Wertz & Company, LLP

Description

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

Employee
Years
Job
Industry
Brian Mullen, CPA Brian Mullen, CPA Orange County, California Area Details
Brian Mullen, CPA's Wertz & Company, LLP Experience July 2014 - Present
Job Tax Principal at Wertz & Company, LLP
Industry Accounting
Experience
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

Marcelo Sroka Marcelo Sroka Orange County, California Area Details
Marcelo Sroka's Wertz & Company, LLP Experience September 1985 - Present
Job Director at Wertz & Company, LLP
Industry Accounting
Experience
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

Alex Teubert Alex Teubert Irvine, California Details
Alex Teubert's Wertz & Company, LLP Experience April 2012 - Present
Job Professional Services Manager at SecureDock, LLC
Industry Computer Software
Experience
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

Katie Sterling Katie Sterling Orange County, California Area Details
Katie Sterling's Wertz & Company, LLP Experience January 2014 - Present
Job Tax Principal at Wertz & Company, LLP
Industry Accounting
Experience
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

Edgar Bañuelos, CPA, CGMA Edgar Bañuelos, CPA, CGMA Orange County, California Area Details
Edgar Bañuelos, CPA, CGMA's Wertz & Company, LLP Experience January 2007 - August 2008
Job International Sourcing and Program Manager II at Yum! Brands
Industry Restaurants
Experience
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

Alman Bones Alman Bones Orange County, California Area Details
Alman Bones's Wertz & Company, LLP Experience June 2000 - Present
Job Tax Principal at Wertz & Company, LLP
Industry Accounting
Experience
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

Wendy Jung Wendy Jung Orange County, California Area Details
Wendy Jung's Wertz & Company, LLP Experience January 2006 - Present
Job CFO at Wertz & Company, LLP
Industry Accounting
Experience
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

Amanda Keedy Amanda Keedy Los Angeles, California Details
Amanda Keedy's Wertz & Company, LLP Experience September 2008 - February 2011
Job USC Dollinger MRED Candidate
Industry Real Estate
Experience
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

Mary Emily Nienow Mary Emily Nienow Santa Ana, California Details
Mary Emily Nienow's Wertz & Company, LLP Experience November 2014 - March 2015
Job Teacher Aide at Oakridge Private School
Industry Education Management
Experience
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

Ashley Petrie, EA, MST Ashley Petrie, EA, MST Orange County, California Area Details
Ashley Petrie, EA, MST's Wertz & Company, LLP Experience July 2015 - Present
Job Senior Tax Accountant at Wertz & Company, LLP
Industry Accounting
Experience
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

Brad Zaumseil Brad Zaumseil Orange County, California Area Details
Brad Zaumseil's Wertz & Company, LLP Experience January 2005 - Present
Job Tax Manager at Wertz & Company, LLP
Industry Accounting
Experience
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

Loydene Wilcoxson Loydene Wilcoxson Orange County, California Area Details
Loydene Wilcoxson's Wertz & Company, LLP Experience 2001 - Present
Job Principal at Wertz & Company, LLP
Industry Accounting
Experience
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

Russ Wertz Russ Wertz Orange County, California Area Details
Russ Wertz's Wertz & Company, LLP Experience 2002 - Present
Job Chief Executive Officer at Wertz & Company, LLP
Industry Accounting
Experience
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

Kristine Wentz Kristine Wentz Riverside, California Details
Kristine Wentz's Wertz & Company, LLP Experience 2007 - Present
Job Tax Manager at Wertz & Company, LLP
Industry Accounting
Experience
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

J.P. Cadlaon, CPA J.P. Cadlaon, CPA Orange County, California Area Details
J.P. Cadlaon, CPA's Wertz & Company, LLP Experience September 2015 - Present
Job Senior Tax Accountant at Wertz & Company, LLP
Industry Accounting
Experience
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

Bettina Marchetto, CPA, MBA, MST Bettina Marchetto, CPA, MBA, MST Orange County, California Area Details
Bettina Marchetto, CPA, MBA, MST's Wertz & Company, LLP Experience December 2009 - January 2012
Job Supervisor at Allen, Haight & Monaghan LLP
Industry Accounting
Experience
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

Kevin Cloward Kevin Cloward Orange County, California Area Details
Kevin Cloward's Wertz & Company, LLP Experience January 2001 - December 2003
Job Director at Capata
Industry Accounting
Experience
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

Roger Belsher Roger Belsher Orange County, California Area Details
Roger Belsher's Wertz & Company, LLP Experience October 2000 - Present
Job CPA at Wertz & Company, LLP
Industry Accounting
Experience
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 Lisk Helena Lisk Seal Beach, California Details
Helena Lisk's Wertz & Company, LLP Experience March 1984 - July 2010
Job at Helena R.Lisk, CPA
Industry Accounting
Experience
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

Israel Aguila Israel Aguila Irvine, California Details
Israel Aguila's Wertz & Company, LLP Experience September 2015 - Present
Job Experienced Tax Accountant
Industry Accounting
Experience
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

Nina Aleccia CPA Nina Aleccia CPA Orange County, California Area Details
Nina Aleccia CPA's Wertz & Company, LLP Experience January 1999 - Present
Job Principal at Wertz & Company, LLP
Industry Accounting
Experience
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

Leo Connolly Leo Connolly Irvine, California Details
Leo Connolly's Wertz & Company, LLP Experience December 2009 - Present
Job Principal at Wertz & Company, LLP
Industry Accounting
Experience
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