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Clearbooks CPA

The Modern CPA


Who Are We?

Clearbooks CPA is a modern-day accounting firm based out of Orange County California. We take pride in revolutionizing our client’s tax & accounting process.


What We Offer

We strive to offer premier accounting & tax service. Our offerings include: tax preparation & strategy, bookkeeping, budgeting, forecasting, and more.


The Clearbooks CPA Difference

When you work with a firm like Clearbooks CPA all your accounting, tax, and reporting needs are handled under one roof. This directly translates to time and money savings.

What We Do

Services We Provide

Bookkeeping & Payroll

- General ledger cleanup
- Financial Statement Preparation
- Payroll runs and reporting

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Business Advisory

- Budget planning and analysis
- Technical Accounting Guidances (ASC 606/842/etc.)
- Cash flow projections and burn trends

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Tax Preparation

- Personal Tax Preparation
- LLC, Corporation, and Partnership Taxes
- Tax Credit Qualification including R&D/ERC

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Entity Creation/Dissolvement

- LLC/Corp Creation
- State & Federal compliance filings
- Entity liquidation and dissolvement

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Don't slow yourself down

Every business has a story and every story has a leader. Rather than squander resources on tax overpayments, bookkeeping, and management reporting owners should rely on efficient experts in the field.
Clearbooks CPA is the ultimate response. We deliver year round accounting and tax reductions so businesses can scale efficiently while maintaining compliance with the newest financial guidance.


Certified Tax Professional


Certified Public Accountant


Certified QBO ProAdvisor