Wertz & Co LLP

At Wertz & Company, we are dedicated to providing exceptional accounting and business services to entrepreneurs, closely held businesses, and high net worth individuals. Our mission is to not only meet but exceed your expectations by offering personalized attention, expert advice, and innovative solutions tailored to your unique needs. With a focus on building long-term relationships, we strive to understand your goals and objectives, then work tirelessly to help you achieve them.

Our Services

Our comprehensive range of services includes Tax Planning & Compliance, Entrepreneurial Services, Management Consulting, Outsourced CFO, and Estate & Trust Auditing & Accounting. Whether you're looking to navigate the complexities of tax planning, seeking guidance on entrepreneurial matters, or require management consulting services, we are here to help. Our team of experts is committed to delivering results that exceed your expectations, ensuring your financial journey is smooth and successful.

Our Core Values

Every decision we make, service we perform, and conversation we have is guided by our core values. We believe in Striving to do good, Delivering on your word, Savoring the moment, Accepting like family, Creating a foundation of trust, Balancing work and play, Teaching and learning from others, and Being generous. These values are at the heart of everything we do, ensuring our interactions with you are characterized by trust, respect, and a commitment to excellence.

Why Choose Us

At Wertz & Company, we are not just another accounting firm. We are your trusted partner, dedicated to helping you navigate every phase of your financial journey. Our passion for doing good, combined with our expertise in accounting and business services, sets us apart. We invite you to experience the difference for yourself and discover how our services can help you achieve your goals.