Company lists · Data refreshed September 2026

Top 21 Tax services accounting firms based in Newport Beach, United States

RevenueBase identified 39 tax services accounting firms headquartered in Newport Beach, United States as of September 2026 and tracks 150 professional contacts across them, including 62 with verified work emails. New York is the largest hub.

This list covers tax services 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 6, 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 6, 2026 86% judged on-target in blind review
39Companies
150Contacts tracked
62Verified emails
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The 21 largest tax services accounting firms based in Newport Beach, United States

Ranked by team size
Top 21 of 39 tax services accounting firms based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to tax services 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 202611-5022 contacts →

“CAPATA is a full service accounting firm in Orange County, California.”

Source: company website · checked Sep 6, 2026
2Strong evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 202611-5010 contacts →

“We are a full service Tax and Accounting firm in Orange County, CA.”

Source: company website · checked Sep 6, 2026
3Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-109 contacts →

“We are a full service CPA firm providing tax planning, tax preparation, domestic and international consulting, and audit, review, and compilation services.”

Source: company website · checked Sep 6, 2026
4Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-109 contacts →

“Our Purpose Empowering Entrepreneurs to Thrive - innovating and leading your business.”

Source: company website · checked Sep 6, 2026
5Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-107 contacts →
Source: company website · checked Sep 6, 2026
6Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-106 contacts →

“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: company website · checked Sep 6, 2026
7Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-105 contacts →

“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: company website · checked Sep 6, 2026
8Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-105 contacts →
Source: company website · checked Sep 6, 2026
9Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-104 contacts →

“VISION Our vision is to be the premier trusted partner helping our clients to achieve their goals.”

Source: company website · checked Sep 6, 2026
10Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 202611-503 contacts →

“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: company website · checked Sep 6, 2026
11Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-103 contacts →

“Mr.”

Source: company website · checked Sep 6, 2026
12Strong evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“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: company website · checked Sep 6, 2026
13Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“A boutique CPA firm catering to the needs of Law Firms and their Partners.”

Source: company website · checked Sep 6, 2026
14Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“We have the education and experience to understand the jargon-and the patience to explain it all in plain English.”

Source: company website · checked Sep 6, 2026
15Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”

Source: company website · checked Sep 6, 2026
16Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“Your Success is Our Business: Enrolled Agents and Business Advisors in Newport Beach, CA.”

Source: company website · checked Sep 6, 2026
17Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-102 contacts →
Source: company website · checked Sep 6, 2026
18Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 202611-501 contacts →

“NorAsia | Consulting & Advisory U.S.”

Source: company website · checked Sep 6, 2026
19Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-101 contacts →

“Philip E.”

Source: company website · checked Sep 6, 2026
20Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-101 contacts →

“Converj, LLC offers accounting advisory and consulting services to startups, growth-stage companies and established businesses in the middle market.”

Source: company website · checked Sep 6, 2026
21Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 6, 20261-101 contacts →

“Penaloza Group provides comprehensive services to businesses of all sizes.”

Source: company website · checked Sep 6, 2026

Showing 21 of 39 tax services accounting firms based in Newport Beach, United States

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Tax services accounting firms based in Newport Beach, United States at a glance

As of Sep 6, 2026
41.3%Verified-email coverage
3.8Average contacts per company
1-10Median size (employees)
1430.8%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
29
11-50
9

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 Newport Beach, over 39 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 tax services 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 “tax services 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 tax services 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 tax services 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, 62 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 6, 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.

Tax services 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 tax services 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 tax services accounting firms are there based in Newport Beach, United States?

RevenueBase identified 39 tax services 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?

Capata, headquartered in Newport Beach, tops this list with the largest team on record.

Which city has the most tax services accounting firms?

New York leads with 558 headquartered companies, followed by Houston (425) and Miami (258).

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 62 verified decision-maker contacts tracked across these 39 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 6, 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.