Business Details
6 Years
experience
Your Trusted Partner for Accounting Solutions in Irvine
At Wertz & Company & Company, we approach every client relationship with a commitment to personalized service and strategic insight. Our firm was founded on the principle that accounting should be more than number-crunchingit should be a partnership focused on advancing your business and personal financial goals. With decades of combined experience, our team combines Big Four expertise with the agility of a boutique firm to deliver proactive solutions tailored to entrepreneurs, closely held businesses, and high-net-worth individuals. We prioritize transparency, accessibility, and innovation, leveraging modern technology to streamline processes while maintaining the human touch that fosters trust. Our core valuesrooted in integrity, collaboration, and community impactguide every decision we make, ensuring we not only meet but exceed client expectations.From tax planning and outsourced CFO services to management consulting and estate planning, we provide comprehensive financial leadership designed to support long-term success. Our dedication to continuous learning and client education empowers informed decision-making, while our flexible, responsive approach ensures we adapt to evolving business needs. Recognized as one of Orange County's best places to work, we cultivate a culture that values work-life balance and professional growth, which directly benefits our clients through consistent, high-quality service delivery.
Services
Tax Planning
Outsourced CFO
Management Consulting
Estate Planning
Auditing Services
Bookkeeping
Payroll Processing
Financial Reporting
Business Valuations
Strategic Planning
Details
- Year established: 2020
Highlights and features
- We combine Big Four experience with personalized, boutique-style service delivery
- Our proactive tax planning minimizes liabilities while supporting long-term financial goals
- We offer outsourced CFO services without the cost of hiring full-time executives
- Our team maintains specialized expertise in manufacturing, healthcare, and technology sectors
- We prioritize transparent communication with no hidden fees or unexpected costs
Services
Tax Planning
Our tax planning services combine technical expertise with personalized strategies to minimize liabilities while supporting long-term financial objectives. We specialize in corporate and personal tax compliance, entity structure optimization, and IRS audit representation. By integrating estate and retirement planning insights, we help clients create sustainable tax-efficient frameworks that align with both business and personal goals.
Outsourced CFO
Access elite financial expertise without expanding your payroll through our outsourced CFO services. We provide comprehensive financial management including cash flow analysis, budgeting, and strategic reporting. Our team handles day-to-day financial operations while delivering actionable insights to support growth decisions and improve organizational financial health.
Management Consulting
Our management consulting services focus on operational improvements and strategic decision-making support. We analyze organizational structures, develop business plans, and implement process optimizations. Specialized expertise in mergers and acquisitions, forensic accounting, and temporary executive staffing helps businesses navigate complex transitions and growth phases.
Estate Planning
We create customized estate plans that address wealth transfer, business succession, and charitable giving strategies. Our approach integrates financial planning with legal considerations to ensure multi-generational wealth preservation. Services include trust establishment, life insurance analysis, and coordinated tax planning to protect assets for future generations.
Auditing Services
Our auditing services provide comprehensive financial statement examinations with industry-specific expertise. We conduct audits, reviews, and internal control assessments for manufacturing, healthcare, and technology sectors. Specialized offerings include pension audits, due diligence exams, and compliance reporting to ensure regulatory adherence and financial transparency.
Questions
What accounting software platforms do you support?
We work with Intacct, QuickBooks Online, Enterprise, and Desktop programs to implement customized accounting systems that integrate with your business operations.
How do you handle multi-state tax compliance?
Our tax professionals manage local, state, and federal tax filings while providing strategic guidance to optimize cross-jurisdictional tax positions.
Can you assist with business succession planning?
Yes, we offer comprehensive succession planning services including business valuation, ownership transition strategies, and estate tax planning.
What industries do you specialize in?
We have deep expertise in manufacturing, distribution, healthcare, technology, real estate, and construction industries with tailored financial solutions.
How do you ensure data security?
We use modern, best-in-class technology with secure file transfer systems and encrypted communications to protect client information.
Do you offer temporary financial staffing?
Yes, our outsourced CFO services include temporary controller and accounting staff support during organizational transitions or growth periods.
