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Placentia
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Placentia
Showing 11 to 20 of 86 CPAs in Placentia, California
MA
Margaret A. Cady
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Margaret A. Cady is a certified public accountant based in Placentia, California, offering tax preparation services for individuals and businesses since 2005. Her expertise lies in tax compliance and business tax services, providing guidance to small and medium-sized businesses, as well as individuals and families. Ms. Cady represents clients before the IRS, handling tax disputes and ensuring accurate tax return preparation, including both individual and business tax returns.
JM
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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Robert L. Mitteco
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Robert L. Mitteco is a certified public accountant providing professional financial services to clients in Placentia, California. With over 10 years of experience in tax preparation and financial planning, Mitteco specializes in providing basic accounting services, financial planning, and small business accounting. His expertise in IRS representation and individual and business tax return preparation helps small and medium-sized businesses, as well as family-owned enterprises, navigate complex financial regulations and maintain accurate financial records.
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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.
MC
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.
JW
James W. Young
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
James W. Young is a Placentia, California-based CPA with over 15 years of experience providing accounting services to family-owned enterprises and small to medium-sized businesses. His areas of specialization include basic accounting services, individual tax services, and small business accounting, utilizing his expertise to help clients navigate complex financial situations. Young's practice also offers sales tax compliance and tax planning and consulting services, ensuring that clients are in alignment with regulatory requirements and taking advantage of available tax savings opportunities.
RH
Richard H. O'Hara
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Richard H. O'Hara is a certified public accountant serving clients in Placentia, California. With over 20 years of experience in accounting and taxation, he provides individual and business tax return preparation, as well as bookkeeping and financial statement compilation services. His specializations include basic accounting services, tax compliance, and small business accounting, with a focus on serving entrepreneurs and startups, as well as family-owned enterprises. O'Hara's professional expertise ensures accurate and timely financial reporting, supporting informed business and financial decision-making.
MS
Mrudula S. Shah
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Based in Placentia, California, Mrudula S. Shah provides accounting services to family-owned enterprises and individuals and families. With over 10 years of experience, she specializes in basic accounting services, small business accounting, and individual tax services. Mrudula's expertise includes tax planning and consulting, as well as IRS representation for clients with tax disputes or audits.
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Nancy W. Schmoldt
Certified Public Accountant
Verified Licensed
Location Placentia, California 92871
Nancy W. Schmoldt is a Placentia, California-based certified public accountant with over 15 years of experience. As a seasoned practitioner, she provides expert services in individual and business tax return preparation, ensuring accurate returns and timely submissions. With a strong background in basic accounting, financial planning, and business tax services, Ms. Schmoldt caters to various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. Her services also encompass payroll processing and compliance, guaranteeing smooth financial operations for her clients.
JT
Jacqueline T. Tran
Certified Public Accountant
Verified Licensed
Location Placentia, California 92870
Based in Placentia, California, Jacqueline T. Tran brings over 15 years of experience in providing accounting services to family-owned enterprises and various business structures. Her expertise includes basic accounting services, business tax services, and financial planning, catering to the diverse needs of small to medium-sized businesses. Specializing in payroll processing and compliance, as well as sales tax compliance, Tran's services ensure clients remain up-to-date with regulatory requirements.

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.