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Services

Collaborative Business Management, Accounting and Tax Services

For all the questions you have about your business or personal finances, we’re here to help.

We may not be a big company, but we sure do big things

Receive proactive, year-round insight and guidance from experienced professionals who understand all aspects of your organization. We specialize in serving small to midsize privately held companies, entrepreneurs and high net worth individuals. Our organizational structure is deliberately designed to provide you with the best of both worlds: “Big Four”-style experience and strategic thinking with the person-to-person feel of a boutique firm. Your search for a personalized, proactive, responsive accounting and tax services partner is finally over.

READ OUR CLIENT BILL OF RIGHTS

Great People, Great Environment

Get to know our close-knit team of business strategy and tax experts.

MEET THE TEAM

Our Core Values

Every decision we make, service we perform, and conversation we have is held to the high standards of our core values. We do this because we respect our clients and each other, creating space for trust and growth. Our core values are truly at the heart of everything we do at Wertz & Company and we hope that our positive actions speak volumes.