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At Cates & Associates, CPAs, we are committed to providing the highest level of quality service to our clients. As Certified Public Accountants, we listen to your concerns, ask the right questions, and take the time to understand your goals and objectives. We are dedicated to working closely with clients on a year-round basis to assist them in achieving their financial goals.

Our Firm

Cates & Associates, CPAs has been serving the Orange and Riverside County area since 1998. Our commitment to you is based on the highest of professional accounting standards. We will anticipate your needs and work to exceed your expectations. We will always have your best interests in mind and work with you to help you reach your financial goals.

Our Team

Our team is made up of experienced professionals who have a proven track record of delivering outstanding results. Our team consists of Brian V. Cates, CPA, who has been providing accounting, tax, and consulting services to Southern California businesses since 1991. Brian has a bachelor's degree in Management Information Systems and has developed valuable skills as a governmental auditor, technical support representative for MAS90 accounting software, and as a Vice-President of Finance for an international manufacturer.

We also have Stephanie M. Cates, CPA, who holds a bachelor's degree in Accounting and has held corporate accounting positions since 1988. Stephanie is instrumental in providing innovative and unique accounting and bookkeeping services to our corporate clients. She is also a QuickBooks Pro Advisor and manages the firm's small business accounting services for companies using Intuit products.

Our Services

At Cates & Associates, CPAs, we provide a wide range of services to individuals and businesses in a variety of industries. Our professional services include:

  • Tax Management Services
  • Audits, Reviews, and Compilation
  • Litigation Support and Forensic Accounting
  • Bookkeeping/Write-up
  • QuickBooks Accounting Help and Assistance
  • Employee Benefits, Pension, and Profit-Sharing Plans
  • Financial Projections and Forecasts
  • Accounting Services
  • Estate and Trust Planning and Tax Preparation
  • IRS Representation
  • Entity Selection

Our fees are based on very competitive hourly rates and all services are negotiated and agreed upon prior to the commencement of work. Our standard fees range from $90 to $190 per hour and are based on actual time spent and degree of responsibility involved.

Contact Us

We invite you to learn more about our firm and the services we offer. You can also send us a message directly through the contact page of this website or call us at (951) 340-0982. We look forward to serving you.

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