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Menlo Park
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Menlo Park
Showing 31 to 40 of 104 CPAs in Menlo Park, California
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Michael P. Forman
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Michael P. Forman, a seasoned accounting professional with extensive experience in the field, offers specialized accounting services for a diverse range of clients. Based in Menlo Park, California, he has been providing accounting expertise for over 15 years, focusing on small business accounting, business tax services, and individual tax preparation. His services include payroll processing and compliance, individual and business tax return preparation, and various other basic accounting services tailored to meet the unique needs of S-Corps, partnerships, LLCs, individuals, and families.
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Lisa Portnoy
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Based in Menlo Park, California, Lisa Portnoy has been providing accounting services for over 15 years. Her practice focuses on supporting individuals and families as well as various business structures, including S-Corps, partnerships, and LLCs. Portnoy's expertise spans basic accounting services, business tax services, and individual tax services, including IRS representation. She offers bookkeeping and financial statement compilation services to help her clients maintain accurate and compliant financial records.
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Kelly A. Hansen
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Located in Menlo Park, California, Kelly A. Hansen provides accounting services to clients across various industries and business structures. With over 10 years of experience in tax compliance and small business accounting, Hansen offers specialized expertise in retirement account tax reporting and bookkeeping & financial statement compilation. Her services encompass tax preparation, financial statements, and general accounting for individuals and families, as well as S-corps, partnerships, and LLCs, supporting their diverse financial needs.
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Lawrence B. Levy
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Located in Menlo Park, California, Lawrence B. Levy provides a variety of accounting services to meet the needs of his clients. With over 20 years of experience, Mr. Levy specializes in providing comprehensive financial guidance to entrepreneurs and startups, as well as small and medium-sized businesses. His expertise encompasses basic accounting services, small business accounting, and individual tax services, including tax planning and consulting, and retirement account tax reporting. Mr. Levy's extensive experience and in-depth knowledge enable him to offer tailored solutions for his clients' unique financial needs.
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Scott A. Funk
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Based in Menlo Park, California, Scott A. Funk provides accounting services to individuals and families, entrepreneurs, and startups. With over 20 years of experience in the field, he specializes in basic accounting services, small business accounting, and financial planning. His expertise includes IRS representation and retirement account tax reporting, ensuring clients are in compliance with tax laws and regulations. As a seasoned expert, he offers personalized guidance and support to help businesses and individuals achieve their financial goals.
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Drew C. Gilligan
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Drew C. Gilligan is a licensed CPA based in Menlo Park, California, with over 15 years of experience in providing accounting services to family-owned enterprises, individuals, and families. He specializes in basic accounting services, tax compliance, and individual tax services, offering expertise in financial statement compilation, bookkeeping, and payroll processing and compliance. Gilligan maintains current knowledge of tax laws and regulations, ensuring accurate and compliant financial reporting for his clients.
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Caroline Gardner
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Caroline Gardner is a certified public accountant based in Menlo Park, California, with a decade of experience in providing financial guidance to individuals and businesses. Specializing in tax planning and consulting, as well as sales tax compliance, her expertise spans a range of industries, including family-owned enterprises and entrepreneurs and startups. Her areas of specialization include basic accounting services, financial planning, and tax compliance, making her a valuable resource for those seeking comprehensive financial support.
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Brittany J. Pydynowski
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Brittany J. Pydynowski is a seasoned licensed public accountant based in Menlo Park, California, offering over 7 years of experience in providing financial guidance to small and medium-sized businesses and various business structures, including S-Corps, partnerships, and LLCs. Her expertise lies in individual and business tax return preparation, as well as sales tax compliance, ensuring accuracy and adherence to regulatory requirements. With a specialization in basic accounting services, individual tax services, and tax compliance, Brittany J. Pydynowski helps clients navigate complex financial matters, providing expert advice on financial planning and tax optimization.
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Charles A. Horstmann
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Based in Menlo Park, California, Charles A. Horstmann provides accounting and advisory services to individuals and businesses. His expertise spans basic accounting services, tax compliance, and financial planning, making him a valuable resource for family-owned enterprises and entrepreneurs. Horstmann's specialization in sales tax compliance ensures businesses are in compliance with relevant regulations, minimizing tax liabilities and potential penalties.
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Phillip R. Mazzie
Certified Public Accountant
Verified Licensed
Location Menlo Park, California 94025
Phillip R. Mazzie is a certified public accountant with over 15 years of experience providing accounting and tax expertise to clients in the Menlo Park, California area. His specialization includes basic accounting services, financial planning, and small business accounting, serving small and medium-sized businesses, as well as individuals and families. Mazzie's practice also offers tax planning and consulting services, including IRS representation, to ensure his clients are in compliance with tax 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.