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Walnut Creek
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Walnut Creek
Showing 31 to 40 of 275 CPAs in Walnut Creek, California
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Lance M. Geertsen
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94596
Lance M. Geertsen, a certified public accountant, is based in Walnut Creek, California. With more than 15 years of experience providing accounting services, Geertsen specializes in tax compliance, including business tax services tailored to meet the needs of entrepreneurs and startups, as well as family-owned enterprises. Geertsen's expertise encompasses general accounting and advisory services, including bookkeeping and financial statement compilation, and his practice focuses on delivering precise and accurate financial solutions.
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Kenneth P. Rosen
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94597
Based in Walnut Creek, California, Kenneth P. Rosen provides accounting services to various clients, including family-owned enterprises and entrepreneurs. He specializes in basic accounting services, business tax services, and financial planning for individuals and small businesses. Rosen offers tax planning and consulting services, as well as retirement account tax reporting, helping clients manage complex tax situations.
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Loren C. Delmonico
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94596
Loren C. Delmonico, a seasoned accountant, offers in-depth financial guidance to clients in Walnut Creek, California. With over 15 years of experience in accounting and tax preparation, Delmonico specializes in providing tailored financial planning, retirement account tax reporting, and payroll processing & compliance services to family-owned enterprises and entrepreneurs. Delmonico's expertise spans basic accounting services, individual tax services, and financial planning, catering to the unique needs of startups and small businesses.
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James P. Duffy
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94596
Based in Walnut Creek, California, James P. Duffy provides comprehensive accounting and tax services to entrepreneurs and family-owned enterprises. With over 15 years of experience, his expertise encompasses individual and business tax return preparation, as well as tax planning and consulting for various business types. His specialization in basic accounting services, individual tax services, and business tax services enables him to address the diverse financial needs of his clients. Notably, his experience with tax planning and consulting has allowed him to help clients minimize their tax burden and maximize their financial returns.
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Michelle T. Schimberg
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94597
Michelle T. Schimberg is a certified public accountant based in Walnut Creek, California, with over a decade of experience in the field. She specializes in providing financial planning, individual tax services, and basic accounting services to individuals and families, as well as entrepreneurs and startups. Her expertise extends to tax planning and consulting, with a particular focus on retirement account tax reporting.
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Jon M. Britt
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94596
Based in Walnut Creek, California, Jon M. Britt is a seasoned accounting professional with over 20 years of experience. He specializes in providing basic accounting services, small business accounting, and financial planning to a diverse range of clients, including family-owned enterprises and businesses with various structures such as S-Corps, partnerships, and LLCs. Beyond his core services, Britt offers expert IRS representation and comprehensive retirement account tax reporting, helping his clients navigate complex tax situations and ensure compliance.
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Rex L. Crandell
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94598
Rex L. Crandell is a certified public accountant based in Walnut Creek, California. With over 15 years of experience, Crandell specializes in providing financial planning, business tax services, and basic accounting services for individuals and families, as well as family-owned enterprises. His expertise also includes general accounting and advisory services, particularly in tax planning and consulting. He has a strong understanding of the financial complexities faced by his clients, allowing him to tailor his services to meet their specific needs. Crandell is a member of the American Institute of Certified Public Accountants.
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Marta A. Puzia
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94595
Marta A. Puzia, a certified public accountant based in Walnut Creek, California, has provided accounting services to small and medium-sized businesses since 2005. Her practice focuses on individual and business tax services, including sales tax compliance and payroll processing and compliance. Puzia's experience serving a diverse range of clients has prepared her to handle basic accounting services, business tax services, and individual tax services. Through her practice, Puzia helps clients navigate complex tax laws and regulations, ensuring compliance and minimizing financial risk.
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John R. Harper
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94596
Located in Walnut Creek, California, John R. Harper provides expert accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience, he offers comprehensive tax compliance and business tax services tailored to entrepreneurs and startups, helping them navigate complex tax regulations. His services include IRS representation, individual and business tax return preparation, and basic accounting services, all designed to support the unique needs of his clients.
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Georgeanna S. Sydes
Certified Public Accountant
Verified Licensed
Location Walnut Creek, California 94598
Georgeanna S. Sydes is a certified public accountant with over 15 years of experience in Walnut Creek, California, serving a diverse range of clients. Her expertise includes basic accounting services, business tax services, and individual tax services, catering to family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. Georgeanna provides specialized services in tax planning and consulting, ensuring clients are in compliance with relevant tax laws and regulations. Additionally, she offers retirement account tax reporting services, helping clients navigate the complexities of tax obligations related to retirement savings.

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.