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Business Details
42 Years
experience
Trusted Accounting & Tax Services in Newport Beach, CA
RM White & Associates has been delivering expert accounting and tax services to businesses and individuals in Irvine, Newport Beach, and Orange County since 1984. Our firm combines hands-on experience with strategic financial guidance to help clients grow from startup concepts to profitable enterprises. With decades of collective expertise in tax planning, business advisory, and QuickBooks solutions, we prioritize personalized attention and client success.

Our team of certified professionals is committed to providing reliable, transparent support that maximizes financial efficiency while maintaining compliance with evolving regulations. Recognized for quality service and responsiveness, we build long-term relationships by consistently delivering actionable insights tailored to each client's unique needs.
Services
Small Business Accounting Bookkeeping Services Payroll Processing Part-Time CFO Services Tax Preparation Audit Reviews QuickBooks Setup Financial Planning New Business Formation Internal Controls Assessment
Details
  • Year established: 1984
Highlights and features
  • We offer 40+ years of combined experience in accounting and tax services.
  • Our team provides personalized attention with strategic financial expertise.
  • Certified professionals deliver tailored solutions for diverse industries.
  • Recognized for quality service and responsive client support since 1984.
  • Comprehensive offerings include tax planning, audits, and QuickBooks training.
What people say
Leading firm in the area Personal and professional attention Professional and responsive Known for quality service
Services
Small Business Accounting
We provide comprehensive accounting solutions tailored for small businesses. Our services include financial statement preparation, cash flow management, and compliance reporting. With hands-on expertise, we help business owners focus on growth while ensuring accurate financial records and strategic tax planning that maximizes profitability and regulatory compliance.
Tax Preparation
Our tax preparation services cover individuals and businesses with complex compliance needs. We specialize in minimizing liabilities through strategic planning while ensuring adherence to federal and state regulations. Our team stays current with changing tax laws to identify deductions and credits that improve clients' financial outcomes during tax season and throughout the year.
QuickBooks Services
We offer full-cycle QuickBooks support including setup, training, and system optimization. Our experts customize software solutions for efficient bookkeeping, payroll processing, and financial reporting. By integrating cloud-based tools, we help businesses streamline operations while providing ongoing technical assistance to resolve software challenges and improve financial workflow efficiency.
Payroll Processing
Our payroll services ensure accurate and timely employee payments while maintaining compliance with tax regulations. We handle wage calculations, tax withholdings, and reporting requirements for businesses of all sizes. By automating payroll processes and providing year-round support, we reduce administrative burdens and minimize errors that could lead to costly penalties.
Audit Reviews
We conduct thorough financial audits and reviews to verify accounting accuracy and regulatory compliance. Our services include internal control assessments, risk management evaluations, and preparation of certified financial statements. By identifying operational inefficiencies and potential risks, we help businesses strengthen financial practices while meeting stakeholders' reporting requirements with confidence.
People
Richard White
Accountant
Richard White has specialized in tax planning and accounting since 1985. He focuses on audits, reviews, and strategic financial solutions for businesses and individuals. An entrepreneur at heart, he designed RM White & Associates to provide dynamic CPA services that prioritize client success through personalized strategies.
Daniel Reynafarje
Accountant
Daniel Reynafarje, a Certified Public Accountant, has served small to mid-sized businesses since 1997. He specializes in tax returns, audits, and business advisory services. With expertise in startup development and existing business optimization, he helps clients improve operations while maintaining compliance with complex financial regulations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, and financial reporting tailored to small businesses. Our services help owners maintain accurate records while focusing on growth strategies.
How can your firm help with tax planning?
Our tax planning identifies legal deductions and credits to minimize liabilities. We create customized strategies for individuals and businesses while ensuring compliance with evolving tax regulations.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, system optimization, and troubleshooting. Our experts help businesses implement cloud-based solutions for efficient financial management.
What experience do you have with audits?
We conduct audits, reviews, and compilations with expertise since 1984. Our team ensures financial statements meet regulatory standards while identifying operational improvements for businesses.