714-505-9000 cpas@hmwccpa.com

Women-Owned Business

Supporting your dreams. Safeguarding your future.

Unique. Talented. Qualified. Hardworking. Resourceful.

These and many other characteristics describe you at the helm of a woman-owned business. Your ideas and aspirations have been molded and shaped into a thriving business. Congratulations!

Whether you’re just starting out or well on your way, HMWC has a practice specifically designed for Women-Owned Businesses. Coming along side you in this journey is what excites us, helping your business prosper and helping you achieve your goals.

You are one of a kind. Your business is one of a kind. Your business solutions should be one of a kind, too. Our team will work with you to design a unique bouquet of services that can fill needs, identify opportunities, and prepare you for the future.

Customized Solutions

HMWC CPAs & Business Advisors’ Women-Owned Business practice is designed to help your business grow and achieve financial success, and help you personally fulfill your goals for professionalism, career satisfaction, and life balance.

Contact Susan today!

Entrepreneurial Business Services

Those women-owned businesses that are small-to-medium size typically face a common dilemma: How to handle the multitude of accounting, financial and business management issues with limited human and financial resources? For these clients, our Women-Owned Business practice works in conjunction with our Complete Financial Office Solutions department to provide full-support for those clients who need regular assistance, not just annual tax returns or financial statement preparation. These services include:

• Business formation and planning
• Financial management
• Recordkeeping
• QuickBooks ProAdvisors
• Employment & Human Resources
• Referrals to other providers of professional services

Audit & Accounting

  • Audits, reviews and compilations
  • Interim and pro-forma financial information
  • Evaluation and design of internal accounting systems

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Tax Compliance and Consulting

We provide a full range of tax compliance, planning, and consulting services for corporations, partnerships, and individuals, as well as trusts and estates.

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Business Advisory

  • Strategic and tactical planning
  • Reorganization and restructuring
  • Lease/purchase analysis
  • Mergers & acquisitions
  • Pension planning
  • Estate planning
  • Business valuations

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Complete Financial Office Solutions

  • Business formation and planning
  • Financial management
  • Recordkeeping
  • Employment matters
  • Software selection

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Financial & Estate Planning

Financial security is an important goal for all business owners, whether they are starting up or nearing retirement. Our specialists offer a unique set of abilities to help you achieve your goals. We also help business owners with issues such as succession planning, estate planning and gifting programs.

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Mergers & Acquisitions

Business owners appreciate our connections and expertise in mergers and acquisitions, corporate finance and bank financing services. These can be critical for the growth and expansion of your business. Click here for more information. 

Forensic Accounting & Business Valuation

Forensic Accounting

Our forensic accountants investigate and assess misappropriation of funds, accounting re-statements, as well as advise on preventative measures to protect our clients.

Business Valuation

Having an experienced CPA firm prepare your valuation can be a critical edge in supporting your valuation whether it’s presented to shareholders, partners, employees, or the Internal Revenue Service. 

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Pension Plan Consulting

Whether you are a start-up or growing enterprise, you’ll appreciate our hands-on involvement and support. As tax consultants and business advisors, we work with our clients and their third party administrators to custom design plans to meet each company’s specific needs.

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Investment Advisory

Our affiliate Yosemite Capital Management, LLC, provides investment advisory services, capital management, and in-depth portfolio planning.   Click here for more details.

Practice Leader

Susan Levinstein, CPA

Susan Levinstein, CPA

Lisa Young, CPA

Lisa Young, CPA

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Location

17501 East 17th Street, Suite 100

Tustin, CA 92780

 

 

Phone

(714) 505-9000

 

 

Email

cpas@hmwccpa.com

 

 

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Office hours

8:30a - 5:30p PST

Monday - Friday