Filter Results
Santa Margarita
Filter Results
Santa Margarita
Showing 1 to 3 of 3 CPAs in Santa Margarita, California
JB
Janet B. Fitzpatrick
Certified Public Accountant
Verified Licensed
Location Santa Margarita, California 93453
Janet B. Fitzpatrick is a certified public accountant (CPA) based in Santa Margarita, California, with over 15 years of experience providing accounting services to individuals and businesses. Her areas of specialization include basic accounting services, tax compliance, and business tax services, catering to the needs of family-owned enterprises and individuals and families. A certified public accountant since [year], Janet holds a deep understanding of tax laws and regulations, allowing her to expertly prepare individual and business tax returns.
JL
Janice L. Carr
Certified Public Accountant
Verified Licensed
Location Santa Margarita, California 93453
Located in Santa Margarita, California, Janice L. Carr provides financial guidance to entrepreneurs and startups, as well as individuals and families. As a certified public accountant (CPA) with over a decade of experience, she specializes in basic accounting services, financial planning, and individual tax services. Her expertise also extends to IRS representation and tax planning and consulting, allowing her to address the unique financial needs of her clients.
JA
Joseph A. Labossiere
Certified Public Accountant
Verified Licensed
Location Santa Margarita, California 93453
Joseph A. Labossiere, a certified public accountant, has been serving the accounting needs of clients in Santa Margarita, California, for over 20 years. His practice focuses on tax planning and consulting, as well as retirement account tax reporting, to help individuals and family-owned enterprises navigate complex tax laws. Labossiere's specialization in basic accounting services, small business accounting, and business tax services provides a comprehensive approach to meeting the diverse needs of his clients, including family-owned enterprises and individuals and families.

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.