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Atherton
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Atherton
Showing 1 to 10 of 39 CPAs in Atherton, California
MA
Michael A. Latham
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Michael A. Latham is a certified public accountant based in Atherton, California, providing financial expertise to clients in the Bay Area since 1995. His practice focuses on delivering bookkeeping and financial statement compilation services tailored to meet the needs of family-owned enterprises and individual clients. As a seasoned CPA, Mr. Latham brings extensive experience in tax compliance and financial planning, representing clients in IRS representation matters when necessary.
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William P. Buhl
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Atherton, California-based accountant William P. Buhl brings over 25 years of experience in accounting and tax services to his clients. His expertise encompasses a range of specializations, including basic accounting services, small business accounting, and business tax services. Buhl serves family-owned enterprises and various business structures, such as S-Corps, partnerships, and LLCs, providing services like retirement account tax reporting, bookkeeping, and financial statement compilation.
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William T. Hopkins
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Based in Atherton, California, William T. Hopkins provides expert accounting services to clients in the San Francisco Bay Area, with a focus on small and medium-sized businesses, as well as individuals and families. With over 10 years of experience in the field, William T. Hopkins specializes in basic accounting services, financial planning, and tax compliance, helping clients navigate the complexities of tax law and financial regulations. His services include tax planning and consulting, bookkeeping and financial statement compilation, and assistance with financial planning and budgeting, utilizing industry-standard software to ensure accuracy and efficiency.
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Phillip G. Conlon
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Phillip G. Conlon is a CPA based in Atherton, California, with over 15 years of experience in accounting services. He specializes in providing basic accounting services, small business accounting, and business tax services, catering to the needs of family-owned enterprises and entrepreneurs and startups. Conlon's expertise includes individual and business tax return preparation, as well as retirement account tax reporting, allowing him to offer comprehensive tax solutions to his clients.
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Shu-Hsien Lin
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Based in Atherton, California, Shu-Hsien Lin is a certified public accountant with over a decade of experience. Specializing in general accounting and advisory services, tax compliance, and financial planning, Lin has helped numerous family-owned enterprises and individuals navigate complex financial situations. Her expertise includes managing retirement account tax reporting, which involves ensuring accurate and timely filings to minimize tax penalties. With a deep understanding of financial planning and tax compliance, Lin provides valuable insights to her clients, enabling them to make informed decisions about their financial futures.
KS
Kathleen S. Balestra
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Kathleen S. Balestra, a certified public accountant based in Atherton, California, brings over 15 years of experience in accounting and tax preparation to her clients. Her practice focuses on providing individual and business tax return preparation, as well as tax planning and consulting services, to entrepreneurs, startups, individuals, and families in the Bay Area. With a specialization in basic accounting services, financial planning, and individual tax services, Kathleen offers expert advice on tax strategies, financial management, and business compliance.
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Nerissa Canonizado
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Nerissa Canonizado brings over 10 years of accounting expertise to the Atherton, California area. She specializes in basic accounting services, tax compliance, and business tax services, with a focus on supporting small to medium-sized businesses. Clients benefit from her expertise in financial statement compilation, bookkeeping, and individual as well as business tax return preparation services. Canonizado has extensive experience working with various business structures, including S-Corps, partnerships, and LLCs.
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Gary R. Peterson
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Based in Atherton, California, Gary R. Peterson is a certified public accountant with over 20 years of experience in providing tax compliance and financial services to various business structures, including S-Corps, partnerships, and LLCs. His expertise spans basic accounting services, business tax services, and tax compliance, with a focus on helping small and medium-sized businesses navigate complex tax laws and regulations. Additionally, Gary specializes in sales tax compliance and retirement account tax reporting, offering precise and timely guidance to his clients.
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Donald F. Robertson
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Donald F. Robertson is a certified public accountant based in Atherton, California, providing accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. With over 10 years of experience, his practice specializes in basic accounting services, tax compliance, and individual tax services, including bookkeeping and financial statement compilation. In addition to his general accounting services, Donald F. Robertson also represents clients before the IRS, providing guidance and support during tax audits and disputes.
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Aletha L. Coleman
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Aletha L. Coleman is a certified public accountant based in Atherton, California, with extensive experience in accounting and tax services. With over 10 years of experience, she specializes in providing tax planning and consulting services to individuals and small to medium-sized businesses. Her expertise includes tax compliance for various business structures, such as S-Corps, partnerships, and LLCs, as well as basic accounting services and individual tax services. Notably, she is well-versed in sales tax compliance, ensuring clients remain up-to-date with changing regulations and 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.