Partnering for your financial success since 1985
At Donna L. Stern, CPA, we are dedicated to providing personalized accounting services to individuals and small to medium-sized businesses in Orange County. With decades of experience and expertise in QuickBooks and FreshBooks, we take a comprehensive approach to accounting, ensuring that our clients achieve their financial goals.
Our Mission
Our mission is to provide accurate, personalized, and professional services that cater to the unique needs of our clients. We understand that every individual has distinct goals, whether it's starting a business, planning for retirement, or managing an estate. Our team of experts takes a personal interest in our clients' financial well-being, delivering timely and efficient services that exceed expectations.
Our Services
We offer a range of services designed to meet the diverse needs of our clients. Our services include:
- Small to Medium-Sized Business Accounting
- Tax Services
- Bookkeeping
- Divorce Accounting
- Estate and Trust Accounting
- Cash Flow Advice
- Court Accounting
- Forensic Accounting
Why Choose Us?
Our clients trust us because we provide:
- Personalized services tailored to their unique goals
- Prompt response to concerns and requests
- Comprehensive services that cater to their needs
- Expertise in QuickBooks and FreshBooks
- A dedicated team that takes a personal interest in their financial well-being
Our Story
Donna L. Stern founded her own firm in 1985, with a focus on serving individuals and small businesses in various industries. Over the years, our firm has grown, and we have expanded our services to cater to a broader range of clients. Today, we are proud to be a leading accounting consulting firm in Orange County, serving clients nationwide.
Who We Help
We assist a diverse range of clients, including:
- Service-oriented businesses
- Small to medium-sized companies
- Individuals trying to build generational wealth
- Lawyers needing audits for client trust accounts
- Range of professionals, from engineers to freelancers
We are committed to helping our clients make informed financial decisions and achieve their goals. Call us today to schedule a free 30-minute consultation and discover how we can help you achieve financial success.
Testimonials for Donna: Exceptional CPA Services
Rating: 5/5 stars
The reviews for Donna, a Certified Public Accountant (CPA), are overwhelmingly positive. Multiple authors highlight her exceptional skills, professionalism, and exceptional customer service. They praise her ability to:
- Seamless Tax Preparation: Donna makes the tax preparation process stress-free and effortless.
- Attention to Detail: She is meticulous and thorough in her work, ensuring accuracy and precision.
- Expert Knowledge: Donna's expertise is unparalleled, particularly in complex tax situations involving stocks, RSUs, and other financial instruments.
- Personalized Service: She takes the time to understand each client's unique needs and provides personalized attention.
- Exceptional Communication: Donna is responsive, helpful, and patient, making clients feel comfortable and confident in her abilities.
Notable Reviews
- Author Clemente Munoz praises Donna's seamless tax preparation process, making the experience stress-free and effortless.
- Author Kristine Knaus highlights Donna's expertise in preparing court-ordered accounting for a special needs trust.
- Author Sasha D. appreciates Donna's knowledge, responsiveness, and trustworthiness in managing a Realtor's business taxes.
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