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Truckee
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Truckee
Showing 1 to 10 of 35 CPAs in Truckee, California
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Kimberli L. Szczurek
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Based in Truckee, California, Kimberli L. Szczurek is a certified public accountant with over 20 years of experience serving various clients in Truckee and the surrounding areas. Her expertise lies in providing Basic Accounting Services, including financial statement preparation and budgeting, as well as Individual Tax Services such as retirement account tax reporting and individual tax return preparation. Szczurek's services cater to diverse clients, including individuals and families, as well as small businesses with various structures, such as S-Corps, partnerships, and LLCs.
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Thomas E. Conk
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Thomas E. Conk, a certified public accountant, has been serving entrepreneurs and startups in Truckee, California, since 2008. His expertise lies in providing Basic Accounting Services, Individual Tax Services, and Financial Planning to Small and Medium-Sized Businesses. A member of the American Institute of Certified Public Accountants, Conk stays updated on the latest tax laws and financial regulations, ensuring his clients' compliance with Payroll Processing & Compliance and Tax Planning & Consulting needs.
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Matthew O'Neil
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Based in Truckee, California, Matthew O'Neil provides accounting and tax services to small and medium-sized businesses, as well as individual clients. With over 15 years of experience in the field, he specializes in basic accounting services, financial planning, and small business accounting. His services include payroll processing and compliance, individual and business tax return preparation, making him a valuable resource for clients seeking expert guidance on tax and accounting matters.
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Lisa Trainor
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Based in Truckee, California, Lisa Trainor is a certified public accountant with over 20 years of experience providing financial guidance to entrepreneurs and family-owned enterprises. Her expertise lies in basic accounting services, tax compliance, and business tax services, making her a valuable resource for businesses navigating complex tax regulations. Trainor also specializes in payroll processing and IRS representation, ensuring her clients receive accurate, timely payment and minimizing the risk of audits or penalties.
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Nancy E. Herrera
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Based in Truckee, California, Nancy E. Herrera provides financial expertise to family-owned enterprises, entrepreneurs, and startups in the Sierra Nevada foothills. With over 15 years of experience in basic accounting services, financial planning, and small business accounting, she offers personalized tax planning and consulting, as well as IRS representation services. Nancy's specialization in assisting closely held businesses has earned her a reputation for understanding the unique financial challenges faced by family-owned enterprises and small business owners.
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Monty L. Waugh
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Based in Truckee, California, Monty L. Waugh has been serving clients in the Truckee area for over a decade. With expertise in general accounting and advisory services, Monty assists entrepreneurs and startups, as well as small and medium-sized businesses with their financial planning, tax compliance, and basic accounting needs. Monty's services include retirement account tax reporting, helping clients navigate complex financial situations and providing guidance on tax laws and regulations.
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Kim Moats
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Kim Moats, a seasoned CPA, serves clients in Truckee, California, offering payroll processing and compliance services tailored to the needs of entrepreneurs and startups. With over 10 years of experience in small business accounting, Moats provides financial planning and tax consulting services to individuals and families, helping them navigate complex financial situations. As a certified public accountant with a specialization in basic accounting services, Moats delivers accurate and timely financial statements, ensuring clients' businesses operate efficiently and profitably.
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John L. Cunha
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Based in Truckee, California, John L. Cunha is a certified public accountant with over 20 years of experience serving a diverse client base in the Truckee area. With specializations in basic accounting services, individual tax services, and small business accounting, Mr. Cunha provides expert guidance on tax planning and consulting, as well as IRS representation for clients facing tax issues. His clients include entrepreneurs and startups, as well as individuals and families seeking reliable accounting support for their financial needs.
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Bradley D. Friedman
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Bradley D. Friedman, a seasoned CPA based in Truckee, California, provides accounting and advisory services to family-owned enterprises and entrepreneurs. With over 15 years of experience, Mr. Friedman has developed expertise in general accounting and advisory, individual tax services, and basic accounting services. He represents clients in IRS matters, offering guidance and support throughout the audit process. A native of the region, Mr. Friedman has in-depth knowledge of the local business community and a deep understanding of the unique challenges faced by small businesses and family-owned enterprises.
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Mark C. Ledwith
Certified Public Accountant
Verified Licensed
Location Truckee, California 96162
Mark C. Ledwith is a certified public accountant based in Truckee, California, with over 15 years of experience providing accounting services to various clients. His areas of specialization include basic accounting services, small business accounting, and business tax services, serving individuals and families, as well as entrepreneurs and startups. He offers specialized services in payroll processing and compliance, ensuring businesses meet federal and state regulations. Additionally, Mark C. Ledwith provides representation for clients in IRS matters, helping resolve tax disputes and navigate complex tax laws.

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.