Receive proactive, year-round insight and guidance from experienced professionals who understand all aspects of your organization. We specialize in serving small to midsize privately held companies, entrepreneurs and high net worth individuals. Our organizational structure is deliberately designed to provide you with the best of both worlds: “Big Four”-style experience and strategic thinking with the person-to-person feel of a boutique firm. Your search for a personalized, proactive, responsive accounting and tax services partner is finally over.
READ OUR CLIENT BILL OF RIGHTS
Insightful, expert tax planning minimizes your tax burden.
Innovative solutions designed to grow with your business.
Strengthen your organization with practical, proven tactics.
Expert day-to-day-financial management without increasing your payroll.
Protect your loved ones with careful estate planning.
Detailed reviews and reporting from skilled auditors.
Every decision we make, service we perform, and conversation we have is held to the high standards of our core values. We do this because we respect our clients and each other, creating space for trust and growth. Our core values are truly at the heart of everything we do at Wertz & Company and we hope that our positive actions speak volumes.