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Aliso Viejo
Filter Results
Aliso Viejo
Showing 81 to 90 of 95 CPAs in Aliso Viejo, California
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Ran Jia
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Ran Jia is a certified public accountant (CPA) located in Aliso Viejo, California, with over 10 years of experience providing tax planning and consulting services to individuals and businesses. Her expertise spans basic accounting services, tax compliance, and financial planning, making her a versatile professional for clients across various business structures, including S-corps, partnerships, and LLCs. Jia's practice focuses primarily on serving small and medium-sized businesses, addressing their unique financial needs and goals through expert tax return preparation and consultation.
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Megan C. Sentell
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Megan C. Sentell, a seasoned accountant, brings over 15 years of experience in providing expert financial services to individuals and families in Aliso Viejo, California. Her expertise spans basic accounting services, financial planning, and tax compliance, catering to the unique needs of entrepreneurs and small business owners. Megan's services include retirement account tax reporting, payroll processing, and compliance, helping clients navigate complex financial situations with precision and accuracy. As a dedicated CPA, she prides herself on delivering personalized support and insightful guidance to her diverse client base.
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Michael E. Memoly
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Located in Aliso Viejo, California, Michael E. Memoly is a seasoned accounting professional with over 20 years of experience. He provides individual and business tax return preparation, as well as bookkeeping and financial statement compilation services, targeting small and medium-sized businesses and family-owned enterprises in the region. Specializing in basic accounting services, tax compliance, and financial planning, Michael E. Memoly helps his clients navigate complex financial matters and make informed decisions about their financial futures.
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Gregg Morrison
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Located in Aliso Viejo, California, Gregg Morrison is a certified public accountant with over a decade of experience serving individuals and families, as well as small to mid-sized businesses. His practice focuses on providing general accounting and advisory services, including bookkeeping and financial statement compilation, to help clients navigate their financial situations. Morrison's areas of specialization include basic accounting services, financial planning, and individual tax services, making him a suitable resource for clients seeking comprehensive support. With expertise in serving various business structures, including S-Corps, partnerships, and LLCs, Morrison is well-versed in addressing the diverse needs of his clients.
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Arthur L. Berkowitz
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Located in Aliso Viejo, California, Arthur L. Berkowitz provides a range of accounting services to family-owned enterprises, individuals, and families. With over 25 years of experience, Berkowitz specializes in basic accounting services, financial planning, and individual tax services, helping clients navigate complex financial situations. His practice also includes sales tax compliance and general accounting advisory services, enabling businesses to maintain accurate financial records and stay compliant with relevant regulations.
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Nan Lin
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Nan Lin is a licensed CPA with over 10 years of experience providing financial guidance to small and medium-sized businesses in various industries, including S-Corps and partnerships. Based in Aliso Viejo, California, Lin specializes in basic accounting services, tax compliance, and financial planning, helping clients navigate their financial obligations and achieve long-term stability. Notably, Nan Lin also offers representation services in front of the Internal Revenue Service (IRS), assisting clients in resolving tax disputes and ensuring compliance with sales tax regulations.
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Michael J. Pomerleau
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Based in Aliso Viejo, California, Michael J. Pomerleau provides financial guidance to small and medium-sized businesses. With over years of experience, he specializes in general accounting and advisory services, helping clients navigate financial planning and small business accounting. A certified public accountant, Pomerleau also offers expertise in payroll processing and compliance, serving small business owners and entrepreneurs, including startups in various industries. His practice focuses on providing basic accounting services and financial planning, supporting business growth and financial stability within the community.
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Karen L. Craig
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Karen L. Craig is a certified public accountant based in Aliso Viejo, California, with over two decades of experience in providing financial guidance to various clients. Her expertise lies in tax compliance, business tax services, and basic accounting services, making her a trusted advisor for entrepreneurs and startups as well as individuals and families. Craig offers specialized service in retirement account tax reporting, ensuring her clients are in compliance with complex tax regulations and laws.
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Lisa D. Marking
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Based in Aliso Viejo, California, Lisa D. Marking has over 15 years of experience in accounting and tax services. She specializes in providing comprehensive financial guidance to family-owned enterprises and entrepreneurs, with a focus on basic accounting services, financial planning, and individual tax needs. Her service offerings include tax planning and consulting, as well as sales tax compliance, allowing her clients to navigate complex financial regulations with confidence. With a strong understanding of the unique challenges faced by small business owners, Lisa D. Marking delivers tailored solutions to support their growth and success.
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Takako Shirai
Certified Public Accountant
Verified Licensed
Location Aliso Viejo, California 92656
Takako Shirai is a certified public accountant (CPA) with over 10 years of experience serving small and medium-sized businesses, entrepreneurs, and startups in the Aliso Viejo, California area. Her expertise in basic accounting services, financial planning, and small business accounting enables her to provide personalized support to clients navigating complex financial situations. Shirai's practice also includes IRS representation and bookkeeping, as well as financial statement compilation, helping businesses maintain accurate records and stay compliant with tax laws.

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.