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Rancho Santa Margarita
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Rancho Santa Margarita
Showing 11 to 20 of 87 CPAs in Rancho Santa Margarita, California
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Susan M. Lokietz
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Susan M. Lokietz is a certified public accountant based in Rancho Santa Margarita, California. With over years of experience in accounting and advisory services, she specializes in providing expert guidance on basic accounting services, business tax services, and financial planning for various business structures, including S-Corps, partnerships, and LLCs, as well as for entrepreneurs and startups. Lokietz is well-versed in handling General Accounting & Advisory and Retirement Account Tax Reporting, ensuring accurate and up-to-date financial records for her clients.
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Vinod K. Khullar
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Vinod Khullar is a certified public accountant based in Rancho Santa Margarita, California. With over 15 years of experience, he provides specialized accounting services to individuals and families, as well as small and medium-sized businesses. His expertise spans basic accounting, individual tax services, and tax compliance, and he is skilled in bookkeeping and financial statement compilation. Additionally, he offers specialized tax reporting services for retirement accounts, helping clients navigate complex tax regulations and ensuring accurate tax compliance.
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Karen A. Shiffman
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Karen A. Shiffman is a certified public accountant in Rancho Santa Margarita, California, with over 15 years of experience in providing tax and accounting services to small and medium-sized businesses. Her areas of specialization include basic accounting services, business tax services, and individual tax services, covering various business structures such as S-Corps, partnerships, and LLCs. She also represents clients in IRS matters and ensures sales tax compliance for her clients, providing peace of mind in complex financial situations.
PA
Paulomi A. Shah
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Paulomi A. Shah is a certified public accountant serving clients in Rancho Santa Margarita, California, with over a decade of experience. Her practice focuses on providing comprehensive bookkeeping and financial statement compilation services tailored to meet the unique needs of small business owners. With expertise in basic accounting services, tax compliance, and small business accounting, Shah offers specialized tax reporting services for retirement accounts. Her client base includes entrepreneurs, startups, and family-owned enterprises in various sectors, for whom she provides personalized financial guidance and support.
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Javier M. Tobar
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
With over 15 years of experience as a certified public accountant, Javier M. Tobar provides a range of accounting and taxation services to clients in Rancho Santa Margarita, California. His expertise includes assisting family-owned enterprises and various business structures, such as S-Corps, partnerships, and LLCs, with tax planning and financial planning. Tobar's services also encompass individual tax services, basic accounting services, and IRS representation, ensuring clients receive comprehensive support for their financial needs.
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Michael A. Hawthorne
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Michael A. Hawthorne has over 15 years of experience as a Certified Public Accountant, serving clients across various business structures including S-Corps, Partnerships, and LLCs. His expertise in tax compliance enables him to effectively navigate complex tax laws, ensuring that clients remain in compliance with regulatory requirements. Mr. Hawthorne also specializes in providing payroll processing and sales tax compliance services, catering to the unique needs of entrepreneurs and startups in the region.
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Ernest G. Vining
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Ernest G. Vining, a certified public accountant based in Rancho Santa Margarita, California, has over 15 years of experience providing financial expertise to clients from diverse backgrounds. His areas of specialization include individual tax services, business tax services, and basic accounting services, catering to various business structures such as S-Corps, Partnerships, and LLCs, as well as individuals and families. Services offered by Ernest G. Vining include tax planning and consulting, bookkeeping and financial statement compilation, enabling clients to maintain accurate records and make informed financial decisions.
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Joshua P. Nowack
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Rancho Santa Margarita, California-based certified public accountant Joshua P. Nowack brings over 11 years of experience in accounting and taxation to his practice. His expertise includes providing tax planning and consulting services to help clients optimize their financial situations, as well as ensuring accurate and timely filing of tax returns. With a focus on tax compliance and individual tax services, Joshua serves a range of clients, from family-owned enterprises to small and medium-sized businesses.
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Joshua L. Rich
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Joshua L. Rich is a certified public accountant based in Rancho Santa Margarita, California, with over 10 years of experience serving family-owned enterprises and small to medium-sized businesses. His practice focuses on basic accounting services, financial planning, and small business accounting, providing clients with expert guidance and support in navigating complex tax regulations. Notably, Rich offers specialized services in retirement account tax reporting, ensuring compliance and minimizing tax liability for clients with retirement plans.
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Heather J. Parker
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Located in Rancho Santa Margarita, California, Heather J. Parker provides comprehensive accounting services to individuals and families, as well as small and medium-sized businesses. With over a decade of experience, she specializes in basic accounting services, tax compliance, and financial planning, offering expert guidance to help clients achieve their financial goals. Notably, Ms. Parker also represents clients in front of the IRS, providing a crucial layer of support during complex tax disputes and negotiations.

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.