Business Details
42 Years
experience
Your Trusted Partner for Accounting Solutions in Newport Beach
RM White & Associates has been serving businesses and individuals in Irvine, Newport Beach, and Orange County since 1984. Our firm specializes in accounting, tax preparation, and financial services tailored to small and medium-sized enterprises. We combine hands-on expertise with personalized attention to help clients grow from early-stage ventures to mature, profitable operations. Our services include bookkeeping, payroll, audits, cash flow management, and strategic tax planning. We prioritize close client relationships, ensuring each business receives customized solutions aligned with its unique needs.With decades of experience, we act as trusted advisors, guiding clients through financial challenges while maintaining compliance with evolving regulations. Our teams dedication to excellence has established us as a leading firm in the region. We focus on delivering accuracy, reliability, and proactive advice to support long-term client success. By outsourcing financial tasks to us, clients gain time to concentrate on core business activities. Our commitment to quality service and client satisfaction remains unwavering after nearly four decades in the industry.
Services
Small Business Accounting
Bookkeeping Services
Payroll Processing
Tax Preparation
QuickBooks Setup
Business Advisory
Cash Flow Management
Audit Services
Financial Planning
New Business Formation
Details
- Year established: 1984
Highlights and features
- Over 40 years of experience in accounting and tax services for local businesses.
- Personalized attention from seasoned professionals who understand your industry.
- Proactive tax planning to minimize liabilities and maximize savings.
- Responsive team committed to resolving financial challenges efficiently.
- Comprehensive QuickBooks setup and training for streamlined operations.
What people say
Leading firms in the area
Personal and professional attention
Professional and responsive
Known for quality service
Services
Small Business Accounting
We manage financial records, cash flow, and reporting for small businesses, ensuring accuracy and compliance. Our services include budgeting, payroll processing, and financial statement preparation. Clients gain clarity and time to focus on growth while we handle day-to-day accounting tasks.
Tax Preparation
Our team prepares and files individual and business tax returns with precision, minimizing liabilities through strategic deductions. We stay updated on tax law changes to ensure compliance and optimize savings for clients in Newport Beach and beyond.
QuickBooks Services
We offer QuickBooks setup, customization, and training to streamline financial workflows. Our experts ensure accurate data entry, system organization, and ongoing support to help businesses leverage technology for better financial management.
Payroll Processing
We handle payroll tax compliance, direct deposits, and reporting to save businesses time and reduce errors. Our services include W-2/1099 processing and adherence to federal, state, and local payroll regulations.
Business Advisory
Our advisors provide strategic guidance on cash flow, profitability, and growth planning. We help businesses develop budgets, improve financial systems, and make data-driven decisions to enhance long-term success and operational efficiency.
People
Richard White
Accountant
With over 35 years in public accounting, Richard specializes in tax planning, audits, and business advisory. He founded RM White & Associates to provide dynamic CPA services focused on client growth and financial security.
Daniel Reynafarje
Accountant
A CPA since 1997, Daniel focuses on tax returns, audits, and financial consulting for small to mid-sized businesses. He helps startups and established firms improve operations while maintaining compliance with evolving regulations.
Heather Garza
Accountant
Heather provides accounting and tax services with a focus on accuracy and client education. She works closely with businesses to ensure clear financial reporting and strategic tax planning solutions.
Jamie Espinosa
Accountant
Jamie specializes in individual and corporate tax preparation, offering tailored strategies to minimize liabilities. Her experience spans audits, reviews, and financial statement compilation for diverse business clients.
Haley Swolsky
Accountant
Haley supports clients with bookkeeping, payroll processing, and QuickBooks management. She ensures efficient financial systems and provides training to help businesses maintain organized records.
Questions
What accounting services does R.M. White & Associates offer?
We provide small business accounting, bookkeeping, payroll, audits, tax preparation, QuickBooks support, and financial planning tailored to your needs.
How can your firm help my small business grow?
We streamline financial operations, improve cash flow, and offer strategic advisory to reduce costs and position your business for sustainable growth.
Do you specialize in QuickBooks setup and training?
Yes, we offer QuickBooks customization, employee training, and system tune-ups to ensure efficient financial management for your business.
What tax services are available for businesses and individuals?
We handle individual and business tax preparation, strategic tax planning, and compliance to maximize deductions while avoiding penalties.
Are your services available for nonprofit organizations?
Yes, we provide specialized accounting and tax compliance services for nonprofit organizations to maintain tax-exempt status and financial transparency.
