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Lake Forest
Filter Results
Lake Forest
Showing 11 to 20 of 107 CPAs in Lake Forest, California
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Alan W. Avins
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Based in Lake Forest, California, Alan W. Avins has been providing accounting services for over 15 years. His areas of specialization include basic accounting services, individual tax services, and business tax services, catering to a range of clients such as entrepreneurs and startups, as well as small and medium-sized businesses. Alan's expertise also extends to sales tax compliance and payroll processing & compliance, ensuring that his clients are in full regulatory compliance.
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Lori L. Brooks-Mayes
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Lori L. Brooks-Mayes is a certified public accountant (CPA) based in Lake Forest, California, with over 15 years of experience serving the financial needs of small and medium-sized businesses and family-owned enterprises. She specializes in basic accounting services, individual tax services, and business tax services, providing expert guidance on financial planning and compliance. Notably, Lori also assists clients with payroll processing and compliance, ensuring accurate and timely payment of employee wages and benefits. Her expertise extends to retirement account tax reporting, helping individuals and businesses navigate the complexities of tax-advantaged savings plans.
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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.
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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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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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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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Philip W. Cody
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Philip W. Cody is a licensed certified public accountant with nearly two decades of experience serving clients in Lake Forest, California. His accounting firm provides individual and business tax return preparation, as well as IRS representation services to address tax-related issues. Philip specializes in basic accounting services, individual tax services, and small business accounting, and has a proven track record of delivering timely and accurate results to small and medium-sized businesses, as well as individuals and families.
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Ana C. Douglas
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Based in Lake Forest, California, Ana C. Douglas is a certified public accountant with extensive experience in providing financial services to entrepreneurs and small to medium-sized businesses. Her expertise encompasses various areas of accounting, including basic accounting services, business tax services, and financial planning, which enables her to address the diverse needs of her clients. With over years of experience in bookkeeping and financial statement compilation, individual and business tax return preparation, she brings a high level of proficiency and reliability to her work.
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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.

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.