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Dana Point
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Dana Point
Showing 31 to 40 of 79 CPAs in Dana Point, California
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James G. Shontere
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, James G. Shontere provides accounting services to small and medium-sized businesses, entrepreneurs, and startups. With over 20 years of experience, he specializes in basic accounting services, business tax services, and small business accounting, helping clients navigate financial complexities. His services include retirement account tax reporting, payroll processing and compliance, ensuring clients stay up-to-date with tax requirements and maintain financial stability. By providing expert accounting guidance, Shontere helps his clients make informed financial decisions and achieve long-term success.
PR
Patricia R. Columbus
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Patricia R. Columbus is a certified public accountant based in Dana Point, California, with over 15 years of experience in providing accounting and tax services. Her areas of specialization include basic accounting services, business tax services, and individual tax services, making her a valuable resource for entrepreneurs and individuals seeking financial guidance. She is particularly skilled in sales tax compliance and general accounting and advisory services, helping businesses and individuals navigate complex financial regulations and optimize their financial performance.
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Dale L. Stinchfield
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Dale L. Stinchfield, a certified public accountant, has been serving the financial needs of clients in Dana Point, California, since 1998. With a strong focus on basic accounting services, business tax services, and individual tax services, Stinchfield provides comprehensive solutions to small and medium-sized businesses and family-owned enterprises. His expertise encompasses payroll processing and compliance, as well as bookkeeping and financial statement compilation, helping clients navigate financial complexities and ensure regulatory compliance.
GP
George P. Rice
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
George P. Rice is a certified public accountant (CPA) based in Dana Point, California, with over 15 years of experience providing accounting services. He specializes in providing basic accounting services, including financial statement compilation and bookkeeping for family-owned enterprises and individuals. Rice also offers individual and business tax return preparation, as well as comprehensive tax compliance services to ensure timely and accurate tax submissions.
JI
Joel I. Pineda
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Joel I. Pineda is a certified public accountant (CPA) with extensive experience providing expert financial guidance to his clients. As a seasoned professional in basic accounting services, he helps individuals and families navigate tax laws and financial regulations. Pineda's specialization in individual tax services and business tax services ensures accurate and timely tax preparation and planning for each client's unique situation. His services also extend to sales tax compliance, a critical aspect of managing business operations. With years of experience serving individuals and family-owned enterprises, Pineda offers informed advice on financial planning and tax strategies to his clients in Dana Point and surrounding areas.
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Egils H. Lazdins
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Egils H. Lazdins has been providing accounting services to family-owned enterprises and entrepreneurs for over two decades, with a specialization in basic accounting services and tax compliance. As a seasoned tax professional, his expertise encompasses business tax services, tax planning, and consulting, ensuring clients are in compliance with all tax regulations. He also represents clients in front of the IRS, offering guidance and support throughout the process.
EA
Elizabeth A. Meehan
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Elizabeth A. Meehan is a certified public accountant with over 15 years of experience. Her expertise includes providing basic accounting services, small business accounting, and financial planning for various industries such as small and medium-sized businesses and family-owned enterprises. Elizabeth specializes in offering customized payroll processing and compliance solutions, as well as expert tax reporting for retirement accounts.
BD
Brandon D. Beal
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Brandon D. Beal, a certified public accountant based in Dana Point, California, has been serving the accounting needs of small and medium-sized businesses for nearly two decades. With a focus on individual tax services, financial planning, and basic accounting services, his expertise includes navigating complex tax regulations and providing strategic financial guidance to clients across various business structures. His services also encompass payroll processing, compliance, and retirement account tax reporting, ensuring all clients' financial transactions are accurately recorded and up-to-date.
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Don D. Nelson
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Don D. Nelson is a seasoned accountant with over a decade of experience in providing financial guidance to clients. Nelson specializes in Basic Accounting Services, Small Business Accounting, and Individual Tax Services, offering tailored solutions to meet the unique needs of his clients. With extensive experience serving Various Business Structures, including S-Corps, Partnerships, and LLCs, as well as Family-Owned Enterprises, Nelson provides tax planning and consulting services, including Retirement Account Tax Reporting.
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Roberta K. Adams
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Located in Dana Point, California, Roberta K. Adams is a certified public accountant with extensive experience in various accounting and tax services. With over a decade of experience, she specializes in providing general accounting and advisory services to entrepreneurs and startups, as well as individual and business tax return preparation. Ms. Adams' expertise encompasses basic accounting services, individual tax services, and business tax services, catering to the financial needs of individuals and families.

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.