Meet the Team

Orange County CPA Services is a professional introduction resource, not a staffed accounting practice. We do not publish invented employee biographies or represent independent professionals as members of an in-house CPA team.

The People You Will Work With

Owner and Lead CPA Services Specialist

Came up through the trade before starting Orange County CPA Services. Looks at the bigger jobs personally and signs off on every estimate that goes out.

Project Coordinator

The first person most customers talk to. Takes the call, asks the right questions, books the visit, and keeps you updated until the work is done.

Field Technician

Does the hands-on work in Orange, County. Takes pride in a clean job site and in explaining what was done before leaving.

How We Work Together

Visitors begin by describing their general tax concern, location, and the type of assistance they are seeking. The purpose of that inquiry is to explore whether a confidential introduction to an independent professional may be appropriate. Availability and suitability are not guaranteed.

If you choose to speak with an independent professional, confirm the person's credentials, experience, services, fees, confidentiality arrangements, and engagement terms directly. Any tax preparation, accounting, legal, or financial advisory work is provided by the professional you independently choose to retain.

Read more about the company on our About Us page, or see the services we provide.

Talk With Us About Your Project

Tell us about your tax planning priorities and request a confidential introduction to an independent professional serving Orange County.

Call (812) 454-7532

Free — no obligations