Business Details
Your Trusted Accounting Partner in Costa Mesa
Our firm provides outstanding service to our clients through our dedication to professionalism, responsiveness, and quality. We combine expertise and experience to deliver close personal attention to every client, maintaining high standards in service and specialized staff. Our commitment to continuous professional education ensures we offer insightful advice for informed financial decisions. We prioritize client referrals through reliable, competent advice and fast service, earning respect in the business community. Our reputation reflects our high service quality and dedication to excellence, ensuring clients receive accurate, timely financial guidance. Services
Tax Preparation
Payroll Services
QuickBooks Setup
Small Business Accounting
Tax Planning
IRS Audit Representation
Estate Planning
New Business Formation
Highlights and features
- We offer over 30 years of combined experience in accounting and tax services.
- Our team provides personalized service with a focus on client education.
- We guarantee accurate, timely financial reporting and compliance solutions.
- Our firm maintains 14 layers of security for client data protection.
- We deliver customized tax planning strategies to minimize liabilities.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We handle complex deductions, credits, and compliance requirements while minimizing errors. Clients receive personalized guidance to optimize refunds and avoid IRS scrutiny through electronic filing and year-round support.
Payroll Services
We manage complete payroll solutions including tax filings, direct deposits, and regulatory compliance. Our services cover W-2 processing, new hire reporting, and customized payroll reports. Businesses save time while maintaining accuracy in tax calculations and government submissions for federal, state, and local requirements.
QuickBooks Setup
Our QuickBooks setup includes chart of accounts creation, balance transfers, and transaction entry. We provide staff training and ongoing data reviews to ensure accurate financial tracking. The service enables businesses to maintain organized records for tax preparation and management reporting with software-specific support.
Small Business Accounting
We offer monthly or quarterly accounting services including bank reconciliations, income statements, and balance sheets. Our team maintains clean general ledgers and provides unlimited consultations for financial interpretation. This service supports cash flow management and informed business decision-making through accurate financial reporting.
Tax Planning
Our proactive tax planning identifies legal strategies to reduce liabilities through income splitting, deferral techniques, and investment structuring. We analyze current tax laws to optimize deductions for estates, gifts, and retirement distributions. Clients benefit from year-round planning to maximize after-tax income and compliance.
People
Neal A. Weyer
CPA
Neal specializes in tax preparation and small business accounting with 30+ years of experience. He became a partner in 2005 after graduating from CSU Fullerton and earning his CPA license in 1998. He focuses on financial clarity for clients.
Richard E. Crellin
CPA
Richard has practiced public accounting since 1976 with expertise in real estate taxation and cash flow analysis. A partner since 1983, he provides strategic tax planning and compliance services while mentoring clients on financial best practices.
Evan M. Custer
CPA
Evan specializes in tax consulting for closely-held businesses across multiple industries. He became a partner in 2015 after obtaining his accounting degree from CSU Long Beach and CPA license in 2011. His focus includes construction and professional services sectors.
Alexandra S. Mendoza
Office Manager
Ali manages office operations with 9+ years of administrative experience. She joined the firm in 2018, bringing organizational expertise to support client services while managing team logistics and client communications efficiently.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bank reconciliations, income statements, balance sheets, and general ledger maintenance with unlimited consultations.
Do you handle IRS tax problems?
Yes, we offer IRS audit representation, back tax resolution, lien/levy removal, and payment plan negotiation for individuals and businesses facing tax issues.
Can you help with QuickBooks software setup?
We provide full QuickBooks setup including chart of accounts creation, balance transfers, transaction entry, and staff training for optimal software utilization.
What payroll services are included?
Our payroll services cover tax filings, direct deposits, W-2 processing, new hire reports, and customized payroll reports with compliance guarantees.
Do you offer tax planning strategies?
Yes, we provide proactive tax planning using legal strategies for income splitting, deferral techniques, and investment structuring to minimize tax liabilities.
Are your accounting services available remotely?
We offer secure online client portals and virtual consultations for all accounting services, supporting clients throughout California and beyond.
