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Wertz & Company

Wertz & Company is recognized in the business community for its distinctive and inventive method of delivering professional services to its customers. A technique that goes beyond the traditional tax planning CPAs carry out to one that is truly comprehensive. Planning that focuses on the clients total financial picture as opposed to only select segments of it. The introductory value that drives this methodology is the company’s visualization to be client centered. Wertz & Company is so dedicated to this vision that it has literally organized itself around its clients needs in delivering intention advice, suitable solutions, core services and practical ideas that help build, maintain and grow the value of its client’s enterprises.
Solution to the firm’s client centered model is Wertz & Company’s professional service process is that they first they ask the right questions and then they take time to listen, making certain they understand the financial objectives and goals of their clients. Then they will take action as client advocates and financial quarterbacks to offer the solutions and ideas that will help their clients attain their goals and objectives.
The vital elements that successfully force this process are the Partners and professionals at Wertz & Company. With over 100 years of professional experience amongst the Company’s Partners, this varied group works well together as a multi-disciplinary team to focus on the important matters concerning their clients.
They offer services such as audits reviews and compilations, compliance and collateral audits, pension and erisa audits, agreed upon procedures audits, investment performance audits, executive compensation planning and capital investment planning. Their tax services go beyond the mere preparation of tax returns. They work with their client to recognize the right strategies to minimize individual and corporate taxes and to plan accordingly while integrating strategies in the areas of estate, retirement and financial planning.
They offer corporate tax services like planning and preparation, tax minimization strategies and tax projections, personal tax services like planning and preparation, tax minimization strategies and tax projections. Financial Services are Certified Public Accountants who maintain a well-earned reputation of being logical, objective and trustworthy. They have taken these skills and traits and incorporated them within their financial service process in insurance, employee benefits, real estate, money and investment management, mortgages and business loans. 

Business Management Consulting Services are Organizational structure analysis and development, Strategic business planning, Cash flow analysis, Budget development, Accounting and reporting system design.

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