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Company lists · Data refreshed September 2026

Top 18 Private client accounting firms based in Costa Mesa, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 28 companies tracked

RevenueBase identified 28 private client accounting firms headquartered in Costa Mesa, United States as of September 2026 and tracks 185 professional contacts across them, including 54 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Costa Mesa, 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
28Companies
185Contacts tracked
54Verified emails
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The 18 largest private client accounting firms based in Costa Mesa, United States

Ranked by team size
Top 18 of 28 private client accounting firms based in Costa Mesa, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Bohm Wildish & Matsen, LLPIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 202611-5021

“No matter what your most urgent need is, the team at Bohm Wildish & Matsen, LLP has the experience and expertise to tackle the most challenging problems you face in managing your…”

Source: company website · checked Sep 5, 2026
2
XOA Tax, LLPPartial evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 202611-5019

“XOA Tax is licensed in CA and specializes in Tax and Accounting.”

Source: company website · checked Sep 5, 2026
3
The AFI GroupIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-1012

“Let us help you integrate all the pieces of your financial plan into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market…”

Source: company website · checked Sep 5, 2026
4
Olmsted & AssociatesPartial evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 202611-509

“Public Accounting Firm”

Source: company website · checked Sep 5, 2026
5
CS Tomasi Wealth ManagementIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-108

“We Meet.”

Source: company website · checked Sep 5, 2026
6
Rizvi & Rizvi CpasPartial evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-107

“We are a family accounting firm licensed in California.”

Source: company website · checked Sep 5, 2026
7
Sterling Wealth PartnersIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-106

“Sterling Wealth Partners: “A Firm Dedicated to the Highest Quality Advice & Service” Experienced and professional-our team of advisors, in conjunction with licensed tax and legal…”

Source: company website · checked Sep 5, 2026
8
Prizer & Flores Cpa'sIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-104

“Prizer & Flores CPAs has proudly served businesses and individuals in Orange County and Los Angeles for over 25 years.”

Source: company website · checked Sep 5, 2026
9
Lewis-Traut & Ruswick, APCIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-103

“Lewis-Traut & Ruswick, APC is a professional law firm dedicated to estate planning, tax planning, business planning, trust administration, and probate.”

Source: company website · checked Sep 5, 2026
10
20 20 Financial AdvisersPartial evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 202611-503

“20/20 utilizes a variety of services to create a comprehensive financial plan for both our individual and business clients.”

Source: company website · checked Sep 5, 2026
11
Belden, Hiramoto, LIU & Co., LLPIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 202611-502
Source: company website · checked Sep 5, 2026
12
Claremont Financial Group, INCIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-102

“Claremont Financial Group is an independent advisory firm committed to clarity, integrity, and long‑term financial confidence.”

Source: company website · checked Sep 5, 2026
13
Dannan, CPA & AssociatesStrong evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-101

“Certified Public Accountant * Tax Planning and Preparation - Individuals - Partnerships - Corporations - Estates - Non-Profits * Client Accounting Services - Bookkeeping -…”

Source: company website · checked Sep 5, 2026
14
Chernila & Company, Pc, CpasIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-101

“Who We Are - We are trusted entrepreneurs, CPAs, advisors and business consultants who believe in the value of integrity and long-term relationships- What We Do - We collaborate…”

Source: company website · checked Sep 5, 2026
15
Nguyen & Company, CPAPartial evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-101

“Trusting your business or personal finances to any accounting professional can be challenging.”

Source: company website · checked Sep 5, 2026
16
Wealth 365 AdvisorsIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-101

“Wealth 365 Advisors specializes in comprehensive wealth management solutions tailored for business owners, high-net-worth individuals, and family offices.”

Source: company website · checked Sep 5, 2026
17
Life On Thrive, INCPartial evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-101

“We are a full service Tax Accounting firm to help you take care of your past, live excitedly in your present, and look forward to your future!”

Source: company website · checked Sep 5, 2026
18
Modern Wealth Advisors, INCIndirect evidence
Costa Mesa, CA, United StatesHQ checked Sep 5, 20261-101

“Modern Wealth Advisors Inc.”

Source: company website · checked Sep 5, 2026

Showing 18 of 28 private client accounting firms based in Costa Mesa, United States

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Private client accounting firms based in Costa Mesa, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
21
11-50
6
201-500
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Costa Mesa, over 28 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 private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Costa Mesa, United States whose own description of what they do matches “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private client accounting firms, and records with no verified work email. Companies headquartered outside Costa Mesa 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 an evidence 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, 54 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 5, 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.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Costa Mesa, United States?

RevenueBase identified 28 private client accounting firms headquartered in Costa Mesa, 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?

Bohm Wildish & Matsen, LLP, headquartered in Costa Mesa, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 54 verified decision-maker contacts tracked across these 28 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 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 28 private client accounting firms based in Costa Mesa, United States. Start with a free account, no credit card.

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Related lists

Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New lists

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 SmartSearch, 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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