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Rancho Santa Margarita
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Rancho Santa Margarita
Showing 81 to 87 of 87 CPAs in Rancho Santa Margarita, California
LD
Lino D. Cambaliza
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Lino D. Cambaliza is a certified public accountant based in Rancho Santa Margarita, California, with over 15 years of experience in accounting and taxation. His specialization lies in providing comprehensive accounting services to individuals and family-owned enterprises, including bookkeeping and financial statement compilation. Cambaliza also offers expertise in payroll processing and compliance, ensuring that clients meet all relevant tax and regulatory requirements. With a focus on small business and individual tax services, he provides personalized support to help clients navigate complex tax laws and regulations.
JM
James M. Skorheim
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Located in Rancho Santa Margarita, California, James M. Skorheim is a certified public accountant with over 20 years of experience in providing accounting and tax services to entrepreneurs and startups. His practice focuses on basic accounting services, including bookkeeping and financial statement compilation, as well as individual tax services and tax compliance for various business structures such as S-Corps, partnerships, and LLCs. Mr. Skorheim also specializes in retirement account tax reporting, helping clients navigate the complex tax implications of retirement savings.
GP
Gerald P. Castillo
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Gerald P. Castillo is a certified public accountant with over 15 years of experience in accounting and taxation. Based in Rancho Santa Margarita, California, he provides sales tax compliance services to ensure businesses are in compliance with state regulations. His areas of specialization include basic accounting services, small business accounting, and individual tax services, catering to entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs.
SM
Shelley M. Chase
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Shelley M. Chase has over a decade of experience providing accounting and financial expertise to entrepreneurs and small to medium-sized businesses. Her specialization in tax compliance and basic accounting services makes her a valuable resource for business owners navigating financial complexities. Chase's services include payroll processing and compliance, bookkeeping, and financial statement compilation, offering a comprehensive approach to financial management.
RG
Robert G. Brunner
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Robert G. Brunner is a certified public accountant based in Rancho Santa Margarita, California, with over 15 years of experience in tax planning and compliance. He specializes in providing basic accounting services, tax compliance, and small business accounting solutions to various business structures, including S-Corps, partnerships, LLCs, and family-owned enterprises. Robert offers IRS representation services to aid clients in resolving tax disputes and ensuring accurate tax planning and consulting.
LN
Lisa N. Weinmann
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Lisa N. Weinmann is a certified public accountant based in Rancho Santa Margarita, California. With over 15 years of experience in accounting and taxation, she specializes in providing financial planning and individual tax services to entrepreneurs and startups. Her areas of expertise include basic accounting services, bookkeeping, and financial statement compilation for various business structures, such as S-Corps, partnerships, and LLCs.
KW
Keith W. Gurnard
Certified Public Accountant
Verified Licensed
Location Rancho Santa Margarita, California 92688
Based in Rancho Santa Margarita, California, Keith W. Gurnard is a certified public accountant with over 15 years of experience providing accounting services to small and medium-sized businesses, entrepreneurs, and startups. His areas of specialization include basic accounting services, individual tax services, and small business accounting, catering to the diverse needs of clients in various industries. Gurnard's services also encompass sales tax compliance and general accounting and advisory, helping clients navigate complex financial regulations and make informed business decisions.

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.