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Rancho Santa Fe
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Rancho Santa Fe
Showing 1 to 10 of 70 CPAs in Rancho Santa Fe, California
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Judith Lemke
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92067
Rancho Santa Fe, California-based certified public accountant (CPA) Judith Lemke has been providing financial expertise to various clients since 2005. With a focus on tax compliance and individual tax services, she offers personalized support for small and medium-sized businesses as well as family-owned enterprises. Lemke's services include retirement account tax reporting and individual and business tax return preparation, helping clients navigate complex tax regulations and ensure compliance.
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Mitchell P. Ellner
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92067
Mitchell P. Ellner, a certified public accountant, is based in Rancho Santa Fe, California, and has more than 25 years of experience in providing tax and financial services. He specializes in basic accounting services, individual tax services, and financial planning, and serves family-owned enterprises and individuals and families, often navigating complex financial situations and offering personalized guidance. Additionally, Ellner provides IRS representation and retirement account tax reporting services, helping clients successfully navigate tax audits and ensuring compliance with tax regulations.
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Douglas S. Lindroth
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92067
Douglas S. Lindroth is a certified public accountant (CPA) based in Rancho Santa Fe, California, with nearly two decades of experience in the field. He specializes in providing tax planning and consulting services to individuals and family-owned enterprises, offering expert guidance on tax compliance and business tax optimization. Lindroth's services include general accounting and advisory services, tailored to meet the unique needs of his clients and helping them stay financially organized and compliant.
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Teri E. O'Brien
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92067
Teri E. O'Brien is a certified public accountant based in Rancho Santa Fe, California. With over 20 years of experience, she specializes in providing tax compliance and individual tax services to individuals and families. Her expertise also extends to various business structures, including S-Corps, partnerships, and LLCs, where she offers tax planning and consulting services. Notably, she provides retirement account tax reporting services to help clients navigate complex tax requirements and minimize liability.
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Victor E. Millar
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92091
Victor E. Millar is a certified public accountant based in Rancho Santa Fe, California. With over 15 years of experience, he specializes in providing basic accounting services, business tax services, and tax compliance for various business structures, including S-Corps, partnerships, and LLCs. His services also include sales tax compliance and bookkeeping and financial statement compilation for family-owned enterprises.
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W. F. Lemke
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92067
W. F. Lemke is a certified public accountant with over a decade of experience in providing financial services to individuals and businesses in Rancho Santa Fe, California. He specializes in basic accounting services, individual tax services, and business tax services, supporting a range of clients from individuals and families to various business structures, including S-Corps, partnerships, and LLCs. Lemke's expertise also extends to bookkeeping and financial statement compilation, as well as payroll processing and compliance.
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Dennis H. Malody
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92091
Dennis H. Malody, a certified public accountant based in Rancho Santa Fe, California, has over 20 years of experience providing expert guidance to individuals and families in their financial and tax needs. His specialization in basic accounting services, financial planning, and individual tax services allows him to effectively address a wide range of client concerns, from tax planning and preparation to financial forecasting and advisory services. Malody's expertise extends to representing clients before the IRS and providing general accounting and advisory services to family-owned enterprises.
PA
Patrick A. Kilwein
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92067
Patrick A. Kilwein is a certified public accountant based in Rancho Santa Fe, California, with over 20 years of experience in general accounting and advisory services. He specializes in providing individual and business tax return preparation, as well as basic accounting services, individual tax services, and business tax services to family-owned enterprises and small to medium-sized businesses. Kilwein's expertise includes assisting clients with financial statement preparation, balance sheet analysis, and tax planning and compliance.
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Sarah A. Godfrey
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92067
Based in Rancho Santa Fe, California, Sarah A. Godfrey is a seasoned accounting professional with over a decade of experience providing expert tax planning and consulting services to individuals and families. Her areas of specialization include basic accounting services, tax compliance, and financial planning, making her a valuable resource for business owners and individuals seeking guidance on various business structures such as S-Corps, partnerships, and LLCs. Godfrey's expertise also extends to sales tax compliance, ensuring clients stay in compliance with complex state and local regulations.
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Zachary G. Shuman
Certified Public Accountant
Verified Licensed
Location Rancho Santa Fe, California 92067
Zachary G. Shuman is a licensed CPA in California with over 15 years of experience in accounting and finance. He focuses his practice on serving individuals and families, as well as family-owned enterprises, providing expert guidance on basic accounting services, financial planning, and small business accounting. Shuman's expertise extends to sales tax compliance and general accounting advisory, helping clients navigate complex financial regulations and achieve their goals. Based in Rancho Santa Fe, California, he serves clients with diverse financial needs, offering customized solutions and personalized attention to detail.

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.