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Santee
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Santee
Showing 31 to 40 of 41 CPAs in Santee, California
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Nancy A. Riley
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Nancy A. Riley is a certified public accountant based in Santee, California, with over 20 years of experience providing accounting and tax services to individuals and businesses in the region. Her areas of specialization include basic accounting, individual tax services, and tax compliance, making her well-suited to handle a variety of financial needs. In addition to routine bookkeeping and financial statement preparation, Riley offers specialized services such as payroll processing and compliance, retirement account tax reporting, and accounting support for individuals and businesses with diverse structures. Riley serves a range of clients, including individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs.
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Traci A. Robertson
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Based in Santee, California, Traci A. Robertson is a certified public accountant with extensive experience in accounting and financial services. With over 15 years of experience in general accounting and advisory, tax planning and consulting, and financial planning for small and medium-sized businesses within various business structures, Robertson provides expertise in basic accounting services and small business accounting. Her work includes financial planning, budgeting, and financial statement preparation for clients across diverse industries, including S-Corps, partnerships, and LLCs.
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Rafaela Vaquero
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Rafaela Vaquero is a certified public accountant serving the Santee community in California. With over 7 years of experience, she specializes in providing general accounting and advisory services to entrepreneurs and startups, as well as individuals and families. Her expertise includes basic accounting services, financial planning, and individual tax services, with a unique emphasis on payroll processing and compliance. Based on her industry focus and areas of specialization, clients can expect expert guidance and support in navigating financial complexities and regulatory requirements.
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Marguerite R. Elliott
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Practicing as a Certified Public Accountant (CPA) for over 20 years, Marguerite R. Elliott provides tailored accounting solutions to meet the diverse needs of her clients. With expertise in financial planning, business tax services, and basic accounting services, she delivers expert guidance on tax planning and consulting, ensuring individuals and families, as well as small and medium-sized businesses in the Santee, California area, achieve their financial goals. Her extensive experience in bookkeeping and financial statement compilation, particularly with small and medium-sized businesses, enables her to offer comprehensive support during tax season.
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Jeffrey D. Casey
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Located in Santee, California, Jeffrey D. Casey provides professional accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over 20 years of experience in the field, Casey specializes in basic accounting services, tax compliance, and small business accounting. His services include sales tax compliance, general accounting and advisory, and tax preparation for family-owned enterprises and small businesses. Casey's expertise in tax compliance and small business accounting enables him to provide tailored solutions for businesses navigating complex regulatory environments.
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Stuart A. Lolly
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Practicing public accountant Stuart A. Lolly is based in Santee, California, and brings over a decade of experience to his work. With a focus on small business accounting and tax compliance, he provides bookkeeping and financial statement compilation services to individuals and families as well as small and medium-sized businesses. His specialization in basic accounting services ensures that clients receive accurate and timely financial guidance, including sales tax compliance.
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Jonathan T. Wentzel
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Based in Santee, California, Jonathan T. Wentzel provides accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over 20 years of experience, he specializes in basic accounting services, tax compliance, and individual tax services. His services include individual and business tax return preparation, as well as sales tax compliance.
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Jerry L. Dixon
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Based in Santee, California, Jerry L. Dixon provides financial guidance and support to small and medium-sized businesses, as well as family-owned enterprises. With over 20 years of experience in accounting and taxation, he offers specialized services in basic accounting, small business accounting, and business tax services. His expertise includes sales tax compliance and tax planning and consulting, helping clients navigate complex tax regulations and optimize their financial strategies.
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Steven L. Green
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Based in Santee, California, Steven L. Green is a seasoned accounting professional. With over 15 years of experience, he offers a range of services to meet the diverse needs of his clients. Specializing in basic accounting services, small business accounting, and individual tax services, Green provides expert guidance for entrepreneurs and startups, as well as small and medium-sized businesses. He also represents clients in front of the IRS, handling retirement account tax reporting and other complex tax matters, leveraging his in-depth knowledge of tax law and regulations.
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Tomomichi Yoshida
Certified Public Accountant
Verified Licensed
Location Santee, California 92071
Tomomichi Yoshida operates a public accounting firm based in Santee, California, serving clients in the San Diego area. With over 15 years of experience, his practice specializes in bookkeeping and financial statement compilation, as well as payroll processing and compliance for small and medium-sized businesses and family-owned enterprises. His services also include individual tax services and financial planning for 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.