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San Marcos
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San Marcos
Showing 1 to 10 of 96 CPAs in San Marcos, California
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Andrea B. Gabel
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92069
Andrea B. Gabel is a certified public accountant (CPA) based in San Marcos, California, with over 15 years of experience serving clients across various industries. Based on her specialization in Basic Accounting Services, Business Tax Services, and Individual Tax Services, Gabel helps family-owned enterprises and entrepreneurs and startups navigate complex tax laws and regulations. In addition to providing tax planning and consulting services, she also assists clients with sales tax compliance, ensuring their business operations meet all necessary requirements.
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Laurie S. Ward
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92078
Laurie S. Ward is a certified public accountant based in San Marcos, California, with over 20 years of experience serving the tax and accounting needs of entrepreneurs and family-owned enterprises. Specializing in basic accounting services, tax compliance, and individual tax services, Laurie provides expert guidance on retirement account tax reporting and payroll processing & compliance to ensure her clients' financial records are accurate and up-to-date. Throughout her career, Laurie has maintained a focus on personalized service, taking the time to understand each client's unique situation and goals, and providing tailored solutions to meet their specific needs.
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Brad R. Lusky
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92069
With over 25 years of experience serving clients in San Marcos, California, Brad R. Lusky provides expert tax planning and consulting services. As a certified public accountant, he offers a range of accounting services, including bookkeeping and financial statement compilation, to meet the diverse needs of his clients. Specializing in basic accounting services, tax compliance, and individual tax services, Brad R. Lusky caters to the financial needs of individuals and families, as well as family-owned enterprises.
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Joel R. Muller
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92078
Based in San Marcos, California, Joel R. Muller provides accounting services to individuals and families, as well as family-owned enterprises. With over a decade of experience in the field, he specializes in basic accounting services, financial planning, and business tax services, offering expert guidance on financial matters. Joel R. Muller prepares individual and business tax returns, and represents clients with the IRS, handling complex tax issues and disputes.
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Janet L. Wennes
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92078
Based in San Marcos, California, Janet L. Wennes provides expert accounting services to individuals and families, as well as family-owned enterprises. With over 15 years of experience, she specializes in basic accounting services, small business accounting, and tax compliance, helping clients navigate complex financial situations. Her services include tax planning and consulting, bookkeeping, and financial statement compilation, providing clients with a comprehensive understanding of their financial health.
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Lisa L. Niemann
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92069
Based in San Marcos, California, Lisa L. Niemann is a certified public accountant with over 15 years of experience. Her areas of specialization include basic accounting services, business tax services, and small business accounting. Niemann provides a range of services, including payroll processing and compliance, and tax planning and consulting. She has a strong focus on helping small and medium-sized businesses, particularly family-owned enterprises, navigate complex financial and tax issues.
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Jared D. Amos
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92078
Based in San Marcos, California, Jared D. Amos has over 15 years of experience providing accounting services to small and medium-sized businesses, including S-Corps, partnerships, and LLCs. His expertise encompasses individual and business tax return preparation, as well as retirement account tax reporting, ensuring accurate and compliant financial submissions. As a certified public accountant, Amos provides basic accounting services, including financial planning, to help businesses and individuals navigate complex tax regulations and financial complexities.
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Jonathan K. Kresser
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92078
Based in San Marcos, California, Jonathan K. Kresser has been providing accounting services for over a decade. He focuses on serving small and medium-sized businesses, as well as individuals and families, offering specialized expertise in basic accounting services, individual tax services, and business tax services. His services include individual and business tax return preparation, bookkeeping, and financial statement compilation, helping clients manage their financial information and meet tax obligations.
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Joyce M. Czujko
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92069
Based in San Marcos, California, Joyce M. Czujko is a seasoned accounting professional with extensive experience in providing expert financial guidance to clients across a range of industries. Her specialization in basic accounting services, tax compliance, and small business accounting enables her to tackle complex fiscal challenges with precision and efficiency. Some of her key services include sales tax compliance and retirement account tax reporting, allowing her to cater to the diverse needs of entrepreneurs and small to medium-sized businesses.
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Thomas F. Scaglione
Certified Public Accountant
Verified Licensed
Location San Marcos, California 92069
Born and raised in San Marcos, California, Thomas F. Scaglione is a seasoned tax professional with extensive experience in individual and business tax preparation. With over 12 years of expertise in basic accounting services, tax compliance, and individual tax services, Scaglione has developed a deep understanding of the complex tax laws affecting entrepreneurs and startups, as well as small and medium-sized businesses. His practice focuses on providing accurate and timely tax return preparation, including individual and business tax return preparation, and retirement account tax reporting, ensuring that clients stay up-to-date with their financial obligations.

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.