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Dana Point
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Dana Point
Showing 11 to 20 of 79 CPAs in Dana Point, California
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George E. Wilfert
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Located in Dana Point, California, George E. Wilfert provides accounting and tax services to individuals and businesses in the area. With over 17 years of experience in basic accounting services, individual tax services, and business tax services, Wilfert is equipped to handle a range of financial needs, including retirement account tax reporting and individual and business tax return preparation. He serves clients from a variety of industries, including individuals and families, as well as family-owned enterprises, offering tailored solutions to meet their unique financial requirements.
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Cathleen H. Pulford
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Cathleen H. Pulford, a seasoned CPA in Dana Point, California, has over 15 years of experience providing financial guidance to family-owned enterprises and small to medium-sized businesses. Her expertise spans basic accounting services, business tax services, and tax compliance, with a focus on personalized support and expert advice. Pulford's services include detailed retirement account tax reporting, as well as general accounting and advisory services tailored to meet the unique needs of her clients.
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Anna M. Connell
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Located in Dana Point, California, Anna M. Connell provides accounting services to family-owned enterprises and small to medium-sized businesses. With over 15 years of experience in basic accounting services and small business accounting, she offers expertise in financial planning and tax preparation. Her specialization in retirement account tax reporting and IRS representation enables her to address complex tax issues and provide personalized solutions. Ms. Connell's extensive knowledge in the tax code and financial regulations is a valuable asset to businesses seeking to optimize their financial strategies and minimize tax liabilities.
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David P. Noyes
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
David P. Noyes is a certified public accountant (CPA) based in Dana Point, California, with over 15 years of experience in providing financial guidance to individuals and businesses. He specializes in basic accounting services, tax compliance, and small business accounting, catering to the needs of entrepreneurs, small and medium-sized businesses, and startups. Noyes' expertise includes tax planning and consulting, as well as individual and business tax return preparation, helping clients navigate complex tax laws and regulations.
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Charles J. Weinhardt
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Charles J. Weinhardt is a certified public accountant based in Dana Point, California, bringing over 20 years of experience in providing financial guidance to entrepreneurs and family-owned enterprises. He specializes in basic accounting services, individual tax services, and tax compliance, offering tailored solutions to meet the unique needs of his clients. Weinhardt's services include bookkeeping and financial statement compilation, as well as general accounting and advisory services, helping businesses navigate complex financial situations.
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James N. Burton
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
James N. Burton is a certified public accountant based in Dana Point, California. He has over 15 years of experience in providing accounting and tax services to various business structures, including S-Corps, partnerships, and LLCs, as well as individual clients and families. His expertise includes basic accounting services, individual tax services, and small business accounting, as well as sales tax compliance and IRS representation. Specifically, he assists clients with navigating complex tax laws and regulations, providing them with informed guidance and support throughout the process.
JD
James D. Connon
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Dana Point, California-based James D. Connon has over 17 years of experience in the field of accounting, providing a range of services to entrepreneurs and small to medium-sized businesses. His areas of specialization include basic accounting services, tax compliance, and business tax services. Mr. Connon offers financial statement compilation, retirement account tax reporting, and bookkeeping services to support the financial well-being of his clients.
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Bonnie Lubock
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Dana Point, California-based CPA Bonnie Lubock brings over 15 years of accounting expertise to her clients, specializing in basic accounting services, business tax services, and small business accounting. Her diverse experience spans a range of industries, including various business structures such as S-Corps, partnerships, and LLCs, as well as serving entrepreneurs and startups. Lubock provides expert IRS representation services, ensuring that her clients navigate complex tax matters with confidence and precision.
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Carole E. Rzepiejewski
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Located in Dana Point, California, Carole E. Rzepiejewski is a certified public accountant with over 25 years of experience in tax preparation and representation. Specializing in basic accounting services, business tax services, and tax compliance, Carole serves entrepreneurs and startups, as well as various business structures, including S-Corps, partnerships, and LLCs. In addition to providing tax preparation and filing services, Carole also offers representation before the IRS, and expert assistance with retirement account tax reporting.
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Raffaele B. Mari
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Raffaele B. Mari is a certified public accountant based in Dana Point, California. With over (insert years of experience here) years of experience in tax planning and consulting, he provides expert guidance to clients navigating complex tax situations. His specialization in basic accounting services, small business accounting, and individual tax services has helped numerous entrepreneurs and startup businesses in various structures, including S-Corps, partnerships, and LLCs. Mari also represents clients in IRS matters, utilizing his expertise to resolve disputes and ensure compliance with tax 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.