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San Mateo
Filter Results
San Mateo
Showing 131 to 140 of 232 CPAs in San Mateo, California
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Leon W. Fell
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94404
Leon W. Fell is a certified public accountant with over 15 years of experience providing accounting and tax services in San Mateo, California. He specializes in basic accounting services, business tax services, and small business accounting, catering to the needs of entrepreneurs and startups, as well as individuals and families. Leon offers exceptional IRS representation services to help clients resolve tax disputes and navigate complex tax laws. His expertise in tax planning and consulting enables him to provide tailored guidance on tax-efficient strategies and financial planning.
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Jenny Z. Quan
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94404
Jenny Z. Quan is a certified public accountant based in San Mateo, California, with over 8 years of experience providing accounting services to individuals and families, as well as small and medium-sized businesses. Her expertise includes bookkeeping and financial statement compilation, payroll processing and compliance, and tax compliance services, catering to the diverse needs of her clients. Quan specializes in basic accounting services, business tax services, and tax compliance, ensuring that she provides accurate and timely financial information to her clients.
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Michelle M. Okabe
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94403
Michelle M. Okabe is a seasoned accounting professional based in San Mateo, California, with over 10 years of experience providing expert financial guidance to individuals and businesses. Her areas of specialization include tax compliance, individual tax services, and basic accounting services, catering to a diverse range of industries including family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. Okabe offers comprehensive tax return preparation services for both individuals and businesses, as well as IRS representation to navigate complex tax matters.
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Joseph G. Defelice
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94402
Based in San Mateo, California, Joseph G. Defelice is a seasoned accountant with extensive experience in providing tailored financial solutions. With over 15 years of experience, his expertise spans basic accounting services, tax compliance, and small business accounting. He serves small and medium-sized businesses, as well as family-owned enterprises, offering payroll processing and compliance services, individual and business tax return preparation, and expert tax guidance to ensure accurate and timely tax submissions. A licensed certified public accountant, Joseph G. Defelice adheres to the strictest professional standards, delivering reliable and informed accounting support to his clients.
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Catalina Siu Bi T. Ho
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94403
Catalina Siu Bi T. Ho is a certified public accountant with over 15 years of experience, providing expert financial guidance to clients in San Mateo, California. Her service offerings include retirement account tax reporting, general accounting and advisory services, catering to the diverse needs of various business structures, including S-Corporations, partnerships, and limited liability companies. With a specialization in basic accounting services, business tax services, and individual tax services, Ho helps family-owned enterprises and other clients navigate complex tax regulations and financial planning.
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William B. Molkenbuhr
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94403
William B. Molkenbuhr is a seasoned CPA based in San Mateo, California, with over 20 years of experience in providing expert financial guidance to his clients. His areas of specialization include general accounting and advisory services, sales tax compliance, basic accounting services, financial planning, and business tax services, catering to individuals and families, as well as small and medium-sized businesses. In addition to traditional accounting services, Molkenbuhr also offers specialized financial planning services to help his clients achieve their long-term financial goals and navigate the complexities of tax law.
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Daisy Lam
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94402
Based in San Mateo, California, Daisy Lam provides a range of accounting and tax services to individuals and businesses, including S-Corps, partnerships, LLCs, and sole proprietorships. With over [insert number] years of experience in basic accounting services, financial planning, and tax compliance, Lam assists clients in managing their financial affairs and achieving their goals. She specializes in payroll processing and compliance, ensuring adherence to IRS regulations and minimizing the risk of penalties or fines.
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Richard G. Zimmerman
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94403
Richard G. Zimmerman is a seasoned accountant based in San Mateo, California. With over 20 years of experience, he specializes in providing comprehensive accounting and tax services to entrepreneurs, family-owned enterprises, and small businesses. In addition to offering basic accounting services, individual tax services, and small business accounting, he also provides IRS representation and tax planning and consulting to help clients navigate complex tax issues and optimize their financial health.
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Erwin Yuen
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94404
Based in San Mateo, California, Erwin Yuen is a seasoned accounting professional with over a decade of experience in providing financial support to small and medium-sized businesses, as well as family-owned enterprises. His expertise spans basic accounting services, small business accounting, and business tax services, including retirement account tax reporting and bookkeeping & financial statement compilation. A certified public accountant, Erwin has developed a comprehensive understanding of tax laws and regulations, enabling him to offer informed guidance to his clients in navigating complex financial situations.
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Yayoi Kaneko
Certified Public Accountant
Verified Licensed
Location San Mateo, California 94404
Yayoi Kaneko, a certified public accountant, has been serving clients in San Mateo, California, since 2008. With a focus on tax compliance and financial planning, she provides basic accounting services, including financial statement preparation and budgeting guidance. Her expertise in assisting entrepreneurs and family-owned enterprises is complemented by her experience in representing clients before the IRS and reporting on retirement account taxes.

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.