Business Details
23 Years
experience
Trusted Accounting & Business Solutions in Irvine, CA
At Wertz & Company & Company, we pride ourselves on being more than a traditional CPA firm. Our client-centric approach focuses on understanding the unique needs of entrepreneurs, closely held businesses, and high-net-worth individuals. With decades of combined experience, our team delivers proactive, year-round guidance that extends beyond tax compliance to strategic financial leadership. We specialize in accounting, tax planning, management consulting, and outsourced CFO services, combining Big Four expertise with the personalized attention of a boutique firm.Our core valuesrooted in integrity, trust, and community impactdrive every decision, ensuring we provide solutions that align with both business and personal goals. Recognized as one of Orange County's best places to work, we foster a collaborative environment where innovation and client service thrive.
Services
Tax Planning & Compliance
Management Consulting
Outsourced CFO Services
Auditing & Accounting
Estate & Trust Planning
Business Valuations
Forensic Accounting
Payroll Services
Strategic Business Planning
IRS Audit Representation
Details
- Year established: 2003
Highlights and features
- We offer personalized, proactive accounting services tailored to entrepreneurs' unique needs.
- Our team combines Big Four expertise with boutique-style client attention.
- We prioritize modern technology to streamline financial processes and improve efficiency.
- Our core values emphasize integrity, trust, and community impact.
- Recognized as one of Orange County's best places to work since 2003.
Services
Tax Planning & Compliance
Our tax planning and compliance solutions provide strategic guidance to minimize liabilities while ensuring regulatory adherence. We specialize in corporate and personal tax planning, IRS audit representation, and entity structure optimization for businesses and high-net-worth individuals. Our proactive approach integrates estate and retirement planning to support long-term financial goals.
Outsourced CFO Services
We deliver elite CFO expertise without expanding your payroll. Our outsourced CFO services include cash flow management, financial reporting, and strategic planning to support business growth. We implement streamlined accounting workflows tailored to your organization's needs and available resources.
Management Consulting
Our management consulting services focus on operational improvements and strategic planning. We analyze organizational structures, develop business valuations, and provide merger/acquisition guidance to enhance revenue and operational efficiency. Our team offers temporary CFO support and forensic accounting for complex business challenges.
Auditing & Accounting Services
We provide comprehensive audit, review, and compilation services for mid-sized businesses. Our industry-specific expertise covers manufacturing, healthcare, real estate, and technology sectors. We conduct compliance audits, internal control assessments, and investment performance evaluations to ensure financial transparency and regulatory compliance.
Estate & Trust Planning
Our estate planning services create customized strategies for wealth transfer and preservation. We specialize in multi-generational planning, business succession strategies, and charitable gifting solutions. Our approach combines tax optimization with personal financial planning to align with clients' values and long-term objectives.
People
Russ Wertz
Partner, Chairman
With over 40 years of experience, Russ Wertz & Company & Company founded Wertz & Company & Company in 2003 after leading Corbin & Wertz & Company & Company since 1983. He specializes in strategic business consulting and has served on multiple nonprofit boards, including Sunwest Bank and JSerra Catholic High School.
J. Katie Sterling
Partner, CEO
A licensed CPA with 18 years of experience, Katie Sterling leads the firm's strategic direction. She specializes in small business consulting and has guided companies through all growth stages. She holds a BA in Business Administration from Point Loma Nazarene University.
Wendy Jung
Chief Financial Officer
Wendy Jung has served as CFO for 15+ years, managing financial operations and budgeting. She transitioned from tax accounting to executive leadership, bringing technical expertise and operational accountability to the firm's financial management.
Brian Mullen
Director of Tax
Brian Mullen specializes in tax strategy for entrepreneurs and high-net-worth individuals. With 20+ years of experience, he provides expertise in healthcare, construction, and real estate sectors. He holds a BA in Accounting from California State University, Fullerton.
Greg Tanner
Director of Tax
Greg Tanner offers 25+ years of tax consulting experience, including a Master of Science in Taxation. He serves mid-sized businesses and individuals while maintaining active community involvement through church leadership and youth sports coaching.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial statement preparation, cash flow analysis, and payroll processing tailored to small businesses.
Do you specialize in tax planning for entrepreneurs?
Yes, we specialize in tax planning for entrepreneurs, offering entity structure selection, tax minimization strategies, and IRS audit representation services.
What makes your outsourced CFO services unique?
Our outsourced CFO services combine strategic financial expertise with personalized attention, providing elite-level guidance without expanding your payroll.
How do you handle estate and trust planning?
We create customized estate plans integrating tax optimization, multi-generational wealth transfer, and business succession strategies aligned with personal values.
Are you available for consultations outside tax season?
Yes, we provide year-round financial guidance and are available for consultations at any time, not limited to tax season.
