Terry A Worsdell CPA delivers experienced, personalized tax preparation and year-round financial strategy — tailored to the unique needs of Newport Beach individuals and businesses.
Every financial situation is unique. We never apply a one-size-fits-all approach — your tax strategy is built specifically around your life and goals.
From personal returns to business tax management, IRS representation to bookkeeping — one experienced firm handles it all.
Start with a no-cost conversation. Understand your options and our approach before making any commitment.
We're embedded in the Newport Beach community — accessible, accountable, and invested in your long-term financial success.
Every service we offer is delivered with precision, care, and a commitment to your financial well-being — from simple returns to complex business strategy.
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Accurate, prompt preparation and filing of individual tax returns — ensuring you pay no more than the law requires.
Federal and state tax filing for small and mid-size businesses, handled with the precision your bottom line demands.
Forward-looking strategies that minimize liability and align your tax position with your financial goals throughout the year.
Expert representation before the IRS — protecting your rights and guiding you through every step of the audit process.
Clean, reliable books from day one. We set up your accounting systems and maintain ongoing records with care.
Accurate, on-time payroll processing that keeps your team paid and your business compliant.
Stop the stress of overdue filings or outstanding tax debt. We create a resolution path that gets you back in good standing.
Expedited refund options so you can access your money faster when you need it most.
Every return is prepared with precision and filed on time — minimizing errors, capturing every deduction, and maximizing your refund potential.
Proactive, year-round planning designed to reduce your tax liability before it happens — not just after the fact.
Face an IRS audit with confidence. We stand firmly in your corner with expert advocacy and representation.
Comprehensive tax solutions for small and mid-size businesses — from entity strategy to payroll to year-end filing.
Resolve past tax debt and catch up on missing filings with a clear, structured plan that protects your financial standing.
From system setup to ongoing recordkeeping and payroll management — we handle the numbers so you can focus on running your business.
At Terry A Worsdell CPA, we understand that no two financial situations are alike. Newport Beach individuals and businesses have trusted us to bring experienced, personalized tax expertise to every engagement — delivering accuracy, clarity, and real results at tax time and throughout the year.
We go beyond simply filing returns. Our qualified tax specialists integrate skilled preparation with strategic insight, offering a full range of tax and accounting services tailored to your specific circumstances — whether you're an individual looking to limit liability or a growing business navigating complex tax obligations.
From our Newport Beach office, we're here Monday through Saturday to serve the community we know well. Every client relationship is built on responsiveness, trust, and a commitment to helping you achieve lasting fiscal security and genuine peace of mind.
MON–SAT
8:30 AM – 5:30 PM
FREE
Initial Consultation
Newport Beach's local tax expert
Schedule a no-cost conversation to walk us through your tax situation, financial goals, and any challenges you're facing.
We review your unique financial picture and identify the strategies, deductions, and approaches best suited to your needs.
Your returns are prepared with accuracy and efficiency — every applicable deduction captured, every deadline met.
We file your returns and stay available for questions, updates, and year-round planning support as your financial situation evolves.
We serve both individuals and businesses in Newport Beach and the surrounding area — from straightforward personal returns to complex small and mid-size business tax management.
Yes. In addition to tax preparation, we provide tax planning, bookkeeping, payroll services, IRS audit representation, and resolution of back taxes and unfiled returns — a full suite of financial services under one roof.
Absolutely. We specialize in resolving past-due filings and tax debt, helping clients get back into compliance with a clear, manageable plan.
If the IRS selects your return for review, we represent you directly — communicating with the IRS on your behalf, preparing documentation, and advocating for your best outcome so you don't have to face it alone.
Simply call us at (714) 875-7900 or send us a message. We offer a free initial consultation to understand your needs before any commitment.
We're open Monday through Saturday, 8:30 AM to 5:30 PM. Our Newport Beach office is available to accommodate your schedule throughout the week.
Your first consultation is completely free. Let's review your situation, identify opportunities, and build a tax strategy that works for your life.
