Business Details
23 Years
experience
Expert Accounting & Tax Solutions for Businesses
Wertz & Co LLP & Company has been dedicated to providing comprehensive accounting, tax, and business consulting services since its founding in 2003. Specializing in serving entrepreneurs, closely held businesses, and high-net-worth individuals, the firm combines personalized service with strategic expertise. Their approach emphasizes understanding client needs deeply, offering year-round guidance rather than limited seasonal interactions. The firms core valuesrooted in integrity, trust, and community serviceguide every client interaction and internal decision. With a team of experienced CPAs and consultants, they deliver tailored financial solutions while leveraging modern technology to streamline processes.Their holistic services span tax planning, audit engagements, management consulting, and estate planning. The firms leadership includes industry veterans with decades of experience in both public accounting and corporate roles. They prioritize transparency, proactive communication, and long-term client relationships built on mutual respect. Community involvement remains central to their mission, with active participation in local organizations and philanthropic initiatives. This commitment to excellence and client-centric philosophy has earned them recognition as a trusted advisory partner in Orange County.
Services
Tax Planning
Management Consulting
Outsourced CFO
Audit Services
Estate Planning
Business Valuations
Forensic Accounting
Retirement Planning
Details
- Year established: 2003
Highlights and features
- We offer decades of experience in accounting and financial consulting.
- Our personalized service prioritizes understanding your unique business needs.
- Proactive, year-round guidance ensures continuous financial optimization.
- Modern technology streamlines processes while maintaining human expertise.
- Commitment to community values strengthens client-trust relationships.
Services
Tax Planning
Comprehensive tax planning and compliance strategies tailored to entrepreneurs, businesses, and high-net-worth individuals. Our experts minimize tax liabilities through proactive year-round strategies while ensuring adherence to evolving regulations. Services include entity selection, audit representation, and multi-jurisdictional tax compliance.
Management Consulting
Strategic advisory services enhancing operational efficiency and growth for small to mid-sized businesses. We provide organizational analysis, cash flow optimization, and merger/acquisition support. Our consultants combine industry expertise with hands-on financial management to drive sustainable growth.
Outsourced CFO
Cost-effective outsourced financial management services replicating in-house CFO capabilities. This includes budgeting, financial reporting, and strategic decision support. Clients gain access to seasoned professionals without full-time employment costs, ensuring agile financial leadership.
Estate Planning
Customized estate and trust planning solutions preserving family wealth across generations. Our approach integrates tax-efficient strategies with personal legacy goals. Services cover wills, trusts, charitable gifting, and business succession planning for complex financial situations.
Audit Services
Detailed financial statement audits and attestation services for private companies and trusts. Our CPAs conduct thorough examinations ensuring regulatory compliance and financial transparency. Services include ERISA audits, internal controls assessments, and forensic accounting for litigation support.
People
Russ Wertz
Partner, Chairman
CPA with over 40 years of experience, founder of Wertz & Co LLP & Company. Specializes in entrepreneurial advisory services, focusing on long-term business growth strategies for closely held companies.
J. Katie Sterling
Partner, CEO
Licensed CPA leading strategic growth initiatives for small businesses since 2007. Focuses on simplifying financial processes and future-oriented planning for entrepreneurial clients.
Wendy Jung
Chief Financial Officer
CPA with 25+ years in accounting leadership roles. Oversees firm financial operations and maintains internal accountability standards for over 15 years at Wertz & Co LLP & Company.
Brian Mullen
Director of Tax
Tax principal supporting entrepreneurs across industries. Combines technical expertise with practical solutions to help businesses overcome growth barriers through strategic tax planning.
Greg Tanner
Director of Tax
CPA with extensive experience in tax compliance and consulting for mid-sized companies. Specializes in simplifying complex tax issues for business owners through tailored solutions.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, tax planning, outsourced CFO services, and strategic consulting tailored to small business growth needs.
How are you different from other accounting firms?
Our combination of Big Four expertise and boutique firm personalization creates unique client relationships focused on long-term success.
Do you work with high-net-worth individuals?
Yes, we offer comprehensive tax planning, estate strategies, and investment advisory services specifically for high-net-worth clients.
What industries do you specialize in?
We focus on manufacturing, real estate, healthcare, professional services, and technology sectors with deep industry-specific knowledge.
How do you handle audit requirements?
Our audit team conducts thorough financial examinations with emphasis on compliance, internal controls, and actionable business insights.
