Let's build something that matters.
Our Firm Profile, Mission, and Core Values
Urquidez & Associates, CPAs is a dynamic and dedicated firm of certified public accountants, committed to serving the needs of our rapidly growing clientele. Our vision is to educate our clients as an integral member of their advisory team for the growth of their business and the protection of their family's assets. We build a strong team of professional advisors around each of our clients, ensuring all objectives are met.
With a rich history dating back to 1979, our firm has established itself as a trusted and reliable partner to businesses and individuals alike. Our expertise spans a wide range of services, including taxation, general accounting, accounting software consulting and installation, business and personal consulting, human resources, and litigation support. Our clients include businesses from various industries, including manufacturing, commercial and residential real estate, commercial fishing, escrow, mortgage banking, wholesale distributors, restaurants, general retail, legal, and healthcare.
Our Core Values
At Urquidez & Associates, CPAs, we operate on a set of core values that guide our actions and decisions. We believe in:
- Providing exceptional service to our clients, ensuring their goals and objectives are met
- Building strong relationships through professionalism, integrity, and personal touch
- Continuously improving our services and knowledge to stay ahead of the curve
- Empowering our team members to excel and grow professionally and personally
- Upholding high standards of ethics and integrity in all our dealings
Our Team
Our team of certified public accountants and professionals is dedicated to providing unparalleled service and expertise to our clients. With a combined experience of over 50 years, our team brings a wealth of knowledge and expertise to the table. Our team members are passionate about helping clients achieve their goals and protect their assets. Whether it's taxation, accounting, or consulting, our team is committed to delivering exceptional results.
Our Services
At Urquidez & Associates, CPAs, we offer a comprehensive range of services designed to meet the unique needs of our clients. Our services include:
- Accounting Services: Financial statement preparation, budgeting, and financial planning
- Tax Services: Tax planning, tax preparation, and representation
- Forensic Accounting & CFE Services: Investigative accounting, asset protection, and fraud prevention
- Consulting Services: Business and personal consulting, financial planning, and human resources support
Why Choose Us
When it comes to choosing an accounting firm, it's essential to find a partner who shares your values and goals. At Urquidez & Associates, CPAs, we believe in building strong relationships with our clients, empowering them to achieve their aspirations and protect their assets. Our expertise, professionalism, and integrity ensure that our clients receive the highest level of service and guidance.
Overall Experience
The reviewers have had extremely positive experiences with Kathy and her team. Both authors, Pete M. and Ezra Gentle, have given 5-star ratings, indicating a high level of satisfaction with their interactions.
Personal Relationship and Communication
Pete M.'s review highlights the personal touch and ease of working with Kathy and her team. He mentions that a friend referred him to Kathy, which suggests a high level of trust and recommendation from others. The reviewers also appreciate the friendly and communicative nature of the team.
Efficiency and Professionalism
Ezra Gentle's review emphasizes the efficiency and professionalism of Kathy and her team. He has worked with them for over 5 years and has referred colleagues to their services, indicating a long-term commitment and confidence in their abilities.
Services and Support
Pete M.'s review specifically mentions that Kathy helped him switching jobs in 2022, which suggests a high level of support and guidance in major life changes. Additionally, they helped with submitting taxes for his wife's small business, highlighting their expertise in handling complex financial matters.
Recommendation
The reviewers are eager to continue using Kathy and her team's services in the future. Pete M. explicitly states that they will "definitely stick with her moving forward, " while Ezra Gentle has already recommended them to colleagues and will likely continue to do so.
