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San Luis Obispo
Filter Results
San Luis Obispo
Showing 31 to 40 of 87 CPAs in San Luis Obispo, California
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Bryan M. Groff
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93405
Bryan M. Groff is a certified public accountant located in San Luis Obispo, California, bringing over 20 years of experience in accounting and finance to his clients. His expertise includes providing basic accounting services, tax compliance, and financial planning to family-owned enterprises and individuals and families. Notable services offered by Bryan include payroll processing and sales tax compliance, ensuring businesses meet their necessary financial obligations. Through his work, Bryan helps his clients navigate complex financial regulations and achieve their financial goals.
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Anne M. Blythe
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Located in San Luis Obispo, California, Anne M. Blythe provides comprehensive accounting solutions to family-owned enterprises and entrepreneurs. With over 10 years of experience, she specializes in basic accounting services, tax compliance, and financial planning, helping businesses navigate complex financial landscapes. Her expertise extends to IRS representation, payroll processing, and ensuring compliance with regulatory requirements, providing clients with peace of mind and financial stability.
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Paul C. Bunker
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Paul C. Bunker is a certified public accountant with over a decade of experience providing financial guidance to businesses in San Luis Obispo, California. He specializes in bookkeeping, financial statement compilation, and tax services, catering to various business structures including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Additionally, his expertise in tax compliance and representation before the Internal Revenue Service (IRS) enables him to address clients' complex tax-related needs.
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Kathleen J. Gerber
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Kathleen J. Gerber is a certified public accountant based in San Luis Obispo, California, with over 15 years of experience serving clients in the region. Her expertise focuses on basic accounting services, business tax services, and small business accounting, providing a range of support to individuals and families, as well as small and medium-sized businesses in the area. Gerber offers specialized services in payroll processing and compliance, ensuring timely and accurate payment of wages and adherence to applicable tax laws, as well as retirement account tax reporting.
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Andrew M. Allen
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
As a seasoned accountant with over 20 years of experience in San Luis Obispo, California, Andrew M. Allen provides expert tax planning and consulting services to individuals and families. With a specialization in basic accounting services, individual tax services, and financial planning, Mr. Allen offers tailored solutions for clients navigating complex tax laws and regulatory requirements. In addition to his core services, Mr. Allen provides specialized reporting for retirement accounts, ensuring accurate tax compliance and optimal financial management for his clients.
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Valarie J. Koos
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Located in San Luis Obispo, California, Valarie J. Koos is a certified public accountant with over 15 years of experience in the field. She specializes in providing accounting and tax services to individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs. Koos offers general accounting and advisory services, including tax return preparation for both individuals and businesses, and is well-versed in business tax services, individual tax services, and basic accounting services.
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Catherine B. Manning
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Catherine B. Manning is a certified public accountant based in San Luis Obispo, California, with over 15 years of experience in accounting and tax preparation. She specializes in providing basic accounting services, tax compliance, and small business accounting to individuals and family-owned businesses, as well as various business structures like S-corps, partnerships, and LLCs. Manning's expertise extends to payroll processing and compliance, ensuring accurate and timely payments and adherence to relevant tax laws. She also assists clients with retirement account tax reporting, providing guidance on optimizing their retirement savings and minimizing tax liabilities.
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Morgen E. Houlis
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Morgen E. Houlis is a licensed certified public accountant with over a decade of experience in the field, serving clients in San Luis Obispo, California. Her practice focuses on providing specialized services to family-owned enterprises, entrepreneurs, and startups, with a particular emphasis on tax planning and consulting. With expertise in basic accounting services, business tax services, and individual tax services, Houlis offers expertise in IRS representation and helps clients navigate complex tax situations.
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Karen R. Morton
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Karen R. Morton is a certified public accountant based in San Luis Obispo, California, with over 15 years of experience providing financial services to family-owned enterprises and entrepreneurs. Her areas of specialization include basic accounting services, tax compliance, and business tax services, helping clients navigate complex tax laws and regulations. Morton also provides retirement account tax reporting and tax planning and consulting services, ensuring clients are in compliance with all applicable tax requirements. With extensive experience in serving the financial needs of entrepreneurs and startups, Morton offers expert guidance on tax strategies and financial planning.
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Jerol J. Brown
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Located in San Luis Obispo, California, Jerol J. Brown offers a variety of accounting services to meet the unique needs of individuals and entrepreneurs. With over 15 years of experience, Jerol specializes in providing personalized attention to clients in basic accounting services, individual tax services, and tax compliance. Services include payroll processing and compliance, as well as retirement account tax reporting, helping clients navigate complex tax regulations with confidence.

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.