Business Details
Your Trusted Accounting Partner in Long Beach
Hamilton Mercer & Werre is a small public accounting firm dedicated to providing personalized, high-quality financial services to individuals and businesses. With over 25 years of experience serving Long Beach and surrounding areas, we specialize in tax planning, bookkeeping, estate planning, and consulting services. Our mission is to develop close client relationships while offering tailored solutions for asset management, stability, and growth.Our team of certified professionals prioritizes proactive tax strategies, IRS representation, and comprehensive financial planning to minimize liabilities and maximize success. We serve clients in Los Angeles, Orange, and Riverside counties, combining technical expertise with a client-centric approach to ensure long-term financial health and peace of mind.
Services
Tax Services
Bookkeeping
Estate Planning
Payroll Services
Consulting Services
IRS Representation
Sales Tax Services
Business Succession Planning
Mergers & Acquisitions
Litigation Support
Highlights and features
- We offer personalized, high-quality accounting services tailored to individual and business needs.
- Our proactive tax planning minimizes current and future liabilities through expert analysis of tax laws.
- Certified CPAs with decades of combined experience in tax, estate planning, and financial consulting.
- We provide IRS representation and fiduciary accounting expertise for complex financial scenarios.
- Comprehensive services include business succession planning and payroll management for growing companies.
Associations and certifications
- California Society of Certified Public Accountants
- American Institute of Certified Public Accountants
What people say
Outstanding Consulting
Better manage cash flow
Planning for future needs
Services
Tax Services
Our proactive tax services help individuals and businesses minimize liabilities through strategic planning and compliance. We specialize in federal and state tax preparation, entity selection, and IRS representation. With continuous updates on tax law changes, we ensure clients receive optimized solutions for long-term financial success.
Estate Planning
We design comprehensive estate plans to ensure orderly asset distribution while minimizing tax burdens. Services include trust administration, will creation, and coordination with legal professionals. Our approach safeguards family wealth and provides clarity for future generations through technically sound, personalized strategies.
Bookkeeping
Accurate bookkeeping maintains efficient business operations through organized financial tracking. We manage daily accounting tasks, implement internal controls, and prepare financial statements. Our systems ensure compliance and provide actionable insights for small businesses seeking reliable financial management solutions.
Consulting Services
We identify profitability challenges and develop practical solutions for business growth. Services include accounting software implementation, merger/acquisition analysis, and cash flow forecasting. Our consulting approach combines technical expertise with industry-specific insights to enhance operational efficiency and strategic decision-making for clients.
Payroll Services
Our payroll management ensures accurate employee compensation and tax compliance. We handle wage calculations, tax filings, and system implementation for growing businesses. By maintaining precise records and timely submissions, we reduce administrative burdens while ensuring adherence to federal and state employment regulations.
People
John Hamilton
CPA
California CPA since 1980 with 38 years of experience. Specializes in individual and small business tax planning, estate management, and financial consulting. Former partner at Balser, Horowitz, Frank and Wakeling.
Cheryl Mercer
CPA
Certified Public Accountant with 28 years of expertise in estate and trust accounting. Focuses on income tax planning for individuals and fiduciary accounting. Former banking professional with specialized knowledge in asset management.
Diana Werre
Accountant
30-year accounting veteran specializing in small business systems implementation. Former owner of independent accounting practice. Expert in financial process optimization and offsite CFO services for long-term client relationships.
Roxanna Reinsch
Staff Accountant
Experienced accountant supporting tax preparation, bookkeeping, and financial reporting functions for individual and corporate clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax compliance, business succession planning, and financial consulting tailored to small business needs.
How do you handle complex tax situations?
Our CPAs specialize in proactive tax planning, IRS representation, and navigating changes in tax legislation to minimize liabilities for individuals and corporations.
Can you assist with estate and trust tax preparation?
Yes, we prepare estate/trust tax returns, manage asset allocation, and coordinate with attorneys to implement comprehensive estate plans.
What areas do you serve?
We primarily serve Long Beach, Los Angeles County, Orange County, and Riverside County businesses and residents.
