Filter Results
San Juan Capistrano
Filter Results
San Juan Capistrano
Showing 41 to 50 of 75 CPAs in San Juan Capistrano, California
JM
Jeanne M. Petrik
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Based in San Juan Capistrano, California, Jeanne M. Petrik provides expert accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. With over 20 years of experience, she specializes in basic accounting services, tax compliance, and individual tax services. Her services include IRS representation, payroll processing and compliance, and she is well-versed in the unique financial needs of her clients in the startup and small business sectors.
JE
James E. Goecks
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Based in San Juan Capistrano, California, James E. Goecks has been offering his expertise in accounting and tax matters to clients in California and beyond since 1998. His practice focuses on serving entrepreneurs and startups, as well as various business structures, including S-Corps, partnerships, and LLCs. With specializations in basic accounting services, financial planning, and tax compliance, Mr. Goecks also assists clients with tax planning and consulting, as well as IRS representation when needed. A member of the American Institute of Certified Public Accountants, Mr. Goecks maintains ongoing education in the latest tax laws and regulations to ensure his clients receive expert guidance.
RK
Rita K. Parvaneh
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Rita K. Parvaneh is a certified public accountant based in San Juan Capistrano, California. With over 18 years of experience serving entrepreneurs and startups, as well as small and medium-sized businesses, she specializes in providing basic accounting services, financial planning, and ensuring tax compliance. Her areas of expertise include bookkeeping and financial statement compilation, as well as IRS representation to address any tax-related issues.
JG
James G. Mathis
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Based in San Juan Capistrano, California, James G. Mathis provides accounting and tax services to individuals and families, as well as entrepreneurs and startups. With over 20 years of experience, Mathis specializes in basic accounting services, tax compliance, and financial planning, helping clients navigate complex financial situations. Notably, Mathis offers expert retirement account tax reporting and payroll processing and compliance services, ensuring clients stay in compliance with the latest regulations.
JJ
Jerrold J. Pellizzon
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Jerrold J. Pellizzon is a certified public accountant residing in San Juan Capistrano, California, with over 20 years of experience serving the local business community. His practice focuses on providing tax planning and consulting services for individual and business clients, as well as preparing tax returns for various business structures, including S-Corps, partnerships, and LLCs. Pellizzon's expertise in basic accounting services, financial planning, and small business accounting enables him to offer tailored solutions for family-owned enterprises and other small businesses.
LJ
Lissa J. Walker
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Lissa J. Walker is a certified public accountant based in San Juan Capistrano, California. With over 15 years of experience in providing accounting services to small and medium-sized businesses, she specializes in basic accounting services, small business accounting, and tax compliance. Walker's expertise extends to individual and business tax return preparation, as well as IRS representation, helping clients navigate complex tax issues.
TK
Thomas K. Mahony
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Based in San Juan Capistrano, California, Thomas K. Mahony is a certified public accountant with over 15 years of experience providing financial guidance to small and medium-sized businesses. His expertise includes basic accounting services, financial planning, and small business accounting, making him a valuable resource for entrepreneurs and startups navigating complex financial regulations. Mahony's services also encompass sales tax compliance and bookkeeping, ensuring that businesses maintain accurate financial records and stay compliant with tax laws.
SM
Sheldon M. Fisher
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Sheldon M. Fisher is a certified public accountant based in San Juan Capistrano, California. With over 15 years of experience, he provides specialized services to small and medium-sized businesses, including various business structures such as S-Corps, partnerships, and LLCs. His expertise encompasses basic accounting services, business tax services, and small business accounting, ensuring accurate financial reporting and compliance with tax regulations. Sheldon also offers IRS representation and retirement account tax reporting, providing valuable support to clients navigating complex tax matters.
JM
Jean M. Walton
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Located in San Juan Capistrano, California, Jean M. Walton is a certified public accountant with over two decades of experience serving individuals and families, as well as small and medium-sized businesses. Her expertise includes basic accounting services, business tax services, and individual tax services, with a focus on helping clients navigate complex tax regulations. Among her key services is payroll processing and compliance, ensuring accurate and timely payments for her clients' employees.
LM
Laurie M. Martin
Certified Public Accountant
Verified Licensed
Location San Juan Capistrano, California 92675
Laurie M. Martin is a certified public accountant based in San Juan Capistrano, California, with over a decade of experience providing financial guidance to entrepreneurs, family-owned businesses, and small enterprises. Her expertise encompasses individual and business tax return preparation, as well as tax planning and consulting, allowing clients to make informed financial decisions. Martin's specialization in basic accounting services, small business accounting, and financial planning enables her to cater to the diverse needs of her clients, from budgeting to long-term financial strategy.

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.