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Placentia
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Placentia
Showing 1 to 10 of 86 CPAs in Placentia, California
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Jerry M. Milby
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Based in Placentia, California, Jerry M. Milby is a certified public accountant with over 15 years of experience providing accounting and advisory services to family-owned enterprises and entrepreneurs. His expertise includes general accounting, payroll processing, and individual tax services, making him a valuable resource for small business owners navigating complex financial regulations. A certified specialist in accounting for family-owned enterprises, Milby helps clients stay compliant with tax laws and financial best practices, freeing them to focus on growth and development.
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Deanna L. Monzon
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Deanna L. Monzon is a licensed CPA based in Placentia, California, with over 15 years of experience serving small and medium-sized businesses, including S-Corps, partnerships, and LLCs. She provides basic accounting services, financial planning, and small business accounting, in addition to IRS representation and retirement account tax reporting. Monzon's expertise spans various business structures and tax needs, offering customized support for clients' unique financial situations.
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Lulu Fan
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Located in Placentia, California, Lulu Fan provides personalized accounting services for individuals and small to medium-sized businesses. With over 12 years of experience in the field, she specializes in providing basic accounting services, business tax services, and small business accounting to meet the diverse needs of her clients. Her services include individual and business tax return preparation, as well as payroll processing and compliance, catering to various business structures such as S-Corps, partnerships, and LLCs.
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Mark C. Valenzuela
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Mark C. Valenzuela, a certified public accountant, provides financial guidance to family-owned enterprises and various business structures in Placentia, California. With over 15 years of experience, his expertise encompasses basic accounting services, individual tax services, and financial planning. He specializes in IRS representation, bookkeeping, and financial statement compilation, helping clients maintain regulatory compliance and achieve financial goals. His background serving S-Corps, partnerships, and LLCs enables him to offer tailored advice for diverse business structures.
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Richard C. Warner
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Based in Placentia, California, Richard C. Warner provides bookkeeping and financial statement compilation services to individuals and families, as well as small and medium-sized businesses. With over 15 years of experience in general accounting and advisory services, Warner specializes in basic accounting services and small business accounting, helping clients navigate financial planning and compliance. As a certified public accountant, Richard C. Warner offers expertise in compiling financial statements and providing general accounting guidance, supporting the financial health and stability of his clients.
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Duke A. Forbes
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Based in Placentia, California, Duke A. Forbes is a seasoned accounting professional with a strong background in providing tax planning and consulting services. With over 10 years of experience in general accounting and advisory services, Forbes specializes in assisting entrepreneurs and startups, as well as family-owned enterprises. He focuses on delivering expert tax compliance services, making him an invaluable asset for businesses navigating complex financial regulations.
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Tony J. Lirette
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Tony J. Lirette, a seasoned accountant, is licensed to practice in California and has over 15 years of experience serving a diverse client base in Placentia and surrounding areas. With expertise in basic accounting services, individual tax services, and business tax services, Lirette provides specialized support to individuals and families, as well as entrepreneurs and startups. He also offers IRS representation and retirement account tax reporting services to help clients navigate complex tax matters and optimize their financial situations. Lirette's professional services are centered on providing accurate and timely financial guidance to clients in various industries, with a focus on compliance and tax optimization.
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Rima Tanuwidjaja
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Rima Tanuwidjaja is a certified public accountant based in Placentia, California, with over [number] years of experience providing accounting services to small and medium-sized businesses, as well as entrepreneurs and startups in various industries. Her areas of specialization include basic accounting services, small business accounting, and financial planning, with a focus on helping clients navigate complex tax laws and regulations. Tanuwidjaja's expertise also extends to retirement account tax reporting and payroll processing and compliance, ensuring that her clients are in full compliance with all relevant laws and regulations.
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Tracy E. Norton
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Located in Placentia, California, Tracy E. Norton has been providing accounting expertise since 2005. Her practice focuses on serving small and medium-sized businesses, as well as entrepreneurs and startups, offering specialized services in basic accounting, small business accounting, and business tax. Tracy E. Norton handles a range of accounting tasks, including bookkeeping and financial statement compilation, with attention to detail and thoroughness. One notable aspect of her services is the provision of comprehensive retirement account tax reporting to ensure clients are in compliance with relevant tax regulations.
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Jonathan J. Kim
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Based in Placentia, California, Jonathan J. Kim is a seasoned accountant providing tailored financial solutions to meet the unique needs of his clients. With over [X] years of experience in the field, he specializes in basic accounting services, tax compliance, and financial planning, catering to individuals and families, as well as various business structures including S-Corps, partnerships, and LLCs. His services include sales tax compliance and retirement account tax reporting, ensuring clients maintain accurate and up-to-date financial records.

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.