More than a century ago, CalCPA had a few hundred dollars and 40 members. Today, CalCPA offers a wide variety of benefits and services for CPAs and financial professionals with 14 chapters located throughout the state. We are committed to the education and betterment of our members and the profession.

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Learn more about our strategic priorities, vision, mission, and core values.

Fact sheet

2023–24 Board of Directors and Council

• Meredith A. Johnson, Chair

• Matthew Martin, First Vice Chair

• Jillian N. Phan, Secretary/Treasurer

2023-2024 Board of Trustees

• Andrea G. Cope, Chair

• Ruben A. Davila, First Vice Chair

• Scott Donnelly, Treasurer

• Taryn Hoffmann-Torres, Vice Chair

View all of our volunteer leaders and leadership opportunities with CalCPA.

CalCPA Bylaws

• Amended July 30, 2020

• Amended June 29, 2017

Chapter Bylaws (Amended June 30, 2017)

• Bakersfield

• Central Coast

• Channel Counties

• East Bay

• Fresno

• Inland Empire

• Los Angeles

• Orange County/Long Beach

• Peninsula Silicon Valley

• Sacramento

• San Diego

• San Francisco

• San Joaquin

• San Jose Silicon Valley

View the Restated Articles of Incorporation (July 22, 2005)

2022-23 Audited Combined Financial Statements

2021-22 Audited Combined Financial Statements

2020-21 Audited Combined Financial Statements

2019-20 Audited Combined Financial Statements

2018-19 Audited Combined Financial Statements

2017-18 Audited Combined Financial Statements

2016-17 Audited Combined Financial Statements

2015-16 Audited Combined Financial Statements

2014-15 Audited Combined Financial Statements

2013-14 Audited Combined Financial Statements

2012-13 Audited Combined Financial Statements

To request a copy of the CalCPA, CalCPA Education Foundation or CalCPA Institute tax returns, contact Natalie Quan, CFO.

CalCPA Institute is a registered 501(c)(3). EIN: 20-0978565

CalCPA Education Foundation is a registered 501(c)(3). EIN: 94-613084