Relationship Team

ALMAN BONES

Principal

Alman Bones “I am extremely proud to serve as a role model for fellow Filipino-Americans, demonstrating through my professional career how fulfilling it can be to follow a path paved with high standards, a strong work ethic and a devotion to serving others.”

Alman, who joined the firm in 2000, has extensive experience in sales and use tax, consolidated tax returns, multi-state taxation and representation before federal and state taxing agencies.  At Wertz & Company, he partners primarily with small and mid-sized privately held companies, as well as high net worth individuals.

Career

  • Practitioner in the accounting industry since 1982
  • Staff Accountant, Price Waterhouse, Newport Beach
  • Senior Accountant, Corbin & Wertz, Irvine
  • Tax Manager, Yamaha Motor Corporation, U.S.A.
  • Tax Manager Corbin & Wertz, Irvine (Reorganized in 2003 to form Wertz & Company, LLP)
  • Principal, Wertz & Company, LLP, Irvine

Education & Credentials

  • CTEC Licensed Tax Consultant
  • Bachelors in Business Administration, emphasis in Accounting,
    De La Salle University

Professional & Community Activities

  • Member, Filipino-American Chamber of Commerce of Orange County
  • Active member of St. Kilian’s Catholic Church
  • Past Vice-President, Board of Director of the Filipino-American Association of Corona
  • Recipient, “Best Basketball Coach” Award (1991-1994), Inland Empire Filipino-American Basketball Tournament

Personal

  • Married to Eleanor for over 10 years. Resides in Mission Viejo with one son
  • Enjoys traveling, watching movies, racquetball
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Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.