Tax, accounting and business solutions designed for entrepreneurs, closely held businesses and high net worth individuals. If you need help with taxes, we're right here. But for most clients, we're much more than a see-you-once-a-year CPA firm. Focusing 100% on you and your needs, we'll help you plan, problem-solve and serve as the financial quarterback to your business and family success. Every decision we make, service we perform, and conversation we have is held to the high standards of our core values.
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No matter how the economy fluctuates or how industry evolves, we never deviate from the way we approach our clients. We listen. We pay attention. We understand. We take action. This personalized service strengthens your most vital needs with a proven, practical suite of advice, ideas, competencies and solutions.
Meet our team of experienced, down-to-earth accounting and business management professionals. We believe that your business management team should make your life easier, not complicate matters. We're here to demystify your questions about compliance, help you think strategically about your organization and achieve your immediate and long-term personal and business goals.
For all the questions you have about your business or personal finances, we're here to help. Receive proactive, year-round insight and guidance from experienced professionals who understand all aspects of your organization. We specialize in serving small to midsize privately held companies, entrepreneurs and high net worth individuals.
Our tax services go beyond the mere preparation of tax returns. We take the time to truly understand your business trajectory and personal objectives to develop strategies that minimize your taxation. By integrating our expertise in the areas of estate and retirement planning, we provide insight and guidance today that lay the groundwork for a brighter future. By getting to know the ins and outs of your individual and business needs, we help you make smart decisions that fit into your big-picture goals.
Reviews (3)
George Van Fossan
Feb 27, 2014
Adam White
Nov 17, 2013
I've been working with Wertz for a long time and very happy the'yre there for me. I have a small outfit but they've always treated me like a key client. Not only have they helped me with taxes and strategies but even helped me with IT work - where can you find that?! If you want a company that's professional, knowledgeable and prompt, look no further. Thanks guys, Adam
Jeremy Durant
Jan 21, 2013
