Filter Results
Saratoga
Filter Results
Saratoga
Showing 11 to 20 of 109 CPAs in Saratoga, California
JW
Jerry W. Lo
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Based in Saratoga, California, Jerry W. Lo is a seasoned accountant with over 15 years of experience in providing tax planning and consulting services to entrepreneurs and startups, as well as small and medium-sized businesses. His areas of specialization include basic accounting services, tax compliance, and business tax services, ensuring clients' financial records and tax obligations are accurate and up-to-date. In addition to his core services, Lo is knowledgeable about payroll processing and compliance, helping businesses navigate complex labor laws and regulations.
KY
Katy Y. Chen
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Katy Y. Chen is a certified public accountant (CPA) based in Saratoga, California, with over 15 years of experience in accounting and taxation. Her professional expertise spans bookkeeping and financial statement compilation, tax planning and consulting, as well as basic accounting services, tax compliance, and individual tax services. With a strong focus on serving small and medium-sized businesses, entrepreneurs, and startups, Chen provides personalized guidance on financial matters and ensures compliance with tax regulations. Hers services are particularly notable for incorporating a proactive approach to financial planning, helping clients navigate complex tax laws and make informed business decisions.
PD
Paul D. Hancock
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Based in Saratoga, California, Paul D. Hancock is a certified public accountant with over 25 years of experience. He specializes in providing basic accounting services, tax compliance, and small business accounting solutions to entrepreneurs and startups, as well as small and medium-sized businesses. His expertise includes bookkeeping, financial statement compilation, and payroll processing and compliance – essential services for maintaining accurate financial records and ensuring regulatory adherence.
JF
John F. Grosso
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Based in Saratoga, California, John F. Grosso provides accounting services to family-owned enterprises and entrepreneurs in the startup phase. With over 15 years of experience, he offers expertise in individual and business tax return preparation, as well as representation before the IRS to resolve tax disputes. Specializing in basic accounting services and tax compliance for small businesses, Grosso's work focuses on helping clients navigate the complexities of tax law and maintain accurate financial records.
SH
Sharon H. Bryer
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Based in Saratoga, California, Sharon H. Bryer provides accounting services to family-owned enterprises and small to medium-sized businesses. With over 15 years of experience, she specializes in basic accounting services, financial planning, and small business accounting, offering guidance on financial issues and helping clients make informed decisions. Her services encompass bookkeeping and financial statement compilation, as well as general accounting and advisory services, serving the financial needs of local businesses and entrepreneurs.
SC
Scott C. Sullinger
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Located in Saratoga, California, Scott C. Sullinger provides accounting and tax services to individuals and families, as well as family-owned enterprises. With over 10 years of experience, he specializes in basic accounting services, tax compliance, and financial planning. His services encompass sales tax compliance, payroll processing and compliance, catering to the diverse needs of his clients in the region. As a seasoned accountant, Scott C. Sullinger is dedicated to staying up-to-date with the evolving tax laws and regulations, ensuring his clients receive expert guidance.
X
Xin Pan
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Xin Pan is a certified public accountant with extensive experience in tax planning and financial statement preparation. Based in Saratoga, California, Pan has been serving small and medium-sized businesses and individual clients for over 10 years. Her expertise includes basic accounting services, tax compliance, and individual tax services, providing valuable guidance on financial matters.
MJ
Mark J. Mikl
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Mark J. Mikl is a certified public accountant (CPA) based in Saratoga, California. With over 20 years of experience, he provides services to individual and business clients, including tax return preparation and bookkeeping. His areas of specialization include basic accounting services, business tax services, and individual tax services for entrepreneurs, startups, and family-owned enterprises. Mark holds a unique distinction as a QuickBooks certified advisor and can assist clients in streamlining their financial record-keeping and reporting processes.
AL
Amy L. Berliner
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Amy L. Berliner, a certified public accountant based in Saratoga, California, provides specialized financial services to small and medium-sized businesses. With over 15 years of experience, Berliner offers comprehensive tax planning and consulting, as well as general accounting and advisory services to meet the diverse needs of her clients. Her expertise spans basic accounting services, business tax services, and individual tax services, catering to various business structures including S-Corps, partnerships, and LLCs.
S
Sidney Tang
Certified Public Accountant
Verified Licensed
Location Saratoga, California 95070
Located in Saratoga, California, Sidney Tang is a certified public accountant with over a decade of experience providing accounting and tax services to small and medium-sized businesses, as well as individuals and families. His expertise spans basic accounting services, small business accounting, and tax compliance, with a focus on ensuring accurate financial statements and timely tax filings. Mr. Tang's practice also includes IRS representation and bookkeeping services, allowing him to offer comprehensive support to clients navigating complex tax issues and financial management needs.

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.