Is this your business?
Claim this listing to manage it, add photos, and get found by AI.

VerifiedOakmont Management Group operates out of Technology Drive in Murrieta, handling tax preparation and bookkeeping for individual filers, small-business owners, and real estate investors across the valley. The firm covers the standard accounting scope: individual and business tax returns, payroll processing, QuickBooks setup and training, bookkeeping, and basic business advisory work. The client mix skews toward W-2 wage earners, sole proprietors, rental property owners, and contractors rather than large multi-entity operations requiring audit or sophisticated tax planning. January through April is the firm's heaviest period, as with most tax practices, but year-round bookkeeping clients smooth the seasonal crunch. For homeowners with straightforward W-2 returns and no business income, the big-box tax software or a quick prep-shop visit may be sufficient; Oakmont works better for small-business owners juggling quarterly estimates, rental schedules, or contractor income who need ongoing bookkeeping rather than once-yearly compliance. The practice sits in the local-operator lane — useful when a business owner or investor wants continuity and someone who knows their specific situation rather than rotating through a national franchise's annual cycle.

Get a featured listing and put your business in front of the people who actually live here.
Get ListedCPA & Bookkeeper operates a mixed tax and bookkeeping practice in Murrieta, handling both individual 1040 returns and ongoing small-business accounting — the kind of firm that does yearlong…
CPA & Bookkeeper operates a mixed tax and bookkeeping practice in Murrieta, handling both individual 1040 returns and ongoing small-business accounting — the kind of firm that does yearlong bookkeeping maintenance for contractors and real estate investors, then shifts into heavy filing mode come January when tax returns pile up. The service mix spans payroll setup, QuickBooks training and cleanup, business formation, and advisory consultation alongside the seasonal tax return prep. The client base skews toward self-employed individuals, sole proprietors, and small business owners who need someone local to call with a mid-year question rather than an offshore tax mill or a big firm's back-office queue. Solo practices, rental property owners, and growing contractors tend to land here; high-income W-2 employees looking for a quick tax return might find a smaller prep shop more cost-efficient. Peak season runs January through April when most returns file; practices like this often use summer and fall to build out quarterly bookkeeping systems and catch up on prior-year cleanups, making year-round relationships more valuable than one-off tax filing.
Highly professional and very knowledgeable accountant. Helped me with everything clearly and efficiently. Highly recommended!
We just met with Sherif for 2023 taxes. Love these guy! Sherif is so polite and Professional . he has the file upload that makes it easy to send your documents in advance. He is extremely good at helping find all the deductions available. Such a good experience. I highly recommend him!
I’ve been working with Sherif for both my personal and business taxes, as well as bookkeeping, and I couldn’t be more impressed. He is incredibly helpful, takes the time to educate me, and walks us through every step of the process. Sherif explains everything thoroughly and simplifies even the most ...
What Locals Know
Murrieta's mix of established small businesses and newer home-based ventures means accountants here field both straightforward returns and more complex multi-state/contractor situations. Tax season (January–April) compresses availability across the region — early booking in fall is standard practice.
JBA Consulting Services Inc operates a general-practice accounting firm in Murrieta, handling the full service mix that small-business owners and self-employed individuals typically need — tax return preparation, bookkeeping, payroll setup, QuickBooks training, and business formation guidance. The client base skews toward sole proprietors, real estate investors, contractors, and small business owners managing multiple entities rather than corporate audit work. The firm carries the seasonal rhythm any tax practice does: January through April is the compressed filing period when most of the year's intake happens, then shifts into year-round advisory and bookkeeping maintenance for clients who want continuity beyond tax day. Murrieta residents with side income, rental properties, or a small business running off a home office fit the typical profile — people who've outgrown a do-it-yourself return but don't yet need the infrastructure of a large firm. For complex multi-state corporate structures or SEC-level assurance work, specialized firms elsewhere are the fit. For straightforward returns with some business complexity and the option to call the same person year after year, JBA covers that lane.
© 2026 Top of Temecula. All rights reserved.