Urquidez & Associates, CPAs

Urquidez & Associates, CPAs is a dynamic firm of certified public accountants dedicated to serving the needs of our rapidly growing clientele. Our vision is to educate our clients as an integral member of their advisory team for the growth of their business and the protection of their family's assets. We are founded upon the philosophy of service to our clients, and we are concerned with the problems of our clients and are challenged to utilize our knowledge and experience to help our clients identify their goals.

Our History

Urquidez & Associates, CPAs and its predecessors have been serving the local area since 1979. We have established ourselves as a dynamic firm of certified public accountants, dedicated to serving the needs of our rapidly growing clientele. We are founded upon the philosophy of service to our clients. We are concerned with the problems of our clients and are challenged to utilize our knowledge and experience to help our clients identify their goals.

Our Services

We are a full-service firm providing professional services in the areas of taxation, general accounting, accounting software consulting and installation, business and personal consulting, human resources and litigation support. Our clientele includes businesses in numerous for-profit and non-profit organizations. Our for-profit experience varies from manufacturing, lessors of commercial and residential real estate projects, commercial fishing, escrow, mortgage banking, wholesale distributors, restaurants, general retail, legal, and health care.

Accounting Services

Our accounting services include small business accounting services, QuickBooks setup and training, compilations, internal controls reviews, and more. Our team of professional accountants will work closely with you to ensure that your financial records are accurate, up-to-date, and organized, allowing you to focus on what matters most - growing your business.

Tax Services

Our tax services include tax planning, business taxation, individual taxation, new business formation services, non-profit organizations, and more. Our team of tax experts will work with you to minimize your tax liability, maximize your refunds, and ensure that you are in compliance with all tax laws and regulations.

Forensic Accounting & CFE Services

Our forensic accounting and CFE services include investigative accounting, assisting with the protection and recovery of assets, fraud prevention, review and recommend changes to current internal control procedures, and more. Our team of experts will work with you to identify and resolve any financial discrepancies, and provide expert testimony in court.

What Our Clients Say

Our clients have been trusting us with their financial needs for decades, and we are proud to have earned their loyalty and respect. Here's what some of our clients have to say about us:

"I have been a long-term client of Kathleen Urquidez. Kathleen and her team have prepared my tax returns for my business and my personal taxes since 2007. She is attentive and always has time to listen and address my accounting questions. Kathleen is very knowledgeable in her field and understands the nuances of the ever-changing tax laws. She is a trusted advisor and I highly recommend her." - P. F.

"Urquidez & Associates, CPAs always has our back! They are easy to reach and friendly to work with. I never feel that I am asking silly questions and always feel secure that our books are in order. As a small business owner being able to rely on the professionals at UAG gives us peace of mind." - Mary Neil, Caliber Signs & Imaging, Inc.