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Truckee
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Truckee
Showing 31 to 35 of 35 CPAs in Truckee, California
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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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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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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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Jeanette Terry
Certified Public Accountant
Verified Licensed
Location Truckee, California 96160
Based in Truckee, California, Jeanette Terry is a certified public accountant (CPA) with over 10 years of experience in individual and business tax return preparation, as well as IRS representation. Her expertise extends to basic accounting services, small business accounting, and individual tax services, making her well-suited to handle a wide range of clients, from individuals and families to small business owners and various corporate structures, including S-Corps, partnerships, and LLCs. Terry's experience and education demonstrate her ability to provide sound financial guidance and representation before the IRS.
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Patricia A. Paganini
Certified Public Accountant
Verified Licensed
Location Truckee, California 96161
Based in Truckee, California, Patricia A. Paganini is a certified public accountant with over 15 years of experience providing comprehensive accounting and tax services to entrepreneurs and startups. Her practice focuses on retirement account tax reporting, tax planning, and consulting for individuals and businesses. Paganini specializes in providing basic accounting services, business tax services, and individual tax services to a diverse range of industries, including S-corporations, partnerships, and LLCs. She helps clients navigate complex tax laws and regulations to minimize tax liabilities and optimize financial performance.

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.