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Certified Public Accountants in Morro Bay, California

Discover experienced CPAs in California specializing in tax preparation, bookkeeping, and financial planning services. California's complex state tax code and diverse business landscape require knowledgeable accounting professionals. Browse our directory to find qualified CPAs offering personalized accounting solutions for individuals and businesses..

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Morro Bay
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Morro Bay
Showing 1 to 9 of 9 CPAs in Morro Bay, California
MC
Mary C. Monroe
Certified Public Accountant
Verified Licensed
Location Morro Bay, California 93442
Mary C. Monroe is a certified public accountant based in Morro Bay, California. With over 15 years of experience, she provides individual and business tax return preparation, as well as retirement account tax reporting services. Her areas of specialization include basic accounting services, individual tax services, and financial planning for entrepreneurs and startups, which often involve complex financial structures such as S-Corps, partnerships, and LLCs. As a seasoned professional, Mary C. Monroe brings expertise to her clients, helping them navigate various tax and financial situations.
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IW
Ingrid W. Kelly
Certified Public Accountant
Verified Licensed
Location Morro Bay, California 93443
Ingrid W. Kelly is a certified public accountant with over 15 years of experience serving family-owned enterprises and entrepreneurs in Morro Bay, California. Her specialization in business tax services, tax compliance, and basic accounting services enables clients to maintain accurate financial records and adhere to tax regulations. Additionally, Kelly provides representation before the IRS and prepares individual and business tax returns to ensure timely and accurate filing.
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JC
John C. Robison
Certified Public Accountant
Verified Licensed
Location Morro Bay, California 93442
Based in Morro Bay, California, John C. Robison offers financial guidance and accounting expertise to individuals and families, entrepreneurs, and startups in the area. With over 15 years of experience in basic accounting services, financial planning, and tax compliance, Robison provides tailored support for clients' unique needs. His specialization in payroll processing & compliance, tax planning & consulting enables him to address a range of financial concerns, from business operations to personal tax planning.
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DH
David H. Lloyd
Certified Public Accountant
Verified Licensed
Location Morro Bay, California 93442
David H. Lloyd is a certified public accountant based in Morro Bay, California, providing accounting services to entrepreneurs and startups, as well as individuals and families, for over 15 years. He specializes in basic accounting services, small business accounting, and financial planning, helping his clients navigate complex tax situations and achieve their financial goals. Lloyd's expertise includes preparation of individual and business tax returns, as well as retirement account tax reporting, ensuring compliance with all relevant tax laws and regulations. His experience and knowledge enable him to tailor his services to meet the unique needs of his clients, providing personalized support and guidance throughout the tax preparation process.
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WH
William H. Daillak
Certified Public Accountant
Verified Licensed
Location Morro Bay, California 93442
William H. Daillak is a certified public accountant (CPA) practicing in Morro Bay, California. With over 20 years of experience in public accounting, Daillak provides expert tax planning and consulting services to entrepreneurs and startups. His specialization in basic accounting services, tax compliance, and small business accounting enables him to effectively navigate the complex financial needs of small and medium-sized businesses. Daillak's expertise also includes sales tax compliance, ensuring businesses are in compliance with tax regulations and minimizing potential penalties.
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CW
Craig W. Moore
Certified Public Accountant
Verified Licensed
Location Morro Bay, California 93442
Morro Bay, California-based Craig W. Moore has over 20 years of experience providing bookkeeping and financial statement compilation services to small and medium-sized businesses and individuals. As a certified public accountant, Moore specializes in basic accounting services, business tax services, and small business accounting, catering to the diverse needs of his clients. His expertise in sales tax compliance ensures businesses remain compliant with local regulations, streamlining their financial management and operations.
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ES
Evelyn S. Tolin
Certified Public Accountant
Verified Licensed
Location Morro Bay, California 93442
Evelyn S. Tolin is a certified public accountant based in Morro Bay, California, with over 15 years of experience in accounting and taxation. She provides tax planning and consulting services to small and medium-sized businesses and family-owned enterprises, helping them navigate tax laws and optimize their financial performance. With a focus on basic accounting services, individual tax services, and small business accounting, Tolin's expertise spans a range of financial needs, from sales tax compliance to general bookkeeping.
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J
Joan Limov
Certified Public Accountant
Verified Licensed
Location Morro Bay, California 93442
Based in Morro Bay, California, Joan Limov is a certified public accountant with over 20 years of experience providing accounting services to family-owned enterprises and entrepreneurs and startups in the local area. Her areas of specialization include basic accounting services, tax compliance, and individual tax services, with a focus on ensuring timely and accurate financial reporting and tax preparation. Joan's expertise extends to individual and business tax return preparation, as well as payroll processing and compliance, making her a trusted resource for business owners and individuals alike.
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RC
Robert C. Horjus
Certified Public Accountant
Verified Licensed
Location Morro Bay, California 93442
Based in Morro Bay, California, Robert C. Horjus provides tax planning and consulting services to help individuals and businesses navigate complex financial regulations. With over 15 years of experience in accounting, he specializes in basic accounting services, small business accounting, and business tax services, catering to the needs of entrepreneurs and startups, as well as small and medium-sized businesses. Robert also prepares individual and business tax returns for clients, ensuring accurate and timely submissions to the relevant authorities.
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Browse CPAs by City in California

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.