Company lists · Data refreshed September 2026
Top 25 Boutique accounting firms based in Newport Beach, United States
RevenueBase identified 43 boutique accounting firms headquartered in Newport Beach, United States as of September 2026 and tracks 198 professional contacts across them, including 96 with verified work emails. New York is the largest hub.
This list covers boutique accounting firms headquartered in Newport Beach, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 23, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest boutique accounting firms based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 27 contacts → | ||||
Indirect evidence “Cambaliza McGee LLP was founded to respond to the essential need of businesses and their owners to have a CPA who is a business advisor and navigator.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 2 | 22 contacts → | ||||
Partial evidence “CAPATA is a full service accounting firm in Orange County, California.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 contacts → | ||||
Partial evidence “We are a full service Tax and Accounting firm in Orange County, CA.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Indirect evidence “We are a full service CPA firm providing tax planning, tax preparation, domestic and international consulting, and audit, review, and compilation services.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “Our Purpose Empowering Entrepreneurs to Thrive - innovating and leading your business.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “AURA is a team of specialists that builds your rock-solid financial foundation.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence “TaxSmart was born from a passion to help entrepreneurs and hustlers bring their visions to life.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Certified Public Accountants - Tax and Consulting Representing closely-held businesses, family businesses, and high net worth individuals for over 45 years Tax consulting and tax…” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “Spinnaker Tax Group provides tax and individual and business tax planning and consulting services that work in synergy with your own planning and relationship with your financial…” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “VISION Our vision is to be the premier trusted partner helping our clients to achieve their goals.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Klarin and Associates is a unique group of CPAs dedicated to resolving your tax and financial problems by simplifying and strengthening your overall financial growth and stability.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “We are an accounting and consulting firm, specializing in working with small businesses.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Mr.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Established in 1987, Montagna & Associates is a full-service CPA firm providing tax, accounting, and financial planning services to all of Orange County and beyond.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “A boutique CPA firm catering to the needs of Law Firms and their Partners.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “In 1981, Verlon L.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “We have the education and experience to understand the jargon-and the patience to explain it all in plain English.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “G Financial started in 2019 advising clients on complex finance, and accounting issues.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “NorAsia | Consulting & Advisory U.S.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “We are employee benefit plan subject matter experts with extensive knowledge of audit, accounting, compliance, and filing requirements for all plan types.” Source: RevenueBase Database · checked Sep 23, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: boutique accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names boutique accounting firms.
- Partial evidence
- Its own public description names part of boutique accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name boutique accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 43 boutique accounting firms based in Newport Beach, United States
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Boutique accounting firms based in Newport Beach, United States at a glance
As of Sep 23, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 43 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among boutique accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Newport Beach, United States whose own description of what they do matches “boutique accounting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names boutique accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among boutique accounting firms, and records with no verified work email. Companies headquartered outside Newport Beach are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 96 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 23, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Boutique accounting firms by metro in the United States
- Boutique accounting firms in New York475
- Boutique accounting firms in Houston340
- Boutique accounting firms in Atlanta232
- Boutique accounting firms in Chicago221
- Boutique accounting firms in Los Angeles220
- Boutique accounting firms in Miami202
- Boutique accounting firms in Dallas177
- Boutique accounting firms in San Diego153
- Boutique accounting firms in Austin150
- Boutique accounting firms in Orlando128
- Boutique accounting firms in Phoenix114
- Boutique accounting firms in Denver113
- Boutique accounting firms in Charlotte106
- Boutique accounting firms in Tampa99
- Boutique accounting firms in San Francisco95
- Boutique accounting firms in Irvine94
- Boutique accounting firms in Las Vegas94
- Boutique accounting firms in Portland90
- Boutique accounting firms in San Antonio87
- Boutique accounting firms in Seattle85
- Boutique accounting firms in Jacksonville79
- Boutique accounting firms in Indianapolis78
- Boutique accounting firms in Columbus76
- Boutique accounting firms in Cincinnati73
- Boutique accounting firms in Philadelphia73
- Boutique accounting firms in Boca Raton70
- Boutique accounting firms in San Jose70
- Boutique accounting firms in Washington70
- Boutique accounting firms in Greenville66
- Boutique accounting firms in Glendale63
- Boutique accounting firms in Raleigh63
- Boutique accounting firms in Boston62
- Boutique accounting firms in Pittsburgh62
- Boutique accounting firms in Columbia61
- Boutique accounting firms in Nashville61
- Boutique accounting firms in Louisville60
- Boutique accounting firms in Tucson60
- Boutique accounting firms in Scottsdale59
- Boutique accounting firms in Birmingham58
- Boutique accounting firms in Fort Worth57
- Boutique accounting firms in Springfield57
- Boutique accounting firms in Rochester56
- Boutique accounting firms in Wilmington56
- Boutique accounting firms in Oklahoma City55
- Boutique accounting firms in Colorado Springs54
- Boutique accounting firms in Plano54
- Boutique accounting firms in Omaha52
- Boutique accounting firms in Sacramento52
- Boutique accounting firms in Richmond51
- Boutique accounting firms in Salt Lake City51
- Boutique accounting firms in Coral Gables50
- Boutique accounting firms in Lexington49
- Boutique accounting firms in Baltimore46
- Boutique accounting firms in Minneapolis46
- Boutique accounting firms in Alpharetta45
- Boutique accounting firms in Fort Lauderdale45
- Boutique accounting firms in Madison45
- Boutique accounting firms in Grand Rapids44
- Boutique accounting firms in Alexandria43
- Boutique accounting firms in Knoxville43
- Boutique accounting firms in Newport Beach43
- Boutique accounting firms in Woodland Hills43
- Boutique accounting firms in Albuquerque42
- Boutique accounting firms in Cleveland42
- Boutique accounting firms in Mesa41
- Boutique accounting firms in Fayetteville40
- Boutique accounting firms in Fresno40
- Boutique accounting firms in Roseville40
- Boutique accounting firms in Brooklyn39
- Boutique accounting firms in Bellevue38
- Boutique accounting firms in Overland Park38
- Boutique accounting firms in Tulsa38
- Boutique accounting firms in Melville37
- Boutique accounting firms in Baton Rouge36
- Boutique accounting firms in Canton36
- Boutique accounting firms in Naperville36
- Boutique accounting firms in Kansas City35
- Boutique accounting firms in Lakewood35
- Boutique accounting firms in Marietta35
- Boutique accounting firms in Naples35
- Boutique accounting firms in Torrance35
- Boutique accounting firms in Hollywood34
- Boutique accounting firms in Honolulu34
- Boutique accounting firms in Memphis34
- Boutique accounting firms in Troy34
- Boutique accounting firms in Frisco33
- Boutique accounting firms in Lafayette33
- Boutique accounting firms in Reno33
- Boutique accounting firms in Encino32
- Boutique accounting firms in Fort Collins32
- Boutique accounting firms in Franklin32
- Boutique accounting firms in Rockville32
- Boutique accounting firms in St. Louis32
- Boutique accounting firms in West Palm Beach32
- Boutique accounting firms in Lincoln31
- Boutique accounting firms in Sarasota31
- Boutique accounting firms in Virginia Beach31
- Boutique accounting firms in Arlington30
- Boutique accounting firms in Boulder30
- Boutique accounting firms in Duluth30
- Boutique accounting firms in Fort Myers30
- Boutique accounting firms in Greensboro30
- Boutique accounting firms in Salem30
- Boutique accounting firms in Tallahassee30
- Boutique accounting firms in Concord29
- Boutique accounting firms in Gainesville29
- Boutique accounting firms in Newark29
- Boutique accounting firms in Plymouth29
- Boutique accounting firms in Burbank28
- Boutique accounting firms in Charleston28
- Boutique accounting firms in Pasadena28
- Boutique accounting firms in Sugar Land28
- Boutique accounting firms in Vancouver28
- Boutique accounting firms in Wichita28
- Boutique accounting firms in Boise27
- Boutique accounting firms in Cary27
- Boutique accounting firms in Clearwater27
- Boutique accounting firms in Fairfax27
- Boutique accounting firms in Farmington27
- Boutique accounting firms in Gilbert27
- Boutique accounting firms in Greenwood Village27
- Boutique accounting firms in Metairie27
- Boutique accounting firms in Milwaukee27
- Boutique accounting firms in Oakland27
- Boutique accounting firms in Riverside27
- Boutique accounting firms in Spokane27
- Boutique accounting firms in St Louis27
- Boutique accounting firms in The Woodlands27
- Boutique accounting firms in Frederick26
- Boutique accounting firms in Montgomery26
- Boutique accounting firms in Northbrook26
- Boutique accounting firms in Beverly Hills25
- Boutique accounting firms in Bronx25
- Boutique accounting firms in Decatur25
- Boutique accounting firms in El Paso25
- Boutique accounting firms in Huntsville25
- Boutique accounting firms in Littleton25
- Boutique accounting firms in Mount Pleasant25
- Boutique accounting firms in Walnut Creek25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names boutique accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many boutique accounting firms are there based in Newport Beach, United States?
RevenueBase identified 43 boutique accounting firms headquartered in Newport Beach, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Cambaliza Mcgee LLP, headquartered in Newport Beach, tops this list with the largest team on record.
Which city has the most boutique accounting firms?
New York leads with 475 headquartered companies, followed by Houston (340) and Atlanta (232).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 96 verified decision-maker contacts tracked across these 43 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 23, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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