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Valley Center
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Valley Center
Showing 1 to 10 of 18 CPAs in Valley Center, California
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Thomas E. Barry
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Based in Valley Center, California, Thomas E. Barry has been providing accounting services for over 20 years, specializing in business tax services, individual tax services, and basic accounting services. His expertise extends to serving entrepreneurs and startups, as well as small and medium-sized businesses, offering guidance on tax planning and consulting to meet their unique needs. Additionally, Mr. Barry represents clients before the IRS, providing a comprehensive approach to tax services and financial management.
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Lillian A. West
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Lillian A. West is a certified public accountant based in Valley Center, California, with over 20 years of experience serving the accounting needs of individuals and family-owned enterprises. She specializes in providing basic accounting services, small business accounting, and financial planning, with a focus on helping clients navigate complex tax laws and regulations. Notably, West provides personalized IRS representation and retirement account tax reporting services to ensure compliance and minimize tax liabilities. With her expertise in accounting for family-owned businesses and individual tax preparation, West delivers tailored financial solutions to meet the unique needs of her clients.
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Kristine L. Anderson
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Kristine L. Anderson is a certified public accountant based in Valley Center, California. With over 15 years of experience in the accounting industry, she specializes in providing basic accounting services, small business accounting, and business tax services to individuals, families, and small to medium-sized businesses. Her expertise includes bookkeeping and financial statement compilation, as well as retirement account tax reporting.
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Daniel L. Asmus
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Daniel L. Asmus is a certified public accountant based in Valley Center, California. With over 15 years of experience, he provides individual and business tax return preparation, as well as IRS representation services. Specializing in basic accounting services, small business accounting, and business tax services, Daniel works with individuals and families, as well as family-owned enterprises, helping them navigate complex financial situations. His expertise encompasses a range of accounting needs, from routine financial statements to comprehensive business tax planning.
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Kimberly J. Morgan
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Located in Valley Center, California, Kimberly J. Morgan provides accounting services to entrepreneurs and startups as well as small and medium-sized businesses. With over 10 years of experience, Kimberly specializes in basic accounting services, financial planning, and individual tax services. Her practice also includes payroll processing and compliance, as well as IRS representation services to assist clients with tax issues and disputes. Kimberly J. Morgan's expertise supports clients in navigating complex financial matters and staying compliant with regulatory requirements.
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Linda S. Fox
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Linda S. Fox is a certified public accountant based in Valley Center, California, with over 10 years of experience in providing accounting and tax services. She specializes in individual and business tax return preparation, general accounting, and advisory services for various business structures, including S-Corps, partnerships, and LLCs. In addition to her expertise in basic accounting services and individual tax services, Fox also assists small business owners with their accounting needs, helping them navigate financial complexities and make informed business decisions.
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Spencer J. Dale
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Based in Valley Center, California, Spencer J. Dale is a certified public accountant (CPA) with extensive experience in providing accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. With over a decade of experience, Spencer specializes in basic accounting services, financial planning, and business tax services, which include bookkeeping and financial statement compilation. He is also skilled in representing clients before the Internal Revenue Service (IRS) in matters of tax disputes and audits.
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Robert J. Sadulsky
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Based in Valley Center, California, Robert J. Sadulsky brings over 30 years of experience in accounting and taxation to his practice. He specializes in providing basic accounting services, small business accounting, and business tax services to entrepreneurs and startups, as well as family-owned enterprises. A certified public accountant, Sadulsky's expertise also includes bookkeeping and financial statement compilation, IRS representation, and other tax-related matters.
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David F. Wilkinson
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Based in Valley Center, California, David F. Wilkinson is a certified public accountant with over 15 years of experience in providing accounting and advisory services to small and medium-sized businesses and family-owned enterprises. His areas of specialization include basic accounting services, individual tax services, and small business accounting, with a focus on helping clients navigate complex financial regulations and optimize their tax strategies. Wilkinson's expertise extends to general accounting and advisory services, as well as retirement account tax reporting, ensuring that his clients' financial needs are met across various stages of their business life cycle.
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Liliane G. Serio
Certified Public Accountant
Verified Licensed
Location Valley Center, California 92082
Liliane G. Serio is a certified public accountant (CPA) with a private practice in Valley Center, California, and over 10 years of experience in accounting. Her expertise lies in providing basic accounting services such as financial statement preparation, budgeting, and financial planning to small and medium-sized businesses. Serio also specializes in tax compliance, including tax planning and preparation, and offers representation for clients facing IRS issues, including retirement account tax reporting and audit representation.

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.