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Upland
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Upland
Showing 1 to 10 of 87 CPAs in Upland, California
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Thomas G. Harris
Certified Public Accountant
Verified Licensed
Location Upland, California 91784
Thomas G. Harris is a certified public accountant (CPA) based in Upland, California, with over 20 years of professional experience in public accounting. He provides a range of services, including IRS representation, general accounting, and advisory services tailored to meet the diverse needs of his clients. Harris specializes in basic accounting services, business tax services, and small business accounting, supporting entrepreneurs and startups, as well as small and medium-sized businesses.
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Rosalinda A. Dan
Certified Public Accountant
Verified Licensed
Location Upland, California 91786
Rosalinda A. Dan is a certified public accountant with over 12 years of experience in Upland, California, providing expertise in general accounting and advisory services to individuals and businesses. She specializes in basic accounting services, small business accounting, and financial planning, catering to a diverse range of industries, including various business structures and entrepreneurs and startups. Notably, Dan's services include retirement account tax reporting, ensuring clients' compliance with tax regulations and optimizing their financial portfolios.
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Rodney C. Hulet
Certified Public Accountant
Verified Licensed
Location Upland, California 91784
Rodney C. Hulet is a certified public accountant based in Upland, California, with over 15 years of experience providing financial guidance to individuals and small to medium-sized businesses. His services include tax planning and consulting, retirement account tax reporting, and basic accounting services such as financial statement preparation and budgeting. With a specialization in business tax services and small business accounting, Hulet caters to clients with various business structures, including S-Corps, partnerships, and LLCs, offering tailored solutions to meet their unique needs.
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Grace W. Huang
Certified Public Accountant
Verified Licensed
Location Upland, California 91786
Based in Upland, California, Grace W. Huang is a certified public accountant with over 12 years of experience. Her areas of specialization include basic accounting services, individual tax services, and financial planning, catering to various business structures such as S-Corps, partnerships, and LLCs, as well as individuals and families. She provides bookkeeping and financial statement compilation, as well as individual and business tax return preparation services.
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Michael C. Montgomery
Certified Public Accountant
Verified Licensed
Location Upland, California 91784
Based in Upland, California, Michael C. Montgomery is a certified public accountant with extensive experience in bookkeeping and financial statement compilation. With over a decade of experience in general accounting and advisory services, he provides expert guidance to small and medium-sized businesses in navigating various business structures, including S-Corps, partnerships, and LLCs. Specializing in basic accounting services, financial planning, and small business accounting, Montgomery delivers tailored solutions to meet the unique needs of his clients.
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Rachel E. Axelrad
Certified Public Accountant
Verified Licensed
Location Upland, California 91784
Rachel E. Axelrad is a certified public accountant (CPA) based in Upland, California, with over 15 years of experience in tax preparation and financial services. Her expertise spans basic accounting services, business tax services, and tax compliance for a range of industries including family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. A unique aspect of Axelrad's practice is her focus on sales tax compliance, helping businesses navigate the complexities of tax laws and regulations to minimize financial risks. She offers individual and business tax return preparation services, providing accurate and timely tax filings for her clients.
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Salvador M. Gomez
Certified Public Accountant
Verified Licensed
Location Upland, California 91784
Based in Upland, California, Salvador M. Gomez has been providing accounting expertise for over 10 years, focusing on small and medium-sized businesses, as well as family-owned enterprises. His services include sales tax compliance and IRS representation, in addition to basic accounting services, small business accounting, and business tax services. A licensed CPA, Gomez helps clients navigate complex tax laws and financial regulations, ensuring accurate and timely compliance.
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David L. Dunkin
Certified Public Accountant
Verified Licensed
Location Upland, California 91784
Based in Upland, California, David L. Dunkin is a seasoned CPA with over a decade of experience serving the accounting needs of small and medium-sized businesses as well as entrepreneurs and startups. His expertise spans basic accounting services, individual tax services, and tax compliance, with a focus on helping clients navigate complex tax regulations and stay compliant. David's services include payroll processing and compliance, as well as tax planning and consulting to ensure clients are taking advantage of available tax benefits and minimizing liability.
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Kelly K. Mcmenomy
Certified Public Accountant
Verified Licensed
Location Upland, California 91786
Kelly K. McMenomy is a certified public accountant in Upland, California, with over 15 years of experience in tax planning and consulting. Her practice focuses on providing individualized financial guidance to family-owned enterprises, individuals, and families, with an emphasis on meeting their unique tax needs and compliance requirements. McMenomy's expertise includes basic accounting services, individual tax services, and tax compliance, ensuring accurate and up-to-date financial records and tax returns. She also offers bookkeeping and financial statement compilation services to support her clients' business and financial goals.
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Victoria M. Mensen
Certified Public Accountant
Verified Licensed
Location Upland, California 91784
Based in Upland, California, Victoria M. Mensen is a certified public accountant (CPA) with over 12 years of experience in providing financial guidance to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her areas of specialization include basic accounting services, business tax services, and tax compliance, with a focus on helping clients navigate complex tax regulations and optimize their financial strategies. Victoria offers personalized tax planning and consulting services, ensuring that clients' financial goals are aligned with their business objectives and tax obligations.

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.