Business Details
Trusted Accounting Services in Costa Mesa, CA
Neal A Weyer provides exceptional accounting and financial services rooted in professionalism, responsiveness, and quality. Our team combines expertise and experience to deliver personalized attention to individuals, businesses, and organizations. We prioritize client needs through transparent communication, ethical practices, and tailored solutions. With a focus on tax planning, financial strategy, and business accounting, we empower clients to achieve long-term financial stability.Our commitment to continuous education ensures up-to-date technical expertise and innovative approaches. We serve as trusted advisors, offering insights that enable informed decision-making and foster client success. Our reputation for excellence is built on decades of dedicated service and satisfied clients.
Services
Tax Preparation
Estate Planning
Small Business Accounting
QuickBooks Services
Personal Financial Planning
Details
- Year established: 2025
Highlights and features
- We offer decades of combined experience in accounting and tax services.
- Our team provides personalized, client-focused financial strategies.
- We specialize in tax planning, estate planning, and QuickBooks support.
- Our services ensure compliance, transparency, and long-term financial growth.
- We prioritize client education and responsive, ethical service delivery.
What people say
Exceptional tax planning
Responsive support
Knowledgeable team
Affordable rates
Trusted advisors
Services
Tax Preparation
We prepare accurate individual and business tax returns while identifying deductions and credits. Our team stays updated on tax law changes to ensure compliance and optimize liabilities. Clients receive proactive advice to minimize future tax burdens through strategic planning.
Estate Planning
Our estate planning services include wills, trusts, and tax strategies to protect assets. We help clients avoid probate, reduce estate taxes, and create plans for incapacity. Custom solutions ensure your legacy aligns with your wishes and family needs.
Small Business Accounting
We handle monthly/quarterly bookkeeping, financial statements, and bank reconciliations for small businesses. Services include payroll processing, cash flow management, and tax compliance. Our goal is to streamline financial operations and support growth.
QuickBooks Services
From setup to training and troubleshooting, we optimize QuickBooks for business efficiency. Our experts ensure accurate financial tracking and provide ongoing support to resolve technical or accounting challenges swiftly.
Personal Financial Planning
We create customized financial plans for retirement, education savings, and investment growth. Our approach integrates risk management and tax strategies to build long-term financial security tailored to individual goals.
People
Richard Crellin
CPA
Richard Crellin brings extensive accounting expertise to Neal A Weyer, focusing on tax compliance and business advisory services for local clients.
Neal Weyer
CPA
Neal Weyer specializes in financial planning and estate strategies, helping individuals and businesses achieve long-term fiscal stability through personalized solutions.
Evan Custer
CPA
Evan Custer provides tax and accounting guidance to small businesses, emphasizing compliance, strategic planning, and operational efficiency improvements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax planning, and QuickBooks setup/training tailored to small businesses.
Do you specialize in tax preparation for individuals?
Yes, we handle tax return preparation, tax planning, and IRS representation for individuals.
How can estate planning benefit my family?
Our estate planning services help minimize taxes, avoid probate, and ensure your assets are distributed as intended.
What QuickBooks support options are available?
We offer setup, training, troubleshooting, and a $20 QuickAnswers service for urgent questions.
Are consultations free?
Yes, we provide free initial consultations to discuss your financial or business needs.
