Zweig & Associates, CPAs, LLP is an Accountant in Newport Beach, CA, located at 4299 MacArthur Blvd Ste 211. The firm provides income tax, accounting, and financial services to individuals, investors, and business owners. They have served the community for over 30 years and hold a 4.40 rating based on customer reviews.
The practice is a full-service family accounting firm with a history spanning more than three decades. David Zweig, a Certified Public Accountant who began his career in 1977 and was a Partner at Lorin & Zweig, CPAs, LLP since 1988, specializes in comprehensive individual and business tax planning and preparation. He co-founded the firm with Jacqueline Zweig, a Certified Public Accountant and Certified Financial Plannerâ„¢ Professional who started her career in 2006. Jacqueline specializes in assisting MDs with S Corp formation and tax needs. The team includes Senior Tax Preparer Debbie Campos, a Certified Registered Tax Preparer who has worked with the firm since 1989, handling income tax return preparation, financial statements, bookkeeping, and payroll. Diana Presta, a Certified Registered Tax Preparer and QuickBooks Pro Advisor since 1996, specializes in bookkeeping, financial statements, and IRS/State notice specialist work. Vicki Tanguma, a Certified Registered Tax Preparer since 1997, assists with tax preparation and bookkeeping. Adam Zweig serves as a Tax Preparer and Bookkeeping member of the Tax Preparation Team. Patricia Clark, a Payroll Specialist since 2006, focuses on payroll processing and tax returns. Dave Selecky, the Billing Manager since 2020, manages accounts receivable and billing.
The firm prepares thousands of tax returns annually for individuals and businesses. Their services include long-term, annual, and mid-year tax planning and forecasting to help clients minimize taxes. Accounting services encompass bookkeeping, payroll processing, and the preparation of monthly, quarterly, and year-end balance sheets and operating statements. They also provide sales tax consultation, return filings, and audit assistance, along with California SOI and dissolution services and beneficial ownership information reporting. The firm utilizes state-of-the-art accounting software to provide helpful comparisons and calculations for business analysis.
Zweig & Associates, CPAs, LLP is known for its positive rating from the customers who have reviewed it, reflecting a reputation for professional and personalized service.
Zweig & Associates, CPAs, LLP combines its deep experience in tax and accounting services to support Newport Beach residents and businesses in navigating complex financial regulations.
The office sits on MacArthur Boulevard, just a short walk from Von Karman Avenue and Newport Place Drive. It is located about a quarter mile from Uptown Newport Park and John Wayne Airport.
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