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San Luis Obispo
Filter Results
San Luis Obispo
Showing 71 to 80 of 87 CPAs in San Luis Obispo, California
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Jeanne A. Potter
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
As a seasoned accounting professional in San Luis Obispo, California, Jeanne A. Potter brings over 15 years of experience to her practice. Her specialization in financial planning and small business accounting enables her to provide expert guidance on matters such as budgeting, forecasting, and financial modeling. Potter's services include retirement account tax reporting, bookkeeping, and financial statement compilation, catering to the needs of various business structures, including S-Corps, partnerships, and LLCs, as well as individuals and families.
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Nillie Djassemi
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93405
Nillie Djassemi is a certified public accountant based in San Luis Obispo, California, with over 15 years of experience serving individuals, families, and small businesses. Her professional expertise includes providing basic accounting services, tax planning and consulting, and IRS representation. Djassemi's specialization lies in serving family-owned enterprises and individuals, helping them navigate complex tax laws and financial regulations. With a strong understanding of tax code and financial management, Nillie Djassemi helps her clients make informed decisions and achieve their financial goals.
SD
Sybil D. Senes
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Based in San Luis Obispo, California, Sybil D. Senes provides accounting and tax services tailored to individuals and small to medium-sized businesses. With over 10 years of experience in the field, she specializes in basic accounting services, individual tax services, and business tax services. She offers a range of services including retirement account tax reporting and payroll processing & compliance, helping clients navigate complex financial regulations. Her expertise and knowledge ensure accurate tax preparation, financial planning, and compliance with industry regulations.
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Carla S. Willey
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Carla S. Willey is a certified public accountant (CPA) based in San Luis Obispo, California. With over 15 years of experience, she provides general accounting and advisory services to individuals and families, as well as small and medium-sized businesses. Her areas of specialization include basic accounting services, business tax services, and small business accounting. Willey also offers payroll processing and compliance services, assisting clients in managing their financial operations.
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Lawrence B. Sage
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Based in San Luis Obispo, California, Lawrence B. Sage is a certified public accountant with over 10 years of experience in providing financial guidance to small and medium-sized businesses. His expertise encompasses basic accounting services, tax compliance, and specialized support for entrepreneurs and startups. Sage also offers payroll processing and compliance services, ensuring businesses meet their tax obligations and stay up-to-date on regulatory changes. In addition, he provides IRS representation services, assisting clients with tax disputes and resolution issues.
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Bradford M. Hair
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Bradford M. Hair is a certified public accountant (CPA) based in San Luis Obispo, California. With over 15 years of experience in the field, he provides a range of accounting services, including basic accounting, financial planning, and small business accounting. His expertise extends to industries such as entrepreneurs and startups, as well as small and medium-sized businesses, offering specialized services like payroll processing and compliance. He also compiles financial statements and provides bookkeeping services to help businesses maintain accurate and up-to-date financial records.
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Karen G. Gray
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Karen G. Gray is a certified public accountant (CPA) based in San Luis Obispo, California, with over 15 years of experience in public and private accounting. Her practice specializes in providing tax planning and consulting services to individuals and families, as well as business tax services to various structures, including S-Corps, partnerships, and LLCs. She also offers expertise in basic accounting services, including financial statement preparation, and small business accounting, helping clients navigate complex financial matters. One of Gray's unique services is her retirement account tax reporting expertise, helping clients maximize their retirement savings while minimizing tax liabilities.
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Nicole N. Katona
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Nicole N. Katona is a certified public accountant offering her services to clients in San Luis Obispo, California. With over 10 years of experience in providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs, Nicole specializes in basic accounting services, financial planning, and tax compliance. Her services include payroll processing and compliance, as well as individual and business tax return preparation.
PA
Pamela A. Fitzpatrick
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Pamela A. Fitzpatrick is a certified public accountant based in San Luis Obispo, California, with over 10 years of experience serving small and medium-sized businesses, entrepreneurs, and startups. Her expertise spans basic accounting services, small business accounting, and business tax services, with a focus on helping clients navigate the complexities of payroll processing and compliance. Ms. Fitzpatrick's experience has equipped her with a deep understanding of the unique challenges faced by small business owners, and she is dedicated to providing personalized tax planning and consulting services to support their growth and success.
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Susan F. Preheim
Certified Public Accountant
Verified Licensed
Location San Luis Obispo, California 93401
Susan F. Preheim is a certified public accountant based in San Luis Obispo, California. With over 15 years of experience, she specializes in providing basic accounting services, tax compliance, and small business accounting solutions to various business structures, including S-Corps, partnerships, and LLCs. Her services also encompass individual and business tax return preparation, as well as sales tax compliance for clients in the region. Her expertise spans across various industries, including individuals and families, as well as small to medium-sized businesses in San Luis Obispo and surrounding areas.

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.