Relationship Team

PAUL ZIMMERMAN

Principal

Paul Zimmerman “Having been a CPA for over 35 years, I’m passionate about what I do and take pride in applying the ethical standards of the profession when serving our clients in their tax planning and compliance needs.”

Paul joined the Firm in 2001 as a result of an acquisition of a local Long Beach practice.  His experience and expertise includes accounting and tax services for closely held businesses and their owners, and income tax planning and preparation for individuals, corporations, partnership, estates and trusts.

Career

  • Purchasing/Receiving, Rancho Los Amigos Hospital, Downey
  • Accountant, Irwin Leach CPA, Huntington Beach
  • Partner, Goodban & Walsh CPA’s, Long Beach (Acquired by Wertz & Company in 2001)
  • Principal, Wertz & Company, LLP, Irvine

Education & Credentials

  • Licensed Certified Public Accountant, State of California
  • Bachelor of Science (Magna Cum Laude) in Business Administration, emphasis in Accounting, California State University, Long Beach
  • Master of Science in Taxation, Golden Gate University, Los Angeles
  • Certified in Estate Planning, California CPA Education Foundation

Professional & Community Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Orange County Chapter of the California Society of Certified Public Accounts
  • Member, Estate Planning and Trust Council, Long Beach

Personal

  • Married to wife, Jeanine, and resides in Rossmoor with their cat, Coco Channel
  • Enjoys gardening, coin collecting, dancing, traveling and am a self-proclaimed wine connoisseur
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Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.