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Welcome to JOHN M. D'AGOSTINO, CPA  a professional corporation

Our Firm

We provide individuals and businesses with a wide array of financial services including accounting, tax planning, tax return preparation, trust and estate work, business formation and oversight, and retirement planning. Conveniently located in central Orange County, CA, we serve clients in Orange, Los Angeles, Riverside, and San Diego counties, as well as a growing number of individuals, businesses, and trusts across the United States. 

Our Philosophy

We believe wealth preservation and financial well-being require more than a tax return. Managing your financial life requires evaluating your decisions as part of a bigger picture -- how will your choices affect your profitability, your taxes, your retirement, your legacy? At John M. D'Agostino, CPA, we integrate all aspects of your financial life -- personal, business, and estate. Our job is to evaluate, inform, and advise so you can make the choices that are right for you.

Our Approach

We encourage open communication and take the time to know you and understand your unique financial situation. We are accessible and responsive to your calls and e-mails. We prefer fixed price engagements so you are not pressured by an hourly billing clock endlessly ticking away. Integrity and trust are hallmarks of the way we do business.

Your CPA

If you want your CPA to

• be accessible and encourage communication
• take the time to know you and your unique situation
• integrate your personal, business, and estate plans
• accurately and efficiently prepare your individual, business, trust,
  and estate tax returns
• build a long term relationship based on integrity and trust

you have come to the right place! 

Please call us at (714) 508-3554 to schedule a no-charge initial consultation.  Let's work together.