Filter Results
Rancho Santa Margarita
Filter Results
Rancho Santa Margarita
Showing 41 to 50 of 87 CPAs in Rancho Santa Margarita, California
DR
Deanna R. Kulajian
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Deanna R. Kulajian is a certified public accountant serving individuals and businesses in the Rancho Santa Margarita, California area. With over 15 years of experience in accounting and taxation, she provides comprehensive basic accounting services, ensuring accurate financial records and timely compliance. Specializing in tax compliance and business tax services, Kulajian offers tailored tax planning and consulting to family-owned enterprises, entrepreneurs, and startups, with a particular focus on sales tax compliance for complex business models.
AM
Alice M. Blair
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Alice M. Blair, a certified public accountant, has been providing accounting services to clients in Rancho Santa Margarita, California, since 2005. Specializing in individual and business tax return preparation, sales tax compliance, and basic accounting services, her expertise spans individual tax services, tax compliance, and accounting for small and medium-sized businesses. With a focus on meeting the unique needs of individuals and families, as well as small and medium-sized businesses, her services ensure accurate financial reporting and compliance with regulatory requirements.
TC
Theresa C. Vlahos
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Theresa C. Vlahos, a licensed CPA, provides financial expertise to family-owned enterprises and entrepreneurs in the southern California region. Based in Rancho Santa Margarita, California, Vlahos offers specialized accounting services, including bookkeeping and financial statement compilation, as well as general accounting and advisory services. With over a decade of experience, Vlahos has assisted numerous small business owners navigate complex tax compliance and financial regulations, ensuring their operations stay in compliance with relevant laws and regulations.
M
Meenu Jain
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Rancho Santa Margarita-based CPA Meenu Jain possesses over a decade of experience providing accounting and tax services to family-owned enterprises and small to medium-sized businesses. Her expertise encompasses individual tax services, tax compliance, and basic accounting services, including bookkeeping and financial statement compilation. Jain's experience in retirement account tax reporting is also a notable aspect of her practice, catering to the diverse tax needs of her clients.
LJ
Laurie J. Blanton
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Laurie J. Blanton is a seasoned accountant established in Rancho Santa Margarita, California, with over a decade of experience serving various business structures including S-Corps, partnerships, and LLCs. Specializing in basic accounting services, business tax services, and individual tax services, Blanton provides expert guidance on tax planning and consulting, as well as retirement account tax reporting. She has worked extensively with small and medium-sized businesses, offering tailored financial solutions to meet their unique needs and goals.
MB
Mary B. Mc Latcher
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Mary B. Mc Latcher is a licensed CPA based in Rancho Santa Margarita, California. With over 15 years of experience in accounting, she specializes in providing individual and small business accounting services, including tax planning and consulting. Her expertise spans various business structures, such as S-Corps, partnerships, and LLCs, and she has experience working with entrepreneurs and startups.
KA
Kelly A. Hollack
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Kelly A. Hollack, a certified public accountant in Rancho Santa Margarita, California, offers comprehensive general accounting and advisory services to family-owned enterprises and entrepreneurs. With over 10 years of experience in financial planning and business tax services, she provides expert guidance on financial matters, including budgeting, cash flow management, and tax compliance. Her services also encompass payroll processing and compliance, ensuring that businesses meet their tax obligations and maintain accurate payroll records.
YM
Yvonne M. Forquer
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Yvonne M. Forquer is a seasoned accounting professional with years of experience serving small and medium-sized businesses, entrepreneurs, and startups. Her accounting practice specializes in providing basic accounting services, individual tax services, and ensuring tax compliance for clients across various industries. Yvonne's expertise also extends to payroll processing and compliance, tax planning and consulting, making her a valuable resource for business owners seeking expert financial guidance.
CT
Chris T. Abe
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Chris T. Abe is a certified public accountant with over 15 years of experience in providing expert accounting services to various business structures, including S-Corps, partnerships, and LLCs. Based in Rancho Santa Margarita, California, he specializes in basic accounting services, individual tax services, and small business accounting for family-owned enterprises and similar organizations. His professional services include general accounting and advisory, as well as payroll processing and compliance, helping clients navigate complex tax regulations and financial laws.
KM
Kevin M. Swartz
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Kevin M. Swartz is a certified public accountant based in Rancho Santa Margarita, California, with over 10 years of experience in providing comprehensive financial services to various business structures and individuals. His expertise spans financial planning, small business accounting, and basic accounting services, as well as retirement account tax reporting and payroll processing & compliance. Swartz has a proven track record of serving entrepreneurs, small business owners, and families in managing their finances and meeting their tax obligations.

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.