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Lakeside
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Lakeside
Showing 21 to 23 of 23 CPAs in Lakeside, California
JB
James B. Bergherm
Certified Public Accountant
Verified Licensed
Location Lakeside, California 92040
Licensed in the state of California, James B. Bergherm is a certified public accountant with over 15 years of experience providing financial expertise to clients in the Lakeside area. His services include payroll processing and compliance, as well as retirement account tax reporting, catering to the needs of small and medium-sized businesses and entrepreneurs and startups in various industries. With specializations in basic accounting services, financial planning, and individual tax services, James Bergherm brings a comprehensive understanding of clients' financial situations and goals to his work.
GL
Gregory L. Yule
Certified Public Accountant
Verified Licensed
Location Lakeside, California 92040
Gregory L. Yule is a licensed certified public accountant based in Lakeside, California, with over 15 years of experience serving entrepreneurs and startups, individuals, and families in the San Diego area. His areas of specialization include basic accounting services, tax compliance, and small business accounting, catering to the diverse needs of his clients. Gregory provides individual and business tax return preparation, as well as IRS representation, ensuring his clients' tax obligations are met and any disputes are efficiently resolved.
PC
Paul C. Roberts
Certified Public Accountant
Verified Licensed
Location Lakeside, California 92040
Based in Lakeside, California, Paul C. Roberts provides accounting services to small and medium-sized businesses and family-owned enterprises. A certified public accountant with years of experience, he offers sales tax compliance, tax planning, and consulting services to help clients navigate complex tax regulations. As a specialist in basic accounting services, individual tax services, and business tax services, Paul Roberts helps clients with financial reporting, budgeting, and tax planning. Operating in the state of California since 2005, Paul C. Roberts maintains a strong understanding of local taxation 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.