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Monterey
Filter Results
Monterey
Showing 41 to 50 of 61 CPAs in Monterey, California
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Kathy K. Kobata
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Based in Monterey, California, Kathy K. Kobata brings over 15 years of experience in providing accounting and advisory services to entrepreneurs and startups, as well as individuals and families. Her expertise encompasses basic accounting services, individual tax services, and financial planning, with a focus on guiding clients through the complexities of financial decision-making. Kathy K. Kobata also specializes in ensuring sales tax compliance, a critical aspect of business operations that requires meticulous attention to detail and adherence to regulatory requirements.
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Barry J. Dolowich
Certified Public Accountant
Verified Licensed
Location Monterey, California 93942
Based in Monterey, California, Barry J. Dolowich has over 20 years of experience providing expert accounting and tax services to a diverse range of clients. His specialization in basic accounting services, small business accounting, and business tax services enables him to effectively address the unique needs of entrepreneurs and startups, as well as individuals and families. Dolowich is also certified in IRS representation, providing invaluable support to clients navigating complex tax matters.
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Thomas L. Albright
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Based in Monterey, California, Thomas L. Albright has provided accounting services to a diverse client base, including various business structures and individual clients, for over a decade. His expertise encompasses basic accounting services, business tax services, and financial planning, as well as payroll processing and compliance, and bookkeeping and financial statement compilation. Albright's experience serving S-Corps, partnerships, and LLCs, in addition to individual and family clients, has allowed him to develop a comprehensive understanding of the financial needs of his clients.
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William H. Soskin
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Based in Monterey, California, William H. Soskin provides accounting services to family-owned enterprises and entrepreneurs in the local region. With over 20 years of experience, he specializes in tax compliance, individual tax services, and basic accounting services for small business owners. Services offered include retirement account tax reporting and tax planning and consulting to help clients navigate complex tax laws and regulations.
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Ilene S. Eisen
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Based in Monterey, California, Ilene S. Eisen is a certified public accountant with over 20 years of experience. Her expertise covers general accounting and advisory services, including bookkeeping and financial statement compilation, as well as tax compliance and small business accounting. Eisen serves individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs, providing personalized accounting solutions tailored to their unique needs. With a strong background in basic accounting services, she helps clients maintain financial stability and achieve their long-term goals.
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Maureen Kubala
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Maureen Kubala is a certified public accountant with over 15 years of experience in providing financial guidance to various business structures. Located in Monterey, California, she specializes in basic accounting services, business tax services, and tax compliance for S-Corps, partnerships, LLCs, entrepreneurs, and startups. Kubala's services include bookkeeping, financial statement compilation, and sales tax compliance, helping her clients maintain accurate records and meet regulatory requirements.
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Roberta J. Dodge
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Based in Monterey, California, Roberta J. Dodge is a seasoned accountant. With over 15 years of experience, she specializes in providing comprehensive accounting services to small and medium-sized businesses, including various business structures such as S-Corps, partnerships, and LLCs. Her expertise encompasses basic accounting services, business tax services, and individual tax services, with a notable focus on IRS representation and bookkeeping & financial statement compilation.
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Joseph J. Quercio
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Based in Monterey, California, Joseph J. Quercio provides comprehensive accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. A seasoned professional with years of experience, Quercio offers expertise in financial planning, helping clients navigate complex financial decisions and ensure long-term sustainability. His services encompass tax planning and consulting, general accounting and advisory, as well as specialized areas such as small business accounting and basic accounting services. With a thorough understanding of regulatory requirements and tax laws, Quercio delivers tailored solutions to meet the unique needs of each client, from financial statement preparation to budget planning and audit support.
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Norris H. Blockhus
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Located in Monterey, California, Norris H. Blockhus has practiced as a certified public accountant (CPA) for over 15 years, providing expert guidance to clients in family-owned enterprises and various business structures. With a specialization in tax compliance, he helps individuals and businesses navigate complex tax laws to ensure timely and accurate filing of returns. His services include general accounting and advisory, as well as IRS representation, helping clients resolve tax disputes and avoid potential audit issues. In addition to his technical expertise, Blockhus brings extensive experience working with S-corporations, partnerships, and LLCs, making him a valuable resource for entrepreneurs and business owners in Monterey and surrounding areas.
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Julianne M. Sweeney
Certified Public Accountant
Verified Licensed
Location Monterey, California 93940
Julianne M. Sweeney is a certified public accountant based in Monterey, California, boasting over 10 years of experience in providing comprehensive accounting services to various business structures and individuals. Her specialization in basic accounting services, business tax services, and financial planning enables her to cater to the diverse needs of her clients. Ms. Sweeney's services include tax planning and consulting, bookkeeping and financial statement compilation, and expert guidance on navigating complex 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.