Our story spans the decades and includes significant and strategic business relationships shaped by our strong heritage and built to continue our legacy.

1937 – Balser, Horowitz, Frank, & Wakeling CPA practice is established in Long Beach, California.

1979 – Ronald Blue & Co. is founded in Atlanta, Georgia to provide comprehensive financial strategies based on biblical wisdom that seeks to empower clients to live enriched lives.

1986 – Ronald Blue & Co. opens a Tax and Business Services Division to serve the growing needs of its clients in Atlanta, Georgia.

1992 – Ronald Blue & Co expands and opens office in Phoenix, Arizona.

1993 – Ronald Blue & Co. continues expansion and opens an office in Orange County, California to serve clients on the West Coast.

2000 – In effort to expand its tax practice and better serve the growing West Coast clientele, Ronald Blue & Co. acquires Balser, Horowitz, Frank, & Wakeling as part of the Tax and Business Services Division. Also, in this same year, the headquarters for the CPA practice is moved to Orange County, California.

2011 – Ronald Blue & Co. opens its third Tax and Business Services office to serve the developing professional athlete business in the Phoenix, Arizona location.

2014 – Due to continued growth and expansion of its Tax and Business Services Division, Ronald Blue & Co. incorporates the division into a full service CPA firm and titles the name Ronald Blue & Co. CPAs and Consultants.

2015 – Ronald Blue & Co. CPAs and Consultants opens its fourth office in Knoxville, Tennessee extending the firm’s reach of delivering excellent client service and building strong relationships.

Success Story

We have our own success story – people with a vision and a mission. Learn more about our founders, our founding principles, and how those have shaped us into the firm we are today.

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Orange County Office
1551 North Tustin Avenue
Suite 1000
Santa Ana, CA 92705

Phone: 714.543.0500
Fax: 714.543.1567

Professionals for this Location

Orange County Office

The Orange County, CA office roots trace back to 1937 when the CPA firm Balser, Horowitz, Frank & Wakeling opened their doors in Long Beach, California. The relationships between with the successful CPA firm and the community connected them with the wealth management firm, Ronald Blue Trust, which acquired the firm and relocated the office to Orange County in 2000.

In 2014, Ronald Blue CPAs re-formed as a stand-alone, full-service CPA firm,  making this location the headquarters for the four-office firm.  Led by then managing director, Mike Peters, the firm united their service offerings to be able to serve clients nationwide through audit, tax, and consulting services.  The firm’s Audit, Attest and Financial reporting department, led by Marsha Placencia is also centered in the Orange County office.

The tax and audit advisors in the Orange County office see their work as not just their job.  It is their mission to help clients achieve financial peace and clarity through tax planning, business consulting, and a variety of financial services to meet their clients’ needs.

Headquarters Address:
1551 North Tustin Avenue
Suite 1000
Santa Ana, CA 92705