Market Research Report: Wertz & Company
Company Overview
Name:
Wertz & Company, LLP
Mission of the Company:
Wertz & Company aims to offer personalized, proactive, and responsive accounting and tax services. They strive to provide year-round insight and guidance to small to midsize privately held companies, entrepreneurs, and high net worth individuals, combining "Big Four"-style experience with the personalized feel of a boutique firm.
Foundation and Founders:
No information is available.
Key People:
No information is available.
Headquarters:
5450 Trabuco Road, Irvine, CA 92620
Number of Employees:
No information is available.
Revenue:
No information is available.
Known For:
Wertz & Company is known for its client-centric approach to business accounting and tax services, providing strategic advice and solutions designed to help businesses and individuals meet their financial goals.
Products
What Products Do They Offer:
- Corporate Tax Planning & Compliance: Strategic tax planning and guidance tailored to strengthen businesses.
- Personal Tax Services: Comprehensive tax services designed to eliminate the stress of tax preparation for individuals.
- Estate and Retirement Planning: Insightful guidance and strategies that integrate estate and retirement planning, focusing on minimizing taxation and supporting long-term financial goals.
High-Level Description of the Products:
Wertz & Company's services go beyond traditional tax preparation to include strategic planning and personalized financial solutions. Their offerings are tailored to align with individual and corporate clients' long-term financial perspectives.
Key Features of Each Product:
- Corporate Tax Planning & Compliance: Focus on minimizing taxation and providing strategic advice specific to industry needs.
- Personal Tax Services: Offers a stress-free approach to acting on tax issues, with comprehensive support for individual requirements.
- Estate and Retirement Planning: Personalized strategies incorporating clients' entire financial picture to support future planning and minimize taxation.
Recent Developments
Recent Developments in the Company:
No information is available.
New Products Launched:
No information is available.
New Features Added to Existing Products:
No information is available.
New Partnerships:
No information is available.
