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
George Van Fossan — Truly professional, I can always rely on Wertz for any accounting / tax knowledge without hesitation.
My services encompass nearly every kind of financial life. I am experienced in accounting and taxation, IRS problem resolution, business formation, financial planning and investment, real estate and businesses. Our company's reputation for delivering quality service reflects the high levels we demand of ourselves.
Anne Marie Ben-Yehuda — Levy Accounting is always there every step of the way, so professional, responsive and I can't recommend working with Yosef
We are located in beautiful Orange County, California on the border of Irvine and Newport Beach directly across from the John Wayne Airport. We provide our clients with a broad range of professional services that are focused in the areas of personal finance, estate & gift planning, specialized tax and accounting, and business management. Our clients include affluent individuals, family owned businesses
Debra A. — Class act and I highly recommend JEFF if you need any help with financial planning and or probate matters. Debra
Whether tax, audit, business management, M & A, or valuation services, our solutions are tailored to your needs. Structuring for the sale of a business or, making the right acquisition brings risks and rewards. Our team helps you minimize risk and optimize value. Today's tax environment is constantly changing and is complex, especially in California.
Countryjustice All For All — The spread so thin to multiple locations of this Firm ends up with lousy supervisors, managers, who are not up to par. Rookies
Technical expertise and business advisory expertise meets attentive customer service with a fee structure that delivers maximum value for middle-market companies. This is the "The Value of Experience." Accessible, attentive and experienced. Your engagement team leaders are deeply involved with each client engagement to provide superior service.