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Monterey
Filter Results
Monterey
Showing 21 to 30 of 61 CPAs in Monterey, California
AB
Allen B. Crist
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Based in Monterey, California, Allen B. Crist brings over 15 years of experience in accounting and taxation. His specialization in tax compliance and individual tax services facilitates precise and accurate financial planning for his clients. With a focus on tax planning and consulting, Allen provides expert guidance on retirement account tax reporting and basic accounting services.
MJ
Mary J. Johnsson
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Based in Monterey, California, Mary J. Johnsson has over 20 years of experience in providing accounting services. Her areas of specialization include basic accounting services, individual tax services, and small business accounting. Johnsson is licensed to serve clients in various industries, including individuals and families, as well as entrepreneurs and startups, with expertise in payroll processing and compliance and retirement account tax reporting.
HE
Helen E. Carlin
Certified Public Accountant
Verified Licensed
Location Monterey, California 93942
Based in Monterey, California, Helen E. Carlin provides accounting services to individuals, families, and various business structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience, she specializes in basic accounting services, tax compliance, and small business accounting. Her expertise extends to tax planning and consulting, as well as sales tax compliance, helping clients navigate complex financial regulations and ensure compliance with state and federal laws.
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Amy Stocker
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Amy Stocker is a certified public accountant (CPA) in Monterey, California, with over 12 years of experience serving a diverse range of clients. Her areas of specialization include basic accounting services, business tax services, and small business accounting, catering to entrepreneurs, startups, and various business structures, such as S-Corps, partnerships, and LLCs. Stocker's expertise extends to payroll processing and compliance, as well as sales tax compliance, ensuring her clients meet their tax obligations and stay up-to-date with regulatory requirements.
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Deeann Thompson
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Deeann Thompson is a licensed certified public accountant (CPA) serving individuals and families in Monterey, California. With over a decade of experience, she offers tax planning and consulting services tailored to each client's specific needs. Her expertise includes basic accounting services, small business accounting, and financial planning, as well as ensuring sales tax compliance for family-owned enterprises.
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Robert Y. Jackson
Certified Public Accountant
Verified Licensed
Location Monterey, California 93942
Robert Y. Jackson, a certified public accountant based in Monterey, California, offers his services to individuals and families, as well as family-owned enterprises. With over 10 years of experience in providing tax planning and consulting, Jackson focuses on individual and business tax return preparation, meeting the unique needs of his clients. His areas of specialization include basic accounting services, small business accounting, and individual tax services, allowing him to provide comprehensive support to his clients.
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William R. Jespersen
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Based in Monterey, California, William R. Jespersen has been providing accounting and tax services to clients in the Monterey area for over 15 years. His expertise lies in offering comprehensive bookkeeping and financial statement compilation services to small and medium-sized businesses, as well as providing tax planning and consulting services to individuals and family-owned enterprises. Specializing in basic accounting services, small business accounting, and individual tax services, Mr. Jespersen's work focuses on helping clients navigate complex financial situations and ensure compliance with tax regulations.
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Timothy A. Bergholz
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
As a certified public accountant in Monterey, California, Timothy A. Bergholz has dedicated nearly two decades to providing expert financial guidance and support to individuals and businesses. Specializing in basic accounting services, small business accounting, and business tax services, his experience spans a variety of industries, including individuals and families, and various business structures such as S-Corps, partnerships, and LLCs. He is also well-versed in sales tax compliance and IRS representation, helping clients navigate complex tax issues and ensure compliance with all relevant regulations.
CW
Charles W. Winge
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Charles W. Winge, a tax professional with over 15 years of experience, is a licensed CPA based in Monterey, California. He serves clients in various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups, providing expert guidance in tax planning and consulting. Winge specializes in basic accounting services, business tax services, and individual tax services, utilizing his skills to address the unique financial needs of his clients.
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Lori A. Runkle
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Lori A. Runkle is a certified public accountant with over 20 years of experience serving clients in Monterey, California. Her expertise lies in providing bookkeeping and financial statement compilation services, as well as tax planning and consulting for entrepreneurs and startups. Specializing in basic accounting services, individual tax services, and tax compliance, Lori helps clients navigate various business structures, including S-Corps, partnerships, and LLCs.

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.