Business Details
50+ Years
experience
Your Trusted Accounting and Financial Consulting Experts in Southern California
Maxson Maxson & Nerrie An Accountancy has been dedicated to delivering exceptional accounting, tax, and financial consulting services since 1970. Our mission centers on empowering clients to achieve their unique wealth-building and retention goals through personalized, high-integrity solutions. With over five decades of combined experience, our team of certified professionals brings deep expertise in taxation, financial planning, and business advisory services. We prioritize client relationships, leveraging our technical knowledge and industry insights to provide actionable strategies tailored to individual needs. Our commitment to excellence is reflected in our long-standing reputation for accuracy, compliance, and proactive tax-saving approaches.As a firm rooted in Southern California, we serve a diverse clientele, including businesses, nonprofits, and individuals, with a focus on transparency and ethical standards. Our QuickBooks-certified advisors specialize in streamlining financial operations, while our estate and retirement planning services ensure long-term financial security. Backed by decades of IRS representation experience, we advocate for clients during audits and tax disputes. Our team includes seasoned CPAs with advanced certifications in financial planning and estate management, ensuring comprehensive support for complex financial scenarios. Today, we continue to uphold the legacy of innovation and client-centric service established by our founders.
Services
Tax Planning
QuickBooks Consulting
Financial Statements
Nonprofit Audits
Estate Planning
Retirement Planning
IRS Representation
Payroll Services
Trust Accounting
Details
- Year established: 1970
Highlights and features
- We offer 50+ years of combined experience in tax and financial consulting.
- Our team includes CPAs with advanced certifications in estate and financial planning.
- We provide IRS representation with a proven track record of successful resolutions.
- Our QuickBooks-certified advisors streamline accounting processes for businesses.
- We prioritize personalized service with transparent, ethical financial strategies.
Associations and certifications
- AICPA
- CSCPA
- QuickBooks Pro Advisor
Services
Tax Planning & Preparation
We provide year-round tax planning and preparation for individuals and businesses, focusing on legal tax reduction strategies. Our CPAs analyze financial situations to optimize deductions and credits while ensuring compliance with federal and state regulations. Clients receive proactive advice to minimize liabilities and maximize returns.
Estate Planning
Our estate planning specialists design strategies to preserve wealth across generations. Services include trust creation, will preparation, and tax-efficient asset distribution. We collaborate with attorneys to address complex estate tax challenges and ensure clients' legacies align with their intentions.
QuickBooks Consulting
Certified QuickBooks Pro Advisors assist businesses in implementing and optimizing accounting systems. We provide training, data migration, and process automation to improve financial reporting accuracy. Remote support ensures ongoing efficiency for small businesses and nonprofits.
Nonprofit Audits
We conduct financial statement audits for nonprofit organizations, ensuring compliance with grant requirements and regulatory standards. Our team provides transparency reports and internal control recommendations to strengthen financial stewardship and donor confidence.
Retirement Planning
We develop customized retirement strategies addressing Social Security optimization, pension management, and investment growth. Our planners use cash flow analysis to create sustainable income streams, adapting plans as clients' needs evolve over time.
People
Joseph A. Gustaff
President/Director
CPA with expertise in taxation and small business advisory. Holds MBA and PFP certifications. Leads firm strategy and client relationships with 25+ years of experience.
Larry Maxson
Co-Founder
CPA and business advisory specialist with 45+ years in public accounting. Focuses on nonprofit organizations and estate planning, leveraging deep local market knowledge.
Christopher Bacon
Trusts & Estates Specialist
CPA with advanced estate planning certification. Manages complex tax compliance for high-net-worth individuals and trust administrations, combining technical expertise with practical solutions.
Deanna Duron Gonsalves
QuickBooks Specialist
CPA and QuickBooks Pro Advisor supporting small businesses. Expertise in financial reporting and tax preparation, with focus on nonprofit organizations and operational efficiency.
Anthony M. Sesma
Business Consultant
CPA providing tax and business advisory services. Applies advanced accounting certifications to help clients improve profitability through strategic financial management and compliance solutions.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, financial statements, QuickBooks consulting, and payroll processing tailored to small business needs.
Do you specialize in nonprofit organization audits?
Yes, we conduct financial audits for nonprofits and provide compliance guidance for grant reporting requirements.
How can you help with estate tax planning?
Our specialists create strategies to minimize estate taxes through trusts, charitable giving, and asset restructuring.
Are you available for IRS audit representation?
We represent clients during IRS audits and resolve tax disputes with federal and state authorities.
What retirement planning options do you recommend?
We develop personalized plans using IRAs, 401(k)s, and annuities to ensure sustainable income during retirement years.
