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Aliso Viejo
Filter Results
Aliso Viejo
Showing 51 to 60 of 95 CPAs in Aliso Viejo, California
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Alan M. Ross
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Alan M. Ross is a certified public accountant based in Aliso Viejo, California, with over 20 years of experience providing expert accounting services to various business structures, including S-Corps, partnerships, and LLCs. His areas of specialization include basic accounting services, tax compliance, and small business accounting, catering to the needs of entrepreneurs and startups. Ross's services include general accounting and advisory, as well as retirement account tax reporting, ensuring his clients receive comprehensive and accurate financial guidance.
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Windy W. Ng
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Relying on her extensive experience of over 20 years, Windy W. Ng is a seasoned CPA serving the accounting needs of family-owned enterprises and small to medium-sized businesses in the Aliso Viejo, California area. Her areas of specialization include basic accounting services, financial planning, and business tax services, which cater to the diverse requirements of her clients. Ng's services encompass payroll processing and compliance, bookkeeping, and financial statement compilation, providing a comprehensive accounting solution to her clients.
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Daniel Dubois
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Based in Aliso Viejo, California, Daniel Dubois provides a range of accounting services designed to meet the needs of individuals and families, as well as family-owned enterprises. With over a decade of experience in providing financial guidance, Dubois specializes in basic accounting services, business tax services, and financial planning. His expertise includes general accounting and advisory services, as well as payroll processing and compliance, helping clients navigate complex financial regulations and achieve their goals.
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Andrea E. Ekstrom
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
As a certified public accountant in Aliso Viejo, California, Andrea E. Ekstrom has been providing accounting and tax services since 2006. Her expertise includes tax planning and consulting, as well as IRS representation, to help clients navigate complex tax issues. Ekstrom's specializations in basic accounting services, individual tax services, and business tax services make her a versatile resource for small and medium-sized businesses and individuals and families.
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Kerry S. Lim
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Kerry S. Lim is a licensed Certified Public Accountant (CPA) based in Aliso Viejo, California, with over 15 years of experience in tax preparation, financial planning, and general accounting. Their areas of expertise include tax compliance, financial planning, and basic accounting services, making them a valuable resource for individuals and families, as well as family-owned enterprises. Lim focuses on providing personalized tax planning and consulting services, helping clients navigate complex tax laws and regulations to minimize their tax liability.
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Smita H. Patel
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Smita H. Patel, a licensed CPA, has been based in Aliso Viejo, California, since 2003. Her expertise covers basic accounting services, financial planning, and individual tax services, making her a valuable resource for family-owned enterprises and individuals alike. With a focus on individual and business tax return preparation, Patel also represents clients in front of the IRS, providing a comprehensive approach to tax compliance and representation.
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Diana J. Mccutchen
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Based in Aliso Viejo, California, Diana J. Mccutchen provides bookkeeping and financial statement compilation services to clients in need of accurate and timely financial information. With over 10 years of experience, she specializes in basic accounting services, business tax services, and small business accounting. Her expertise extends to serving entrepreneurs and startups, family-owned enterprises, and individuals with complex financial situations, including retirement account tax reporting.
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Tara T. Ballasch
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Tara T. Ballasch is a certified public accountant (CPA) serving clients in Aliso Viejo, California. With over 10 years of experience, her practice focuses on providing tailored financial guidance to small and medium-sized businesses, as well as entrepreneurs and startups. She specializes in offering comprehensive accounting and tax services, including basic accounting, business tax consulting, and individual tax planning, ensuring compliance with regulatory requirements such as sales tax and payroll processing.
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Paula A. Simeone
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Based in Aliso Viejo, California, Paula A. Simeone is a licensed CPA with extensive experience helping small and medium-sized businesses, as well as individuals and families, navigate tax complexities. With over a decade of experience in providing basic accounting services, individual tax services, and business tax services, Simeone offers a wide range of expertise in tax planning and preparation. Her services include retirement account tax reporting and individual & business tax return preparation, ensuring clients are compliant with all relevant tax laws and regulations.
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Jason A. Mathieson
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Based in Aliso Viejo, California, Jason A. Mathieson is a certified public accountant with over 15 years of experience. He specializes in providing basic accounting services, financial planning, and individual tax services to individuals and families, as well as small and medium-sized businesses. Additionally, Jason offers expert payroll processing and sales tax compliance services, ensuring his clients meet all necessary 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.