Company lists · Data refreshed September 2026

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

Name: Private client accounting firms based in Costa Mesa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

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. Across the United States, New York is the largest hub for this category (650 companies); Costa Mesa has 28.

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, its RevenueBase Smart Search rating, 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to private client accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Bohm Wildish & Matsen, LLP	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	11-50	21 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
2	XOA Tax, LLP	Partial evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	11-50	19 contacts →
	Partial evidence “XOA Tax is licensed in CA and specializes in Tax and Accounting.” Source: RevenueBase Database · checked Sep 5, 2026
3	The AFI Group	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	12 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
4	Olmsted & Associates	Partial evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	11-50	9 contacts →
	Partial evidence “Public Accounting Firm” Source: RevenueBase Database · checked Sep 5, 2026
5	CS Tomasi Wealth Management	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Indirect evidence “We Meet.” Source: RevenueBase Database · checked Sep 5, 2026
6	Rizvi & Rizvi Cpas	Partial evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Partial evidence “We are a family accounting firm licensed in California.” Source: RevenueBase Database · checked Sep 5, 2026
7	Sterling Wealth Partners	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
8	Prizer & Flores Cpa's	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Prizer & Flores CPAs has proudly served businesses and individuals in Orange County and Los Angeles for over 25 years.” Source: RevenueBase Database · checked Sep 5, 2026
9	Lewis-Traut & Ruswick, APC	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Lewis-Traut & Ruswick, APC is a professional law firm dedicated to estate planning, tax planning, business planning, trust administration, and probate.” Source: RevenueBase Database · checked Sep 5, 2026
10	20 20 Financial Advisers	Partial evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	11-50	3 contacts →
	Partial evidence “20/20 utilizes a variety of services to create a comprehensive financial plan for both our individual and business clients.” Source: RevenueBase Database · checked Sep 5, 2026
11	Belden, Hiramoto, LIU & Co., LLP	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	11-50	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
12	Claremont Financial Group, INC	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “Claremont Financial Group is an independent advisory firm committed to clarity, integrity, and long‑term financial confidence.” Source: RevenueBase Database · checked Sep 5, 2026
13	Dannan, CPA & Associates	Strong evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Strong evidence “Certified Public Accountant * Tax Planning and Preparation - Individuals - Partnerships - Corporations - Estates - Non-Profits * Client Accounting Services - Bookkeeping -…” Source: RevenueBase Database · checked Sep 5, 2026
14	Chernila & Company, Pc, Cpas	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
15	Nguyen & Company, CPA	Partial evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Partial evidence “Trusting your business or personal finances to any accounting professional can be challenging.” Source: RevenueBase Database · checked Sep 5, 2026
16	Wealth 365 Advisors	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Wealth 365 Advisors specializes in comprehensive wealth management solutions tailored for business owners, high-net-worth individuals, and family offices.” Source: RevenueBase Database · checked Sep 5, 2026
17	Life On Thrive, INC	Partial evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
18	Modern Wealth Advisors, INC	Indirect evidence	Costa Mesa, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Modern Wealth Advisors Inc.” Source: RevenueBase Database · checked Sep 5, 2026

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: private client 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 private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client 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 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

29.2%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole United States list rather than for Costa Mesa, 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 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 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.
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 private client 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 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 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, 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

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 private client 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 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 in the United States has the most private client accounting firms?

New York leads the United States with 650 headquartered companies, followed by Houston (422) and Atlanta (329). Costa Mesa has 28.

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.

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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.