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San Carlos
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San Carlos
Showing 1 to 10 of 90 CPAs in San Carlos, California
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Robert J. Grassilli
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
Based in San Carlos, California, Robert J. Grassilli provides expert accounting and tax services to individuals and family-owned enterprises. With over 15 years of experience in the field, he specializes in individual tax services, retirement account tax reporting, and basic accounting services, helping clients navigate financial planning and tax preparation. His expertise includes preparing individual and business tax returns, as well as handling retirement account tax reporting for clients in the San Carlos area and beyond.
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Georgia Petrakos
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
Georgia Petrakos is a certified public accountant located in San Carlos, California, with over a decade of experience in accounting and taxation. She specializes in providing tax planning and consulting services, as well as IRS representation, to individuals and families, and entrepreneurs and startups. Her expertise includes basic accounting services, tax compliance, and business tax services, helping clients navigate complex tax laws and regulations.
KB
Katie B. Wechsler
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
Katie B. Wechsler is a certified public accountant serving the San Carlos, California area. With over 12 years of experience in the field, she specializes in providing comprehensive accounting services to family-owned enterprises and entrepreneurs and startups, helping them navigate complex tax laws and regulations. Her areas of specialization include basic accounting services, business tax services, and tax compliance, offering expertise in IRS representation, bookkeeping, and financial statement compilation. Katie's unique approach combines technical expertise with a deep understanding of the financial needs of small businesses and individuals, making her a valuable resource for those seeking trusted and informed accounting guidance.
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Peter Hogan
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
With over 15 years of experience providing financial guidance, Peter Hogan is a licensed CPA serving clients in the San Carlos, California area. His expertise in general accounting and advisory services, including individual and business tax return preparation, makes him a valuable resource for family-owned enterprises and small businesses. Specializing in basic accounting services, small business accounting, and business tax services, Hogan advises clients across various business structures, such as S-Corps, partnerships, and LLCs.
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Leigh A. Williams
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
Located in San Carlos, California, Leigh A. Williams is a certified public accountant (CPA) with extensive experience in general accounting and advisory services. With over 10 years of experience serving family-owned enterprises and individuals, Williams provides specialized accounting services to small businesses, including business tax planning and consulting. Her areas of expertise include basic accounting services, small business accounting, and business tax services.
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Lily C. Feng
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
Lily C. Feng is a certified public accountant residing in San Carlos, California, with over 15 years of experience in the field. She provides a range of services, including financial statement compilation and bookkeeping, to individuals and families in the area, as well as entrepreneurs and startups. Her specialization in basic accounting services, individual tax services, and business tax services allows her to cater to diverse clients with varying financial needs. One notable aspect of her practice is her expertise in retirement account tax reporting, helping clients navigate the complexities of tax laws and regulations.
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Tina P. Thai
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
Tina P. Thai is a licensed CPA in San Carlos, California, with over 10 years of experience in accounting and taxation. Her practice specializes in providing basic accounting services, small business accounting, and tax compliance for family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Thai's services encompass sales tax compliance, bookkeeping, and financial statement compilation, helping clients maintain accurate financial records and meet regulatory requirements.
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Raimund Wersching
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
Raimund Wersching is a certified public accountant based in San Carlos, California, with over 15 years of experience in providing accounting services to small and medium-sized businesses and individuals. His practice focuses on basic accounting services, business tax services, and financial planning, with a specialization in bookkeeping and financial statement compilation for small and medium-sized businesses. Additionally, Wersching provides IRS representation services, helping clients navigate complex tax issues and resolve disputes with the IRS.
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Amy C. Machado
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
Located in San Carlos, California, CPA Amy C. Machado provides accounting and advisory services to family-owned enterprises and small to medium-sized businesses. With over 10 years of experience, Machado specializes in basic accounting services, business tax services, and financial planning to help clients manage their finances effectively. Her services include payroll processing and compliance, as well as general accounting and advisory to support businesses in reaching their financial goals.
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Donald E. Schaefer
Certified Public Accountant
Verified Licensed
Location San Carlos, California 94070
Based in San Carlos, California, Donald E. Schaefer provides comprehensive accounting and tax services to clients in the Bay Area. With over years of experience, Mr. Schaefer specializes in general accounting and advisory, bookkeeping and financial statement compilation, and individual tax services. He caters to family-owned enterprises and entrepreneurs and startups, helping them with tax compliance and basic accounting services.

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.