Certified Public Accountants in Portola Valley, California

Discover experienced CPAs in California specializing in tax preparation, bookkeeping, and financial planning services. California's complex state tax code and diverse business landscape require knowledgeable accounting professionals. Browse our directory to find qualified CPAs offering personalized accounting solutions for individuals and businesses..

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Showing 11 to 20 of 20 CPAs in Portola Valley, California

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Jonathan R. Wong

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Jonathan R. Wong is a CPA with over 15 years of experience serving clients in the San Francisco Bay Area, primarily based in Portola Valley, California. His expertise encompasses a range of accounting services, including payroll processing and compliance, as well as individual and business tax return preparation. Holding specializations in basic accounting services, individual tax services, and business tax services, Wong caters to clients across various industries, such as individuals and families, as well as family-owned enterprises.

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Deborah M. Defilippo

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Deborah M. Defilippo is a certified public accountant based in Portola Valley, California, with over 15 years of experience serving individuals, families, and family-owned enterprises. Her practice focuses on providing basic accounting services, small business accounting, and tax compliance to ensure clients' financial statements accurately reflect their business operations and meet relevant regulatory requirements. Deborah's expertise extends to bookkeeping and financial statement compilation, as well as individual and business tax return preparation, helping clients navigate complex tax laws and maximize their financial benefits.

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Jennifer Coleman

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Located in Portola Valley, California, Jennifer Coleman offers a range of accounting services tailored to the unique needs of small business owners. With over 10 years of experience serving diverse business structures, including S-Corps, partnerships, and LLCs, she provides expert guidance in financial planning and budgeting. Her expertise in sales tax compliance, including reporting and remittance, ensures clients are in full compliance with state regulations.

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Ann H. Parsons

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Ann H. Parsons is a certified public accountant based in Portola Valley, California, with over 15 years of experience in public accounting. Her firm provides a range of services including payroll processing and compliance, ensuring that small and medium-sized businesses meet all tax and labor regulations. Specializing in basic accounting services, small business accounting, and business tax services, Parsons guides clients through financial planning and tax preparation, as well as general accounting and advisory services. Her expertise is particularly valuable to individuals and families, as well as small and medium-sized businesses in the Bay Area, providing tailored solutions to meet their specific financial needs.

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Stephane Berthier

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Based in Portola Valley, California, Stephane Berthier is a certified public accountant (CPA) with extensive experience serving entrepreneurs and startups, as well as small businesses with various structures. With over 15 years of expertise in basic accounting services, business tax services, and financial planning, Berthier's specialization enables him to navigate complex tax regulations and provide informed financial guidance. A key aspect of his practice is his focus on sales tax compliance, ensuring clients meet tax obligations while minimizing liabilities and penalties.

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Scott P. Sweet

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Located in Portola Valley, California, Scott P. Sweet is a certified public accountant with over 15 years of experience in providing financial guidance. His practice focuses on individual and business tax return preparation, as well as representing clients in front of the IRS. Specializing in basic accounting services for individuals and families, Scott also assists entrepreneurs and startups with business tax services, including tax planning and compliance.

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Peter K. Wertheimer

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Based in Portola Valley, California, Peter K. Wertheimer is a seasoned accountant with over 15 years of experience serving individuals and families, as well as entrepreneurs and startups. Wertheimer provides comprehensive financial planning, individual tax services, and basic accounting services to help clients navigate complex financial situations. His expertise includes payroll processing and compliance, as well as individual and business tax return preparation, ensuring that clients meet their tax obligations and maximize their financial potential.

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Ivy Y. Pun

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Based in Portola Valley, California, Ivy Y. Pun is a certified public accountant with extensive experience providing general accounting and advisory services to various business structures, including S-corporations, partnerships, and LLCs. Pun specializes in basic accounting services, business tax services, and tax compliance, offering financial statement compilation and bookkeeping services to support entrepreneurs and startups. With years of experience serving diverse clients, Pun's services cater to the unique needs of each business, providing expert guidance on financial planning and compliance.

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Lauren Hemington

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Based in Portola Valley, California, Lauren Hemington is a seasoned certified public accountant with a strong background in financial planning and tax compliance. Her specialization in basic accounting services and tax compliance enables her to provide expert guidance to entrepreneurs and small to medium-sized businesses in the area, helping them navigate complex financial regulations and maximize their financial potential. Hemington offers a range of services, including bookkeeping and financial statement compilation, as well as general accounting and advisory support to her clients.

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Maureen E. Sansbury

Certified Public Accountant

Verified Licensed

Location Portola Valley, California 94028

Located in Portola Valley, California, Maureen E. Sansbury provides accounting services to individuals and families, as well as small and medium-sized businesses. With over 20 years of experience in basic accounting services, small business accounting, and individual tax services, her expertise includes retirement account tax reporting, bookkeeping, and financial statement compilation. She serves a variety of clients, focusing on providing tailored financial solutions and guidance to meet their unique needs.

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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.