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Dana Point
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Dana Point
Showing 21 to 30 of 79 CPAs in Dana Point, California
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Jeff A. Onesto
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Located in Dana Point, California, Jeff A. Onesto is a seasoned accounting professional with over 12 years of experience in providing tax and financial services. His expertise encompasses basic accounting services, tax compliance, and individual tax preparation, catering to small and medium-sized businesses, as well as family-owned enterprises. Specifically, Onesto offers payroll processing and compliance services to ensure seamless employee compensation and regulatory adherence.
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Russell J. Brown
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Russell J. Brown is a certified public accountant in Dana Point, California, with over 15 years of experience helping family-owned enterprises and individuals navigate complex tax matters. As a tax planning and consulting expert, Brown provides personalized guidance on retirement account tax reporting and ensures clients remain compliant with tax laws and regulations. With a focus on individual tax services and basic accounting services, Brown works closely with his clients to develop tailored financial strategies and provide ongoing support for their tax compliance needs.
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Edward P. Schroeder
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Edward P. Schroeder is a certified public accountant with over 20 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. His professional services encompass basic accounting, small business accounting, and business tax services, catering to the needs of individuals and families as well as companies. Mr. Schroeder provides IRS representation, ensuring that clients navigate complex tax issues with confidence, and offers payroll processing and compliance services to help businesses stay organized and compliant.
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Theresa M. Bovee
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Theresa M. Bovee has been providing accounting services since 2001. Her areas of specialization include Basic Accounting Services, Business Tax Services, and Tax Compliance, serving a diverse range of clients, including individuals and families, as well as various business structures such as S-Corps, Partnerships, and LLCs. Bovee offers a range of services, including Bookkeeping and Financial Statement Compilation, as well as Individual and Business Tax Return Preparation.
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Patricia J. Paulk
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Patricia J. Paulk has over 20 years of experience providing accounting services to entrepreneurs and various business structures including S-Corps, partnerships, and LLCs. Her expertise spans basic accounting services, tax compliance, and financial planning, with a focus on retirement account tax reporting and sales tax compliance. With a specialization in serving startup businesses and entrepreneurs, Patricia J. Paulk delivers tailored tax and accounting solutions to meet each client's unique needs and goals.
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Elaine D. Price
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Elaine D. Price provides professional financial guidance and services to various clients. With over a decade of experience in accounting and advisory, she specializes in areas such as basic accounting services, financial planning, and individual tax services. Her expertise also extends to representing individuals before the IRS and offering general accounting and advisory services to entrepreneurs, startups, and small to medium-sized businesses.
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Scott C. Whitmore
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Scott C. Whitmore provides expert accounting services to entrepreneurs and startups, as well as individuals and families. With over 15 years of experience, Whitmore offers a range of services including bookkeeping and financial statement compilation, ensuring accurate and timely financial records. His specialization in basic accounting services, individual tax services, and small business accounting enables him to effectively serve diverse clients, from small business owners to individuals.
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Joseph Ransom
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Located in Dana Point, California, Joseph Ransom is a certified public accountant with over 10 years of experience in providing accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. His practice specializes in basic accounting services, business tax services, and small business accounting, offering expertise in financial statement compilation and general accounting and advisory services. Joseph's clients benefit from his experience in bookkeeping and his ability to provide timely and accurate financial statements, supporting business growth and decision-making.
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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.
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Lorraine C. Collyer
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Lorraine C. Collyer has been practicing as a certified public accountant for over 15 years. Her expertise includes financial planning, business tax services, and basic accounting services, catering to the needs of small and medium-sized businesses, as well as those with various business structures. Collyer's services include bookkeeping and financial statement compilation, as well as general accounting and advisory services. She advises clients on business matters including tax planning and compliance, helping them navigate complex financial situations.

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.