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Meet the Team

Accounting and Tax Professionals Who Thrive on Being of Service

Meet our team of experienced, down-to-earth accounting and business management professionals.

Expert advice with an approachable attitude

We believe that your business management team should make your life easier, not complicate matters. We’re here to demystify your questions about compliance, help you think strategically about your organization and achieve your immediate and long-term personal and business goals. Our decades of experience in accounting and business planning, as well as a genuine interest in what makes your organization tick, means we provide collaborative guidance and insight that goes beyond answering your need to strengthen your future.

Executive Leadership

  • Russ Wertz

    Partner, CEO

    “It never ceases to excite us—working alongside entrepreneurs and business owners who are full of passion and looking for guidance and assistance. It is a great privilege to contribute to their long-term success and share in their celebratory milestones along the way.”

    Russ has been the driving force behind our firm’s success for many years. He never tires of discovering new ways to add value to the business, and he greatly enjoys his role working directly with entrepreneurs, business owners and employees to help them solve problems and reach the level of success they envision.

    Career

    • CPA, Price Waterhouse, Newport Beach
    • Founder, Corbin & Wertz, Irvine (1983-2003)
    • Founder, Wertz & Company, LLP, Irvine(2003-Present)

    Education & Credentials

    • Bachelors in Business, University of Southern California
    • Masters in Business Administration, California State
      University – Long Beach

    Professional & Community Activities

    • Member Board of Directors of Sunwest Bank (Chairman, Audit Committee)
    • Former Founding Member, Board of Directors, JSerra Catholic High School, San Juan Capistrano (past Chairman, Audit Committee and Financial Aid Committee)
    • Former member of the Board of Directors and Past President of the Friends of the Santa Ana Zoo
    • Former member of the Board of Directors and past President of the Boys and Girls Club of the South Coast area
    • Former Adjunct Professor, School of Accountancy, California State University – Fullerton

    Personal

    • Married to Donna for more than 38 years and blessed with two daughters, Madison and Andrea
    • Supporter of PB+J ministry that produces nutritional supplements for malnourished kids (Africa)
    • Supporter, Trinity Ranch Ministry (Montana)
    • Supporter, Institute for Discipleship Training (Orange County)
    • Supporter, Hoover Institute (Stanford University)
    • Hobbies include spending time with family, golf and church
  • Katie Sterling

    Partner

    “I truly love what I do. Working with small businesses and entrepreneurs to solve business issues, simplify processes and plan for the future are the areas I enjoy the most.”

    Katie has worked in public accounting since 2007. Her experience includes working with closely held businesses and their owners, as well as working with start-up companies from their initial launch through all the various stages of growth.

    Career

    • Intern, Smith Barney, Rancho Santa Fe
    • Accounting Manager, Ellsworth Marine, San Diego
    • Staff Accountant thru Principal, Wertz & Company, LLP, Irvine

    Education & Credentials

    • Licensed Certified Public Accountant, State of California
    • Bachelor of Arts in Business Administration, with a concentration in Finance/Entrepreneurship, Point Loma Nazarene University, San Diego

    Professional & Community Activities

    • Member, American Institute of Certified Public Accountants
    • Member, Orange County Chapter of the California Society of Certified Public Accountants
    • Member, Practice Management Forum, Orange County

    Personal

    • Married to Brad for five years and resides in Dana Point with their energetic English bulldog, Darla
    • Enjoys traveling, going to the beach with friends and spending
      time outdoors
  • Anne Glass

    Chief Operating Officer

    “I enjoy overseeing the day-to-day activities of the firm and refining our operational processes. This allows the CEO to focus on our future growth and direction and the professional/relationship team to focus on our clients’ needs. The goal is to keep everyone doing what they do best.”

    Anne has been with the Firm since 2000 and possesses diverse administrative and operational experience from working within small entrepreneurial businesses to large publicly-held corporations. She utilizes her “integrator” skill set to fulfill the strategic goals and operational needs of the firm through communication, teamwork and “Keep It Simple” processes that allows everyone to work smarter, not harder.

    Career

    • Over 30 years of administrative/project/operations management
    • Marketing/Executive, Century 21 Real Estate Corporation, Irvine
    • Office Manager, The Mike Ferry Organization, Irvine
    • Firm Administrator, Corbin & Wertz, LLP, Irvine (Reorganized in 2003 to form Wertz & Company, LLP)
    • Chief Operating Officer, Wertz & Company, LLP, Irvine

    Education & Credentials

    • Business Management Certificate Program, Coastline Community College
    • Knowledge & expertise primarily gained through hands-on experience

    Professional & Community Activities

    • Past Secretary of the Easter Seal League of Orange County
    • Past Secretary of the Designing Women’s Guild of Orange County
    • Member, Practice Management Forum, Orange County
    • Supporter, Working Wardrobes, Orange County (helping people in crisis re-enter the workforce)
    • Participant, Susan B. Komen Race for the Cure, supporting the Breast Cancer Foundation

    Personal

    • Married to Larry for 20 years. They reside in Rancho Santa Margarita with a son and daughter, both attending college
    • Enjoys reading, traveling, outdoor activities and gatherings with family
      and friends
  • Wendy Jung

    Chief Financial Officer

    “There is only one reason I would work for a firm for 15+ years…the people!  The open door policy and eagerness and cooperation of others when information is needed are immeasurable.  Everyone in the firm supports one another, which has played an integral part of our success.”

    Wendy began her accounting career in 1995.  She started as a tax accountant doing tax planning and preparation services for individual, corporate and partnership clients.  She gained experience and technical knowledge as Tax Manager.  She was later promoted to controller and then to her current position of CFO.  Wendy now holds the company checkbook!  She is responsible for the Firm’s financial, budgeting, balancing and accounting functions; she plays a key role holding us all financially accountable.

    Career

    • Practicing CPA in Orange County since 1996
    • Tax Accountant thru Tax Manager, Corbin & Wertz, Irvine (Reorganized in 2003 to form Wertz & Company, LLP)
    • Chief Financial Officer, Wertz & Company, LLP, Irvine

    Education & Credentials

    • Licensed Certified Public Accountant, State of California
    • Bachelors in Business, California State University, Fullerton

    Professional & Community Activities

    • Member, American Institute of Certified Public Accountants
    • Member, Orange County Chapter of the California Society of Certified Public Accountants
    • Past Orchard Hills PTO Board Member – Treasurer
    • Past Myford PTO Board Member – Auditor

    Personal

    • Married to Steve for more than 20 years and blessed with two daughters

Business, Accounting and Tax Professionals

  • Alman Bones

    Principal

    “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
  • Angela Garrett

    Principal

    “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.
  • Barbara Dove

    Principal

    “I have enjoyed the variety of businesses I have consulted with through the many years of performing accounting and tax services.  I feel I have been an integral part in helping them achieve success in their companies with the best optimal tax position.  I have worked extensively with large wealthy families were I have been welcomed and appreciated like one of the family and have been referred to as one of their most trusted advisors.”

    Barbara has been working in Public accounting since 1980, originally with a local CPA firm for 13 years then as a Sole Practitioner for 25 years before joining Wertz & Company, LLP in December 2018.

    Career

    • Staff accountant through Partner, Robert R. Redwitz & Co, 1980-1994.
    • Sole Practitioner; Barbara J. Dove, CPA, Accountancy Corporation 1994-2018.
    • Principal, Wertz & Company, LLP, Irvine., December 2018 through current

    Education & Credentials

    • Licensed Certified Public Accountant, State of California
    • Bachelor of Science in Business Administration, concentrating in Accounting, California State University, Dominguez Hills, CA

    Professional & Community Activities

    • Member, American Institute of Certified Public Accountants
    • Member, Orange County Chapter of California Society of Certified Public Accountants
    • Member, Board of Directors Queen of Hearts Foundation
    • Past Treasure and Member, Board of Directors The Prentice School for 25 years
    • Supporter, Brethren Community Foundation
    • Supporter, UCI Mind

    Personal

    • Enjoy spending time with family and friends
    • Hobbies include traveling, bridge, gardening and yoga
  • Brian Mullen

    Principal

    “I get my kicks out of helping entrepreneurial individuals solve the problems that keep them from breaking through to the next level.  I believe the foundation stones for a balanced success are honesty, character, integrity, faith, love, and loyalty.”

    Brian has worked as a public accounting professional since 2004.  He serves business clients in a wide range of industries, including healthcare, construction, manufacturing, service and real estate.  Additionally, Brian provides his expertise to numerous entrepreneurial and high net worth individuals in growing and maintaining their personal and business enterprises.

    Career

    • Staff Accountant thru Tax Principal, Wertz & Company, Irvine

    Education & Credentials

    • Licensed Certified Public Accountant, State of California
    • Bachelor of Arts in Business Administration, concentration in Accounting, California State University, Fullerton

    Professional & Community Activities

    • Member, American Institute of Certified Public Accountants

    Personal

    • Married to wife, Gabriela, and blessed with two daughters
    • Passion for music and especially guitar
    • Enjoys racquetball, hiking, basketball, traveling, and reading
  • Denise Palmer

    Principal

    “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
  • Greg Tanner

    Principal

    “I truly enjoy helping small business owners find success in their endeavors.  When I can help them weave their way through regulatory and tax entanglements, financing options, or just getting an accounting entry recorded, I know I’ve made their job a bit easier.”

    Greg joined the firm in 2009 as a result of an acquisition of a local CPA practice.  He works with small and mid-sized privately held companies, providing audited and reviewed financial statements.  Additionally, he provides tax planning, compliance, and consulting services to businesses and high net worth individuals.

    Career

    • Practitioner in the accounting industry since 1996
    • Staff Accountant, Strabala, Ramirez & Associates
    • Senior Manager, Sweek Connolly & Company (Acquired by Wertz & Company in 2009)
    • Principal, Wertz & Company, LLP, Irvine

    Education & Credentials

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

    Professional & Community Activities

    • Member, American Institute of Certified Public Accountants
    • Member, Orange County Chapter of the California Society of Certified Public Accountants
    • Serves in a leadership capacity and as a compliance auditor for local congregations of the Church of Jesus Christ of Latter-day Saints

    Personal

    • Married to wife, Kathy, for over 15 years. They reside in Portola Hills and are the parents of four children
    • Enjoys spending time with his family, raising his children, including coaching and supporting them in various sports leagues and
      other activities
    • The entire family are fans and supporters of the Cal State Fullerton baseball team
  • Kristine Wentz

    Manager

    “It’s a popular saying that if you do what you love, you’ll never work a day in your life.  It has been my fortune to do exactly that.  I love helping our clients with their accounting, consulting and tax needs and to see the great results collectively achieved as we work together on their projects.”

    Kristine’s background and knowledge meets the wide variety of demands by our clients in all aspects of accounting and finance.  She supports corporations, partnerships and individuals in the preparation of tax returns.  In addition, she works with numerous clients to maintain the integrity of their account information, audit their operations and trouble-shoot accounting and computer software support related problems.

    Career

    • Housewife and mother
    • Accountant, Torre & Vellema CPA’s, Irvine
    • Manager, Wertz & Company, LLP, Irvine

    Education & Credentials

    • Bachelor of Arts in Mathematics, minor in Economics,
      Michigan State University
    • IRS Certified Enrolled Agent
    • Teaching Certificate (Music Piano) – University of Toronto

    Professional & Community Activities

    • Supports World Vision by sponsoring
    • Actively involved in Young Life support activities
    • Co-founder of Lamplighter Foundation which helps fund tuitions for foster children after they’ve left the system

    Personal

    • Married to George for over 40 years, with two loving children and two exceptional grandchildren
    • Enjoys golf, weaving and writing.  Formerly played a lot of tennis and is the proud owner of several trophies
  • Kyle Johnson

    Manager

    “Being primarily in the audit and attest arena, I get the experience of receiving an in-depth and first-hand look at the operations of a business. This is a viewpoint I truly enjoy as it allows me to not only determine operational compliance, but also discover areas for operational improvement within a company.”

    Kyle joined Wertz & Company immediately following his graduation from California State University of Long Beach.  His interest and experience has been in the audit and attest area, utilizing his skills and experience in helping our clients with their operational control and compliance systems.

    Career

    • Teller, Bank of America, Long Beach
    • Intern, Enterprise Rent-A-Car, Long Beach
    • Staff Accountant, Senior Accountant, Audit Manager, Wertz & Company, LLP Irvine

    Education & Credentials

    • Licensed Certified Public Accountant, State of California
    • Bachelor of Science in Business Administration:  Accountancy, California State University, Long Beach

    Professional & Community Activities

    • Member, American Institute of Certified Public Accountants
    • Member, Orange County Chapter of the California Society of Certified Public Accountants
    • Supports the Special Olympics through volunteer work

    Personal

    • Passion for staying active through racquetball, gym workouts and anything outdoors
    • Enjoys spending time with family and friends, listening to music and following football.  Go 49ers!
  • Leo Connolly

    Principal

    “Over the years, I have developed long-term consultative relationships with successful entrepreneurial clients who are constantly seeking our assistance in responding to changes in the regulatory environment and identifying opportunities to operate their businesses more efficiently and profitably while reducing their overall tax burden.  It’s never boring or mundane; I’m presented with new questions or problems almost every day.  Why would I ever quit?”

    Leo started his career in public accounting in 1972 after graduating from the University of Southern California. He became a partner at Sweek Connolly & Company in 1975.  After 37 years of practicing public accounting, and in accordance with his professional and personal goals, Leo joined forces with Wertz & Company by selling his practice to Wertz & Company, LLP on December 1, 2009.  Leo continues to consult with his clients to provide continuity in transitioning his clients within the firm.

    Career

    • Practitioner in the accounting industry since 1972
    • Partner, Sweek Connolly & Company, Costa Mesa (Leo’s clients acquired by Wertz & Company in 2009)
    • Wertz & Company, Irvine

    Education & Credentials

    • Licensed Certified Public Accountant, State of California
    • Bachelor of Science in Business Administration, University of Southern California, Los Angeles
    • Post graduate courses in the Masters of Science in Taxation Program, Golden Gate University, San Francisco

    Professional & Community Activities

    • Charter Member of the Board of the UC Irvine, Paul Merage School of Business – Center for Investment and Wealth Management
    • Past Board Member and Chairman of the Board of the YMCA South
      Coast Branch
    • Past Treasurer and Chairman of the Board of YMCA of Orange County

    Personal

    • Married to wife, Donna, for over 46 years.  They have a son, a daughter and four grandchildren
    • Enjoys fishing, traveling (to great fishing spots), and spending time with grandchildren
  • Michael Trank

    Principal

    “It gives me great satisfaction helping clients achieve their goals, solve problems and being a trusted advisor and friend.”

    Mike specializes in personal financial planning, retirement planning and estate planning.  Additionally, Mike provides tax services to individuals, estates and trusts.

    Career

    • Practitioner in the accounting industry since 1973
    • Partner, Little & Trank, CPAs and owner Michael Trank, CPA (acquired by Corbin & Wertz in 1999)
    • Partner, Corbin & Wertz, Irvine (Reorganized in 2003 to form Wertz & Company, LLP)
    • Director, Wertz & Company, LLP, Irvine

    Education & Credentials

    • Licensed Certified Public Accountant, State of California (1978)
    • Bachelor of Science in Business Administration with emphasis in Accounting, California State University, Long Beach
    • Masters of Business Administration in Taxation, Golden Gate University, San Francisco
    • Certificate of Educational Achievement in Personal Financial Planning, American Institute of CPAs
    • Accredited Personal Financial Specialist (PFS) (1991)

    Professional & Community Activities

    • Member, American Institute of Certified Public Accountant
    • Member, California Society of Certified Public Accountants and CalCPA Statewide Personal Financial Planning Committee
    • Member and Past President of the Orange County Estate Planning Council
    • Past President and Board of Directors Member, Irvine Valley College Foundation
    • Member and past Treasurer and Board of Trustee’s Member, Congregation Shir Ha-Ma’alot.
    • Past Board of Directors Member, Families Forward

    Personal

    • Married to Terry for over 40 years, has 2 grown daughters.
    • Enjoys acoustic guitar, hiking and outdoors activities, home coffee roasting, photography and travel
  • Michelle Howard

    Manager

    “I’ve always loved solving puzzles and when I entered the world of accounting and tax I discovered an unlimited supply! I truly enjoy working with my clients to find solutions that will help them improve upon their business and achieve their goals while remaining up to date and compliant with all tax laws.  My favorite part of working for Wertz & Company is the people. We all share the goal of providing the best possible service to our clients and work together to achieve that as a team.”

    Michelle has worked in the public accounting industry since 2014. Her experience includes providing income tax planning and preparation services for closely held businesses and their owners in a variety of business industries as well as for high net worth individuals.

    Career

    • Staff Accountant, Lanigan & Associates, P.C., Tallahassee, FL
    • Senior Accountant through Tax Manager, Wertz & Company, LLP, Irvine

    Education & Credentials

    • Licensed Certified Public Accountant, States of California and Florida
    • Bachelor of Science in Business Administration, Concentration in Accounting, California Polytechnic State University, San Luis Obispo
    • Masters of Science in Taxation, California Polytechnic State University, San Luis Obispo

    Professional & Community Activities

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

    Personal

    • Lives in Irvine with her husband, Stephen, and their cat, Lily
    • Enjoys traveling, spending time outdoors, and trying new foods
  • Nancy Van Lanen

    Manager

    “I truly enjoy helping my clients achieve their goals by working with them to solve their tax related issues.  I also enjoy being there for my clients when they need assistance administering or settling a trust or estate.”   

    Nancy has over 20 years of experience working in the tax and accounting profession.  She specializes in trust, estate and gift tax planning and consulting.  She also has expertise working with high net-worth individuals on their tax compliance and planning.  She previously worked at a Trust Company where she gained extensive experience working as a corporate trustee for her clients.  She works very closely with investment advisors and estate planning attorneys to help her clients with their trust and estate planning needs.

    Career Highlights 

    • Practitioner in the tax and accounting profession since 1993
    • Tax Staff, Tax Administrator, Tax Officer, Associated Trust Company, Green Bay, WI
    • Tax Supervisor, Tax Manager, Allen, Haight & Monaghan, LLP, Irvine
    • Tax Manager, Wertz & Company, LLP, Irvine

    Education & Credentials

    • IRS Enrolled Agent
    • Certified Trust and Financial Advisor (CTFA)
    • Bachelor of Science in Business Administration, concentrating in Accounting, Wisconsin State University, Green Bay.
    • Cannon Financial Institute Certifications – Trust I, Trust II & Trust III

    Professional & Community Activities

    • Member, Orange County Estate Planning Council
    • Member, National Association of Enrolled Agents
    • Member, Orange County Chapter of the California Society of Enrolled Agents 

    Personal

    • Married and blessed with one son
    • We enjoy many outdoor activities, especially going to the beach! We also enjoy spending time at various sporting events watching our son.
  • Nina Aleccia

    Principal

    “In my career I have dedicated myself to providing top quality tax and accounting services to all of my clients.  One of my favorite parts of being an accountant is being able to help our estate and trust clients resolve issues surrounding the loss of a spouse or loved one.”

    Nina has been practicing in the accounting industry since 1986.  She joined the firm as a result of the acquisition of Little & Trank, Certified Public Accountants, in Irvine.  Her experience includes income tax planning and preparation services for individuals, corporations and partnerships.  Nina also has extensive expertise in estate and trust services and devotes much of her services in this area.

    Career

    • Tax Accountant, Cheadle & Garrett Law Firm, Newport Beach
    • Tax Specialist, Little & Trank, Irvine (Acquired by Corbin & Wertz in 1999)
    • Tax Manager, Corbin & Wertz, Irvine (Reorganized in 2003 to form Wertz & Company, LLP)
    • Tax Principal, Wertz & Company, LLP, Irvine

    Education & Credentials

    • Licensed Certified Public Accountant, State of California
    • Bachelor of Science in Business Administration, concentrating in Accounting, California State University, Long Beach

    Professional & Community Activities

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

    Personal

    • When I am not working I enjoy spending time with my family
  • Roger Belsher

    Principal

    “I like to think that my diverse experience is truly valuable to all our clients.  I especially like digging into the nuts and bolts of client activity to assist them in understanding the dynamics of their own business.  Knowing the ups and downs is critical to grow in today’s challenging economy.”

    Roger’s experience and expertise in both public accounting and corporate America make him a natural to lend his knowledge to closely held businesses and their owners.  He is in charge of managing a variety of service and professional clients and assisting their companies with monthly and year-end financial processing.

    Career

    • Staff Accountant, Jamieson and Watkins, CPA’s, Cypress
    • Controller, Stein-Brief Group, Irvine
    • Regional Controller, ARA Services Magazine and Book Division, Los Angeles
    • Real Estate Sales, Redondo Beach
    • CPA, Gary A. Case, CPA, Anaheim
    • CPA, Nichols & Associates, CPA’s, Irvine (acquired by Corbin & Wertz in 2000)
    • Principal, Corbin & Wertz, Irvine (Reorganized in 2003 to form Wertz & Company, LLP)
    • Principal, Wertz & Company, LLP, Irvine

    Education & Credentials

    • Licensed Certified Public Accountant, State of California
    • Bachelor of Science Administration, Concentration in Accounting and Real Estate, University of Arizona, Tucson
    • Prior Real Estate Sales License (Inactive)

    Professional & Community Activities

    • Member, Orange County Chapter of the California Society of Certified Public Accountants
    • Member, Saddleback Church, Lake Forest
    • Fundraising, El Toro High School Aquatics Boosters, El Toro

    Personal

    • Married for over 25 years to my soul mate, Debbie, who has beaten cancer in recent years.  Two children, one of which is a 2011 UCLA graduate and aspiring photographer, and the other in high school
    • Enjoys golf, travel (especially cruising with the family) and following the
      Pittsburgh Steelers
  • Steve Newman

    Principal

    “If you set your mind on what you can’t do, you will most certainly limit what you really can do.”

    Steve specializes in tax preparation and consultation involving, principally, partners in law firms who are engaged in multi-state and international law practices.

    Career

    • Practitioner in the accounting industry since 1971
    • Founder and sole practitioner of Stephen L. Newman, An Accountancy Corporation, who recently merged his practice with Wertz & Company in October, 2016

    Education & Credentials

    • Certified Public Accountant, California
    • Bachelor of Science (Magna Cum Laude) in Business Administration with emphasis in Accounting, University of Southern California, School of Business

    Professional & Community Activities

    • Member Beta Gamma Sigma (International honor society serving business programs)
    • Member, American Institute of Certified Public Accountant
    • Member, California Society of Certified Public Accountants

    Personal

    • Married to Charlotte since 1969, has five grown children and five grandchildren.
  • Young Lee

    Manager

    “I believe balance is the key in achieving success in everything you do. With balanced expertise in both tax and attest fields, I enjoy helping my clients reach their financial and operational goals in regards to tax and GAAP compliance.”

    Following his graduation from the University of California San Diego, Young continued his studies to obtain the necessary units to sit for the CPA exam, which he successfully completed and passed.  He joined Wertz & Company at the start of his career focusing in the audit and attest area, but has since broadened his expertise by expanding his involvement in the area of tax compliance and financial statement analysis.

    Career

    • Intern at Choi, Kim & Park, LLP, San Diego
    • Staff Accountant, Senior Accountant, Tax Manager, Wertz & Company

    Education & Credentials

    • Licensed Certified Public Accountant, State of California
    • Bachelor of Arts in Economics, University of California, San Diego

    Professional & Community Activities

    • Member, American Institute of Certified Public Accountant
    • Member, Orange County Chapter of the California Society of Certified Public Accountants
    • Supports Compassion and World Vision through sponsoring children

    Personal

    • Married and blessed with one daughter.
    • Enjoys fine wine and travel with family.

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