Wertz & Company

What Wertz & Company does

Wertz & Company, LLP is a privately held professional services firm headquartered at 5450 Trabuco Road, Irvine, California, founded in 2003. It operates as a full-service CPA and business advisory practice serving three named client segments: entrepreneurs and business owners, closely held (often family-owned) businesses, and high net worth individuals. The firm positions itself as a year-round "financial quarterback" rather than a seasonal tax preparation shop, with a service portfolio spanning Tax Planning & Compliance, Entrepreneurial Services, Management Consulting, Outsourced CFO, Estate & Trust, and Auditing & Accounting Services. Day-to-day delivery is in-person at the Irvine office, with regional geographic concentration in Orange County and no disclosed multi-location footprint.

The firm's only notable technology asset is SecureDock, an internally developed, internet-based document storage product that functions as a virtual safe deposit box for clients, holding tax returns, wills, trusts, insurance policies, loan and business agreements, and similar strategic documents with 24/7 access. Beyond SecureDock there is no public API, no SDK, no third-party integrations of consequence, and no proprietary data or analytics platform. Customer-facing technology is otherwise limited to standard delivery tools: a payment gateway (mysfsgateway.com), a secure file-send tool (LeapFile), the SecureDock client login, and a WordPress-based marketing website. The firm also maintains a large thought-leadership content engine of approximately 147 published articles under an "Executive Perspective" blog and distributes recurring email newsletters.

Wertz & Company generates revenue through fee-based professional services engagements, with pricing not publicly disclosed and structured as quote-based scopes that vary by client need. Customer acquisition is driven by referrals, the website contact form, and content marketing; social media presence is limited to Instagram and the email newsletter. The firm is founder-led (Russ Wertz, Founder and CEO) and partner-owned under an LLP structure, with no external private equity, venture capital, or institutional investment disclosed. The named leadership team comprises four partners/managers (Russ Wertz, Greg Tanner, Marcelo Sroka, Kristine Wentz), and the firm has been recognized as one of the Best Places to Work in Orange County.

Name

Wertz & Company

Legal name

Wertz & Company, LLP

Website

https://wertzco.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Wertz & Company is a privately held CPA and business advisory LLP in Irvine, California, founded in 2003, delivering tax, outsourced CFO, estate, audit, and consulting services to entrepreneurs, closely held businesses, and high net worth individuals in Orange County.

Ownership category

akta.pro rank

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Distribution channels2 records

Marketing channels3 records

Core offering

Wertz & Company is a CPA and advisory firm that delivers tax planning and compliance, entrepreneurial/advisory, management consulting, outsourced CFO, estate and trust, and auditing and accounting services to entrepreneurs, closely held businesses, and high net worth individuals in Orange County, California. Engagements are year-round rather than seasonal, with the firm acting as a financial quarterback across personal and business financial matters. Clients additionally access SecureDock, an internet-based document storage platform that functions as a virtual safe deposit box for strategic documents.

Product overview

Wertz & Company is a professional services firm offering a comprehensive suite of tax, accounting, and business advisory services designed for entrepreneurs, closely held businesses, and high net worth individuals. The firm operates as a unified service offering rather than a platform-plus-modules architecture. Core services include Tax Planning & Compliance, Entrepreneurial Services, Management Consulting, Outsourced CFO, Estate & Trust, and Auditing & Accounting Services. Additionally, clients receive access to SecureDock, an internet-based document security platform that serves as a virtual safe deposit box for storing and managing strategic documents. The services are delivered through their Irvine, California office with a focus on providing strategic financial guidance and ongoing relationship-based support.

Differentiator

Problem solved

Functional benefit

Brands

• SecureDock: Internet-based document security program providing virtual safe deposit boxes for storing strategic documents including tax returns, wills, trusts, insurance policies, and business agreements. Available 24/7 for Wertz & Company clients.

Products and services

• Tax Planning & Compliance Tax planning and compliance services for individuals and businesses, covering preparation, filing, and strategic planning to minimize tax liability for entrepreneurs, closely held businesses, and high net worth individuals.
• Entrepreneurial Services Specialized services tailored for entrepreneurs and closely held businesses, addressing their unique financial, tax, and operational challenges as a dedicated practice area.
• Management Consulting Advisory services that help businesses improve operations, strategy, and overall performance, delivered as part of the firm's broader tax and accounting practice.
• Outsourced CFO Fractional chief financial officer services providing financial leadership, oversight, and strategic guidance without the cost of a full-time in-house executive.
• Estate & Trust Estate planning and trust administration services that help clients preserve and transfer wealth across generations and integrate with their broader tax strategy.
• Auditing & Accounting Services Attest and audit services along with general accounting support to ensure financial accuracy and compliance for closely held businesses and other clients.
• SecureDock SecureDock is an internet-based document storage platform that provides virtual safe deposit boxes for Wertz & Company clients to store tax returns, wills, trusts, insurance policies, loan agreements, business agreements, and other strategic documents, available 24/7 with automatic upload of firm-prepared documents.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Anders CPAs + Advisors: Mid-market CPA and advisory firm serving closely held businesses, entrepreneurs, and HNW clients with integrated tax, CFO, and wealth advisory services — directly comparable in service mix and client profile.
• Moss Adams LLP: Top-15 U.S. CPA firm with a strong West Coast presence, focused on closely held businesses and HNW individuals; comparable service breadth (tax, audit, outsourced CFO, wealth advisory) and similar entrepreneur-first positioning.
• Eide Bailly LLP: Top-25 U.S. mid-market CPA firm with deep tax, audit, and outsourced CFO practices serving entrepreneur-led, closely held businesses across multiple regions — comparable in client type, though typically larger.
• Withum: Top-30 U.S. CPA and advisory firm serving closely held businesses, family offices, and HNW clients; comparable integrated service model with tax, audit, outsourced CFO, and management consulting.
• CliftonLarsonAllen (CLA): Top-10 U.S. mid-market CPA firm with strong tax, audit, and outsourced CFO offerings for closely held businesses and HNW families — directly overlapping in service design and target client.
• Plante Moran: Large mid-market CPA firm with a recognized closely-held-business and HNW practice; comparable range of tax, audit, CFO, and consulting services for entrepreneur-led companies.
• Marcum LLP: Top-20 U.S. CPA firm with extensive tax, audit, advisory and outsourced CFO practices serving entrepreneur and closely held business clients.
• Wipfli LLP: Top-20 U.S. CPA and advisory firm with strong mid-market tax, audit, and outsourced CFO capabilities for closely held businesses — comparable in service lines and target persona.

Broad incumbents

• RSM US: Top global mid-market audit, tax, and consulting firm. Overlaps with Wertz across tax planning, audit, and outsourced CFO, but operates at much larger scale and serves a broader client mix including public and large private companies.
• BDO USA: Major incumbent full-service CPA and advisory firm with overlapping tax, audit, and management consulting capabilities for closely held and HNW clients, though operating at far greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/WertzCoLLP
• Facebookfacebook.com/wertzandcompany

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wertz & Company