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Lake Forest
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Lake Forest
Showing 71 to 80 of 107 CPAs in Lake Forest, California
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Philip K. Lippincott
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Philip K. Lippincott, a certified public accountant based in Lake Forest, California, brings over 15 years of experience to his practice. With a focus on basic accounting services, small business accounting, and tax compliance, he serves clients in a variety of industries including individuals and families, as well as family-owned enterprises. His expertise includes payroll processing and compliance, as well as IRS representation, providing critical support for businesses and individuals navigating tax and financial matters.
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Nyoka L. Criner
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Nyoka L. Criner is a certified public accountant (CPA) serving clients in Lake Forest, California, with over two decades of experience in accounting and finance. Her expertise includes payroll processing and compliance, individual and business tax return preparation, and providing financial planning services for small business owners. With a specialization in basic accounting services, financial planning, and small business accounting, Nyoka offers expertise in serving various business structures, including S-Corps, partnerships, and family-owned enterprises. Her extensive knowledge and experience enable her to navigate complex tax laws and provide informed guidance to her clients.
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John S. Balisy
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Based in Lake Forest, California, John S. Balisy is a certified public accountant with extensive experience serving family-owned enterprises and a variety of business structures. He specializes in providing basic accounting services, individual tax services, and business tax services to clients in need of tax compliance and return preparation. Services offered include sales tax compliance and individual & business tax return preparation, catering to the diverse needs of small to medium-sized businesses and their owners.
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Sandra L. Gardner
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Based in Lake Forest, California, Sandra L. Gardner is a certified public accountant (CPA) with over 20 years of experience in general accounting and tax services. Her professional expertise encompasses individual and business tax return preparation, as well as basic accounting services, financial planning, and business tax services. With a focus on small to medium-sized businesses and complex business structures, such as S-Corps, partnerships, and LLCs, Sandra provides tailored accounting and advisory services to meet the unique needs of her clients.
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Ernesto M. Angeles
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Based in Lake Forest, California, Ernesto M. Angeles is a certified public accountant providing accounting services to entrepreneurs and startups, as well as family-owned enterprises. With over 10 years of experience in the field, his expertise extends to financial planning, individual tax services, and basic accounting services. As a seasoned professional in payroll processing and compliance, he also represents clients before the IRS, ensuring seamless tax resolution and minimizing financial burdens.
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Theodore A. Olson
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Theodore A. Olson is a certified public accountant based in Lake Forest, California, with over 15 years of experience in providing accounting and tax services to businesses and individuals. His specialization lies in offering basic accounting services, small business accounting, and individual tax services, catering to various business structures such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Olson also provides sales tax compliance and general accounting and advisory services, helping clients navigate complex regulatory requirements and financial management needs.
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Ryan K. Malouf
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Based in Lake Forest, California, Ryan K. Malouf is a seasoned professional providing tax planning and consulting services to entrepreneurs and startups, as well as family-owned enterprises. With over 15 years of experience, his areas of specialization include basic accounting services, tax compliance, and financial planning. His expertise extends to retirement account tax reporting, helping clients navigate complex financial situations with precision and care. With a focus on delivering tailored solutions, Ryan K. Malouf supports individuals and businesses in achieving their financial objectives.
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Anita J. Mckay
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Based in Lake Forest, California, Anita J. Mckay is a seasoned accountant with extensive experience in providing comprehensive accounting solutions to a diverse range of clients. With over [number of years] years of experience in the field, she specializes in basic accounting services, tax compliance, and small business accounting, helping entrepreneurs and individuals navigate complex tax laws and regulations. Her expertise extends to various business structures, including S-Corps, partnerships, and LLCs, as well as individual and family tax planning and consulting services. One notable aspect of her practice is her IRS representation services, which assist clients in resolving complex tax disputes and audits in a timely and efficient manner.
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Michelle A. Giardina
Certified Public Accountant
Verified Licensed
Location Lake Forest, California 92630
Michelle A. Giardina is a certified public accountant based in Lake Forest, California with over 15 years of experience. Her areas of specialization include basic accounting services, financial planning, and small business accounting, serving family-owned enterprises and small to medium-sized businesses. Giardina provides tailored support for retirement account tax reporting and payroll processing and compliance, helping clients navigate complex tax requirements and ensure regulatory adherence.
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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.

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.