Comprehensive Tax Planning & Preparation

Offering part-time or project-based Chief Financial Officer services to manage budgeting, cash flow, forecasting, and financial operations for growing businesses.

Wertz & Company is recognized in the business community for its unique and innovative method of delivering professional services to its clientele. A method that goes beyond what the traditional tax planning CPAs perform to one that is truly comprehensive; planning that focuses on the clients total financial picture as opposed to only select segments of it.

We embrace entrepreneurs and small business owners for their independent, visionary spirits, and we specialize in serving their needs.