Hi, I'm Sam Ortiz - Your Friendly CPA in Whittier
30+ years helping LA families and small businesses with taxes, accounting, and peace of mind. Let's solve your tax challenges together.
I believe everyone deserves a CPA who actually cares. Whether you're facing an IRS audit, need help with business accounting, or just want someone to explain your taxes in plain English - I'm here to help. No corporate nonsense, just honest advice from someone who genuinely wants to see you succeed.
More Than Just Your CPA - I'm Your Tax Advocate
I didn't become a CPA just to crunch numbers - I became one to help people sleep better at night. For over 30 years, I've been the friendly face that makes tax problems disappear and business dreams come true.
What makes me different? I treat every client like family. When you work with me, you're not just getting a CPA - you're getting a partner who genuinely cares about your success. I take the time to explain everything in plain English, answer all your questions (no matter how many times you ask), and make sure you feel confident about your financial decisions.
I'm proud to serve the Whittier and greater LA communities, and I'm especially honored to help Spanish-speaking families and businesses navigate the complex world of taxes and accounting. Everyone deserves clear communication and honest advice.
Personal Approach
No corporate bureaucracy - just personal attention from someone who cares
Hablo Español
Comfortable communication in English or Spanish for your family
Community Focused
Local Whittier business supporting our neighbors and community
Whatever Your Challenge, We'll Figure It Out Together
Here's how I can help make your tax and accounting worries disappear
Tax Problems? Let's Fix Them
Dealing with the IRS can be scary. I'll be right there with you, explaining every step and fighting for the best outcome. From audits to back taxes, I've seen it all and helped solve it all. No judgment, just solutions.
- IRS Audit Representation
- Back Tax Resolution
- Payment Plan Negotiations
- Penalty Abatement
- Tax Lien & Levy Release
Small Business Support
Running a business is hard enough without worrying about the books. I'll handle the numbers so you can focus on what you love. Think of me as your part-time CFO and full-time supporter.
- Monthly Bookkeeping
- Payroll Services
- Business Tax Planning
- Financial Consulting
- QuickBooks Setup & Training
Personal Tax & Planning
Taxes don't have to be confusing or stressful. I'll explain everything in plain English and find every deduction you deserve. Year-round support, not just during tax season.
- Individual Tax Preparation
- Tax Planning & Strategy
- Retirement Planning
- Estate Planning Basics
- Year-Round Tax Advice
Don't Just Take My Word For It
Here's what my clients say about working together
"Sam isn't just my CPA, he's become a trusted friend. When the IRS came after my small restaurant, he fought for me like I was family. He saved my business and my sanity."
"I was terrified of my business taxes until I met Sam. He made everything so simple and saved me thousands. Plus, he's just a really good guy who actually cares."
"Sam speaks Spanish and took the time to explain everything to my parents. That personal touch means everything to our family. We finally understand our taxes!"
"After years with a big accounting firm where I never talked to the same person twice, working with Sam is like a breath of fresh air. He knows my business inside and out."
Why Choose a Friend Over a Firm?
Here's what makes working with me different from the big corporate firms
Personal Attention
You'll always work directly with me, not an assistant or junior accountant. Your business is important enough to deserve the owner's attention.
Clear Communication
I explain everything in words you'll actually understand. No confusing jargon or technical mumbo-jumbo - just straight talk about your taxes and finances.
Fair & Transparent Pricing
Honest rates with no hidden fees or surprise charges. You'll know exactly what you're paying and why.
Local & Accessible
I live and work in this community. Your success is my success, and I'm always here when you need me.
Always Available
Got a quick question? Just call or email. I believe in being there for my clients, not hiding behind phone trees and appointment systems.
Bilingual Service
Comfortable in English or Spanish - whatever works best for you and your family. Everyone deserves clear communication about their finances.
Let's Solve Your Tax Challenges Together
I know reaching out about tax problems can feel overwhelming. That's exactly why I offer a friendly, no-pressure consultation. We'll sit down (or hop on a call), I'll listen to your situation, and we'll figure out the best path forward together.
No corporate sales pitch, just honest advice from someone who genuinely wants to help. And if I can't help you, I'll point you toward someone who can - that's what friends do.