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Rancho Santa Margarita
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Rancho Santa Margarita
Showing 51 to 60 of 87 CPAs in Rancho Santa Margarita, California
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Michelle J. London
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Rancho Santa Margarita, California-based certified public accountant (CPA) Michelle J. London provides expertise in financial planning, individual tax services, and basic accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. With over 15 years of experience, London's specialization in financial planning enables her to help clients manage their finances and make informed decisions about their investments, while also offering guidance on tax compliance and IRS representation. In addition to her core services, London also provides specialized retirement account tax reporting, ensuring that her clients are in full compliance with tax laws and regulations. London's clients benefit from her in-depth knowledge of taxation and her ability to effectively communicate complex financial information, making her a valuable resource for businesses and individuals in need of accounting and tax expertise.
JK
Jennifer K. Tapper
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Jennifer K. Tapper brings over a decade of experience to her work as a certified public accountant. Serving entrepreneurs and family-owned enterprises, her expertise includes business tax services, tax compliance, and general accounting and advisory services. As a dedicated professional, Tapper provides individual and business tax return preparation, helping her clients navigate complex tax regulations and ensure accurate compliance.
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Jean J. Ibrahim
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Jean J. Ibrahim provides expert accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over [number] years of experience in tax planning and consulting, Jean J. Ibrahim specializes in basic accounting services, business tax services, and individual tax services. Her expertise in sales tax compliance is particularly beneficial to small and medium-sized businesses navigating complex tax regulations.
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William E. Shafer
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, William E. Shafer is a licensed CPA with over 10 years of experience serving entrepreneurs and startups, as well as individuals and families. His practice focuses on providing comprehensive accounting services, including individual and business tax return preparation, as well as bookkeeping and financial statement compilation. Specializing in basic accounting services, financial planning, and small business accounting, Shafer helps clients navigate complex financial situations and achieve their goals.
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Kurt R. Yap
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Kurt R. Yap is a licensed CPA based in Rancho Santa Margarita, California, with over 15 years of experience in providing accounting and tax advisory services. He specializes in basic accounting services, tax compliance, and individual tax services, catering to the needs of individuals and families, as well as family-owned enterprises. Among his key services are sales tax compliance and general accounting and advisory, helping clients navigate complex financial situations and make informed decisions.
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Tracy N. Pitzer
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Tracy N. Pitzer has extensive experience as a certified public accountant, with a background specializing in basic accounting services, financial planning, and business tax services. With over 15 years of experience, Pitzer has developed expertise in assisting individuals and families, particularly in retirement account tax reporting, and representing clients in front of the IRS. Pitzer's professional background includes experience serving small and medium-sized businesses, helping them navigate complex tax challenges and ensure compliance with regulatory requirements.
NJ
Nita J. Moritz
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Rancho Santa Margarita-based certified public accountant Nita J. Moritz brings over 15 years of experience in tax preparation and small business accounting to her clients. With a focus on individual and business tax return preparation, as well as retirement account tax reporting, Moritz supports family-owned enterprises and small to medium-sized businesses in their financial needs. Her expertise also encompasses basic accounting services and business tax services, providing clients with comprehensive financial support and planning.
KA
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.

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.