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Atherton
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Atherton
Showing 21 to 30 of 39 CPAs in Atherton, California
JC
James C. Wu
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Based in Atherton, California, James C. Wu provides accounting services to family-owned enterprises and businesses with various structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience in financial planning, tax compliance, and basic accounting services, Wu specializes in helping small businesses navigate complex tax laws and financial regulations. Wu's services include payroll processing and compliance, as well as retirement account tax reporting, ensuring clients meet their tax obligations and maintain accurate financial records.
WM
Wayne M. Cappa
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Atherton, California-based CPA Wayne M. Cappa has over 20 years of experience providing a range of accounting services to clients in the region. His practice specializes in basic accounting services, small business accounting, and individual tax services, catering to entrepreneurs and family-owned enterprises. Cappa's expertise also extends to IRS representation and individual and business tax return preparation, helping clients navigate complex tax laws and regulations. With his extensive experience and industry knowledge, Cappa is well-equipped to address the unique accounting needs of his clients.
DC
Dana C. Mcmanus
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Dana C. Mcmanus is a certified public accountant (CPA) serving the financial needs of small and medium-sized businesses in Atherton, California. With over 10 years of experience in accounting and financial planning, Mcmanus provides general accounting and advisory services to family-owned enterprises. Her specialization in basic accounting services and financial planning enables her to offer tailored solutions for business growth and financial stability.
CC
Cherie C. Lim
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Cherie C. Lim is a certified public accountant based in Atherton, California, with over a decade of experience serving entrepreneurs and startups, as well as small and medium-sized businesses. Her areas of specialization include basic accounting services, individual tax services, and small business accounting, providing expertise in financial planning and compliance. Cherie's services encompass retirement account tax reporting, payroll processing and compliance, and she is well-versed in the unique tax needs of California businesses.
CT
Chisato T. Loo
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Chisato T. Loo is a certified public accountant based in Atherton, California, with over 10 years of experience in providing financial guidance to family-owned enterprises and entrepreneurs. Her services encompass general accounting and advisory, as well as retirement account tax reporting, allowing her to cater to the diverse financial needs of her clients. With specializations in basic accounting services, financial planning, and individual tax services, Chisato T. Loo offers tailored solutions for individuals and businesses seeking expert financial management.
JD
Juliana D. Filippi
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Juliana D. Filippi is a licensed certified public accountant (CPA) based in Atherton, California, with over 15 years of experience in providing financial guidance to individuals and businesses. Her specialization in basic accounting services, individual tax services, and financial planning enables her to offer tailored solutions to meet the diverse needs of her clients, including sales tax compliance and IRS representation. With expertise in assisting various business structures, such as S-Corps, partnerships, and LLCs, as well as individuals and families, Filippi provides comprehensive support to ensure accurate financial reporting and minimize tax liabilities.
KC
Kerry C. Bradford
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
Kerry C. Bradford is a certified public accountant based in Atherton, California, with over 15 years of experience in providing accounting services to various clients. Her expertise lies in handling Basic Accounting Services, Financial Planning, and Business Tax Services, catering to the needs of entrepreneurs and startup businesses, as well as family-owned enterprises. She specializes in preparing Retirement Account Tax Reporting, ensuring that her clients stay compliant with tax regulations. In addition to her core services, Kerry C. Bradford provides Payroll Processing & Compliance, assisting her clients with maintaining accurate payroll records and adhering to relevant employment laws.
HS
H. S. Meisel
Certified Public Accountant
Verified Licensed
Location Atherton, California 94027
H. S. Meisel, CPA, is a certified public accountant based in Atherton, California, with over 25 years of experience in providing accounting and tax services to individuals and businesses. The CPA offers a range of services, including retirement account tax reporting, tax planning, and consulting, tailored to meet the unique needs of family-owned enterprises and small businesses. With expertise in basic, small business, and individual tax services, Meisel serves clients across various business structures, such as S-Corps, partnerships, and LLCs.
DF
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.
AL
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.