Business Details
Certified Public Accountants in Long Beach, CA
Hamilton Mercer & Werre is a small public accounting firm dedicated to providing personalized, high-quality financial services to individuals and businesses in Long Beach and surrounding areas. With decades of combined experience, our team of certified professionals prioritizes client relationships while offering comprehensive tax planning, bookkeeping, estate planning, and consulting services. We focus on proactive strategies to minimize tax liabilities, ensure financial stability, and support long-term growth.Our commitment to accessibility and tailored solutions extends across Los Angeles, Orange, and Riverside counties. By maintaining a close-knit practice, we deliver expertise typically associated with larger firms while preserving the personal touch that sets us apart. Our mission is to simplify complex financial matters through transparency, technical excellence, and a deep understanding of each client's unique needs.
Services
Tax Services
Bookkeeping
Tax Planning
Estate Planning
Payroll Services
IRS Representation
Business Succession Planning
Consulting Services
Sales Tax Services
Trust Accounting
Highlights and features
- We offer over 25 years of combined experience in public accounting.
- Our proactive tax planning minimizes current and future liabilities.
- Specialized expertise in estate and trust financial management.
- Personalized service tailored to individual and small business needs.
- Accessible to clients across Los Angeles, Orange, and Riverside counties.
What people say
Outstanding Consulting
Better manage cash flow
First class service
Proactive tax planning
Long-term reliability
Services
Tax Services
Our proactive tax services help individuals and businesses minimize liabilities through strategic planning. We stay updated on tax law changes to identify opportunities for savings while ensuring compliance. Clients receive personalized guidance for year-round tax management.
Estate Planning
We design comprehensive estate plans to ensure orderly asset distribution and tax efficiency. Services include trust accounting, gift planning, and coordination with legal professionals to protect clients' financial legacies for future generations.
Bookkeeping
Our bookkeeping services maintain accurate financial records to support business operations. We implement systems for cash flow management, payroll processing, and financial reporting tailored to small businesses' specific needs.
IRS Representation
We provide expert representation during IRS audits and tax disputes. Our team ensures proper documentation and communication with tax authorities to resolve issues efficiently while protecting clients' interests.
Business Succession
We develop succession plans to ensure business continuity during ownership transitions. Our strategies address tax implications, leadership development, and financial restructuring to maintain operational stability.
People
John Hamilton
CPA
John Hamilton, a California CPA since 1980, specializes in individual and small business tax planning. With 38 years of experience, he focuses on cash flow management and estate planning while maintaining active community involvement.
Cheryl Mercer
CPA
Cheryl Mercer brings 28 years of public accounting experience to estate and trust services. Her expertise includes fiduciary accounting and asset management for individuals and multi-generational wealth planning.
Diana Werre
Accountant
Diana Werre has 30 years of accounting experience, specializing in small business financial systems. She provides CFO-level support and has maintained long-term client relationships through personalized bookkeeping and operational guidance.
Questions
What accounting services do you offer?
We provide tax planning, bookkeeping, estate planning, IRS representation, payroll services, and business succession planning tailored to individual and small business needs.
Do you serve businesses outside Long Beach?
Yes, we serve clients across Los Angeles, Orange, and Riverside counties with accessible, personalized accounting solutions.
How do you handle tax law changes?
Our team proactively monitors tax legislation to identify planning opportunities and ensure compliance for individuals and businesses.
Can you assist with estate tax planning?
Yes, we specialize in estate and trust accounting, including asset allocation, gift planning, and coordination with legal professionals.
What sets your firm apart?
Our small firm structure allows personalized service combined with decades of experience in tax and financial planning expertise.
