Business Details
50+ Years
experience
Certified Public Accountants in Southern California
Dalton, Mathias & Deever CPAs has provided professional accounting services since 1975, combining extensive experience with a personalized approach. Our team of Certified Public Accountants delivers expertise in individual and business taxation, financial accounting, and consulting, serving clients across Southern California and beyond. With offices in Camarillo, Chatsworth, Laguna Niguel, and Simi Valley, we prioritize client relationships by offering tailored solutions and leveraging advanced accounting systems. Our professionals bring backgrounds from Big 4 firms and academic institutions, ensuring high-quality service grounded in integrity and innovation.We specialize in QuickBooks support, payroll processing, and financial planning, adapting to evolving client needs while maintaining a family-like atmosphere. With decades of combined experience, our firm remains committed to excellence in tax preparation, business consulting, and financial management. Our legacy of trust and expertise continues to serve businesses and individuals seeking reliable, forward-thinking accounting solutions.
Services
Individual Taxation
Business Taxation
Financial Statement Preparation
QuickBooks Support
Payroll Processing
Business Consulting
Audit Services
Tax Planning
Accounting Systems Design
Financial Planning
Details
- Year established: 1975
Highlights and features
- We offer 50+ years of combined experience in public accounting and taxation.
- Our team includes QuickBooks Certified Pro Advisers for advanced software support.
- We provide tailored financial solutions for businesses of all sizes.
- Our partners hold certifications including CPA, CGMA, and CFP.
- We maintain a personalized approach while serving clients nationally and internationally.
Associations and certifications
- CA SBA license PAR7589
- American Institute of Certified Public Accountants
- California CPA Society
What people say
20 years of service
Sound business direction
Efficient and effective
Industry experience
Personalized approach
Services
Individual Taxation
We provide comprehensive individual tax preparation services, ensuring compliance with federal and state regulations while optimizing deductions. Our CPAs deliver accurate, timely filings tailored to personal financial situations. With expertise in complex tax scenarios, we help clients minimize liabilities and maximize refunds through strategic planning.
Business Taxation
Our business taxation services cover entity selection, quarterly filings, and year-end tax returns for corporations and partnerships. We specialize in industry-specific tax strategies to reduce burdens while maintaining compliance. Our team offers audit support and proactive planning to ensure businesses meet obligations efficiently.
QuickBooks Support
As QuickBooks Certified Pro Advisers, we offer training, system setup, and troubleshooting for businesses using QuickBooks. Our support ensures accurate financial tracking and reporting. We help clients optimize software features to streamline accounting processes and improve financial management efficiency.
Financial Planning
We provide personalized financial planning services, including retirement strategies, investment advice, and estate planning. Our CFP professionals create customized roadmaps to achieve long-term financial goals. By analyzing cash flow and risk management, we help clients build sustainable wealth with confidence.
Audit Services
Our audit division delivers thorough financial statement examinations for businesses requiring assurance services. With Big 4 firm experience, we perform compilations, reviews, and audits to meet regulatory and stakeholder requirements. We ensure transparency and accuracy in financial reporting for public and private entities.
People
Craig R. Mathias
Partner
CPA and CGMA with Big 4 audit experience, 14-year CSUN faculty member, and tax section leader. Specializes in accounting systems and compliance.
Terry D. Deever
Partner
CPA and CFP with 25+ years in taxation and financial planning. Registered securities representative offering comprehensive business advisory services.
Sanaz Aminian
Senior Staff Accountant
Enrolled Agent with diverse accounting expertise, holding a business administration degree and advanced tax certification since 2022.
R. Curtis Dalton
Founding Partner
Deceased 2005. Established firm legacy through Big 4 tax experience and core values of integrity and vision since 1975.
Laura Gerken
Payroll Staff
Key administrative team member managing payroll operations and supporting office functions with precision and efficiency.
Questions
What accounting services do you offer?
We provide individual/business tax, financial statements, QuickBooks support, payroll, audit services, and financial planning tailored to client needs.
Do you serve businesses outside Southern California?
Yes, while our offices are in Southern California, we serve clients nationwide and internationally through virtual consultations and remote support.
Are your accountants certified professionals?
Our team includes CPAs, CGMAs, CFPs, and QuickBooks Certified Pro Advisers with extensive experience in public accounting and financial management.
How does your firm handle complex tax situations?
Our CPAs specialize in complex tax scenarios, leveraging Big 4 firm expertise and industry-specific strategies to optimize tax outcomes for all clients.
Can you assist with accounting software implementation?
Yes, as QuickBooks Certified Pro Advisers, we offer system setup, training, and optimization to ensure efficient financial management for businesses.
