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Lake Forest
Filter Results
Lake Forest
Showing 1 to 10 of 107 CPAs in Lake Forest, California
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Aaron G. Neilsen
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Aaron G. Neilsen is a certified public accountant based in Lake Forest, California, with over 15 years of experience in accounting services. He specializes in providing basic accounting services, small business accounting, and business tax services to individuals and families, as well as family-owned enterprises. Neilsen's services include retirement account tax reporting, bookkeeping, and financial statement compilation, helping clients navigate complex tax laws and financial regulations.
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Dustin J. Wen
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Dustin J. Wen is a certified public accountant serving clients in Lake Forest, California. With over 15 years of experience in the field, he specializes in providing basic accounting services, individual tax services, and financial planning to various business structures, including S-corps, partnerships, and LLCs, as well as family-owned enterprises. His expertise extends to retirement account tax reporting and individual and business tax return preparation, helping clients navigate complex tax laws and regulations.
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Brent D. Barnes
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Brent D. Barnes is a licensed certified public accountant (CPA) based in Lake Forest, California, with over 20 years of experience serving clients in the local area. His practice focuses on providing tax planning and consulting services, as well as IRS representation, to family-owned enterprises and entrepreneurs and startups. Barnes specializes in basic accounting services, tax compliance, and individual tax services, leveraging his expertise to help clients navigate complex financial matters and achieve their goals. With a deep understanding of the tax laws and regulations affecting small businesses and individuals, Barnes is well-positioned to provide expert guidance and support to his clients.
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Earl L. Estaris
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Located in Lake Forest, California, Earl L. Estaris provides accounting services to entrepreneurs and startups, as well as individuals and families. With over 15 years of experience, he specializes in basic accounting services, financial planning, and tax compliance, helping clients navigate complex financial situations. His expertise extends to IRS representation, tax planning, and consulting, ensuring clients receive personalized guidance and support throughout the year. Earl L. Estaris's extensive knowledge and experience make him a valuable resource for those seeking reliable and informed accounting services.
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Todd J. Maffetore
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Todd J. Maffetore is a fully-qualified Certified Public Accountant (CPA) registered to practice in California, with over 15 years of experience serving small business owners and individuals in the Lake Forest area. His expertise spans a range of areas, including basic accounting services, tax compliance, and general accounting and advisory services. With a focus on providing personalized guidance and support, Maffetore assists entrepreneurs, startups, and families with financial statement compilation, bookkeeping, and other accounting needs.
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Frank L. Alaimo
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Based in Lake Forest, California, Frank L. Alaimo provides comprehensive accounting services to individuals and families, as well as family-owned enterprises. With over 20 years of experience, he offers specialized expertise in basic accounting services, business tax services, and financial planning. His service profile includes general accounting and advisory, as well as tax planning and consulting.
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Karen A. Mosich
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Karen A. Mosich is a certified public accountant (CPA) based in Lake Forest, California, with over 20 years of experience providing financial expertise. Her services include bookkeeping and financial statement compilation, as well as individual and business tax return preparation, to help clients maintain accurate financial records and meet tax obligations. Specializing in basic accounting services, financial planning, and tax compliance, Mosich assists individuals and families, as well as small and medium-sized businesses, in navigating complex financial matters.
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Laurie S. Mckinley
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Laurie S. Mckinley is a certified public accountant based in Lake Forest, California. With over 15 years of experience, she provides specialized accounting services to family-owned enterprises and businesses with various structures, including S-Corps, partnerships, and LLCs. Her expertise encompasses tax compliance, financial planning, and basic accounting services, including tax planning and consulting. She also represents clients before the IRS in cases of tax disputes, utilizing her knowledge of tax laws to navigate complex situations.
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Kimberly M. Ziaei
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Based in Lake Forest, California, Kimberly M. Ziaei is a licensed Certified Public Accountant (CPA) with over a decade of experience providing accounting services to small and medium-sized businesses. Her areas of specialization include basic accounting services, financial planning, and small business accounting, serving various business structures such as S-Corps, partnerships, and LLCs. Kimberly's expertise also encompasses IRS representation, bookkeeping, and financial statement compilation, enabling her to address diverse accounting needs of her clients.
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Richard L. Tonkovich
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Located in Lake Forest, California, Richard L. Tonkovich brings over 20 years of experience in the field of accounting to his clients. His expertise includes general accounting and advisory services, as well as tax planning and consulting. With a focus on small and medium-sized businesses, as well as family-owned enterprises, Tonkovich provides personalized accounting solutions tailored to the unique needs of his clients. A notable aspect of his practice is his ability to offer financial statement preparation for not-for-profit organizations, a service that is often critical for securing funding and meeting regulatory requirements.

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.