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

Amanda Wun

Amanda Wun

Office Manager

Rose A. Wilson

Rose A. Wilson

Tax Supervisor

Jon Tobin

Jon Tobin

Audit Associate

Jeanelyn Sutkowy

Jeanelyn Sutkowy

Audit Manager

Jim Summers

Jim Summers

Director of Family Office, Tax Partner

Melanie Stone

Melanie Stone

Client Relations Manager

Armando Sebastian

Armando Sebastian

Tax Associate

Lita Sarchet

Lita Sarchet

Tax Associate

Marsha Placencia

Marsha Placencia

Partner, Director of Audit

Holly Philpot

Holly Philpot

Advisory 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.