The Werner Group, CPA

The Werner Group, CPA specializes in tax planning and preparation services for both individuals and businesses. With offices in San Ramon and Fairfield, they offer personalized attention to clients in various tax brackets to help them save money and preserve wealth. Their services for individuals include tax preparation, personalized tax planning, and IRS tax help.

For businesses, The Werner Group provides tax preparation services, accounting and QuickBooks setup/review, and strategic tax planning to minimize future tax liability. With a focus on proactive tax planning, they maintain consistent communication with clients throughout the year to ensure accuracy and maximize opportunities for saving money.

Ray Werner, the founder of The Werner Group, is a Certified Public Accountant with over 40 years of experience assisting individuals and businesses in achieving their financial goals. His diverse background includes roles at Price Waterhouse, CFO positions, and as Worldwide Controller of a semiconductor manufacturing company, showcasing his expertise in financial planning and management.

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