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Dana Point
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Dana Point
Showing 41 to 50 of 79 CPAs in Dana Point, California
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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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Ryan Meals
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Ryan Meals is a certified public accountant based in Dana Point, California, with over 10 years of experience serving the accounting needs of entrepreneurs and startups. He specializes in providing general accounting and advisory services to small businesses, as well as financial planning for individuals and families. Notably, Meals offers sales tax compliance services tailored to the unique needs of his clients, ensuring accurate and timely returns.
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Karen A. Massey
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Karen A. Massey is a certified public accountant with over 20 years of experience serving businesses in various industries, including family-owned enterprises and small to medium-sized companies. Based in Dana Point, California, she specializes in providing basic accounting services, small business accounting, and business tax services, catering to diverse business structures such as S-Corps, partnerships, and LLCs. Her expertise also extends to IRS representation and bookkeeping & financial statement compilation, ensuring compliance and accuracy for her clients.
CA
Christopher A. Adams
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Located in Dana Point, California, Christopher A. Adams is a certified public accountant with over 10 years of experience providing financial guidance to small and medium-sized businesses. His expertise extends to basic accounting services, small business accounting, and business tax services, serving a variety of business structures including S-Corps, partnerships, and LLCs. Adams offers customized financial solutions, including bookkeeping and financial statement compilation, as well as expert retirement account tax reporting services to support his clients' financial needs. With a deep understanding of the tax implications affecting small businesses, Adams helps clients navigate complex financial situations and achieve their goals.
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Ann T. Sabahat
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Ann T. Sabahat is a certified public accountant with over 10 years of experience in providing accounting and tax services. Her expertise encompasses bookkeeping and financial statement compilation, as well as general accounting and advisory services, catering to the needs of small businesses and individuals. Specializing in basic accounting services, small business accounting, and individual tax services, Sabahat's practice focuses on serving individuals and families, as well as small and medium-sized businesses in the community.
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Stephen J. Petrangelo
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Stephen J. Petrangelo is a certified public accountant with over 20 years of experience in providing comprehensive accounting services. His expertise includes payroll processing and compliance, bookkeeping and financial statement compilation, as well as basic accounting services, small business accounting, and business tax services. Petrangelo serves a diverse range of clients, including individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs, helping them navigate tax requirements and financial regulations.
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Lavanya Anand
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Lavanya Anand, a certified public accountant based in Dana Point, California, focuses on providing expert financial guidance to entrepreneurs and startups. With over 10 years of experience in small business accounting and individual tax services, Anand delivers tailored solutions for clients' unique needs. Her practice also includes sales tax compliance and IRS representation, ensuring businesses and individuals stay compliant with tax regulations.
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Mary E. Sturtevant
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Mary E. Sturtevant is a certified public accountant with over 15 years of experience serving clients in Dana Point, California. She specializes in providing basic accounting services, business tax services, and individual tax services to small and medium-sized businesses, including S-Corps, partnerships, and LLCs. With a focus on individual and business tax return preparation, as well as general accounting and advisory services, Sturtevant offers a comprehensive range of support to clients navigating complex tax laws and financial regulations.
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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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Joseph F. Bevacqua
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Joseph F. Bevacqua has over two decades of experience providing financial guidance to entrepreneurs and startups, individuals and families. His practice specializes in basic accounting services, financial planning, and small business accounting, supporting clients in achieving their financial goals through comprehensive tax planning and consulting. A seasoned expert in general accounting and advisory services, Bevacqua assists clients in navigating complex financial situations and making informed decisions about their financial futures.

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.