Business Details
47 Years
experience
Your Trusted Accounting Partner in San Juan Capistrano
Established in 1979, our firm has built a reputation for delivering comprehensive accounting, tax, and business consulting services to individuals and organizations in San Juan Capistrano and surrounding communities. Our team of certified professionals brings decades of combined experience in tax compliance, payroll management, financial reporting, and strategic business advisory, ensuring clients receive tailored solutions that align with evolving regulatory standards. We prioritize personalized service, maintaining long-term client relationships through transparent communication and ethical practices. Our commitment to excellence is demonstrated through participation in the AICPA Peer Review Program and adherence to rigorous accounting principles.We offer complimentary initial consultations to new clients, emphasizing accessibility and client-centric service delivery. With expertise spanning corporate taxation, estate planning, and business succession strategies, we serve as trusted advisors to corporations, partnerships, nonprofits, and high-net-worth individuals. Our technology-driven payroll solutions streamline financial operations while maintaining compliance with federal and state regulations. Recognized by the American Institute of CPAs and California Society of CPAs, we combine technical proficiency with community-focused values to deliver measurable value to every client engagement.
Services
Tax Services
Payroll Services
Accounting Audits
Business Consulting
Estate Planning
Details
- Year established: 1979
Highlights and features
- We offer 40+ years of combined experience in tax, accounting, and business consulting.
- Our personalized service ensures tailored financial solutions for each client's unique needs.
- We provide competitive pricing without compromising technical expertise or compliance standards.
- Complimentary initial consultations help new clients understand our service approach.
- Participation in AICPA's Peer Review Program demonstrates our commitment to quality assurance.
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Services
Tax Services
Our tax services specialize in federal, state, and local tax return preparation for individuals, corporations, and fiduciaries. We focus on minimizing tax liabilities through strategic planning while ensuring compliance with evolving regulations. Our expertise includes IRS representation and complex tax issue resolution.
Payroll Services
We offer customized payroll solutions with automated processing, tax payment scheduling, and year-end reporting. Our system handles multi-state compliance, direct deposit, and W-2/1099 generation while providing 24/7 secure access for clients.
Accounting Audits
Our audit services include GAAP-compliant financial statement preparation, compilation, and review. We serve businesses requiring attestation services for banks, investors, or regulatory compliance, ensuring accurate financial reporting and internal control assessment.
Business Consulting
We provide strategic business consulting for operational efficiency, cost control, and succession planning. Our services include system implementation, employee benefit analysis, and industry-specific financial guidance for manufacturing, real estate, and nonprofit sectors.
Estate Planning
Our estate planning services cover trust and gift tax return preparation, business succession strategies, and wealth transfer planning. We help clients protect assets and minimize tax exposure through customized estate planning solutions.
People
Richard W. Wenger
CPA - Retired
Retired tax partner with 50+ years of experience, former Big Eight auditor, and QuickBooks ProAdvisor. Lectured on tax matters and continues advisory role at the firm.
Mark E. Bauer
Principal
Managing partner since 1982 with expertise in corporate taxation and estate planning. Serves diverse industries including real estate, technology, and nonprofits. Active community leader with Rotary Club involvement.
Brian L. Jarvis
Principal
CPA with 25+ years in public accounting and corporate finance. Specializes in tax strategy for closely-held businesses and family groups across energy, real estate, and professional services sectors.
Tammy Schmitz
Senior Accountant
30+ year veteran handling corporate tax, payroll, and QuickBooks consulting. Expertise in medical, retail, and nonprofit sectors with certifications in multiple accounting software platforms.
Danielle Nelson
Staff Accountant
Experienced in property management, manufacturing, and trust accounting. Proficient with QuickBooks, Ultra Tax, and payroll platforms. Provides comprehensive tax and bookkeeping solutions for small businesses.
Questions
How can I check my tax refund status?
Use our online Check Tax Refund tool with your SSN, filing status, and expected amount. Alternatively, visit the IRS website directly for federal refunds.
What documents are needed for tax preparation?
Bring W-2s, 1099s, dependents' SSNs, last year's return, investment records, and receipts for deductions like charitable contributions or medical expenses.
Is Social Security income taxable?
Up to 85% may be taxable if combined income exceeds $25,000 (single) or $32,000 (married). We can help analyze your specific situation during tax planning.
How long should I keep tax records?
Maintain records for at least 3 years from filing date. We recommend longer retention for major financial documents like property records or investment statements.
What defines a qualified charitable contribution?
Cash donations require bank records or written receipts. Non-cash items over $250 need formal acknowledgment. Vehicles' deductibility depends on charity's sale proceeds or fair market value if retained.
Can I deduct home office expenses?
Yes, if used regularly and exclusively for business. Deductible portions include mortgage interest, utilities, and depreciation based on business use percentage of your home.
