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Firm Profile
More than two decades ago, Mark F. Wille started a private practice with the goal of becoming a trusted business advisor for companies, large and small. For more than 25 years, he has assisted with strategic business advice regarding tax matters and guidance through complex financial transactions.


Vicky Smith, who has more than thirty years experience working with CPA firms, joins him. In the late '70s and '80s, she was the controller for an Orange County real estate developer and then worked in commercial leasing and property management. In 1991, Vicky came to the firm and performs accounting duties, assists business clients with their accounting and prepares client business tax returns.


The following are examples of client successes.


We prepared a business plan and performed negotiations and due diligence for Capital Direct, a privately owned company that sold to a public entity for $45 million.


In the mid-'80s, we assisted a client with the purchase of the Arizona Liquor barn. This work involved projections, negotiations and due diligence of the purchase.


We assisted a construction firm with strategic planning where revenues grew to $20 million.


We have assisted in innovative tax planning for a wealthy individual where a strategic charitable contribution resulted in a $50,000 tax refund annually for more than five years.


We helped companies and individuals with investment retirement planning, and have clients with in excess of $1 million in retirement funds.


We have assisted numerous real estate developers and owners in sale/purchase negotiations.


BUSINESS ADVISORY SERVICES


Financial Coaching


Tax planning for both personal and business


Tax return preparation and representation


Compiled, reviewed and audited financial statements


Estate, financial and retirement planning


Business financing options


Business succession planning


Business valuations


INDUSTRIES


Small Business Owners


Real Estate Deal Advisory Services Developers Owners Escrow Brokerage Mortgage Bankers


Construction


Service Industries

 

 

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