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Morgan Hill
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Morgan Hill
Showing 1 to 10 of 78 CPAs in Morgan Hill, California
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Shannon R. Wilkinson
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
Shannon R. Wilkinson is a certified public accountant practicing in Morgan Hill, California. With over 15 years of experience, she provides expert guidance on business and individual tax matters. Hailing from the South Bay Area, Wilkinson delivers specialized services to individuals and families, as well as various business structures such as S-Corps, Partnerships, and LLCs. Her extensive expertise includes basic accounting services, individual tax services, and business tax services. Notably, she offers in-depth retirement account tax reporting and payroll processing and compliance services to ensure clients are in compliance with federal and state regulations.
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Deborah K. Zajac
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
Deborah K. Zajac is a certified public accountant based in Morgan Hill, California, with over 25 years of experience providing expert accounting and tax services. Her areas of specialization include basic accounting services, business tax services, and tax compliance, helping various business structures, such as S-Corps, partnerships, and LLCs, navigate complex tax laws and regulations. Deborah also offers IRS representation services, providing clients with dedicated support and guidance in resolving tax disputes and ensuring accurate and timely tax filing.
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Mohamed O. Akbar
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
Based in Morgan Hill, California, Mohamed O. Akbar provides accounting services to small and medium-sized businesses in the Bay Area. With over 15 years of experience, his expertise includes general accounting, financial planning, and individual tax services. A certified public accountant, Mr. Akbar assists clients with various business structures, including S-Corps, partnerships, and LLCs. He also offers IRS representation services, helping clients resolve tax-related issues and avoid penalties.
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Brian C. Steuber
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
Based in Morgan Hill, California, Brian C. Steuber is a seasoned accounting professional with over 15 years of experience in providing tax and accounting services. His areas of specialization include basic accounting services, small business accounting, and business tax services, catering to the needs of individuals, families, entrepreneurs, and startups. He offers comprehensive services in retirement account tax reporting, individual and business tax return preparation, and other tax-related matters. With expertise in navigating complex tax laws and regulations, Brian C. Steuber provides accurate and timely financial guidance to his clients, ensuring compliance and maximizing tax benefits.
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James P. Sergi
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
James P. Sergi is a licensed CPA with over 15 years of experience in tax preparation and financial planning. Based in Morgan Hill, California, his practice focuses on serving individuals and families, as well as various business structures, including S-Corps and partnerships. His specialization in basic accounting services and individual tax services allows him to provide comprehensive guidance on financial planning and tax planning and consulting.
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Thomas A. Cupples
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
Based in Morgan Hill, California, Thomas A. Cupples is a practicing CPA with over 15 years of experience in providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. He specializes in basic accounting services and individual tax services, offering financial statement compilation and tax compliance expertise to family-owned enterprises and other businesses. With expertise in bookkeeping and financial statement preparation, Cupples also provides individual and business tax return preparation services, ensuring accurate and timely submission of tax returns.
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Brian A. Pollard
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
Brian A. Pollard is a certified public accountant based in Morgan Hill, California. With over 10 years of experience, Pollard provides expert accounting services to a diverse range of industries, including entrepreneurs and startups. His areas of specialization include financial planning, individual tax services, and basic accounting services for various business structures, such as S-Corps and partnerships. Pollard's services encompass general accounting and advisory, bookkeeping, and financial statement compilation.
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Rudiyanto S. Satoto
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
Rudiyanto S. Satoto is a practicing CPA with over 12 years of experience serving clients in Morgan Hill, California. He provides bookkeeping and financial statement compilation services to help businesses manage their financial records and make informed decisions. Rudiyanto specializes in basic accounting services, including financial planning, business tax services, and IRS representation, helping family-owned enterprises and individuals navigate complex tax regulations. His expertise is particularly valuable to family-owned businesses and individuals seeking specialized accounting and financial planning services.
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David L. Bandy
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
Based in Morgan Hill, California, David L. Bandy is a certified public accountant with over 10 years of experience providing accounting services to individuals and families, as well as entrepreneurs and startups. His specialization in basic accounting services, individual tax services, and small business accounting enables him to offer tailored solutions to meet the unique needs of his clients. David's expertise in payroll processing and compliance ensures accuracy and adherence to regulatory requirements, while his tax planning and consulting services help clients navigate complex tax laws and optimize their financial situations.
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Norman M. Osumi
Certified Public Accountant
Verified Licensed
Location Morgan Hill, California 95037
Norman M. Osumi is a certified public accountant (CPA) based in Morgan Hill, California, with over 15 years of experience in providing accounting and tax services. He specializes in offering basic accounting services, small business accounting, and business tax services to individuals and families, as well as entrepreneurs and startups. Osumi's services include individual and business tax return preparation, bookkeeping, and financial statement compilation, catering to diverse client needs in South Bay.

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.