At Wertz & Company, we care about the community in which we work and look to make a difference in the lives of people facing special challenges.

At Wertz & Company, we are more than just a collection of CPAs, para-professionals and support staffers. Look closer and you’ll see we are people just like you.

Here you will find the latest news about our firm, including coverage of the newest members to our team, new acquisitions, community involvement and other firm happenings.

SecureDock is a secure document storage and transmittal service which keeps our business, individual and trust clients organized.

Russ Wertz, founder and CEO of Wertz & Company, shares his thoughts on how Wertz & Company is like no other CPA firm.

Keeping our clients informed about the latest tax ideas is part of what we do at Wertz & Company. Quite often the most basic ideas can be some of the best, as they are easy to understand and simple to implement. In this space we will cover ideas just like this.

Roth IRA Conversions: Is The Time Right? There's a new tax-saving opportunity this year for affluent taxpayers. That's because the income limit for converting a traditional IRA to a Roth account has been eliminated. Here is a rundown of the new rules, as well as the advantages of converting and the factors you should consider before making a decision.

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