Wertz & Co LLP
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- Firms:
- Wertz & Co LLP
- Sponsors
-
- Address:
-
5450 Trabuco Road, Irvine, CA 92620, USA
- Corporate Phone:
- 949.756.5000
- Email:
- Contact Firm
- Website:
- http://www.wertzco.com
Wertz & Company is recognized in the business community for its unique and innovative method of delivering professional services to its clientele. A method that goes beyond the traditional tax planning CPAs perform to one that is truly comprehensive; planning that focuses on the clients total financial picture as opposed to only select segments of it.
The foundational value that drives this methodology is the Company’s vision to “Be Client-Centered”. Wertz & Company is so committed to this vision that it has literally organized itself around its clients needs delivering objective advice, core services, suitable solutions, and practical ideas that help build, maintain and grow the value of its clients' enterprises.
Key to the Firm’s client centered model is Wertz & Company’s professional service process. First, we ASK the right questions. Then we take time to LISTEN, making certain we UNDERSTAND the financial goals and objectives of our clients. Then we will ACT as client advocates and financial “quarterbacks” to provide the solutions and ideas that will help our clients achieve their goals and objectives.
The essential elements that successfully drive this process are the staff at Wertz & Company. With over 100 years of professional experience amongst the Company's employees , this diverse group works well together as a multi-disciplinary team to focus on the important matters concerning our clients.
Services:
- Attest Services
- Tax Planning and Preparation Services
- Entrepreneurial Services
- Management Consulting Services
- Estate and Wealth Planning
- Financial Services
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