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Portola Valley
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Portola Valley
Showing 1 to 10 of 20 CPAs in Portola Valley, California
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Mary L. Wachtel
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Based in Portola Valley, California, Mary L. Wachtel provides financial guidance to family-owned enterprises and small to medium-sized businesses. As a seasoned CPA, she focuses on basic accounting services, small business accounting, and individual tax services, helping clients navigate complex financial situations. Notably, Mary L. Wachtel also represents clients before the IRS, providing crucial support during audits and other disputes. With over 10 years of experience in accounting and tax preparation, she excels in bookkeeping and financial statement compilation, ensuring her clients have accurate and up-to-date financial records.
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Tomomi Matsukawa
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Tomomi Matsukawa is a certified public accountant based in Portola Valley, California. With over 10 years of experience in the field, Matsukawa specializes in providing tax planning and consulting, general accounting, and advisory services to entrepreneurs and startups, as well as small and medium-sized businesses. Her expertise includes basic accounting services, business tax services, and individual tax services, helping clients navigate complex financial matters with precision and accuracy. Matsukawa's services are designed to support the unique needs of her clients, from tax preparation and planning to financial statement analysis and budgeting guidance.
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Edward W. Unkart
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Based in Portola Valley, California, Edward W. Unkart has over 20 years of experience providing accounting services to entrepreneurs and startups. His expertise lies in small business accounting, individual tax services, and the management of basic accounting services for a variety of business structures, including S-Corps, partnerships, and LLCs. Specializing in Sales Tax Compliance and Retirement Account Tax Reporting, Edward W. Unkart offers tailored solutions to meet the unique needs of his clients.
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Randall S. Bickham
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Randall S. Bickham is a seasoned accounting professional in Portola Valley, California, offering a range of services to entrepreneurs and startups as well as family-owned enterprises. With over 15 years of experience, Bickham provides expert payroll processing and compliance, ensuring accurate and timely payments to employees. His services include tax planning and consulting, helping clients navigate complex tax laws and identify opportunities for growth and savings. Bickham specializes in providing basic accounting services, business tax services, and small business accounting solutions to meet the unique needs of his clients.
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Daniel V. Hoffman
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Based in Portola Valley, California, Daniel V. Hoffman brings over a decade of experience to guide individuals and businesses through complex financial matters. A skilled CPA, Hoffman specializes in providing basic accounting services, financial planning, and business tax services to a diverse range of clients, including individuals, families, and a variety of business structures such as S-corporations, partnerships, and limited liability companies. He also offers expertise in sales tax compliance and IRS representation, ensuring that his clients are well-equipped to navigate tax-related challenges and capitalize on opportunities for growth and savings.
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Jacob L. Heywood
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Based in Portola Valley, California, Jacob L. Heywood has over 15 years of experience as a certified public accountant, providing expertise in basic accounting services, individual tax services, and business tax services. He focuses on assisting a variety of business structures, including S-Corps, partnerships, and LLCs, as well as small and medium-sized businesses in the region. Heywood's services include tax planning and consulting, as well as sales tax compliance to ensure clients' financial stability and adherence to local regulations.
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Elaine H. Raitt
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Based in Portola Valley, California, Elaine H. Raitt is a certified public accountant with over 12 years of experience in providing accounting and tax services to individuals and families, as well as entrepreneurs and startups. Her areas of specialization include basic accounting services, individual tax services, and business tax services, with a focus on ensuring accurate financial reporting and compliance with tax regulations. In addition to her core services, Raitt also offers comprehensive payroll processing and sales tax compliance to help businesses navigate complex financial requirements. With expertise in both individual and business tax services, Raitt is well-positioned to address the unique financial needs of her diverse client base.
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Wanda W. Ginner
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Based in Portola Valley, California, Wanda W. Ginner has over 15 years of experience providing comprehensive accounting and tax services to entrepreneurs and startups, as well as various business structures including S-Corps, partnerships, and LLCs. With a specialization in financial planning and business tax services, Ginner helps clients navigate complex tax regulations and make informed decisions about their financial futures. Her expertise includes tax planning and consulting, as well as retirement account tax reporting, providing clients with a complete understanding of their financial obligations and opportunities.
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Joachim H. Zier
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Located in Portola Valley, California, Joachim H. Zier is a licensed certified public accountant with over ten years of experience in public accounting. He specializes in providing basic accounting services, individual tax services, and small business accounting to entrepreneurs, startups, and various business structures, including S-corps, partnerships, and LLCs. His expertise also extends to IRS representation, bookkeeping, and financial statement compilation, making him a versatile resource for business owners and individuals alike.
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Michelle J. Fortnam
Certified Public Accountant
Verified Licensed
Location Portola Valley, California 94028
Michelle J. Fortnam, a certified public accountant based in Portola Valley, California, has over 15 years of experience providing financial expertise to individuals and businesses. Her specialization in basic accounting services, individual tax services, and business tax services enables her to cater to the diverse needs of family-owned enterprises and entrepreneurs and startups. Fortnam also extends her services to include IRS representation and tax planning and consulting, addressing complex tax issues and positioning clients for long-term financial success.

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.