Maxson Maxson & Nerrie An Accountancy

Our Mission and History

At Maxson & Associates, our mission is to provide accounting, tax, and financial consulting services that enable our clients to achieve their individually defined goals of wealth building and wealth retention. We strive to deliver these services with the highest standards of integrity and professionalism. Our history dates back to 1970 when our founder, Perry Maxson, started a public accounting firm with the goal of helping small business owners make informed financial decisions.

Our Team

At Maxson & Associates, we understand that our people are our greatest asset. Our team consists of experienced and qualified professionals who have a deep understanding of their respective fields. Our team members have a combined experience of over 100 years in the accounting industry. They hold various certifications, including CPA, PFP, and QuickBooks Pro Advisor, and have a deep understanding of taxation, financial planning, and accounting.

Services

At Maxson & Associates, we offer a wide range of services designed to cater to the needs of professionals, businesses, and non-profit organizations. Our services include:

Accounting and Tax Services

• Financial Statement Preparation and Review
• Audits and Attestation
• Tax Planning and Preparation
• IRS Representation
• Payroll Processing and Reporting

Business Services

• Management Advisory
• QuickBooks Consulting
• Financial Planing and Budgeting
• Business Valuations and Exit Strategies

Personal Services

• Financial Planning and Retirement Planning
• Estate Planning and Trust Administration
• Trust and Estate Accounting
• Individual Tax Planning and Preparation

Our Offices

We have two offices located in Long Beach and Santa Ana, California. Our offices are equipped with the latest technology and staffed by experienced professionals who are dedicated to providing exceptional service to our clients.