Caring for people is the first step in providing financial services
At Hamilton, Mercer & Werre, LLP, we are committed to providing top-notch accounting and financial planning services to individuals and businesses in Long Beach, California, and surrounding areas. With over 25 years of experience, our team of certified public accountants (CPAs) is dedicated to delivering personalized, high-quality service that exceeds our clients' expectations.
Our Mission
Our mission is to provide quality service in a timely manner, building close relationships with our clients and helping them manage their personal and business assets for stability and growth. We believe that caring for people is the first step in providing financial services, and we strive to make a positive impact on the lives of our clients and their families.
Our Services
We offer a comprehensive range of services, including tax planning and preparation, bookkeeping, estate planning, and financial planning. Our CPAs take a proactive approach to tax planning, staying up-to-date on the latest changes in tax laws and legislation to minimize our clients' tax liabilities. Our bookkeeping services are designed to help businesses manage their financial processes efficiently, and our estate planning services aim to ensure the orderly disposition of assets for individuals and families.
Our Partners
Our team is led by three experienced partners: John Hamilton, Cheryl Mercer, and Diana Werre. John Hamilton, a California CPA since 1980, has over 38 years of public accounting experience and specializes in income, cash flow matters, estate planning, and other financial services. Cheryl Mercer, a California CPA since 1988, has over 24 years of public accounting experience and focuses on income and estate planning, as well as fiduciary accounting. Diana Werre has over 30 years of experience in the accounting field, including 20 years of running her own business providing accounting and bookkeeping services.
Our Commitment
At Hamilton, Mercer & Werre, LLP, we are committed to delivering exceptional service and building lasting relationships with our clients. We care about our clients' financial well-being and strive to make a positive impact on their lives. Whether you're an individual or a business, we invite you to experience the difference that our personalized service can make.
Overview of Reviews
This review highlights the exceptional service provided by Hamilton, Mercer, and Werre, a accounting firm, over a period of 25+ years.
Responsiveness and Professionalism
The reviewer praises the firm's responsiveness, professionalism, and ability to clarify complex tax questions. They specifically mention John and Roxanna, who have consistently delivered timely and efficient turnaround for reports and tax filings, as well as extensions.
Recommendation
The reviewer highly recommends Hamilton, Mercer, and Werre for a wide range of services, including personal taxes, company taxes, and estate reporting.
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