 |
FAQ
How many tax preparers are in Newport Beach?
The IRS lists 529 credentialed tax preparers in Newport Beach, CA — including 214 CPAs, 45 enrolled agents, and 33 tax attorneys.
What's the average tax refund in Newport Beach?
Returns filed from Newport Beach ZIP codes average a refund of $7,656, and roughly 44% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.