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Dana Point
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Dana Point
Showing 71 to 79 of 79 CPAs in Dana Point, California
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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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Matthew F. Wajner
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Located in Dana Point, California, Matthew F. Wajner provides accounting services to small businesses and entrepreneurs, including tax return preparation and basic accounting services. With over 15 years of experience in individual and business taxation, Wajner specializes in tax planning and consulting for various business structures, such as S-corporations and partnerships. He serves a diverse range of clients, from startups to established businesses, offering tailored accounting solutions to meet their unique needs and goals.
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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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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.
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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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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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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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James H. Kettler
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
James H. Kettler, a certified public accountant (CPA) based in Dana Point, California, has over 15 years of experience serving small and medium-sized businesses, entrepreneurs, and startups. Holding specializations in basic accounting services, individual tax services, and tax compliance, he provides expert guidance on General Accounting & Advisory and Sales Tax Compliance. With a focus on addressing the unique financial needs of his clients, Kettler's services encompass financial planning, tax preparation, and audit representation.
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Mary R. Montanus
Certified Public Accountant
Verified Licensed
Location Dana Point, California 92629
Mary R. Montanus, a certified public accountant, provides financial guidance to entrepreneurs and startups in Dana Point, California. With over 15 years of experience in basic accounting services, financial planning, and tax compliance, she offers expert advice on general accounting and advisory. Her services include bookkeeping and financial statement compilation, helping small and medium-sized businesses maintain accurate and up-to-date financial records. A certified member of the American Institute of Certified Public Accountants, she maintains the highest professional standards in her field.

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.