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Lodi
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Lodi
Showing 61 to 67 of 67 CPAs in Lodi, California
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Charles N. Calloway
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Making sound financial decisions relies on accurate accounting practices, which Charles N. Calloway helps family-owned enterprises and various business structures in Lodi, California achieve through his expertise in Basic Accounting Services, Financial Planning, and Business Tax Services. With over 10 years of experience in accounting and tax services, Calloway has established himself as a trusted resource for Payroll Processing & Compliance and Retirement Account Tax Reporting. He serves clients with a range of business structures, including S-Corps, partnerships, and LLCs, offering customized financial guidance to support their unique goals and objectives.
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Warren B. Cole
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Operating from Lodi, California, Warren B. Cole is a qualified CPA with years of experience in the field, specializing in Basic Accounting Services, Financial Planning, and Individual Tax Services. Specifically, he offers customized Sales Tax Compliance solutions to cater to the diverse needs of his clients, including those from Entrepreneurial and Startup backgrounds. With a broad expertise in General Accounting & Advisory services, he is well-positioned to serve an array of Family-Owned Enterprises.
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Ellis D. Miller
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Based in Lodi, California, Ellis D. Miller serves a diverse client base of small and medium-sized businesses, as well as individuals and families. With over 15 years of experience, he specializes in providing comprehensive accounting services, including basic accounting, business tax services, and small business accounting. His expertise extends to payroll processing and compliance, ensuring clients are adequately supported in managing their financial activities.
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Samuel L. Tolson
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Located in Lodi, California, Samuel L. Tolson provides financial guidance to various business structures, including S-Corps, partnerships, and LLCs, as well as individuals and families. With over 10 years of experience in accounting and tax services, he specializes in basic accounting services, small business accounting, and individual tax services. Samuel's expertise also extends to IRS representation and general accounting and advisory services, helping clients navigate complex tax issues and achieve financial stability.
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Shirley O. Fulgham
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Based in Lodi, California, Shirley O. Fulgham is a certified public accountant with over 20 years of experience in preparing individual and business tax returns. Evidencing her broad expertise in accounting, Fulgham provides basic accounting services and business tax services to small businesses and family-owned enterprises in the region. Her services encompass payroll processing and compliance, addressing crucial aspects of business operations for clients, including timely wage payments and adherence to regulatory requirements.
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John Mccray
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Located in Lodi, California, John Mccray is a CPA with extensive experience in financial management and tax preparation, serving a diverse range of clients, from entrepreneurs and startups to various business structures such as S-Corps, partnerships, and LLCs. His specialization in basic accounting services, business tax services, and individual tax services enables him to provide comprehensive support for clients' financial needs. With over 10 years of experience in bookkeeping and financial statement compilation, individual and business tax return preparation, John Mccray offers his clients accurate and timely financial reporting and tax filings.
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Marilyn S. Mason
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Marilyn S. Mason is a certified public accountant (CPA) based in Lodi, California, with over 15 years of experience in accounting and taxation. Her areas of specialization include basic accounting services, individual tax services, and small business accounting, catering to a wide range of clients such as entrepreneurs and startups as well as family-owned enterprises. Mason provides IRS representation and payroll processing & compliance services, ensuring her clients maintain accurate financial records and stay compliant with 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.