Is this your business?
Claim this listing to manage it, add photos, and get found by AI.
Claim this listing to add photos
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 ListedEdward A Shepherd CPA Inc operates on Washington Avenue in Historic Murrieta, offering tax preparation, bookkeeping, payroll processing, and business advisory work for both individual filers and…
Edward A Shepherd CPA Inc operates on Washington Avenue in Historic Murrieta, offering tax preparation, bookkeeping, payroll processing, and business advisory work for both individual filers and small-business owners across the valley. As a CPA firm rather than an unenrolled preparer shop, Shepherd brings licensed credential weight to client representation — useful when IRS issues arise or when a business needs audit-ready financials. The practice handles the standard W-2 individual return, but the steady client base tilts toward self-employed contractors, real estate investors managing rental income, and small-business owners running payroll. Tax season (January through April) is the busiest stretch, though year-round advisory work keeps the office engaged beyond the filing rush. Clients range from sole proprietors handling their own QuickBooks but needing help at year-end to multi-entity operations where payroll timing and quarterly estimated payments require ongoing attention. For a business owner choosing between a big tax-mill chain and a smaller local CPA practice, Shepherd's neighborhood presence and direct-access model appeal to those who value continuity and plan ahead rather than scramble in March.
The positive reviews make me sad, because our experience with him As our CPA for 2 years was very poor. All the good reviews tell me is he prioritizes some of his customers and completely neglects others. He filed our forms wrong or didn’t file all the forms he was supposed to two years in a row res...
Mr. Shepard made a very stressful situation into a pleasant one. He was very knowledgeable and explained everything with a very quick turn around. I would definitely recommend him to friends and family, especially if your starting a business. Thank you!
My wife and I have been very impressed with Edward Shepherd, a CPA on Washington Ave in Murrieta. We knew he provides a variety of helpful financial advice. Now we've seen he is also a patient, dedicated and very capable tax preparer. A key to that is that he's a good communicator.
What Locals Know
Murrieta's mix of established small businesses, newer residential construction, and self-employed contractors means local CPAs routinely handle both W-2 employees and side-business filers. Tax-season capacity constraints are real — early booking matters.
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.