Firm Profile

Firm Profile

Carpenter, Petersen & Associates is a full-service CPA firm. Our shareholders and associates provide quality, timely service with integrity and accountability. We offer a wide range of services to businesses and individuals to assist them in reaching their short and long-term financial goals. Realizing each client is unique, we tailor our services to meet those specific needs. Carpenter, Petersen & Associates offers the expertise of a large firm with the accessibility and personalized service of a boutique firm.

John Carpenter, CPA

As the firm's managing shareholder since 1987, John has used his extensive experience to service clients in a wide variety of industries and fields. Viewing client service as that which includes seeing clients and their businesses as an integrated universe from which advanced planning strategies should be developed, John has assisted those clients in their quest for success from inception to mature business and family entity structures, to ensure that clients’ legacies, as well as culture, are preserved for the future.

Dave Petersen, CPA

Dave has served the Southern California business community for over 30 years providing a spectrum of expertise in many areas of specialization that are of prime importance to today’s business owner. Dave consults with small and medium size business owners to augment the tools that they need to successfully run their businesses. Dave also conducts financial statement audits of for-profit and not-for-profit businesses for clients that need that level of service.

Gino Galante, CPA

Gino has over 27 years of public accounting experience. He works primarily with individuals and small businesses, assisting them with income and cash flow matters, tax planning, and other accounting services. Gino has concentrated his services in the area of taxation for entrepreneurial and growing businesses during his career and believes in delivering effective tax planning strategies to clients, pursuing that advocacy with resolve, persistence and professional skill.

Peter Lorens, CPA

Peter joined Carpenter Petersen & Associates in 2015 and relocated from New York City, where he had 13 years of experience working with clients in various industries. Peter brings his significant East Coast experience to the team to enable the firm to provide multi-state accounting and tax services to businesses, as well as individual clients, with those needs, or those who are contemplating expansion of their businesses in the future. Although relocating to Southern California, Peter continues to maintain close ties to New York.

Testimonials

Carpenter, Petersen & Associates has been our accounting firm for several decades. Under the direction of John Carpenter, we have consistently enjoyed CPA's high level of expertise and professionalism. CPA's handles our routine matters plus the special circumstances that arise from time to time-and always in an expedient and reliable manner. We know that John and his capable team are always just a phone call away.

- Marv S., Chairman of the Board, Construction Aggregates Industry

Our company has been using the audit services of Carpenter, Petersen & Associates, CPA's for more than 20 years. They are responsive to our questions and needs in a timely manner and have assisted with other various projects over the years, in addition to, our annual financial audits. We have had the opportunity to work with several of their staff and they have all been thorough and professional at all times.

- Christina D., Sr. Vice President of Operations, Travel and Tourism industry

Our Company and our family businesses have been using Carpenter, Petersen and Associates for over 40 years. They have guided us through tax audits from Federal, State, and local agencies. The firm has produced quarterly and annual financial statement reports for all of our entities, including more than 16 annual income tax returns. John Carpenter and Dave Petersen have provided us with invaluable business advice over the many past years and have represented us with many of the agencies, banks, and companies requiring financial information from our businesses.

- Eric K., CEO and Managing Partner, Petroleum and Real Estate industries

Dave Petersen is always responsive and knowledgeable when my clients need assistance. In fact, Dave was the saving grace for one of my clients when he found errors with prior tax returns and was able to get an unexpected tax refund of nearly $1 million dollars. Needless to say, our mutual clients continue to seek Dave’s guidance with their business and personal accounting needs. Furthermore, I trust Dave with my own taxes!

- Tony C., Vice President, Banking Industry

The CPA,
Never Underestimate the Value.®

Business Services

Individual Services

Testimonials

Firm Profile

The CPA, Never Underestimate the Value.®

Business Services

Individual Services

Testimonials

The CPA,
Never Underestimate the Value.®