Business Details
47 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Long Beach
Since 1979, Urquidez & Associates, CPAs has been a trusted partner for businesses and individuals seeking comprehensive accounting and tax solutions. Our firm was founded on the principle of service to our clients, combining decades of experience with a commitment to personalized advisory support. We specialize in small business accounting, tax planning, forensic accounting, and non-profit services, serving diverse industries including real estate, healthcare, and manufacturing.Our team of certified professionals leverages advanced accounting software expertise and a deep understanding of evolving tax regulations to help clients achieve financial clarity and long-term growth. With a focus on proactive client education and robust internal controls, we empower businesses to navigate complex financial landscapes with confidence while maintaining the highest standards of integrity and professionalism.
Services
Small Business Accounting
Tax Planning
QuickBooks Setup
Internal Controls Reviews
Business Taxation
Individual Taxation
Non-Profit Tax Services
Forensic Accounting
New Business Formation
Litigation Support
Details
- Year established: 1979
Highlights and features
- Established since 1979 with proven industry expertise
- Full-service firm covering accounting, tax, and forensic services
- Certified professionals with specialized software knowledge
- Client-focused approach with personalized advisory support
- Experience serving diverse industries including real estate and healthcare
Associations and certifications
- American Institute of CPAs Quality Review Program
What people say
Service is second to none
Trusted advisor
Peace of mind
Knowledgeable in her field
Easy to reach
Services
Small Business Accounting
We provide comprehensive accounting services tailored for small businesses, including quarterly consultations, bank reconciliations, income statements, and balance sheet preparation. Our proactive approach ensures accurate financial records while offering strategic insights to improve cash flow and tax planning. With expertise in QuickBooks setup and internal controls, we help businesses maintain compliance and make data-driven decisions for sustainable growth.
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive year-round strategies, including multi-state filings and business structure optimization. We specialize in corporate, S-corporation, partnership, and individual tax returns while providing audit representation and compliance support. By staying current with tax law changes, we help clients reduce obligations legally while maximizing refunds and investment opportunities.
Forensic Accounting
We offer investigative accounting services to detect and prevent fraud, including asset recovery, embezzlement investigations, and internal control enhancements. Our CFE-certified professionals conduct thorough financial analysis, coordinate with legal teams, and implement anti-fraud policies. This service helps businesses protect assets, strengthen controls, and maintain regulatory compliance through customized risk mitigation strategies.
QuickBooks Setup
Our experts handle complete QuickBooks setup, including chart of accounts configuration, data migration, and staff training. We ensure accurate implementation for desktop or online versions while providing ongoing support for system optimization. This service enables businesses to streamline accounting processes, improve reporting accuracy, and maintain organized financial records tailored to their specific operational needs.
Internal Controls Reviews
We evaluate and strengthen accounting systems through internal control assessments, focusing on segregation of duties, transaction authorization, and asset protection. Our recommendations improve operational efficiency, prevent fraud, and ensure compliance with financial regulations. By documenting policies and training staff, we help businesses create sustainable control frameworks that enhance transparency and accountability across all financial operations.
People
Kathleen Presiado Urquidez
President and Managing Partner
CPA and CFE with 33 years of experience specializing in audits, tax planning, and accounting software implementations. Graduated from California Polytechnic State University in 1988 and certified in 1993. Recognized for expertise in non-profit and for-profit accounting, with leadership roles in multiple business organizations.
Christopher R. Whelpley
Tax Manager
CPA with 11 years of experience in taxation and audit services. Holds MBA from Concordia University and specializes in individual and business tax preparation across construction, manufacturing, and retail industries while maintaining financial industry expertise.
Thomas Xia
Senior Tax Accountant
CPA with five years of experience in tax preparation for real estate, construction, and food service industries. Graduated with Master of Science in Accounting from California State University, Los Angeles in 2017.
Sahil Patel
Senior Tax Accountant
Enrolled Agent with six years of tax experience specializing in compliance and research for corporations, partnerships, and individuals in insurance, real estate, and medical industries. Pursuing CPA certification while holding Master of Science in Taxation.
Allan Woodward
Senior Tax Accountant
Eight-year tax specialist with expertise in real estate and construction industry taxation, including multi-state returns and complex business compliance. Member of Beta Alpha Psi accounting honor society with extensive experience in tax research and regulatory compliance.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including quarterly consultations, bank reconciliations, income statements, balance sheets, and QuickBooks setup and training tailored to your operational needs.
How do you help clients with tax planning?
Our proactive tax planning includes year-round strategy sessions, multi-state filings, business structure optimization, and compliance support to legally minimize tax liabilities while maximizing refunds and investment opportunities.
Do you handle non-profit organization tax requirements?
Yes, we specialize in non-profit tax services including 501(c)(3) applications, Form 990 filings, accounting system design, and compliance guidance to maintain tax-exempt status.
What forensic accounting services are available?
Our CFE-certified team offers fraud investigations, asset recovery, internal control enhancements, and litigation support with coordinated legal and law enforcement assistance when needed.
