Richard W. Wenger, CPA
Richard W. Wenger, serves as tax partner and has been a CPA since 1970. Mr. Wenger is a graduate of Kansas State University with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting. He worked for the big eight firm of Peat, Marwick & Mitchell and established the Newport Beach office for the national firm of Main Lafrentz in 1975. Mr. Wenger also served as Finance Manager of Sealy Mattress Company in Denver, Colorado. As a public speaker, Mr. Wenger has lectured in the areas of real estate taxation and understanding tax returns for corporations, partnerships and individuals. Mr. Wenger is also a Certified QuickBooks ProAdvisor.
American Institute of Certified Public Accountants
Mark E. Bauer, CPA
Mark E. Bauer serves as audit and accounting partner and has been a shareholder since 1982. Mr. Bauer is a graduate of California State University at Long Beach with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting and has experience in both public accounting and private industry as a corporate controller. Mark has focused his career goals in the areas of auditing and accounting for closely-held companies. He has been involved in such industries as manufacturing, construction/development, professional service, high technology, import/export, agriculture and non-profit. Mark currently is serving as Treasurer on the Board of Directors for the Rotary Club of San Juan Capistrano.
Terri J. Enderle, CPA
Terri J. Enderle merged her practice of 23 years with the firm in January 2015 as an accounting and tax partner. Ms. Enderle is a graduate of California State University at Long Beach with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting. She has experience with all types of businesses providing tax, accounting, and business solutions to closely held companies; as well as experience with accounting software packages such as SAGE (formerly Mas90), SAGE 50 (Peachtree), QuickBooks, and Creative Solutions. She has served a wide variety of companies including retail stores, manufacturing companies, construction companies, auto body shops, and personal service companies including medical, architectural, and engineering companies. Before establishing her practice in 1991, Ms. Enderle worked for the national firm of KPMG Main Hurdman for eight years and a local firm Link, Murrel & Company for four years.
Kristen M. Jones, EA
Kristen M. Jones joined the staff in 2016. Ms. Jones brings to the firm over 25 years of accounting and tax experience. She passed the Internal Revenue Service's rigorous 3-part exam to become an Enrolled Agent (federally licensed tax professional). She prepares tax returns for all entity types but specializes in small business and S-Corporation taxes. She has extensive experience in bookkeeping, preparation of business property tax statements, payroll and sales tax returns, and 1099-Miscellaneous reporting. Ms. Jones is a QuickBooks ProAdvisor.
Tammy Schmitz, Senior Accountant
Tammy has been on staff since July 1981. She specializes in the area of corporate tax, accounting, payroll, sales tax, and QuickBooks consulting. Ms. Schmitz is also a Certified QuickBooks ProAdvisor.
Debbie DeRose, Office Manager
Debbie joined our firm in 2013. She is in charge of making our office run smoothly for our clients and staff.