Relationship Team

DENISE PALMER

Principal

Denise Palmer “After twenty five years of working in the accounting and tax field I still enjoy the challenges of problem solving for individuals and small business owners.  With the constantly changing rules and regulations that must be dealt with it provides a sense of accomplishment when I can be a part of my client’s solutions.”

Denise has practiced in the public accounting profession since 1998.  Her experience includes providing clients with accounting services, tax compliance for closely-held businesses, audited and reviewed financial statements, and income tax planning.

Career

  • Payroll Manager, Griswold Industries, Costa Mesa
  • Accounting Manager, Ganahl Lumber, Anaheim
  • Senior Accountant, Corbin & Wertz, Irvine
  • Tax Manager, Wertz & Company, Irvine
  • Principal, Wertz & Company, Irvine

Education & Credentials

  • Licensed Certified Public Accountant, State of California
  • Bachelor of Science in Business Administration, California State
    University, Fullerton

Professional & Community Activities

  • Member, American Institute of Certified Public Accountants

Personal

  • Lives in Huntington Beach, has two sons and five grandchildren
  • Enjoys spending time with family and friends, traveling, and participating in various beach community activities
Column Image
Secure Dock

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

Read More ►

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.

Read More ►

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