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 company matches for private client accounting firms associated with 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 company matches for private client accounting firms associated with Costa Mesa, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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 RevenueBase SmartSearch · Exact Recorded Sep 5, 2026 How this list was built

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 company matches for private client accounting firms based in Costa Mesa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Bohm Wildish & Matsen, LLP	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	11-50	21 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	XOA Tax, LLP	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	11-50	19 contacts →
	Exact match “XOA Tax is licensed in CA and specializes in Tax and Accounting.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	The AFI Group	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Olmsted & Associates	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	11-50	9 contacts →
	Exact match “Public Accounting Firm” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	CS Tomasi Wealth Management	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “We Meet.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Rizvi & Rizvi Cpas	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	7 contacts →
	Exact match “We are a family accounting firm licensed in California.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	Sterling Wealth Partners	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	Prizer & Flores Cpa's	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “Prizer & Flores CPAs has proudly served businesses and individuals in Orange County and Los Angeles for over 25 years.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Lewis-Traut & Ruswick, APC	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “Lewis-Traut & Ruswick, APC is a professional law firm dedicated to estate planning, tax planning, business planning, trust administration, and probate.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	20 20 Financial Advisers	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	11-50	3 contacts →
	Exact match “20/20 utilizes a variety of services to create a comprehensive financial plan for both our individual and business clients.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Belden, Hiramoto, LIU & Co., LLP	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Claremont Financial Group, INC	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “Claremont Financial Group is an independent advisory firm committed to clarity, integrity, and long‑term financial confidence.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Dannan, CPA & Associates	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Certified Public Accountant * Tax Planning and Preparation - Individuals - Partnerships - Corporations - Estates - Non-Profits * Client Accounting Services - Bookkeeping -…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Chernila & Company, Pc, Cpas	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	Nguyen & Company, CPA	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Trusting your business or personal finances to any accounting professional can be challenging.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Wealth 365 Advisors	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Wealth 365 Advisors specializes in comprehensive wealth management solutions tailored for business owners, high-net-worth individuals, and family offices.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Life On Thrive, INC	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “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!” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	Modern Wealth Advisors, INC	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Modern Wealth Advisors Inc.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “private client accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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

See the full list, filter by size, metro and specialty, and access 54 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Costa Mesa, United States whose business descriptions match “private client accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 54 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Private client accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “private client accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 28 company matches for private client accounting firms associated with Costa Mesa, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Bohm Wildish & Matsen, LLP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 650 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 54 professional contacts with verified work emails tracked across these 28 companies; direct dials are available where recorded.

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 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.