Transforming Visions into Achievements.


Unlocking Your Business Potential with Unwavering Support

You launched your business driven by a deep passion for your work. We recognize that passion and are committed to helping you maintain your focus on excelling in your industry!

Welcome to Modern CPAs®, the leading firm in Newport Beach dedicated to empowering entrepreneurs with holistic financial solutions. You launched your business with a deep passion, and we recognize and support that zeal, helping you maintain your focus and excel in your industry. Leveraging the latest technology, we offer comprehensive business advisory, financial planning, accounting, and tax services, rooted deeply in our core values of integrity, humility, and collaboration.


Our mission is to simplify your financial landscape so you can concentrate on what you do best—growing your business. Let us handle the complex financial details with a focus on propelling your success forward. Join us at Modern CPAs®, where your vision is our mission, and together, we will chart the course to continued success, backed by a team as invested in your vision as you are.

What we do

Let Us Take the Stress Out of Running Your Business

Business Advisory Services

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

Learn more about advice.

Strategic Tax Planning

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

Learn more about tax.

Accounting Services

You run your business. We’ll run your numbers.

Learn more about accounting.

Financial Planning

Let our experts take the stress out of reviewing and identifying the right plan for you and your team.

Learn more about financial planning.

WHO WE SERVE

Life's Better When People Understand Your Needs

Professional Services Businesses

We are committed to helping professional service providers build successful enterprises.

Learn more

Women-Owned Businesses

We take the pain out of accounting, because we handle the work for you.



Learn more

Service-based Businesses

We make outgoing payments on time and seamlessly manage your cash flow.


Learn more

Real Estate

We are your experts on accounting for the real estate profession.




Learn more

Next Generation Accounting Firm

Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Modern CPAs, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an advanced technology platform so you always have convenient, real-time access to your financial documents and our staff. 

Learn more

The Accounting Data Security Standard By Practice Protect

The Accounting Data Security Standard (ADSS) is a gold standard in data protection for accountants, worldwide. Brought to you by Practice Protect.

It’s all part of our commitment to clients to protect their data as if it were our own and take care of its management - we recognize the trust you’ve placed in us and we want to honor that trust as best we can.

Learn more

ebook

Advantage

Your personal
finance edge

From the firm: Embracing year-end opportunities

Read more about From the firm: Embracing year-end opportunities>

Year-end financial checklist: 20 must-do's you can’t afford to forget

Read more about Year-end financial checklist: 20 must-do's you can’t afford to forget>

A guide for the unpredictable job market

Read more about A guide for the unpredictable job market>
More articles from this issue

QuickReads

Let's talk business

WHO WE WORK WITH