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Santa Clara
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Santa Clara
Showing 161 to 170 of 178 CPAs in Santa Clara, California
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Bei Li
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95051
Based in Santa Clara, California, Bei Li is a certified public accountant with over 20 years of experience providing financial guidance to a diverse range of clients. Her areas of specialization include basic accounting services, individual tax services, and tax compliance, with a focus on meeting the unique needs of small and medium-sized businesses. Bei's services include bookkeeping and financial statement compilation, as well as individual and business tax return preparation, with expertise in various business structures such as S-Corps, partnerships, and LLCs.
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Katie B. Wechsler
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95054
Katie B. Wechsler is a certified public accountant based in Santa Clara, California, with over a decade of experience in accounting and taxation. Her services include sales tax compliance, bookkeeping, and financial statement compilation, catering to individuals, families, and various business structures, such as S-Corps, partnerships, and LLCs. With a focus on basic accounting services, financial planning, and small business accounting, Ms. Wechsler assists clients in navigating complex financial regulations and optimizing their financial performance.
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Kevin Collins
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95054
Registered with the AICPA, Kevin Collins brings over 15 years of experience in providing accounting and advisory services to individuals and businesses in Santa Clara, California. His expertise lies in basic accounting services, financial planning, and tax compliance, making him a valuable resource for those seeking guidance on financial matters. Collins is well-versed in handling payroll processing and compliance, and he serves a diverse range of business structures, including S-Corps, partnerships, and limited liability companies.
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James C. Carr
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95054
Based in Santa Clara, California, James C. Carr is a seasoned certified public accountant with over 20 years of experience in accounting and taxation. His expertise includes individual and business tax return preparation, as well as sales tax compliance, serving a diverse client base of family-owned enterprises and individuals and families. Specializing in basic accounting services, individual tax services, and financial planning, Carr's services cater to the unique needs of each client, providing personalized attention and guidance.
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L. M. Provencher
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95051
L. M. Provencher is a certified public accountant based in Santa Clara, California, with over 15 years of experience serving entrepreneurs and startups, as well as various business structures, including S-Corps, partnerships, and LLCs. Provencher specializes in providing basic accounting services, small business accounting, and individual tax services, offering expert guidance on complex financial matters. The CPA also excels in sales tax compliance and retirement account tax reporting, helping clients navigate the intricacies of tax regulations and optimize their financial performance.
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Kathleen E. Russell
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95056
Kathleen E. Russell is a certified public accountant with over 15 years of experience in providing financial guidance to individuals and families in Santa Clara, California. She specializes in basic accounting services, financial planning, and individual tax services, offering expertise in areas such as tax preparation, financial analysis, and budgeting. Additionally, Ms. Russell represents clients before the IRS, providing representation in audits and other tax-related matters.
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David P. Hering
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95055
Based in Santa Clara, California, David P. Hering is a seasoned certified public accountant with over 15 years of experience. He provides general accounting and advisory services, including budgeting and financial analysis, to a variety of clients, including family-owned enterprises and small businesses. Specializing in basic accounting services, individual tax services, and financial planning, Hering also offers expertise in tax planning and consulting for various business structures, such as S-corporations and partnerships.
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Michelle D. Knapik
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95050
Located in Santa Clara, California, Michelle D. Knapik provides tax planning and consulting services to individuals and families. With over 15 years of experience in the field, she specializes in basic accounting services, tax compliance, and business tax services for family-owned enterprises. Her expertise includes retirement account tax reporting, ensuring accurate and compliant tax submissions for her clients.
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James C. Rinella
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95054
James C. Rinella is a certified public accountant (CPA) with a long-standing presence in Santa Clara, California, with over two decades of professional experience. He specializes in providing comprehensive financial services to entrepreneurs and startups, as well as individuals and families, focusing on basic accounting services, small business accounting, and financial planning. Rinella's expertise also encompasses retirement account tax reporting, bookkeeping, and financial statement compilation, ensuring accuracy and transparency in his clients' financial matters.
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Allison F. Lehman
Certified Public Accountant
Verified Licensed
Location Santa Clara, California 95054
Based in Santa Clara, California, Allison F. Lehman is a qualified CPA with over 15 years of experience. Her areas of specialization include basic accounting services, providing financial planning, and offering small business accounting services to meet the diverse needs of her clients. She provides tax planning and consulting services to individuals and families, as well as small and medium-sized businesses, helping them navigate the complexities of tax preparation and planning. With a strong focus on individual and business tax return preparation, Lehman works closely with her clients to ensure accurate and timely submissions.

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.