Relationship Team

Angela Garrett

Principal

 principal_agarrett “I am very fortunate to have worked with great clients over my career and I truly value my relationships with them.  It’s fun for me to work with business owners and help them with questions as well as assist them with accounting and compliance issues to help make their jobs easier.  I also enjoy helping clients with planning; it’s exciting to see clients achieve their goals and watch their businesses evolve and grow.”

Angela has worked in the public accounting profession since 2002.  Her experience includes providing clients with taxation, accounting, and consulting services for closely held businesses and their owners in a variety of business industries.  She also has expertise in working with high net-worth individuals and on multi-state tax issues and compliance.

Career

  • Staff Accountant thru Manager, Sweek Connolly & Co. (Acquired by Wertz & Company in 2009)
  • Manager thru Principal, Wertz & Company, LLP, Irvine

Education & Credentials

  • Licensed Certified Public Accountant, State of California
  • Bachelor of Arts in Business Administration, emphasis in Accounting; California State University, Fullerton
  • Master of Science in Taxation; Golden Gate University, San Francisco

Professional & Community Activities

  • Member, American Institute of Certified Public Accountant
  • Member, Orange County Chapter of the California Society of Certified Public Accountants

Personal

  • Married to Ian for 15 years and reside in Fullerton with their three dogs Sydney, Lola, and Chloe.
  • Enjoys camping, being outdoors, and spending time with friends and family.
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