The Team

Great People, Great Environment

By hiring down-to-earth professionals who thrive in our client-centric environment, we have created an energized, positive workplace. This dedication to workplace satisfaction led the Orange County Business Journal to rank Wertz & Company as the top rated CPA firm in its “Best Places to Work” list. We are proud of the ongoing vibrancy of our business and the fact that our firm, employees, and clients all prosper and are abundantly satisfied.


Meet the Team…

Executives

Dedicated individuals who drive the strategic direction and vision of our firm.

Relationship Team: Your Expert Points of Contact

Talented professionals who love nothing more than applying their tax and accounting skills to contribute to the success of your business and are highly responsive to your needs, no matter how major or minor.

Hall of Fame: Outstanding Wertz & Company Contributors

Key former employees and cornerstone clients whose important contributions helped Wertz & Company become the dynamic company it is today.


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Secure Dock

Store your strategic documents in an organized manner, & get convenient solutions for document access and distribution. All secure, all guaranteed.

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Resources

Those who succeed tend to hold great curiosity about matters that concern them. The following resources we have assembled can satisfy some of that curiosity.

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Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.