Tax, Wealth, &
Business Advisory

We are an established full-service certified public accounting and wealth management firm with decades of experience. We offer tax preparation, accounting, business consulting, and financial planning for individuals, families, and businesses.

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Get in Touch

Call or email us!
(714) 870-4542

Our Hours

Monday – Friday
9:00 AM – 5:00 PM
Closed Sat. & Sun.

Our Financial Services

We tailor our services
to your financial needs.

We offer a broad range of services for businesses, professionals, and individuals. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning, investment, bookkeeping, real estate and business sales.

Business Advisory

Our business advisory professionals combine financial and accounting expertise with an in-depth understanding of your business to help you achieve your goals.

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Tax Preparation & Planning

Our tax lives have become more complex in recent years. If we have learned anything it is that you need more than just the annual filing of your tax returns.

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Estates & Trusts

Determining how to safeguard your wealth can feel overwhelming; failing to set up a proper plan could mean your legacy is left in question.

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Financial Planning

Knowing exactly where you are and where you want to be is essential. Understanding what it will take and how to get there is a truly vital part of achieving your dreams.

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Utilizing a trained bookkeeper can simplify your life give you back the time to concentrate on growing your business and taking care of your clients.

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We provide professional portfolio management and a variety of advisory services to assist you in the management of your investment portfolios.

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The NorthPoint Partners

Meet the team that will guide you to success.

The NorthPoint leadership team has decades of experience in managing, planning, and protecting individual, family, and business finances. Under their direction, the industry professionals on our expanding team will help you manage your wealth with efficiency, professionalism, and purposeful direction.

About us

Proudly serving our clients
for over 30 years.

NorthPoint offers you an objective, professional perspective that is able to assess every area of your financial world with wisdom and provide you and your family with a clear direction for your future.