Samuel Ortiz CPA

Nestled in the heart of Whittier, California, Samuel Ortiz, CPA is a trusted financial partner serving individuals and businesses in the Los Angeles and Orange County areas. With over 30 years of experience under our belt, we specialize in providing personalized solutions that empower our clients to achieve their financial goals and navigate an ever-changing landscape.

Our Expertise

Our diverse team of experts offers a comprehensive range of services tailored to meet your individual needs. Whether you require assistance with tax planning and compliance or comprehensive financial planning, we are here to guide you:

Individual Services

• Tax consulting and compliance
• Financial planning and investment
• Debt management and budgeting
• Retirement planning and estate management

Business Services

• Accounting and bookkeeping
• Tax planning and compliance
• Business valuation and mergers & acquisitions
• Financial statement analysis and consulting
• Business succession planning

A Client-Focused Approach

At Samuel Ortiz, CPA, we prioritize open communication and personalized attention. We take the time to understand your unique situation, goals, and challenges. By working in collaboration with you, we create customized plans that align with your individual aspirations. Our team is also fluent in Spanish, making us a trusted partner for diverse clients.

Transparency and Expertise

Staying abreast of industry trends and regulations is integral to our success. Our partners regularly engage in ongoing professional development and maintain certifications to ensure they are equipped with the latest knowledge and skills. We believe in upholding the highest ethical standards and transparency in all our client engagements.

A Legacy of Excellence

Established over three decades ago, Samuel Ortiz, CPA has become known for its unwavering commitment to client satisfaction and its responsive approach to their needs. Our clients appreciate our personalized attention, clear communication, and solutions-oriented mindset. We take pride in fostering long-lasting relationships and collaborating with our clients towards their financial success.