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Advice and Planning

Accounting Advice and Planning in Orange County

Real help every step of the way

Here's what we mean by advice

Useful reports and insights

Clear insights from people you trust to interpret your personal and business data in a way that makes sense to you.

Experience and depth

As a small independent segment of a mid-sized local firm, we are personal and responsive while having the deep resources and experience to meet varied personal and business needs.

Support when you need it

Advice from real people who know you and your business and care about the details like you do.

Your own financial expert

  • Business support services
    • Entity selection
    • Business owner education
    • Technology advice
    • Audit and attestation
  • Business management services
    • Budgeting
    • Strategic planning
    • Financial planning
    • Operations support
  • Post-Divorce management
    • Community income analysis
    • Innocent spouse planning and filing
    • Planning for the major financial transition and rebuilding lost financial assets
  • Estate planning
    • Trust review and creation
    • Investment planning
    • Insurance planning
    • Charitable planning

© WZWLH LLP OC Tax & Accounting 2021