Orange County

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

Phone: 714.543.0500
Fax: 714.543.1567

With roots tracing back to 1937 as CPA firm Balser, Horowitz, Frank & Wakeling, the Orange County office is the hub for the firm’s audit, attest and financial reporting, in addition to providing tax and business services. In the heart of Orange County, the office is just minutes from Angel Stadium and multiple dining and entertainment locations.

To view current openings in the Orange County office, click here.

Connect with Orange County team members

Jessica Woolworth

Jessica Woolworth

Tax Manager

Rose A. Wilson

Rose A. Wilson

Tax Supervisor

Jim Summers

Jim Summers

Tax Partner

Marsha Placencia

Marsha Placencia

Director of Audit

Mike Peters

Mike Peters

Tax Partner

David Park

David Park

Tax Partner

Erin Nafoosi

Erin Nafoosi

Executive Account Administrator

James A. Murrey

James A. Murrey

Sr. Tax Manager

Julie Morgan

Julie Morgan

Audit Partner

Caleb M.J. Moorlach

Caleb M.J. Moorlach

Family Office Accounting Manager

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A rich history of growth

History

A rich history of growth

History

A rich history of transformation, growth and achievement.

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WHY WE DO WHAT WE DO

Our Mission

WHY WE DO WHAT WE DO

Our Mission

Our work is more than a job. It’s a calling.

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MORE THAN AUDIT & TAXES

Our Professionals

MORE THAN AUDIT & TAXES

Our Professionals

You’re successful because of who you are and the people on your team. Same here.

Let Us Help You Do What You are Called to Do

Whatever has brought you success, let us help you make the most of your finances so you can focus on your purpose.