Filter Results
San Clemente
Filter Results
San Clemente
Showing 91 to 100 of 110 CPAs in San Clemente, California
MD
Michael D. Rountree
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92672
Michael D. Rountree is a certified public accountant with a presence in San Clemente, California, serving various clients in the region. He has been providing accounting services for over a decade, specializing in basic accounting, individual tax services, and financial planning for family-owned enterprises and individuals. His expertise encompasses payroll processing and compliance, as well as bookkeeping and financial statement compilation, making him a valuable resource for businesses and individuals seeking accurate and timely financial guidance.
MP
Michael P. Roe
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92673
Located in San Clemente, California, Michael P. Roe is a certified public accountant with extensive experience serving individuals and families, as well as small and medium-sized businesses. With over a decade of expertise in small business accounting and individual tax services, Roe offers specialized guidance on basic accounting practices, payroll processing, and tax compliance. Roe's professional services include general accounting and advisory, payroll processing and compliance, and individual tax services, tailored to meet the unique needs of his diverse client base.
DT
Daniel T. Villella
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92673
Based in San Clemente, California, Daniel T. Villella provides accounting services to small and medium-sized businesses and family-owned enterprises. With over 10 years of experience, he offers a range of services, including basic accounting, business tax services, and individual tax services. Notably, Villella specializes in retirement account tax reporting, helping clients navigate complex tax implications and optimize their retirement savings. He is available for bookkeeping and financial statement compilation services, providing businesses with accurate and timely financial information.
PR
Patrick R. Winter
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92673
Based in San Clemente, California, Patrick R. Winter provides accounting services to family-owned enterprises and various business structures including S-Corps, partnerships, and LLCs. With over 15 years of experience, Winter specializes in basic accounting services, financial planning, and individual tax services, helping clients navigate complex tax laws and regulations. His services include retirement account tax reporting, bookkeeping, and financial statement compilation, ensuring accurate and timely financial information for informed business decisions.
LL
Lisa L. Hirose
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92673
Based in San Clemente, California, Lisa L. Hirose is a seasoned accounting professional with over 15 years of experience in providing comprehensive accounting services to various business structures, including S-Corps, partnerships, and LLCs. Her expertise encompasses general accounting and advisory services, as well as retirement account tax reporting for individuals and businesses. With a specialization in basic accounting services, financial planning, and individual tax services, Ms. Hirose helps entrepreneurs and startups navigate complex financial matters and achieve their goals.
SE
Stephanie E. Fletke
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92672
Stephanie E. Fletke is a certified public accountant (CPA) based in San Clemente, California, offering a range of accounting services to entrepreneurs and startups, as well as family-owned enterprises. With over a decade of experience in basic accounting services and financial planning, she has developed expertise in providing tailored guidance to individuals and small businesses. Her services include retirement account tax reporting, payroll processing, and compliance, helping clients navigate complex tax laws and regulatory requirements.
DJ
Donna J. Rockenbach
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92672
Based in San Clemente, California, Donna J. Rockenbach is a certified public accountant (CPA) with over 20 years of experience in providing accounting and tax services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her specialties include basic accounting services, individual tax services, and financial planning, with a focus on helping small businesses and individuals navigate complex tax laws and regulations. Notably, she offers expertise in sales tax compliance and retirement account tax reporting, ensuring clients are in compliance with all state and federal requirements.
PJ
Patrick J. Charne
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92673
Patrick J. Charne, a certified public accountant based in San Clemente, California, has over 20 years of experience providing comprehensive accounting services to individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs. His professional expertise encompasses general accounting and advisory services, including basic accounting services, small business accounting, and business tax services, ensuring clients receive personalized guidance and support throughout the year. As an authorized IRS representative, Charne offers specialized representation for individuals and businesses navigating tax audits and disputes.
JE
Jeannie E. Hankins
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92674
Based in San Clemente, California, Jeannie E. Hankins has provided accounting services to family-owned enterprises and small to medium-sized businesses since 2005. Her specialization in basic accounting services, tax compliance, and individual tax services has allowed her to cater to the diverse financial needs of her clients. Notably, Jeannie E. Hankins also assists with retirement account tax reporting and individual and business tax return preparation during tax season.
RL
Robin L. Novak
Certified Public Accountant
Verified Licensed
Location San Clemente, California 92673
Based in San Clemente, California, Robin L. Novak is a certified public accountant with over 15 years of experience in providing financial guidance to individuals and businesses. With a specialization in basic accounting services, business tax services, and financial planning, Novak assists a diverse range of clients, including family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. Her services encompass individual and business tax return preparation, as well as payroll processing and compliance.

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.