Business Details
6 Years
experience
Trusted Accounting & Business Solutions in Irvine, CA
Wertz & Company & Company is a client-centric accounting firm specializing in tax, accounting, and business consulting services for entrepreneurs, closely held businesses, and high-net-worth individuals. Our approach combines Big Four expertise with boutique-level personalization, focusing on proactive, year-round guidance to address both immediate needs and long-term goals. We prioritize understanding clients' unique business trajectories and personal objectives to develop tailored strategies that minimize taxation and optimize financial outcomes.Our team delivers innovative solutions across accounting system design, management consulting, outsourced CFO services, and estate planning while maintaining a culture rooted in core values like integrity, collaboration, and community impact. With modern technology streamlining administrative tasks, we dedicate more time to strategic advisory work that drives business growth and client success.
Services
Tax Planning
Management Consulting
Outsourced CFO
Auditing Services
Estate Planning
Details
- Year established: 2020
Highlights and features
- We provide proactive, year-round financial guidance beyond traditional tax services
- Our team combines Big Four experience with personalized boutique service
- Specialized expertise in serving entrepreneurs and closely held businesses
- Modern technology streamlines processes for greater efficiency and accuracy
- Client Bill of Rights ensures transparent, ethical business practices
Services
Tax Planning & Compliance
Our tax planning services help businesses and individuals minimize tax liabilities while maintaining compliance. We offer strategic tax return preparation, entity structure selection, and IRS audit representation. Our proactive approach combines technical expertise with personalized guidance to support long-term financial objectives.
Management Consulting
We provide strategic management consulting to improve business operations and financial performance. Services include organizational structure analysis, cash flow planning, and merger/acquisition advisory. Our consultants help clients implement process improvements that enhance efficiency and drive growth through data-driven decision-making.
Outsourced CFO
Our outsourced CFO services deliver executive-level financial expertise without full-time employment costs. We handle accounting workflows, budget development, and financial reporting while providing strategic guidance. This service helps businesses maintain proper financial controls and make informed business decisions.
Auditing Services
We offer comprehensive auditing and accounting services including financial statement audits, compliance reviews, and internal control assessments. Our industry-specific expertise covers manufacturing, healthcare, and technology sectors. These services provide stakeholders with reliable financial information and regulatory compliance assurance.
Estate Planning
Our estate planning services help clients preserve wealth across generations. We develop customized strategies for multi-generational transfers, business succession, and charitable giving. By integrating tax planning with financial objectives, we create solutions that align with clients' values and long-term legacy goals.
Questions
What industries do you specialize in?
We serve entrepreneurs and businesses across manufacturing, distribution, healthcare, technology, and professional services sectors.
Do you offer virtual accounting services?
Yes, our modern technology platform supports secure remote collaboration and document sharing for all clients.
How are your services different from other firms?
We combine Big Four expertise with personalized service, focusing on proactive advisory rather than just transactional work.
What experience does your team have?
Our professionals include former Big Four accountants with decades of combined experience in tax and business consulting.
How do you handle client communication?
We maintain open communication channels and provide regular updates through preferred client portals and scheduled meetings.
