Pursuing Excellence in Accounting and Taxation
At M. Blank & Company, we pride ourselves on being a highly respected and experienced Certified Public Accounting firm in Orange County, California. Founded in 1993, we have been providing personalized and expert accounting, tax, and financial planning services to individuals and businesses for over two decades.
Our Mission
Our mission is to empower our clients by providing exceptional services that enable them to achieve their financial goals. We believe that our clients' success is our top priority, and we strive to build long-term relationships built on trust, integrity, and expertise. With a team of experienced professionals who are dedicated to excellence, we aim to provide personalized solutions that meet the unique needs of each client.
Our Services
We offer a broad range of services designed to meet the specific needs of our clients. Whether you are an individual seeking financial planning and estate planning services or a business owner in need of accounting, tax, and financial planning services, we have the expertise and expertise to guide you.
Services for Individuals
Our personal financial planning services help individuals achieve their long-term financial goals. Our services include retirement planning, estate planning, and elder care planning.
Business Services
Our business accounting and bookkeeping services help small to medium-sized businesses manage their finances efficiently. Our services include small business accounting, bookkeeping, audits, and financial planning.
QuickBooks Services
We specialize in QuickBooks setup and support, helping businesses streamline their financial operations and optimize their accounting processes.
Our Team
Our team of experienced professionals includes certified public accountants (CPAs) who have worked in the industry for over 30 years. Our team members hold advanced degrees in taxation and have certifications in financial planning.
Our Values
Our values are built on a foundation of integrity, excellence, and responsiveness. We believe that our clients' success is our top priority and strive to provide exceptional service that exceeds their expectations.
Client Reviews
We value your feedback and would love to hear about your experience with us. Share your review and let us know how we can better serve you.
Contact Us
For more information or to schedule a consultation, please feel free to reach out to us at (949) 830-5231 or visit our office at 23705 Birtcher Drive, Lake Forest, CA 92630.

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