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Rancho Santa Margarita
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Rancho Santa Margarita
Showing 71 to 80 of 87 CPAs in Rancho Santa Margarita, California
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Patrick D. Carrier
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Patrick D. Carrier is a certified public accountant based in Rancho Santa Margarita, California, with over 15 years of experience serving family-owned enterprises and entrepreneurs in the startup phase. His practice focuses on providing tax planning and consulting services, as well as general accounting and advisory services to businesses and individuals in need of financial guidance. A specialist in business tax services, individual tax services, and basic accounting services, he helps clients navigate complex tax laws and regulatory requirements to minimize financial risk and maximize returns.
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Kevin P. Carney
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Kevin P. Carney is a certified public accountant based in Rancho Santa Margarita, California, offering expertise in tax planning and consulting, as well as sales tax compliance. With over 10 years of experience in the field, he specializes in providing basic accounting services, individual tax services, and small business accounting solutions. His services cater to individuals and families, as well as small and medium-sized businesses, addressing their unique financial needs and compliance requirements.
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Karen L. Cova
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Karen L. Cova, a certified public accountant based in Rancho Santa Margarita, California, has been providing accounting services to family-owned enterprises and small to medium-sized businesses for over 20 years. Her areas of specialization include basic accounting services, business tax services, and financial planning, enabling her to cater to the diverse needs of her clients. Notably, Karen offers payroll processing and compliance services, ensuring that her clients remain up-to-date with the latest tax laws and regulations.
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Peter L. Greco
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Peter L. Greco is a certified public accountant (CPA) based in Rancho Santa Margarita, California, with over 20 years of experience providing financial guidance to entrepreneurs and startups. His areas of specialization include small business accounting, basic accounting services, and business tax services, helping clients navigate complex financial regulations and optimize their financial performance. Greco offers tax planning and consulting, as well as bookkeeping and financial statement compilation services, tailored to the unique needs of small and medium-sized businesses.
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Helen C. Chionis
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Helen C. Chionis, a seasoned accounting professional based in Rancho Santa Margarita, California, has been providing expert financial guidance to individuals and businesses for over 15 years. Her extensive experience in tax preparation and planning enables her to navigate complex tax regulations and ensure compliance with state and federal tax laws. Helen specializes in individual and business tax return preparation, tax planning and consulting, as well as basic accounting services, financial planning, and individual tax services.
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Michael S. Templeman
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Michael S. Templeman is a certified public accountant based in Rancho Santa Margarita, California, with over 15 years of experience assisting entrepreneurs and startups with their financial needs. He specializes in providing basic accounting services, ensuring tax compliance for his clients, and handling the accounting needs of small and medium-sized businesses. Mr. Templeman offers individual and business tax return preparation, as well as representation before the Internal Revenue Service (IRS) for his clients who require assistance with tax disputes or audits.
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Jason M. Fry
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Jason M. Fry is a certified public accountant (CPA) with over 15 years of experience serving small and medium-sized businesses, entrepreneurs, and startups. With a focus on general accounting and advisory services, Jason provides expert guidance on tax compliance, financial reporting, and budgeting to help clients make informed business decisions. As a seasoned IRS representative, Jason has successfully represented clients in various tax controversies and disputes, ensuring timely resolution and minimizing financial impact.
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Ashley L. Wyett
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Ashley L. Wyett is a seasoned financial professional with years of experience in accounting and taxation. Her expertise includes providing general accounting and advisory services, as well as IRS representation for individuals and businesses. With a focus on small business accounting and basic accounting services, Wyett serves a diverse range of clients, including family-owned enterprises and various business structures, such as S-Corps, partnerships, and LLCs.
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Bradley G. Barker
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Rancho Santa Margarita, California-based accounting professional Bradley G. Barker brings over 15 years of experience to his practice, specializing in basic accounting services, tax compliance, and business tax services. With expertise in payroll processing and compliance, as well as sales tax compliance, Barker serves a diverse range of clients, including family-owned enterprises and individuals and families. As a certified public accountant, Barker delivers tailored accounting solutions to address the unique needs of each client, providing peace of mind and informed decision-making.
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Dolores S. Kelly
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Dolores S. Kelly is a certified public accountant based in Rancho Santa Margarita, California. With over 15 years of experience in serving various business structures including S-Corps, partnerships, and LLCs, she provides expert bookkeeping and financial statement compilation services to her clients. Her areas of specialization include individual tax services and tax compliance, as well as IRS representation for individuals and businesses. Her expertise spans small and medium-sized businesses across diverse industries, offering tailored accounting solutions to meet their unique 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.