Filter Results
Rancho Santa Margarita
Filter Results
Rancho Santa Margarita
Showing 21 to 30 of 87 CPAs in Rancho Santa Margarita, California
GW
George W. Russell
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Rancho Santa Margarita, California-based George W. Russell has been a certified public accountant for more than 25 years, providing expert guidance to individuals and businesses across various sectors. With a strong focus on basic accounting services, individual tax services, and financial planning, his practice caters to entrepreneurs, startups, and established companies with diverse business structures, including S-corps, partnerships, and LLCs. As a seasoned tax professional, George W. Russell offers specialized services in retirement account tax reporting, ensuring compliance with tax regulations and minimizing tax liabilities for his clients.
PS
Perry S. Engel
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Perry S. Engel is a certified public accountant based in Rancho Santa Margarita, California, with over 20 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. His areas of specialization include basic accounting services, small business accounting, and financial planning, providing assistance to individuals and families in addition to his corporate clients. Engel's services encompass retirement account tax reporting, payroll processing, and compliance, as well as tax preparation and planning for individuals and businesses.
CJ
Christopher J. Petracek
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Christopher J. Petracek provides comprehensive accounting services to entrepreneurs and small to medium-sized businesses. With over [insert number of years] years of experience, he specializes in business tax services, individual tax services, and basic accounting services. His expertise includes retirement account tax reporting, general accounting, and advisory services, catering to the unique needs of startups and established businesses.
PN
Paul N. Jenkins
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Rancho Santa Margarita, California-based CPA Paul N. Jenkins brings over 15 years of experience providing expert accounting services to various business structures and individual clients. His areas of specialization include basic accounting services, tax compliance, and individual tax services, catering to the needs of diverse industries and entities. As a seasoned accounting professional, Paul offers comprehensive retirement account tax reporting and general accounting and advisory services, ensuring that clients receive accurate and timely financial guidance.
DJ
Daniel J. Kennedy
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Daniel J. Kennedy is a licensed Certified Public Accountant (CPA) based in Rancho Santa Margarita, California. With over a decade of experience in accounting and taxation, Mr. Kennedy provides a range of services including tax planning and consulting, as well as general accounting and advisory for various business structures. He specializes in basic accounting services, tax compliance, and small business accounting, serving entrepreneurs and startups, S-Corps, partnerships, and LLCs.
SM
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.
AJ
Alana J. Davis
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Rancho Santa Margarita-based accountant Alana J. Davis brings over 10 years of experience in providing personalized financial guidance to individuals and small and medium-sized businesses. Her expertise includes tax planning and consulting, individual and business tax return preparation, basic accounting services, financial planning, and individual tax services. With a focus on serving the needs of individuals and families, as well as small and medium-sized businesses, Davis takes a comprehensive approach to understanding each client's unique financial situation. She is dedicated to staying up-to-date on the latest tax laws and regulations, ensuring her clients receive accurate and informed advice on all matters related to their financial well-being.
VK
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.
TR
Troy R. Barnett
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Troy R. Barnett is a practicing CPA based in Rancho Santa Margarita, California, with over 15 years of experience providing accounting and advisory services. His expertise encompasses basic accounting services, business tax services, and financial planning, catering to the needs of entrepreneurs and family-owned enterprises. Barnett's services include retirement account tax reporting and general accounting, as well as business tax preparation and planning for various industries.
AL
Amy L. Houlihan
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Amy L. Houlihan is a certified public accountant practicing in Rancho Santa Margarita, California, with over 15 years of experience in serving individuals and businesses. Her areas of specialization include basic accounting services, financial planning, and tax compliance, with a focus on serving family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. Amy provides additional services, including IRS representation and bookkeeping and financial statement compilation, to help clients navigate complex financial situations and ensure accurate financial reporting.

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.