Business Details
Your Trusted Partner for Accounting Services in Long Beach
Hamilton Mercer & Werre is a small public accounting firm dedicated to providing personalized, high-quality financial services to individuals and businesses. With over 25 years of combined experience, our team of certified professionals prioritizes client relationships while delivering comprehensive tax, bookkeeping, and financial planning solutions. We specialize in proactive tax planning, IRS representation, and estate planning, ensuring clients navigate complex regulations with confidence. Our commitment to timely service and attention to detail has earned us a reputation for excellence in Long Beach and surrounding areas. We focus on understanding each client's unique needs, offering tailored strategies to optimize financial stability and growth.Backed by decades of experience, we serve as trusted advisors, helping clients achieve long-term success through meticulous financial management. Our expertise extends to business succession planning, payroll services, and consulting on mergers, acquisitions, and asset protection. By maintaining a deep understanding of evolving tax laws, we empower clients to make informed decisions that minimize liabilities and maximize opportunities. Our dedication to community and client care remains central to every service we provide.
Services
Tax Services
Bookkeeping
Tax Planning
IRS Representation
Estate Planning
Payroll Services
Sales Tax Services
Business Succession Planning
Consulting Services
Estate & Trust Tax Preparation
Highlights and features
- We offer over 25 years of combined experience in accounting and tax services.
- Our team provides personalized service tailored to individual and business needs.
- We specialize in proactive tax planning to minimize current and future liabilities.
- Our expertise includes IRS representation and complex estate planning solutions.
- We maintain deep knowledge of evolving tax laws to ensure compliance and optimization.
What people say
Outstanding consulting
Manage cash flow
Timely service
Tax planning expertise
Long-term partnership
Services
Tax Services
Our proactive tax services focus on minimizing liabilities through strategic planning and compliance. We assist individuals and businesses with return preparation, IRS representation, and adapting to new tax legislation. Clients benefit from tailored strategies that optimize financial outcomes while ensuring adherence to federal and state regulations.
Estate Planning
We design comprehensive estate plans to ensure orderly asset distribution and tax efficiency. Services include trust management, will preparation, and coordination with legal advisors to address inheritance goals. Our approach safeguards client assets for future generations while reducing potential tax burdens.
Bookkeeping
We provide accurate bookkeeping solutions to maintain organized financial operations. Our services include transaction recording, account reconciliation, and financial reporting. Businesses gain clarity on cash flow and operational efficiency through systematic record-keeping tailored to their specific needs.
Business Succession
We develop succession strategies to ensure business continuity during ownership transitions. Our services address tax implications, leadership development, and asset transfer mechanisms. Clients receive guidance on maintaining operational stability while preparing for long-term organizational changes.
IRS Representation
We advocate for clients during IRS audits and disputes, leveraging our expertise in tax law. Services include documentation preparation, negotiation, and resolution of tax liabilities. Our goal is to protect client interests while achieving compliant, favorable outcomes with tax authorities.
People
John Hamilton
CPA
John Hamilton, a California CPA since 1980, specializes in individual and small business tax planning. With over 38 years of experience, he focuses on cash flow management, estate planning, and financial consulting for Long Beach clients.
Cheryl Mercer
CPA
Cheryl Mercer, a California CPA since 1988, brings 28 years of expertise in estate and trust planning. She assists clients with asset management, fiduciary accounting, and income tax strategies tailored to their financial goals.
Diana Werre
Accountant
Diana Werre has over 30 years of accounting experience, specializing in small business financial systems. She provides bookkeeping services and CFO-level support, maintaining long-term client relationships through personalized financial management solutions.
Roxanna Reinsch
Staff Accountant
Roxanna Reinsch supports clients with accurate financial reporting and tax preparation. Her role includes managing accounting processes and ensuring compliance for individuals and businesses in the Long Beach area.
Questions
What accounting services do you offer?
We provide tax planning, bookkeeping, estate planning, IRS representation, payroll services, and business succession planning for individuals and businesses.
How do you handle tax law changes?
We proactively monitor tax legislation to identify planning opportunities that minimize liabilities for individuals and businesses under current laws.
Can you assist with estate planning?
Yes, we create customized estate plans to ensure tax-efficient asset transfer, working with attorneys to implement trusts and inheritance strategies.
Do you serve businesses outside Long Beach?
We serve clients in Los Angeles, Orange, and Riverside counties with accessible accounting solutions tailored to their needs.
