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Dana Point
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Dana Point
Showing 61 to 70 of 79 CPAs in Dana Point, California
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Amy M. Davis
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Amy M. Davis is a certified public accountant (CPA) based in Dana Point, California, with over 12 years of experience providing accounting services to a diverse range of clients, including individuals and families.Her areas of specialization include basic accounting services, small business accounting, and financial planning.She offers general accounting and advisory services, as well as bookkeeping and financial statement compilation for businesses and individual clients with various structures, such as S-Corps, partnerships, and limited liability companies.
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Alicia West
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Alicia West, a certified public accountant based in Dana Point, California, has been providing accounting services for over 15 years. She specializes in basic accounting services, tax compliance, and financial planning for individuals and families, as well as small and medium-sized businesses. Her expertise also includes IRS representation and payroll processing and compliance.
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Alan J. Reed
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Alan J. Reed is a certified public accountant (CPA) serving clients in Dana Point, California. With over 15 years of experience, he specializes in delivering comprehensive accounting services to family-owned enterprises and individuals and families. His areas of expertise include basic accounting services, small business accounting, and individual tax services, as well as payroll processing and compliance. Alan J. Reed prepares and files individual and business tax returns, ensuring that clients stay in compliance with relevant tax laws and regulations.
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Susan Helton
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Susan Helton, a certified public accountant based in Dana Point, California, has over 20 years of experience providing financial guidance to small and medium-sized businesses in various structures, including S-Corps, partnerships, and LLCs. Her services encompass basic accounting, financial planning, and tax compliance, ensuring clients meet their financial obligations and minimize tax liabilities. Notably, Susan specializes in IRS representation and retirement account tax reporting, handling complex issues with precision and care.
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Sherlene M. Meeker
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Sherlene M. Meeker is a certified public accountant based in Dana Point, California, with over 20 years of experience in accounting and taxation services. Her practice focuses on providing individual and business tax return preparation, as well as retirement account tax reporting, to individuals and families in the area, including family-owned enterprises. Meeker's expertise includes basic accounting services, business tax services, and individual tax services, making her a valuable resource for those seeking comprehensive accounting support.
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Lori M. Loyd
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Lori M. Loyd is a certified public accountant based in Dana Point, California, with over 15 years of experience in accounting and tax services. Her areas of specialization include basic accounting services, tax compliance, and business tax services, with a focus on meeting the unique needs of individuals, families, and small to medium-sized businesses. Loyd's expertise extends to retirement account tax reporting and sales tax compliance, ensuring clients are in full compliance with relevant tax laws and regulations.
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Greg S. Cravens
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Greg S. Cravens provides financial guidance and accounting expertise to individuals and family-owned enterprises. With over 15 years of experience in the field, Cravens specializes in basic accounting services, financial planning, and individual tax services. His services include bookkeeping and financial statement compilation, as well as general accounting and advisory services to help clients achieve their financial goals.
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Gina M. Robertson
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Gina M. Robertson is a certified public accountant based in Dana Point, California. With over 15 years of experience, she provides a range of accounting services to small and medium-sized businesses, including family-owned enterprises. Her expertise encompasses basic accounting services, business tax services, and small business accounting. A notable aspect of her practice is her ability to navigate the complexities of payroll processing and compliance. Robertson's experience working with diverse clients in the Dana Point area has given her a unique understanding of the local business environment and its regulatory requirements.
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Sindy Davis
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Based in Dana Point, California, Sindy Davis has been providing accounting services for over a decade. Her areas of specialization include basic accounting services, business tax services, and financial planning. Notably, Davis offers IRS representation services, which can be beneficial for clients facing tax disputes or audits. Her expertise spans a range of industries, including entrepreneurs and startups, as well as various business structures, such as S-Corps, partnerships, and LLCs.
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Donald W. Dahl
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Donald W. Dahl is a certified public accountant based in Dana Point, California, with over 20 years of experience providing accounting services to entrepreneurs and startups, as well as family-owned enterprises. His primary services include bookkeeping and financial statement compilation, as well as individual and business tax return preparation. With a focus on basic accounting services, business tax services, and tax compliance, Dahl's expertise also extends to helping clients navigate tax laws and 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.