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.