Business Details
47 Years
experience
Your Trusted Accounting Partner in San Juan Capistrano
Since 1979, our firm has served San Juan Capistrano and surrounding communities with professional expertise and personalized service. Our team of accounting professionals delivers comprehensive tax, accounting, payroll, and business consulting services while maintaining a client-focused approach. We prioritize ongoing relationships with clients, offering year-round tax planning and strategic financial guidance. With over four decades of combined experience, we serve individuals, corporations, partnerships, and nonprofits, adhering to rigorous professional standards through our participation in the AICPA Peer Review Program.Our commitment to excellence is demonstrated through memberships in the American Institute of CPAs and California Society of CPAs, ensuring clients receive accurate, ethical, and up-to-date financial solutions.
Services
Tax Preparation
Payroll Services
Accounting
Business Consulting
Estate Tax Services
IRS Representation
Financial Statements
Payroll Processing
Business Succession Planning
Details
- Year established: 1979
Highlights and features
- We offer over 40 years of combined experience in tax and accounting services
- Our personalized approach ensures tailored financial solutions for each client
- We maintain rigorous professional standards through AICPA peer review participation
- Our team includes certified QuickBooks ProAdvisors with specialized software expertise
- We provide complimentary initial consultations for all new clients
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Services
Tax Preparation
Our tax preparation services cover federal, state, and local returns for individuals, corporations, partnerships, and fiduciaries. We specialize in minimizing tax liabilities through strategic planning while ensuring compliance with evolving regulations. Our expertise includes electronic filing for faster refunds and representation before tax authorities when needed.
Payroll Services
We provide comprehensive payroll solutions with automated processing, tax payment scheduling, and regulatory compliance. Our internet-based system allows 24/7 access for data entry while we handle tax filings, W-2 processing, and multi-state payroll calculations with direct deposit options and employee portal access.
Accounting
Our accounting services include GAAP-compliant financial statements, accounts receivable/payable management, and customized reporting. We offer compilation, review, and audit services for businesses of all sizes, ensuring accurate financial records for banks, investors, and regulatory bodies.
Business Consulting
We provide strategic business consulting for succession planning, cost controls, and operational efficiency. Our services include system implementation guidance, employee benefit restructuring, and industry-specific solutions for manufacturing, real estate, and nonprofit organizations.
Estate Tax Services
Our estate tax services cover federal and state estate, gift, and trust tax return preparation. We offer planning strategies to protect heirs from unnecessary tax burdens while providing business succession plans and gifting strategies tailored to individual client needs.
People
Richard W. Wenger
Retired Tax Partner
CPA since 1970 with experience at Peat Marwick and Main Lafrentz. Specialized in real estate taxation and QuickBooks consulting. Lectured on tax matters and now volunteers in community activities.
Mark E. Bauer
Managing Partner
CPA since 1982 with expertise in taxation and estate planning. Served diverse industries including manufacturing and real estate. Active in San Juan Capistrano Rotary Club for 30 years.
Brian L. Jarvis
Principal
CPA with MBA specializing in corporate taxation and financial planning. Experienced in oil & gas, real estate, and nonprofit sectors. Provides strategic guidance for family businesses and entity structuring.
Tammy Schmitz
Senior Accountant
Certified QuickBooks ProAdvisor with 40+ years experience. Specializes in corporate tax, payroll, and accounting software including Ultra Tax and AppFolio. Serves clients in medical, retail, and manufacturing industries.
Cindy Russell
Staff Accountant
35+ years municipal finance experience including 30 years with San Juan Capistrano. Expertise in public accounting, budgeting, and administration. Former Assistant City Manager/Chief Financial Officer.
Questions
What accounting services do you offer?
We provide full-service accounting including financial statements, accounts receivable/payable, payroll processing, and GAAP-compliant reporting for businesses of all sizes.
Do you handle business tax preparation?
Yes, we prepare corporate, S corporation, partnership, and LLC tax returns while implementing strategies to minimize tax liabilities within legal parameters.
Can you assist with payroll processing?
Our internet-based payroll system offers automated processing, tax payments, W-2 preparation, and 24/7 access with direct deposit and multi-state tax compliance capabilities.
Do you offer business succession planning?
Yes, we provide business succession planning services to ensure smooth transitions, protect heirs, and maintain business continuity through strategic planning and documentation.
Are you available for tax representation?
We offer complete representation before the IRS and state tax authorities, including negotiating Offers in Compromise for tax debt resolution.
What industries do you specialize in?
We serve manufacturing, construction, real estate, professional services, import/export, agriculture, and nonprofit sectors with industry-specific tax and accounting expertise.
