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Alamo
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Alamo
Showing 11 to 20 of 83 CPAs in Alamo, California
MA
Michael A. Levedahl
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
Located in Alamo, California, Michael A. Levedahl provides accounting services to clients in the San Francisco Bay Area. With over 15 years of experience, he specializes in basic accounting services, tax compliance, and financial planning for family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. His services include individual and business tax return preparation, as well as bookkeeping and financial statement compilation to meet the unique needs of his clients.
AM
Anne M. Poirier
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
Based in Alamo, California, Anne M. Poirier offers specialized accounting expertise to entrepreneurs and family-owned enterprises. With over 15 years of experience, Anne provides comprehensive bookkeeping and financial statement compilation services that help small businesses maintain accurate financial records. Her expertise in tax compliance and individual tax services ensures clients are in compliance with all tax laws and regulations. Additionally, Anne provides personalized tax planning and consulting services to help clients make informed financial decisions. Anne holds expertise in basic accounting services and has a deep understanding of the specific needs of her clients.
RM
Robert M. Goldstein
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
Based in Alamo, California, Robert M. Goldstein has over 20 years of experience as a certified public accountant. He specializes in offering comprehensive accounting services to family-owned enterprises and small and medium-sized businesses in the region. Goldstein's areas of expertise include basic accounting services, business tax services, and individual tax services, allowing him to provide tailored solutions for each client's unique needs. Notably, Goldstein is skilled in tax planning and consulting, as well as retirement account tax reporting, helping clients navigate complex financial situations.
KM
Kristin M. Wall
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
Based in Alamo, California, Kristin M. Wall offers accounting services tailored to the unique needs of entrepreneurs and startups, as well as family-owned enterprises. With over a decade of experience, she specializes in basic accounting services, small business accounting, and business tax services. As an authorized representative, she provides IRS representation to resolve tax disputes and issues. Her expertise also includes retirement account tax reporting, ensuring compliance and optimization for clients.
ML
Martin L. Spear
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
Based in Alamo, California, Martin L. Spear is a certified public accountant with over 20 years of experience providing accounting and tax services to clients. His expertise encompasses a range of areas, including basic accounting, small business accounting, and tax compliance. Mr. Spear's practice focuses on serving entrepreneurs and startups, as well as individuals and families, offering tailored solutions for their unique financial needs. His services include individual and business tax return preparation, as well as retirement account tax reporting.
BE
Bruce E. Meyer
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
Based in Alamo, California, Bruce E. Meyer is a certified public accountant offering expert accounting services to small and medium-sized businesses and entrepreneurs in the Bay Area. With over 15 years of experience in accounting, Bruce specializes in providing basic accounting services, small business accounting, and business tax services to meet the unique needs of his clients. His services include sales tax compliance and payroll processing & compliance, ensuring that businesses remain up-to-date on complex financial regulations and minimize risks of errors or penalties. By leveraging his extensive knowledge and experience, Bruce helps his clients achieve financial clarity and make informed business decisions.
TG
Todd G. Goldman
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
Located in Alamo, California, Todd G. Goldman provides financial expertise to family-owned enterprises and entrepreneurs. With over 20 years of experience, he offers individual tax services, financial planning, and basic accounting services to support business growth and success. His practice focuses on sales tax compliance, tax planning, and consulting, helping clients navigate complex tax regulations and optimize their financial strategies.
M
May Lin
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
May Lin is a certified public accountant based in Alamo, California, with over 15 years of experience in providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs. Her expertise spans basic accounting services, financial planning, and business tax services, catering to entrepreneurs and startups in need of customized support. A seasoned practitioner in tax compliance, Lin ensures clients remain up-to-date with sales tax requirements and regulations, minimizing potential liabilities and penalties.
AW
Alan W. Page
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
Based in Alamo, California, Alan W. Page provides accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. With over 10 years of experience, Page specializes in basic accounting services, business tax services, and tax compliance, helping clients navigate complex financial regulations and tax laws. As a certified public accountant, Page offers tailored services such as sales tax compliance and retirement account tax reporting, ensuring accurate and timely tax submissions and minimizing potential liabilities.
KF
Karen F. Jones
Certified Public Accountant
Verified Licensed
Location Alamo, California 94507
Karen F. Jones is a certified public accountant (CPA) serving clients in Alamo, California, with over 15 years of experience in providing accounting and tax services. Her expertise includes basic accounting services, financial planning, and tax compliance, as well as individual and business tax return preparation and IRS representation. Karen primarily serves individuals and families, as well as family-owned enterprises, helping them navigate tax laws and financial regulations.

California maintains one of the largest and most competitive CPA markets in the nation. The California Board of Accountancy requires 150 semester units of education and specific ethics coursework for licensure. CPAs must complete 80 hours of continuing education every two years, including 20 hours in accounting and auditing subjects and 2 hours of regulatory review.

Key Tax Considerations: California has its own complex tax code separate from federal regulations, with the highest state income tax rates in the nation. CPAs commonly handle Franchise Tax Board audits, California LLC fees ($800 annual minimum), sales and use tax compliance, and multi-state tax allocations. The state's high-income population creates strong demand for estate planning, wealth management, and stock option taxation services.

Industry Specializations: Technology startups (especially Silicon Valley), entertainment and media (Los Angeles), agriculture (Central Valley), international trade, venture capital, real estate, and cannabis businesses are major focus areas. Many CPAs specialize in R&D tax credits, stock option and equity compensation taxation, film production accounting, and cryptocurrency taxation.

For CPA Professionals: The California Society of CPAs (CalCPA) offers extensive networking and continuing education opportunities across multiple chapters. Major concentrations of firms exist in Los Angeles, San Francisco, San Diego, Sacramento, and Silicon Valley. Competition is intense in metro areas but rural regions often experience CPA shortages. The state offers diverse practice opportunities but comes with high cost of living and complex regulatory requirements.