Wertz & Company, LLP
Address: 5450 Trabuco Rd, Irvine, CA 92620 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 756-5000: Category: Place name: : : Website: : : : Website: http://www.wertzco.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wertz & Co LLP Posting publicly on the Web Write a review Reviews 3 Google reviews
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Wertz & Company, LLP Employees
Wertz & Company, LLP July 2014 - Present
Wertz & Company, LLP January 2010 - June 2014
Wertz & Company, LLP January 2007 - December 2009
Wertz & Company, LLP January 2004 - December 2006
Skills
Tax, Accounting, Strategic Planning, GAAP, Audit, Income Tax, Quickbooks, Internal Controls, Tax Preparation, Tax Compliance, Partnership Taxation, Corporate Tax, FASB, Financial Accounting, Compilation Of..., Reviews, CPA, US GAAP, Financial Statements, Tax Accounting, Auditing, QuickBooks, Small Business, Strategic Financial..., Financial Reporting, General Ledger, Financial Planners, Personal Tax Planning, Business Tax Planning, Tax Returns, Financial Analysis
Education
California State University-Fullerton - College of Business and Economics 2001 — 2003
BA, Accounting
Wertz & Company, LLP September 1985 - Present
Deloitte July 1984 - August 1985
Skills
Payroll, Financial Modeling, Professional Services, Budgets, Strategic Planning, Business Planning, Business Advisory, Forecasting, US GAAP, Litigation Consulting, Accountants, Corporate Tax, Income Tax, Process Improvement, Change Management, Accounting, Financial Statements, Financial Accounting, Leadership, Management Consulting, QuickBooks, General Ledger
Education
California State University-Fullerton 1980 — 1984
Bachelor of Arts Degree in Business Administration, Accounting
edison high school 1977 — 1980
SecureDock, LLC November 2012 - Present
Wertz & Company, LLP April 2012 - Present
Baci Di Roma February 2010 - May 2013
DT Global Technologies 2011 - 2012
M&O Perry Industries February 2007 - March 2008
First Class Pizza July 2003 - June 2007
Skills
Sales, Marketing, Customer Service, Forecasting, Social Media Marketing, Relationship Marketing, System Testing, Accurate Record Keeping, Process Management, Organization, Web Development, Product Development, Teamwork, Leadership, Communication
Education
California State University-Fullerton 2011 — 2013
Business, Management, Marketing, and Related Support Services
Orange Coast College 2006 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Wertz & Company, LLP January 2014 - Present
Wertz & Company, LLP August 2007 - Present
Ellsworth Marine June 2005 - June 2007
Eastern Pacific Yacht Club June 2005 - June 2007
Skills
Tax, Accounting, Finance, Financial Analysis, Financial Reporting, Tax Preparation, QuickBooks, Corporate Tax, Strategic Financial..., Income Tax, Payroll, CPA, US GAAP, Partnership Taxation, GAAP, Tax Research, Auditing, Tax Accounting, Internal Controls, Personal Tax Planning, Financial Statements, Financial Accounting, General Ledger, Small Business, High Net Worth..., Business Tax Planning, International Tax, Corporate Tax Planning, Revenue Recognition, Cash Flow Forecasting, Business Advisory, Estate Tax Planning
Education
Point Loma Nazarene University 2002 — 2006
BS, Business Administration with a concentration in Entrepreneurship and Finance
RSCS - A Yum! Brands Co-op January 2015 - Present
NaturePharm June 2014 - January 2015
Naturade June 2012 - May 2014
Naturade October 2008 - May 2012
Wertz & Company, LLP January 2007 - August 2008
Accredited Home Lenders June 2005 - November 2006
Farmers Insurance January 2004 - May 2005
Skills
Financial Analysis, Accounting, Forecasting, Finance, Auditing, Corporate Finance, Corporate Tax, Management, Financial Accounting, Strategy, Mergers & Acquisitions, Budgets, Business Strategy, Internal Controls, Financial Reporting, Microsoft Office, Business Planning, QuickBooks, Financial Modeling, Financial Statements, Tax, Cash Flow, Managerial Finance, Income Tax, Strategic Financial..., CPA, US GAAP, Variance Analysis, Operations Management, Project Management, Financial Planning
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
MBA, Strategy and Entrepreneurship, 3.97 GPA
University of California, Los Angeles 2000 — 2003
BA, Economics
Wertz & Company, LLP June 2000 - Present
Yamaha Motor Corporation, USA June 1988 - May 2000
Corbin & Wertz January 1983 - June 1987
Skills
Tax planning, Income Tax, Corporate Tax, Small Business Tax, Financial Planners, Tax Preparation, Strategic Financial..., Small Business, Tax Returns, Tax, Accounting, Estate Tax Planning, High Net Worth..., Personal Tax Planning, Partnership Taxation, Tax Planning, Financial Reporting
Education
De La Salle University
Bachelor of Science (BS), Accounting
Wertz & Company, LLP January 2006 - Present
Wertz & Company, LLP January 2004 - December 2005
Wertz & Company, LLP January 1995 - December 2003
Skills
Tax Preparation, Tax
Education
Cal State Fullerton
BS, Accounting
Canyon Partners, LLC January 2014 - July 2015
Canyon Partners, LLC September 2011 - January 2014
Wertz & Company, LLP September 2008 - February 2011
Education
University of Southern California 2015 — 2016
MRED, Masters of Real Estate Development
University of California, Irvine
Bachelor of Arts (B.A.), Economics & Spanish Language
Oakridge Private School 2015 - Present
FUSION OF IDEAS March 2015 - August 2015
Wertz & Company, LLP November 2014 - March 2015
Hume Lake Christian Camps August 2014 - October 2014
Nienow & Tierney, LLP January 2014 - July 2014
Post Factory August 2011 - September 2013
Child Care October 2011 - June 2013
Skills
Adobe Creative Suite, Microsoft Word, Microsoft Excel, Research, Xytech Enterprise, Observation, Lacerte, Analysis
Education
California State University-Fullerton 2015 — 2016
Secondary Education Teaching Credential, Social Studies Teacher Education
Biola University 2010 — 2013
Bachelor of Arts (B.A.), Social Work
Wertz & Company, LLP July 2015 - Present
Wertz & Company, LLP October 2014 - June 2015
Pel & Associates June 2011 - October 2014
Pel & Associates September 2008 - June 2011
Skills
Accounting, Tax, Payroll, Bookkeeping, Tax Preparation, Sales Tax, Financial Analysis, Income Tax, Accounts Payable, Invoicing, Non-profits, Individual Income Tax, Corporations, Payroll Taxes, Minister's Taxes, Church Payroll, Non-profit Bookkeeping, Non-profit Payroll, Tax Research
Education
California State University-Fullerton 2013 — 2015
Master of Science (MS), Taxation
California State University-Fullerton 2009 — 2011
Concentration in Accounting
Hope International University 2007 — 2011
Bachelor's of Arts in Business Administration, Accounting, Cumulative GPA: 3.72
Temescal Canyon High School 2003 — 2007
High School, 4.23 GPA
Wertz & Company, LLP January 2005 - Present
Skills
Accounting, Tax, Small Business, Management Consulting, Tax Preparation, Microsoft Office, Customer Service, Professional Services, Social Media, Financial Reporting, Non-profits, Partnership Taxation, Corporate Tax, Individual Taxation, Federal Tax, State Taxation, Tax Compliance, Financial Statements, Personal Tax Planning, Corporate Tax Planning, Business Tax Planning, US Tax, QuickBooks, US GAAP, GAAP, Mergers & Acquisitions, IRS problem resolution, Income Tax, Bookkeeping
Education
University of Arizona, Eller College of Management 2000 — 2004
BS, Accounting
Wertz & Company, LLP 2001 - Present
Powars & Tretheway, A Professional Law Corporation March 1965 - January 2002
Baker, Farnham & Began June 1960 - March 1965
Skills
Estate Planning, Entity Formation
Education
University of Southern California 1979 — 1981
Legal Assistant Certification, Law School
SecureDock, LLC 2008 - Present
Wertz & Company, LLP 2002 - Present
Corbin & Wertz 1983 - 2002
Price Waterhouse 1978 - 1983
Education
California State University-Long Beach 1980 — 1982
Masters in Business Administration
University of Southern California - Marshall School of Business 1974 — 1978
Bachelor of Science, Accounting
Wertz & Company, LLP 2007 - Present
Torre and Vellema, CPA's December 1998 - November 2007
Zusman, Cameron and Watters, CPA's December 1989 - January 1999
Skills
Foreign Languages, Pianist, Tennis, Tax Preparation, Accounting, Tax, Corporate Tax, Income Tax
Education
Michigan State University
Bachelor of Arts (B.A.), Mathematics
University of Toronto at Scarborough 1967 — 1968
Financial Mathematics
University of Toronto, Conservatory of Music
Piano
Wertz & Company, LLP September 2015 - Present
Klarin & Associates CPA's, Inc. January 2008 - June 2015
Pankl Aerospace Systems June 2007 - August 2007
Intex Recreation Corp. June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, Customer Service, Microsoft Word, Nonprofits, Community Outreach, Time Management, Data Analysis, Microsoft Office, QuickBooks, System Administration, Management, Project Management, Financial Reporting, Tax, Accounts Payable, Project Planning, Internal Audit, Team Building, Business Strategy, Essbase, Public Speaking, Business Planning, Social Networking, Event Management, Fundraising, Public Relations, Social Media, Accounts Receivable, Strategic Planning, Bookkeeping, Accounting, Leadership, Healthcare, Process Improvement, Internal Controls, Insurance, Access, Facebook, Research, Financial Modeling, Finance, Program Management, Analysis, Sales, Forecasting, Payroll, Outlook, PowerPoint, Variance Analysis
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2014 — 2016
Master of Science, Taxation, 3.85
California State University-Fullerton - College of Business and Economics 2003 — 2007
Bachelor of Arts, Business Administration, Accounting
Allen, Haight & Monaghan LLP July 2015 - Present
Allen, Haight & Monaghan LLP December 2011 - Present
Wertz & Company, LLP December 2009 - January 2012
Sweek Connolly & Company March 2008 - November 2009
MK, An Accountancy Corporation June 2006 - November 2007
Banco Empresario de Tucuman August 2003 - September 2004
Banco Empresario de Tucuman September 1998 - July 2003
Skills
Accounting, Tax, GAAP, Financial Reporting, Bookkeeping, Auditing, Compilation & Review, Personal Tax Planning, Business Tax Planning, Tax Research, Tax Law, Budgets, Financial Modeling, General Ledger, Small Business, Peachtree, Tax Preparation, Financial Accounting, Cash Flow, Fixed Assets, Finance, Sarbanes-Oxley Act, Accounts Payable, Internal Controls, Forecasting, Accounts Receivable, Corporate Tax, Corporate Finance, Partnership Taxation, SEC filings, Tax Returns, Cost Accounting, Revenue Recognition, Account Reconciliation, High Net Worth..., US GAAP, Financial Audits, Access, Accountants, Cash Management, Payroll, Financial Statements, Sarbanes-Oxley, CPA, Managerial Finance, QuickBooks, Strategic Financial..., Variance Analysis
Education
California State University-Fullerton 2008 — 2011
MST, Taxation
National University 2005 — 2007
MBA, International Business
Universidad Nacional de Tucumán
BS, Accountancy
Capata & Co. August 2013 - Present
Lakeshore City Church January 2012 - March 2015
Saddington Shusko, LLP August 2011 - August 2013
Squar Milner January 2004 - August 2011
Wertz & Company, LLP January 2001 - December 2003
Skills
Tax, Accounting, Real Estate, Strategic Planning, Excel, Analysis, Construction, Non-profits, Financial Modeling, Forecasting, Small Business, Manufacturing, Microsoft Office, Research, PowerPoint, Process Improvement, Business Planning, Start-ups, Restructuring, Financial Analysis, Compliance, Nonprofits, Due Diligence, Financial Reporting, Tax Preparation, Income Tax, Management, CPA
Education
Golden Gate University
Masters of Taxation
Biola University 1997 — 2001
BS, Emphasis in Accounting, Minor in Biblical Studies
Wertz & Company, LLP October 2000 - Present
Re/Max Beach Cities Realty June 1989 - June 1993
ARA Magazine and Book Division June 1984 - June 1987
Skills
GAAP, Tax Preparation, Corporate Tax, Income Tax, Partnership Taxation, Investments, Financial Reporting, Tax, Personal Tax Planning, US GAAP, QuickBooks, Small Business, Financial Analysis, Valuation, Accounting
Education
University of Arizona 1971 — 1976
BS -, Accounting and Real Estate
Helena R.Lisk, CPA July 2010 - Present
Wertz & Company, LLP March 1984 - July 2010
Skills
Accounting, Tax, Payroll, Financial Reporting, CPA, Trusts, Partnership Taxation, Small Business, Corporate Tax, General Ledger, Financial Statements, Income Tax, Tax Preparation
Education
California State University-Long Beach - College of Business Administration 1975 — 1982
BS, Accounting
Wertz & Company, LLP September 2015 - Present
Link, Murrel & Company, LLP January 2014 - April 2015
Bank of America November 2003 - December 2013
Skills
Accounting, Tax, Corporate Tax, Income Tax, Tax Preparation, GAAP, Financial Accounting, Financial Statements, General Ledger, Tax Accounting, QuickBooks, Financial Reporting, Tax Law, Banking, New Business Development, Small Business, Business Planning, Credit, Commercial Lending, Small Business Lending, Loans, Retail Banking, Financial Analysis, Commercial Banking, Credit Analysis, Risk Management, Microsoft Excel, Tax Returns
Education
University of Phoenix 2010 — 2012
Bachelor of Applied Science (BASc), Accounting
Cal State Fullerton 2005 — 2008
Bachelor of Applied Science (BASc), Accounting
Orange Coast College 2002 — 2005
Certificate of General Accounting Principles, Accounting
Wertz & Company, LLP January 1999 - Present
Little & Trank CPA's 1998 - 1999
Skills
Estate and Trust tax..., Estate Tax Planning, Income Tax, Tax, Gift Tax, Estate Law
Education
California State University-Long Beach
Wertz & Company, LLP December 2009 - Present
Sweek Connolly & Company 1975 - 2009
Skills
Income Tax, Corporate Tax, Tax Advisory, Consulting, Tax Preparation, Estate Planning, Client Billing
Education
University of Southern California
Bachelor of Science, Business Administration and Management, General
Golden Gate University
Taxation