Samuel Ortiz CPA

Thank you for visiting our website. We are a full-service accounting firm located in Whittier, California, serving clients throughout the Los Angeles and Orange County areas. Our firm is dedicated to providing professional, personalized services and guidance in a wide range of financial and business needs.

About Our Firm

For over 30 years, Samuel Ortiz, CPA has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements, and financial planning. Our team of experienced professionals is committed to providing close analysis and attention to every client, ensuring that they receive the highest level of service and expertise.

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism.

Services

We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals. Our services include:

• Tax management and planning
• Accounting and bookkeeping
• Financial statements
• Financial planning
• Business consulting
• IRS representation
• Estate and trust planning
• Retirement planning
• Payroll services
• QuickBooks setup and support

Resources

We have provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news, and links to other useful sites. Our resources section includes:

• Tax tools and tips
• Individual and business financial tax rates and due dates
• Financial tools, including calculators and retirement planning guides
• IRS forms and publications
• Monthly and daily news
• Financial guides, including banking, business financial, insurance, and life events
• Links to other useful sites

Contact Us

We welcome any questions or comments you may have. Feel free to contact us at any time:

• Telephone: (562) 846-1250
• Fax: (213) 596-5771
• Email: samortizcpa@gmail.com

You can also send us a message directly through the contact page of this website. We look forward to hearing from you.