Business Details
Trusted Accounting & Tax Services in Irvine, CA
Friedman & Company CPA's & Company CPA's is a local Irvine, CA CPA Firm dedicated to providing comprehensive accounting, bookkeeping, and tax solutions for small businesses and individuals. With over 30 years of combined experience, our team of certified professionals offers personalized service at competitive rates, focusing on practical financial strategies tailored to each client's unique needs. We specialize in small business accounting, tax planning, QuickBooks support, business consulting, and wealth management, helping clients reduce tax liability, improve profitability, and achieve long-term financial goals.Our services include financial statement preparation, cash flow management, business incorporation advisory, and outsourced CFO services, all delivered with a commitment to reliability and client satisfaction. As a trusted local firm, we prioritize understanding our clients' specific challenges and opportunities to deliver actionable insights that drive business growth and personal financial success.
Services
Small Business Accounting
Tax Preparation
QuickBooks Support
Business Consulting
Wealth Management
Incorporation Services
Estate Planning
Financial Statements
Highlights and features
- We offer 30+ years of combined CPA experience in small business accounting and tax planning.
- Our personalized service includes QuickBooks setup and training tailored to your business needs.
- We specialize in reducing tax liability through strategic planning and compliance solutions.
- Our local expertise serves Orange County businesses with industry-specific accounting knowledge.
- We provide outsourced CFO services for growing companies needing financial oversight.
Services
Small Business Accounting
Our small business accounting services provide comprehensive financial management solutions for growing companies. We handle bookkeeping, financial statement preparation, cash flow analysis, and budget development to ensure accurate financial reporting. Our CPAs work closely with business owners to implement systems that improve financial visibility and support data-driven decision-making for long-term success.
Tax Preparation
We offer complete tax preparation and planning services for businesses and individuals. Our team stays current with evolving tax regulations to ensure compliance while maximizing deductions and credits. We develop customized tax strategies that reduce liabilities and improve financial outcomes for clients across multiple industries in Irvine and Orange County.
QuickBooks Support
As QuickBooks Certified ProAdvisors, we provide expert setup, training, and ongoing support for small businesses. Our services include software selection, data migration, customized training sessions, and troubleshooting assistance. We help businesses optimize their accounting processes through efficient QuickBooks implementation and maintenance tailored to specific operational needs.
Business Consulting
Our business consulting services focus on improving operational efficiency and profitability for small businesses. We offer financial analysis, risk management strategies, and growth planning services. Our CPAs provide actionable recommendations for cost reduction, internal control improvements, and strategic financial decision-making to support sustainable business growth.
Wealth Management
We deliver comprehensive wealth management solutions for high-net-worth individuals and families. Our services include estate planning, retirement strategies, investment management, and tax-efficient asset preservation. We help clients create customized financial plans that protect assets, minimize tax exposure, and ensure long-term financial security for future generations.
People
Brett R. Friedman
Owner and Managing Partner
Brett R. Friedman & Company CPA's & Company CPA's, CPA, PHD, CVA, DABFA, PFS, has over 30 years of experience in accounting and business consulting. He specializes in small business financial management, tax planning, and estate strategies. He holds advanced degrees in taxation and serves as President of Chabad of Irvine Synagogue.
Sofia Peterson
CPA
Sofia Peterson, CPA, has over 20 years of experience in public accounting, private industry, and government. She specializes in construction accounting and provides comprehensive tax and accounting services. She graduated summa cum laude from Cal State Fullerton and previously worked with Price Waterhouse LLP.
Israel Bisk
CPA
Israel Bisk, CPA, has over 5 years of experience in accounting and tax services. He specializes in dental practice accounting and QuickBooks solutions. He received his accounting education at York University in Toronto and holds a bachelor's degree in Rabbinic studies from the Rabbinical College of America.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, cash flow management, business consulting, and outsourced CFO services tailored to small business needs in Irvine and Orange County.
Do you handle tax preparation for both businesses and individuals?
Yes, we offer comprehensive tax preparation and planning services for businesses and individuals, including tax liability reduction strategies and IRS compliance solutions.
Can you help with QuickBooks setup and training?
As QuickBooks Certified ProAdvisors, we provide software selection, setup, customized training, and ongoing support for businesses needing accounting software solutions.
What business consulting services do you provide?
We offer financial analysis, risk management, growth planning, and operational improvement strategies to help small businesses increase profitability and achieve long-term goals.
Do you offer estate and wealth management planning?
Yes, we provide estate planning, retirement strategies, and wealth preservation services tailored to high-net-worth individuals and families' financial goals.
How can I schedule a free consultation?
Call us at 714-850-1001 ext. 101 or use our website contact form to schedule a free initial consultation with our Irvine accounting professionals.
