Greenfield, LLP
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 3 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Greenfield, LLP | home page | |
| Website | https://www.greenfieldllp.us/ | home page | |
| Office locality | Huntington Beach, CA | home page | |
| Service area | United States (stated by the firm) | /our-services | |
| Phone | +19499731040 | home page | |
| Offers bookkeeping | Documented: ...for small to mid-size businesses. We offer a wide range of services, including bookkeeping, Quickbooks review, payroll, company incorporation, tax planning, tax... | home page | |
| Monthly bookkeeping | Documented: ...back taxes owed, payroll tax problems, IRS issues) Accounting Services Affordable monthly bookkeeping service QuickBooks setup and Training for QuickBooks- free 1 hour training... | /our-services | 8 pts (max 8) |
| Payroll coordination | Documented: Greenfield & Associates, LLP | Bookeeping, Payroll, Tax Planning, Tax Prepare | Huntington Beach | Orange County top of page Greenfield &... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...consult with you to interpret and understand the contents of your income statement, balance sheet, and cash flow statement. We discuss ways to make your business more profitable. ... | /orangecountybookkeping | 6 pts (max 6) |
| Software supported | QuickBooks | /orangecountybookkeping | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /orangecountybookkeping | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "custom pricing" | /orangecountybookkeping | 6 pts (max 6) |
| What is included / excluded | Documented: ...service, resulting in a smooth, worry-free tax season. Some of our tax services include: Tax Planning & Tax Preparation Tax Relief / Tax Resolutions Bookkeeping & Payroll... | /aboutus | 5 pts (max 5) |
| Onboarding described | Documented: ...help you achieve your financial goals. Greenfield & Associates Send Us Your Requests How It Works 1. Meet our Accountant Within 1 business day, our team member will contact you... | home page | 4 pts (max 4) |
| Named contact / team | Quan Phan, President | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...Simplify day-to-day business finances with advanced acc ounting software and a dedicated bookkeeper. Mitigate tax liabilities and retain profits w ith on-staff tax specialists and... | /orangecountybookkeping | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Greenfield, LLP' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Greenfield, LLP's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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