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Fortuna
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Fortuna
Showing 1 to 10 of 12 CPAs in Fortuna, California
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Sarah J. Wright
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
Based in Fortuna, California, Sarah J. Wright is a seasoned accounting professional with years of experience serving individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs. Her expertise includes basic accounting services, tax compliance, and financial planning, catering to the unique needs of her clients. As a certified public accountant, Wright specializes in individual and business tax return preparation, and provides IRS representation services to assist clients with tax-related issues.
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David A. Somerville
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
David A. Somerville, a seasoned accounting professional, has been serving the financial needs of small and medium-sized businesses in Fortuna, California, for over 20 years. His expertise in payroll processing and compliance, as well as sales tax compliance, has proven invaluable to entrepreneurs and startups. Somerville's specialization in basic accounting services, business tax services, and tax compliance has allowed him to develop a deep understanding of the unique financial challenges faced by his clients. Throughout his career, Somerville has maintained a focus on providing personalized support to his clients, ensuring that their financial goals are met with accuracy and precision.
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Roland D. Potter
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
Based in Fortuna, California, Roland D. Potter is a certified public accountant with over two decades of experience serving small and medium-sized businesses, entrepreneurs, and startups. His areas of specialization include basic accounting services, business tax services, and individual tax services, providing comprehensive support to clients across various industries. Mr. Potter's expertise also extends to tax planning and consulting, as well as general accounting and advisory services, helping his clients navigate complex financial matters and make informed decisions.
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Frank X. Gloeggler
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
Located in Fortuna, California, Frank X. Gloeggler has extensive experience providing accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. With over 10 years of experience in general accounting and advisory services, Gloeggler specializes in basic accounting services and small business accounting, helping clients navigate complex tax compliance regulations. Gloeggler's expertise in sales tax compliance also enables him to effectively analyze and manage clients' tax obligations, ensuring accurate and timely filing of sales tax returns.
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Russell B. Shorey
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
Based in Fortuna, California, Russell B. Shorey provides bookkeeping and financial statement compilation services to various business structures. As a certified public accountant, he has extensive experience in tax planning and consulting, particularly for individual taxpayers and small businesses. With specialization in tax compliance and basic accounting services, Shorey serves a diverse range of clients, including S-Corps, partnerships, and LLCs, helping them meet their financial and tax obligations. Established in the industry, Shorey has over 15 years of experience providing financial guidance and support to individuals and families in the Fortuna area.
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Dennis F. Scott
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
Dennis F. Scott is a certified public accountant based in Fortuna, California, with over 25 years of experience serving clients in the North Coast region. He specializes in providing bookkeeping and financial statement compilation services to family-owned enterprises and small to medium-sized businesses. In addition to these services, Scott offers tax planning and consulting expertise, as well as basic accounting services and financial planning tailored to meet the unique needs of his clients.
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Calvin L. Calvert
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
Located in Fortuna, California, Calvin L. Calvert is a certified public accountant with over 15 years of experience providing financial guidance to entrepreneurs and small businesses. An expert in basic accounting services, financial planning, and small business accounting, Calvert's expertise includes helping various business structures, such as S-Corps, partnerships, and LLCs, navigate complex financial regulations. Calvert's services also extend to IRS representation, payroll processing, and compliance, offering clients peace of mind during audits and tax disputes.
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Eugene B. Lucas
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
Based in Fortuna, California, Eugene B. Lucas provides expert accounting services to a diverse range of clients, including entrepreneurs and startups operating under various business structures such as S-Corps, Partnerships, and LLCs. With over 10 years of experience, Lucas specializes in basic accounting services, individual tax services, and business tax services, helping clients navigate complex tax laws and regulations. He offers specialized services in sales tax compliance and retirement account tax reporting, ensuring his clients meet their tax obligations and maximize their financial benefits.
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Terry L. Pontes
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
Terry L. Pontes is a certified public accountant based in Fortuna, California, with over 20 years of experience serving diverse client bases. Her practice focuses on providing comprehensive accounting and tax solutions to individuals and families, as well as small to medium-sized businesses, including S-Corps, partnerships, and LLCs. Pontes' expertise includes bookkeeping and financial statement compilation, payroll processing and compliance, basic accounting services, financial planning, and tax compliance, ensuring clients meet their financial and regulatory obligations.
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Dominique J. Kilmer
Certified Public Accountant
Verified Licensed
Location Fortuna, California 95540
Based in Fortuna, California, Dominique J. Kilmer is a seasoned accounting professional with years of experience in tax planning and consulting. With expertise in providing Basic Accounting Services, Business Tax Services, and Individual Tax Services, Kilmer assists Various Business Structures, including S-Corps, Partnerships, and LLCs, as well as entrepreneurs and startups, to meet their tax obligations and optimize financial performance. Her expertise in Retirement Account Tax Reporting also allows her to guide clients in navigating complex tax regulations and ensuring compliance.

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.