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Oakley
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Oakley
Showing 1 to 10 of 18 CPAs in Oakley, California
ME
Michelle E. Buchholz
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Michelle E. Buchholz is a certified public accountant with over 15 years of experience providing financial guidance to entrepreneurs, startups, and individuals in the Oakley, California area. Her areas of specialization include basic accounting services, small business accounting, and financial planning, catering to the diverse needs of her clients. Notably, she provides comprehensive IRS representation, helping clients navigate complex tax issues and resolve audits efficiently.
MN
Micheline N. Wegem
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Located in Oakley, California, Micheline N. Wegem provides basic accounting services and tax preparation to individuals and businesses in the region. With over 15 years of experience, her expertise spans financial statement compilation, individual and business tax return preparation, and small business accounting. Her specialization in individual tax services and small business accounting enables her to tailor her services to meet the needs of a variety of clients, including those with S-corps, partnerships, and LLCs.
EA
Erica A. Weiss-Rickard
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Based in Oakley, California, Erica A. Weiss-Rickard is a certified public accountant with over 10 years of experience in providing bookkeeping and financial statement compilation services. Her expertise also extends to sales tax compliance, ensuring that clients remain compliant with all relevant regulations. With a focus on basic accounting services, tax compliance, and financial planning, Weiss-Rickard serves individuals and families, as well as entrepreneurs and startups in the area.
JM
Joseph M. Montiano
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Joseph M. Montiano is a certified public accountant based in Oakley, California, with over 15 years of experience in providing accounting services to individuals and businesses. He specializes in small business accounting, tax planning and consulting, and offers expertise in payroll processing and compliance, ensuring that businesses meet their regulatory requirements. Montiano's areas of focus include basic accounting services, business tax services, and advising entrepreneurs and startups on financial matters.
HE
Harry E. Bohren
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Based in Oakley, California, Harry E. Bohren brings over 20 years of experience as a certified public accountant, providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. His expertise in financial planning and individual tax services allows him to offer guidance on long-term financial goals and ensure compliance with tax regulations. Services include payroll processing and compliance, as well as bookkeeping and financial statement compilation, catering to entrepreneurs and startups, in addition to his specializations in basic accounting, financial planning, and individual tax services.
JD
Jerome D. Cizek
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Jerome D. Cizek is a certified public accountant with over 10 years of experience in delivering expert financial guidance. Based in Oakley, California, Cizek provides specialized services in tax planning and consulting, including payroll processing and compliance, to businesses and individuals. His areas of specialization include basic accounting services, individual tax services, and financial planning, catering to various business structures such as S-Corps, partnerships, and LLCs, as well as individuals and families.
FM
Francis M. So
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Based in Oakley, California, Francis M. So is a seasoned accountant with extensive experience serving entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. Offering specialized services in financial planning, retirement account tax reporting, and sales tax compliance, Francis provides comprehensive support to clients navigating complex financial issues. With expertise in basic accounting services, business tax services, and financial planning, Francis brings a deep understanding of taxation and financial regulations to his clients, ensuring accurate and compliant financial management.
LL
Lori L. Roll
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Lori L. Roll is a certified public accountant (CPA) based in Oakley, California, with over 15 years of experience. Her accounting practice focuses on providing comprehensive support to various business structures, including S-Corps, partnerships, and limited liability companies. Roll's services encompass payroll processing and compliance, as well as tax planning and consulting tailored to the needs of entrepreneurs and small business owners.
LL
Lori L. Reposa
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Lori L. Reposa is a certified public accountant with over 15 years of experience, serving clients in Oakley, California. Her professional expertise encompasses basic accounting services, individual tax services, and tax compliance, catering to various business structures, including S-Corps, partnerships, and LLCs. She provides individual and business tax return preparation, as well as tax planning and consulting services tailored to the needs of small and medium-sized businesses and individuals.
CA
Catherine A. Lujan
Certified Public Accountant
Verified Licensed
Location Oakley, California 94561
Catherine A. Lujan is a certified public accountant based in Oakley, California, with over 15 years of experience in tax and accounting services. She specializes in providing basic accounting services, tax compliance, and individual tax services to family-owned enterprises, entrepreneurs, and startups in the region. Lujan's expertise includes preparing individual and business tax returns, as well as retirement account tax reporting, helping clients navigate 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.