Business Details
50+ Years
experience
Your Trusted Accounting Partner in Southern California
Maxson Maxson & Nerrie An Accountancy has been delivering accounting, tax, and financial consulting services since 1970, dedicated to helping clients achieve wealth-building and retention goals. Founded by Perry Maxson with decades of retail management experience, the firm transitioned leadership to Joe Gustaff, CPA, in 2017, who has over 25 years of expertise. With two offices in Long Beach and Santa Ana, California, our team of five CPAs and support staff provides tailored solutions for businesses, nonprofits, and individuals. We specialize in tax planning, financial statements, IRS representation, and QuickBooks consulting, combining technical proficiency with personalized service.Our commitment to integrity and professionalism ensures clients receive accurate, strategic advice aligned with evolving financial landscapes. Backed by 50 years of experience, we prioritize understanding each client's unique needs to deliver actionable insights. From payroll processing to estate planning, our services are designed to simplify complex financial challenges while maximizing profitability and compliance. This legacy of trust and expertise continues to drive our mission of empowering clients through financial clarity and long-term partnerships.
Services
Tax Planning
Financial Statements
IRS Representation
Payroll Processing
Estate Planning
Details
- Year established: 1970
Highlights and features
- We offer 50+ years of combined experience in accounting and tax services.
- Our team includes certified QuickBooks Professional Advisors.
- Personalized financial strategies tailored to individual client needs.
- Proven expertise in IRS representation and audit preparation.
- Commitment to ongoing professional development and industry standards.
Services
Tax Planning
Our tax planning services identify legal opportunities to minimize liabilities while aligning with long-term financial objectives. We analyze business structures, investment portfolios, and personal income streams to create customized strategies. Clients benefit from proactive guidance that adapts to changing tax codes and individual circumstances.
Financial Statements
We prepare tailored financial statements including balance sheets, income statements, and cash flow analyses. Our compilation and review services ensure accuracy for both internal decision-making and external reporting requirements. These documents serve as strategic tools to monitor business performance and secure financing.
IRS Representation
With decades of experience, we advocate for clients during IRS audits and tax disputes. Our team handles communication, documentation submission, and negotiation processes to resolve issues efficiently. This service protects clients' interests while ensuring compliance with tax regulations.
Estate Planning
Our estate planning specialists develop strategies to preserve wealth across generations. Services include trust creation, tax-efficient asset distribution, and coordination with legal professionals. We help clients navigate complex estate tax laws to maximize inheritance value for beneficiaries.
Payroll Processing
We handle payroll tax calculations, filings, and reporting to maintain compliance with federal and state regulations. Our system ensures timely payments and accurate tax withholdings, reducing penalties risk. Businesses receive streamlined payroll solutions that integrate with accounting workflows.
People
Joseph A. Gustaff
President/Director
CPA with specialization in taxation and nonprofit advisory services. Holds MBA from University of Massachusetts and PFP certification from UC Irvine. Leads firm operations with over 25 years of experience.
Larry Maxson
Co-Founder
Retired CPA with 45+ years in business advisory and estate planning. Holds B.S. in Accounting from CSULB and advanced certifications in personal financial planning. Instrumental in firm's early development.
Christopher Bacon
Trusts & Estates Specialist
CPA specializing in estate tax compliance with Masters in Taxation. Former corporate controller brings practical insights to individual and business accounting needs while maintaining CSCPA certifications.
Deanna Duron Gonsalves
QuickBooks Specialist
CPA and QuickBooks Pro Advisor with expertise in small business solutions. Holds BS from San Diego State and combines technical software knowledge with hands-on client support for nonprofit and business clients.
Anthony M. Sesma
CPA
Business advisory specialist with BS from Long Beach State and UC Irvine accounting certification. Focuses on nonprofit organizations and small business tax solutions while maintaining AICPA membership standards.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, financial statements, payroll processing, and QuickBooks consulting tailored to small business needs.
Do you specialize in nonprofit organization accounting?
Yes, we offer audit services, tax compliance, and financial reporting specifically for nonprofit organizations.
Can you assist with estate tax planning?
Our CPAs develop strategies to minimize estate taxes through trusts, asset distribution planning, and legal structuring.
How do you handle IRS audit representation?
We manage all communication, documentation, and negotiations with the IRS to resolve tax disputes efficiently.
What sets your firm apart from other accountants?
50+ years of combined CPA experience, personalized service, and specialized expertise in QuickBooks integration and estate planning.
Where are your offices located?
We serve clients from offices in Long Beach and Santa Ana, California, with virtual support available.
