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Discovery Bay
Filter Results
Discovery Bay
Showing 11 to 15 of 15 CPAs in Discovery Bay, California
KL
Karen L. Schwerdtfeger
Certified Public Accountant
Verified Licensed
Location Discovery Bay, California 94505
Located in Discovery Bay, California, Karen L. Schwerdtfeger is a certified public accountant with over 20 years of experience in tax and accounting services. As a seasoned tax professional, she specializes in providing basic accounting services, business tax services, and individual tax services to small and medium-sized businesses, entrepreneurs, and startups. Karen's expertise also extends to IRS representation and tax planning, helping clients navigate complex tax laws and regulations to optimize their financial situations.
SD
Stephen D. Tonjes
Certified Public Accountant
Verified Licensed
Location Discovery Bay, California 94505
Located in Discovery Bay, California, Stephen D. Tonjes provides tax and accounting services to individuals and businesses. With over 15 years of experience in basic accounting services, individual tax services, and small business accounting, he has developed expertise in handling a variety of business structures, including S-Corps, partnerships, and LLCs. Tax planning and consulting is a key area of focus for Tonjes, who helps clients navigate complex tax laws and regulations to minimize their tax liability.
SL
Steven L. Lorain
Certified Public Accountant
Verified Licensed
Location Discovery Bay, California 94505
Steven L. Lorain is a licensed certified public accountant based in Discovery Bay, California. With over 15 years of experience, his expertise spans basic accounting services, financial planning, and small business accounting. His specialization in Retirement Account Tax Reporting and IRS Representation enables him to assist clients with complex tax issues, including those related to various business structures such as S-Corps, partnerships, and LLCs. He serves individuals and families, as well as a range of business clients, providing personalized financial guidance and support to meet their unique needs.
TG
Thomas G. Kozak
Certified Public Accountant
Verified Licensed
Location Discovery Bay, California 94505
Thomas G. Kozak is a certified public accountant (CPA) with over 20 years of experience serving clients in Discovery Bay, California. His practice focuses on providing individual and business tax return preparation, as well as tax planning and consulting services. With expertise in basic accounting services, individual tax services, and business tax services, he serves individuals and families, as well as small and medium-sized businesses in various industries. Notably, Mr. Kozak is also knowledgeable on the tax implications of cryptocurrency transactions, offering guidance to clients navigating this complex area.
MR
Marsha R. Hamacher
Certified Public Accountant
Verified Licensed
Location Discovery Bay, California 94505
With over 15 years of experience serving clients in the San Francisco Bay Area, Marsha R. Hamacher provides expert accounting and tax services from her practice in Discovery Bay, California. Her specialization in financial planning and tax compliance enables her to address the unique needs of family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Marsha's practice also offers IRS representation and tax planning and consulting services to help clients navigate complex 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.