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Pleasanton
Showing 91 to 100 of 167 CPAs in Pleasanton, California
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Judith A. Seid
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94588
Judith A. Seid is a certified public accountant (CPA) with over 15 years of experience serving the accounting needs of family-owned enterprises and various business structures in Pleasanton, California. Her services encompass tax planning and consulting, payroll processing and compliance, and financial planning, with a focus on basic accounting services, business tax services, and financial planning. She has expertise in working with S-Corps, partnerships, and LLCs, providing tailored advice and support to help clients achieve their financial goals. By combining technical expertise with industry knowledge, Judith helps her clients navigate complex accounting and tax matters.
SP
Susan P. Nelson
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94566
Susan P. Nelson is a certified public accountant based in Pleasanton, California, with over 15 years of experience in providing financial guidance to individuals and small businesses. Her expertise includes tax return preparation for individuals and businesses, as well as payroll processing and compliance services. Nelson's specialization lies in basic accounting services, small business accounting, and financial planning, with a focus on serving small and medium-sized businesses, entrepreneurs, and startups. She maintains her certifications through ongoing professional development and stays up-to-date with changing tax laws and regulations in California.
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Hingfoon H. Yu
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94588
Hingfoon H. Yu is a certified public accountant with over 15 years of experience serving clients in Pleasanton, California. With a specialization in individual tax services, tax compliance, and basic accounting services, Mr. Yu provides expert guidance on tax matters, financial planning, and regulatory compliance. His practice focuses on assisting various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises, helping them navigate complex tax laws and financial regulations.
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Lee Y. Tober
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94566
Based in Pleasanton, California, Lee Y. Tober offers a range of services to individuals and businesses. With more than 15 years of experience in public accounting, Tober specializes in providing financial planning, small business accounting, and basic accounting services to various business structures, including S-corps, partnerships, and LLCs. He also assists clients with retirement account tax reporting and IRS representation, helping to navigate complex tax matters and ensure compliance with regulations.
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David M. Rae
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94566
Headquartered in Pleasanton, California, David M. Rae provides accounting and tax services to entrepreneurs and family-owned enterprises. With over 15 years of experience, he specializes in general accounting and advisory services, business tax consulting, and financial planning for small businesses and individuals. His expertise includes preparing tax returns for retirement accounts and advising on basic accounting matters, such as financial statement preparation and budgeting.
EJ
Edward J. Sullivan
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94588
Located in Pleasanton, California, Edward J. Sullivan is a Certified Public Accountant with over 15 years of experience in providing accounting and financial services. He specializes in offering basic accounting services, financial planning, and tax compliance to various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Edward's expertise also extends to retirement account tax reporting and sales tax compliance, helping clients navigate complex tax laws and regulations.
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Cindy R. Phillips
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94566
Cindy R. Phillips, a certified public accountant based in Pleasanton, California, has been serving entrepreneurs and startups, as well as family-owned enterprises, for over two decades. Her expertise lies in providing basic accounting services, including bookkeeping and financial statement compilation, to ensure the financial stability and growth of her clients. Phillips also offers specialized services in business tax planning and retirement account tax reporting, helping her clients navigate complex tax requirements and optimize their tax strategies. In addition to her tax and accounting expertise, Phillips has experience in financial planning, enabling her to offer holistic guidance to her clients on financial matters beyond taxation.
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Carrie Y. Guo
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94588
Based in Pleasanton, California, Carrie Y. Guo has over 10 years of experience providing accounting and tax services to small and medium-sized businesses, as well as family-owned enterprises. Her expertise encompasses individual and business tax return preparation, general accounting, and financial planning, with a focus on tax compliance. As a dedicated professional, Carrie stays up-to-date on the latest tax laws and regulations to ensure her clients receive accurate and timely support.
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Megin A. Markley
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94588
Based in Pleasanton, California, Megin A. Markley has been providing professional accounting services since 2007. She specializes in financial planning, small business accounting, and basic accounting services for family-owned enterprises and entrepreneurs. Markley offers bookkeeping and financial statement compilation services, as well as individual and business tax return preparation, to support the financial needs of her clients.
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Deborah M. Richard
Certified Public Accountant
Verified Licensed
Location Pleasanton, California 94566
Deborah M. Richard is a certified public accountant based in Pleasanton, California, with over 15 years of experience providing tax preparation and accounting services to individuals and businesses. Her expertise includes preparation of individual and business tax returns, as well as representation before the IRS. Richard specializes in providing basic accounting services to small businesses and individuals, helping them manage their financial records and ensure compliance with tax laws.

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.