Business Details
42 Years
experience
Trusted Accounting and Tax Services in Newport Beach
RM White & Associates has been a trusted partner for businesses and individuals in Newport Beach and Orange County since 1984. Our firm combines decades of experience with a hands-on approach to deliver tailored accounting, tax, and financial advisory services. We specialize in supporting small to mid-sized businesses, including restaurants, manufacturing firms, medical practices, and law firms, helping them grow from inception to maturity. Our team of certified professionals brings deep expertise in tax compliance, QuickBooks integration, payroll management, and strategic financial planning. We prioritize personalized service, ensuring clients receive close attention to address their unique needs.With a focus on accuracy and efficiency, we handle complex financial tasks such as audits, cash flow management, and bank financing negotiations. Our commitment to excellence is reflected in our long-standing reputation for quality service and client satisfaction. We empower business owners to focus on their core operations while we manage their financial health. Our dedication to continuous learning ensures clients benefit from the latest industry insights and compliance standards. For over 40 years, we have built lasting relationships by delivering reliable, transparent, and results-driven solutions.
Services
Small Business Accounting
Bookkeeping Services
Payroll
Part-Time CFO Services
Audits Reviews Compilations
Cash Flow Management
Bank Financing
Tax Preparation
QuickBooks Services
Business Advisory
Details
- Year established: 1984
Highlights and features
- We have over 40 years of experience in accounting and tax services.
- Our team provides personalized attention to every client's unique needs.
- We specialize in QuickBooks setup, training, and optimization for businesses.
- We offer comprehensive services from payroll to strategic financial planning.
- Our local expertise serves businesses in Newport Beach and Orange County.
What people say
Leading firms
Personal and professional attention
Professional and responsive
Quality service
Services
Small Business Accounting
We provide comprehensive accounting solutions tailored to small businesses, including bookkeeping, financial reporting, and budgeting. Our services ensure accurate financial records and compliance with regulatory standards. Clients benefit from strategic insights to improve profitability and operational efficiency.
Tax Preparation
Our tax preparation services cover individual and business returns, ensuring compliance with federal and state regulations. We focus on maximizing deductions and credits while minimizing liabilities. Clients receive proactive planning to reduce future tax burdens and avoid penalties.
Payroll
We manage payroll processing, tax compliance, and reporting for businesses of all sizes. Our solutions include direct deposit, W-2/1099 processing, and third-party payment coordination. Clients save time and reduce errors with our accurate, timely payroll management.
QuickBooks Services
We offer QuickBooks setup, training, and system optimization for small businesses. Our team ensures seamless integration with financial workflows and provides ongoing support for troubleshooting and efficiency improvements. Clients gain confidence in managing finances through tailored QuickBooks solutions.
Business Advisory
Our advisory services include cash flow management, bank financing guidance, and strategic planning for business growth. We help clients develop financial strategies aligned with their goals, offering expert insights on operational efficiency and risk mitigation.
People
Richard White
Accountant
Richard has over 35 years of experience in public accounting, specializing in tax planning and financial strategy. He founded RM White & Associates to provide dynamic CPA services focused on client success.
Daniel Reynafarje
Accountant
Daniel specializes in tax returns and audits for small to mid-sized businesses. With over 25 years in public accounting, he helps clients improve financial processes and compliance while supporting startup growth.
Heather Garza
Accountant
Heather provides accounting expertise to businesses, focusing on financial reporting and compliance. She works closely with clients to ensure accurate records and strategic financial management tailored to their industry needs.
Jamie Espinosa
Accountant
Jamie supports businesses with tax preparation and financial advisory services. His experience spans multiple industries, helping clients navigate complex tax regulations and improve financial decision-making.
Haley Swolsky
Accountant
Haley assists clients with accounting and payroll solutions, ensuring compliance and efficiency. She focuses on delivering personalized service to meet the unique needs of small businesses in Orange County.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll, tax preparation, and strategic advisory services tailored to small businesses.
Do you specialize in any industries?
Yes, we work extensively with restaurants, manufacturing firms, medical practices, law firms, and professional services companies.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks setup, customization, employee training, and ongoing support to optimize your accounting processes.
How do you handle tax compliance for businesses?
We ensure compliance with federal and state tax regulations, file returns accurately, and provide planning to minimize liabilities.
Are your services available for individuals?
Yes, we prepare individual tax returns and offer personal financial planning services to maximize after-tax income.
