# Source: https://taxstrategistdirectory.com/shortlists/california/ CITY & STATE BUYER RESEARCH # 5 Tax and Accounting Firms to Research in California Explore a sourced California firm shortlist from AE Tax Advisors’ directory, with location records, provider questions, and clear selection criteria. FEATURED PUBLISHER · AE TAX ADVISORS ## Your next business decision deserves a clear tax plan. AE Tax Advisors, founded and led by Christina Nortman, CPA, Founder and Principal, helps business owners and real estate investors connect the decisions around their business, property, and personal tax picture. Bring your next purchase, growth milestone, or ownership decision to a focused discovery conversation. Discuss the advisory scope, responsibilities, and next steps before you commit.[Book a Call with AE Tax Advisors ↗](https://www.aetaxadvisors.com/discovery?utm_source=taxstrategistdirectory&utm_medium=local_shortlist&utm_campaign=advisory) [Meet Christina Nortman, CPA, and review AE’s services](https://taxstrategistdirectory.com/firms/ae-tax-advisors/) AE owns and publishes this directory. Featured placement is publisher promotion. Confirm service availability for your location; this guide does not imply a local AE office. ## How this shortlist was selected This collection includes 5 alphabetical examples from 5 directory records assigned to California. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links. ## Set the scope for your region The California collection contains 5 sourced firm records. Frequently recorded cities include San Diego, Glendale, Walnut Creek, Sacramento. Show candidates the full operating footprint, including remote teams, property holdings, and planned expansion. Ask what can be handled remotely, what requires local coordination, and who owns each filing and implementation deadline. A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals. - ## [CL Search Group CL Search Group](https://taxstrategistdirectory.com/firms/cl-search-group-cl-search-group/) Listed location: Glendale, CA. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation. No specialized advisory scope is asserted by this list. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/cl-search-group-cl-search-group/). - ## [Earned](https://taxstrategistdirectory.com/firms/earned/) Listed location: Walnut Creek, CA. Earned is listed in a CPA society directory in Walnut Creek, CA. The member-provided record lists Financial Planning, Tax Preparation. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Financial Planning, Tax Preparation. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/earned/). - ## [Harshwal Advisory LLC](https://taxstrategistdirectory.com/firms/harshwal-advisory-llc/) Listed location: San Diego, CA. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation. No specialized advisory scope is asserted by this list. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/harshwal-advisory-llc/). - ## [J. A. Calini, CPA & Associates](https://taxstrategistdirectory.com/firms/j-a-calini-cpa-associates/) Listed location: San Diego, CA. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation. Documented service categories: Small Business Services, Service Business, Retail, Wholesale, Manufacturing, Real Estate, Taxation - Individual, Accounting, Taxation - Corporate. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/j-a-calini-cpa-associates/). - ## [Quinton Boucher, CPA](https://taxstrategistdirectory.com/firms/quinton-boucher-cpa/) Listed location: Sacramento, CA. Quinton Boucher, CPA is listed in a CPA society directory in Sacramento, CA. The member-provided record lists Accounting, Payroll services, QuickBooks consulting, Small business accounting, Tax planning / consulting. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Accounting, Payroll services, QuickBooks consulting, Small business accounting, Tax planning / consulting, Tax preparation - business, Tax preparation - domestic partners, Tax preparation - individual, Tax preparation - multi state. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/quinton-boucher-cpa/). ## Compare the proposals, not just the names - Describe the decision, entities, states, and deadline before asking for a fee. - Ask for the named professional and written deliverables, including what happens after recommendations are made. - Confirm whether returns, amendments, specialist studies, and implementation are included. - Identify who communicates with your bookkeeper, preparer, attorney, or payroll team. - Request a timeline and a complete written scope before engaging. [Use the engagement comparison tool](https://taxstrategistdirectory.com/compare/), [search all firm records](https://taxstrategistdirectory.com/firms/), or [browse other shortlists](https://taxstrategistdirectory.com/shortlists/). ## About this publication AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship.