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 ListedLeslie A Doherty & Co.
Leslie A Doherty & Co. CPA, APC operates as a tax and accounting practice in Historic Murrieta, holding CPA credentials and serving the mix of clients that small-town accountants typically draw: W-2 wage earners filing individual returns, sole proprietors and contractors managing their own books, small-business owners juggling multiple entities, and real estate investors working through rental income and depreciation schedules. The service menu spans individual tax preparation, bookkeeping, payroll processing, and business formation guidance — the core scope rather than audit or forensic work. Seasonality runs the standard arc: January through April is the compressed sprint when individual returns come due and business clients need year-end closes wrapped; the rest of the year shifts toward advisory work, quarterly reviews, and preventive tax planning with existing clients. For sole props and contractors accustomed to shoebox records or QuickBooks chaos, the typical engagement includes cleanup and structure. For W-2 filers with standard deductions, this is a straightforward prep-and-file relationship. For multi-entity business owners or those with complex rental activity, the ongoing advisory component justifies the year-round relationship.
Leslie and her team are phenomenal and professional. I can't recommend them enough!
Leslie Doherty is the best! Always professional, knowledgeable and easy to work with! You cannot go wrong by hiring Leslie as your CPA! Warmly, Glenn Kean, Realtor, MBA, FIC
What Locals Know
Murrieta's Historic district and newer residential growth attract both established small business owners and first-time entrepreneurs managing side ventures. Accountants here serve a mix of local service contractors, real estate investors, and W-2 earners with rental properties — tax complexity varies widely by client profile.
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.