Business Details
41 Years
experience
Your Trusted Accounting Partner in Costa Mesa, CA
Founded in 1985, Stern Donna, has established itself as a trusted accounting firm in Orange County, specializing in personalized financial solutions for individuals and small businesses. Our expertise in QuickBooks and FreshBooks software enables us to deliver efficient bookkeeping, tax preparation, and fiduciary accounting services tailored to clients' unique needs. With decades of experience, we prioritize prompt communication, meticulous attention to detail, and a commitment to helping clients achieve long-term financial success.Our team combines technical proficiency with a client-centric approach, ensuring compliance, transparency, and strategic guidance across all services. As a locally rooted firm, we understand the specific regulatory and financial challenges faced by Orange County residents and businesses, positioning us to provide actionable insights that drive measurable results.
Services
Bookkeeping Services
Tax Preparation
Estate Accounting
Trust Tax Services
Court Accounting
Forensic Accounting
QuickBooks Training
Business Tax Filing
Fiduciary Accounting
Cash Flow Management
Details
- Year established: 1985
Highlights and features
- We offer over 35 years of experience in accounting services.
- Our team provides personalized attention to each client's unique needs.
- We guarantee prompt responses and immediate turnaround times.
- Our specialists are certified in QuickBooks and FreshBooks software.
- We maintain a strong commitment to client satisfaction and financial accuracy.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
True PRO who looks after clients
Knowledgeable and professional
Punctual and precise
On point with all aspects
Highly recommended
Services
Bookkeeping Services
Our bookkeeping services ensure accurate, up-to-date financial records for small businesses. Using QuickBooks and FreshBooks, we streamline expense tracking, bank reconciliation, and payroll management. Clients benefit from improved cash flow visibility and stress-free tax preparation, allowing them to focus on core business activities while maintaining compliance.
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, minimizing liabilities while ensuring compliance. Our expertise in Orange County tax laws helps clients maximize deductions and avoid penalties. Services include strategic planning, audit support, and timely filing for estates, trusts, and corporate entities.
Estate Accounting
Specialized estate accounting services assist trustees and legal professionals in managing high-net-worth estates. We handle asset valuation, tax compliance, and fiduciary reporting, ensuring transparency and adherence to California regulations. Our work simplifies probate processes and protects beneficiaries' interests.
Trust Tax Services
We prepare trust tax returns and annual beneficiary reports, ensuring compliance with California's stringent requirements. Our services include asset allocation analysis, tax minimization strategies, and audit-ready documentation, fostering trust and accountability for legal professionals and trustees.
Forensic Accounting
Forensic accounting services address complex financial disputes, including fraud detection and litigation support. We analyze financial records for discrepancies, provide court-admissible reports, and assist law firms in resolving high-stakes cases with precision and impartiality.
People
Donna L. Stern
CPA and Founder
Donna L. Stern founded her accounting firm in 1985 after graduating from USC. With over 40 years of experience, she specializes in QuickBooks, tax strategy, and fiduciary accounting for Orange County clients. Her client-first approach emphasizes transparency, expertise, and long-term financial success.
Questions
What services do you offer?
We offer bookkeeping, tax preparation, estate and trust accounting, court accounting, forensic accounting, and QuickBooks training for individuals and businesses in Orange County.
How often should bookkeeping be done?
Monthly or quarterly bookkeeping is recommended to maintain financial accuracy, though frequency depends on business size and transaction volume.
Is my financial data secure?
Yes. We use encrypted software and strict protocols to protect client data, ensuring privacy and compliance with industry standards.
How do I get started?
Book a free 30-minute consultation to discuss your needs. We'll create a tailored plan and begin services immediately after agreement.
What's the difference between accounting and bookkeeping?
Bookkeeping records daily transactions, while accounting interprets financial data to guide strategic decisions. Both are essential for business financial health.
