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Lodi
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Lodi
Showing 51 to 60 of 67 CPAs in Lodi, California
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Terry D. Sazama
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Terry D. Sazama, a certified public accountant based in Lodi, California, specializes in providing tax planning and compliance services to family-owned enterprises and various business structures. With over 20 years of experience in the field, Sazama offers individual and business tax return preparation, as well as sales tax compliance, to help clients navigate complex tax regulations. His expertise in basic accounting services, business tax services, and tax compliance enables him to effectively serve a diverse range of businesses, including S-Corps, partnerships, and LLCs.
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Perry D. Kendrick
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Perry D. Kendrick is a certified public accountant based in Lodi, California, with over 15 years of experience in providing expert financial guidance to small and medium-sized businesses. His areas of specialization include basic accounting services, business tax services, and small business accounting, making him a valuable resource for entrepreneurs and startups. Kendrick's services encompass general accounting and advisory, as well as tax planning and consulting, enabling him to cater to a wide range of financial needs and ensure compliance with relevant regulations.
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John D. Arthur
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Based in Lodi, California, John D. Arthur is a seasoned accounting professional with over 15 years of experience in providing expert services to various business structures and individual clients. With a specialization in small business accounting and individual tax services, Arthur caters to the unique needs of entrepreneurs and startup companies, offering tailored solutions to address their financial complexities. His services include retirement account tax reporting, bookkeeping, and financial statement compilation, allowing clients to access timely and accurate financial information.
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Admira Masic
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Based in Lodi, California, Admira Masic provides accounting services to individuals and families, as well as small businesses and various corporate structures, including S-Corps and partnerships. With over years of experience, Masic specializes in basic accounting services, small business accounting, and tax compliance, preparing individual and business tax returns and managing payroll processing and compliance. Her expertise extends to serving a range of clients, from sole proprietorships to complex business entities, and providing guidance on tax laws and regulations to ensure clients' financial stability and security.
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Richard A. Stevens
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Richard A. Stevens is a certified public accountant based in Lodi, California, with over 20 years of experience serving clients across various business structures. His accounting expertise includes bookkeeping and financial statement compilation, as well as tax planning and consulting services for entrepreneurs and startups. Stevens specializes in providing basic accounting services and individual tax services to individuals and small business owners, ensuring compliance with tax regulations and financial reporting requirements.
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Ahmad Ashraf
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Ahmad Ashraf is a certified public accountant with over 20 years of experience serving family-owned enterprises in various business structures, including S-Corps, partnerships, and LLCs, from his office in Lodi, California. His services encompass tax planning and consulting, as well as sales tax compliance, which involve navigating complex tax codes and ensuring businesses meet regulatory requirements. With a specialization in basic accounting services, business tax services, and tax compliance, Ashraf provides expert guidance on financial management, financial reporting, and tax strategy to clients in need of tailored support.
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Gene E. Mc Knight
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Based in Lodi, California, Gene E. Mc Knight is a certified public accountant with over 20 years of experience in providing accounting services to entrepreneurs and startups. His areas of specialization include basic accounting services, financial planning, and individual tax services, catering to various business structures such as S-Corps, Partnerships, and LLCs. Mc Knight offers tailored bookkeeping, payroll processing, and financial statement compilation services to meet the unique needs of his clients.
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Stacey Wellwood
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Based in Lodi, California, Stacey Wellwood provides expert accounting services to small and medium-sized businesses and family-owned enterprises. With over a decade of experience in the field, Wellwood specializes in basic accounting services, business tax services, and small business accounting. Her services include sales tax compliance, retirement account tax reporting, and other tax-related tasks that meet the needs of local businesses. Wellwood's expertise is grounded in her understanding of the complex tax laws and regulations affecting small business owners in the region.
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Kevin R. Kowalik
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Based in Lodi, California, Kevin R. Kowalik provides accounting services to entrepreneurs and startups, as well as individuals and families. With extensive experience in general accounting and advisory services, Kowalik also specializes in business tax services and small business accounting. His expertise encompasses basic accounting services, including financial statement preparation, budgeting, and financial planning. Additionally, Kowalik offers payroll processing and compliance services to ensure businesses remain compliant with relevant laws and regulations.
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Debra S. Green
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Based in Lodi, California, Debra S. Green is a certified public accountant with over a decade of experience. Her practice focuses on individual and business tax return preparation, as well as sales tax compliance for small and medium-sized businesses and individuals. With specializations in basic accounting services, financial planning, and individual tax services, she assists clients in managing their financial health and meeting tax obligations.

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.