FULL SERVICE TAX, ACCOUNTING &
BUSINESS ADVISORY SERVICES

Since its founding in 1953, Weil & Company LLP has achieved a position at the forefront of certified public accounting firms by implementing sophisticated tax and financial planning strategies. The firm is comprised of partners and professional staff members with expertise in specific areas of service. In addition to customary tax return and financial statement preparation services, Weil & Company offers an array of additional capabilities and vertical market-specific expertise. Highlights include Tax, Financial Reporting, Real Estate, Manufacturing, Wholesale Companies, Physicians, Attorneys and Insurance. Weil & Company is proud of its 98% client retention record, as well as maintaining a solid reputation for accurate and well-documented work.


ABOUT US


Since its founding in 1953, Weil & Company LLP has achieved a position at the forefront of certified public accounting firms by implementing sophisticated tax and financial planning strategies. To maintain a contemporary outlook, we continually invest time and money in maintaining current tax and accounting expertise, as well as awareness of the most effective tax and financial planning strategies.

The firm is comprised of partners and professional staff members who specialize in specific areas of service. Because of Weil & Company’s diversification, they are able to identify tax and financial planning needs, and respond with definitive solutions.

Weil & Company’s credentials include membership in the American Institute of CPA’s and the California State Society of CPA’s.


BUSINESS SPECIALIZATIONS

In addition to our customary tax return and financial statement preparation services, Weil & Company has the expertise to establish and meet all of its clients’ financial goals. Refer to the Major Service Areas page for areas of expertise.




FIRM METHODOLOGY

Weil & Company’s practice continues to thrive because clients are treated as the firm’s most important asset. A specific partner/specialist will be assigned to each client, based on that client’s particular needs. In addition, a “back-up partner” will be assigned to assist if the primary partner is not immediately available. Depending on the nature of the work assigned, a manager may complete the client’s Weil & Company team to supervise the professional staff assigned. Each account will undergo an initial review, which allows tax determination and financial strategies to be considered during the year. In most cases, preliminary advice is given, which will result in reduced taxes and increased net worth.


CLIENT-CENTRIC FOCUS

The entire Weil & Company team maintains a strong loyalty towards all of its clients, and in effect considers them true partners in achieving their tax and financial goals. Weil & Company is extremely proud of its 98% client retention record, as well as its solid reputation for accurate and well-documented work.



Let’s get Started

SERVICE AREAS


FINANCIAL REPORTING SERVICES

  • Opinion Audits
  • Special Reports
  • Review and Compilation Services
  • Financial Projections and Forecasts

WEALTH MANAGMENT

  • Estate Planning
  • Succession Planning
  • Retirement Needs and Wealth Preservation
  • Acquisition & Disposition Advisory

TAX SERVICES

  • Reporting and Compliance
  • Income Tax Planning
  • Estate Planning
  • Tax Controversy and Representation Matters

MANUFACTURING & WHOLESALING

  • Tax Planning
  • Financial Reporting
  • Management
  • Financeg

PERSONAL FINANCIAL ADVISORY SERVICES

  • Educational Funding
  • Retirement Planning
  • Insurance Needs
  • Cost Control

AGRICULTURE

  • Growers
  • Brokers and Commodity Wholesalers
  • Tax Planning
  • Financial Reporting Services
  • Management Advisory Services

PHYSICIANS, ATTORNEYS & OTHER PROFESSIONALS

  • Professional Services Group
  • Accounting and Financial Management
  • Tax Savings Opportunities
  • Management and Partnership Issues
  • Personal Financial Planning

REAL ESTATE

  • Commercial and Industrial
  • R.E. Development Consulting
  • Acquisition and Disposition Consulting
  • Structuring of R.E. Entities
  • Tax-Deferred Exchanges
  • Negotiations, Modifications, Workouts
  • Accounting, Auditing and Specialized Reporting

BUSINESS AND MANAGEMENT ADVISORY SERVICES

  • Accounting Systems Services
  • Case Management
  • Receivables Control
  • Inventory Control
  • Insurance Policy Review
  • Payroll Taxes and Returns
  • Pension Plans

PARTNER BIOS


Previous Next

CAREERS


Weil & Company employees work to help maintain our powerful competitive advantage. Our team promotes teamwork, integrity, commitment and effectiveness.

The roles at Weil & Company are entrepreneurial and rewarding, with significant opportunities for personal and professional growth. Weil & Company’s management philosophy holds that if the firm takes care of its people, they will take care of the firm’s clients.

Weil & Company looks to hire forward-thinking, ambitious, driven and dedicated people who thrive in a dynamic yet detail-oriented environment. Weil & Company offers extremely competitive salaries, as well as comprehensive benefits packages.


Weil & Company’s Package Includes:

●  Competitive Salaries

●  Performance-Based Bonus Plans

●  401(k) Tax-Deferred Savings Plan

●  Medical Insurance

●  Group Life & Disability Insurance

●  Continuing Education reimbursement

●  Career advancement planning

●  Paid holidays

●  Flexible working hours

●  Paid parking and mileage reimbursement


Our People

Weil & Company’s success is derived from its people. The firm always seeks to hire the best and the brightest talent. The firm looks for people who embrace a team-playing attitude and an entrepreneurial spirit. Weil & Company employees enjoy helping to build and grow the business by engineering, marketing and supporting highly innovative software in one of the most dynamic industries– Accounting.

Our Environment

Weil & Company fosters and encourages a synergistic and accommodating corporate culture, promotes both autonomous working efforts and team-based initiatives, values every single member of the firm, and strives to maintain a fun and effective working environment. Weil & Company inspires a corporate culture that works and plays well together.

To Apply

We’re always looking for quality talent. We offer a competitive compensation plan, with a comprehensive benefits package. To inquire about a position, e-mail your resume with salary history to vneri@weilco.com. Weil & Company is an equal opportunity employer.


CLIENT PORTAL

Weil & Company offers this Client Portal area to its clients to facilitate instant access to their documents—including tax returns, financial statements and other source documents.

KEY BENEFITS:

●  Access vital documents immediately from any location with internet access via a secure, private repository.

●  Organize documents electronically in cabinets and folders that mirror the way you store paper documents.

●  Easily upload document of all sizes without relying on an FTP server.

●  Designate files as Read-Only or Read/Write for easier access and greater security.

●  “Check out” documents to prevent other users from editing while they are being updated.

●  Maintain previous file versions in the document history.

●  Search, filter, and display documents by file type, title, creator, key word and more.


CLICK HERE TO SIGN IN

CONTACT US


We are glad to hear from you.