wfy wealth management

WFY Launches WFY Wealth Management

january new hires

WFY Welcomes Five New Hires in January

director of business development

WFY Introduces New Director of Business Development

estates & Trusts

WFY Announces Nancy Van Lanen as New Estates & Trusts Tax Partner

ASU 2016-13 Current Expected Credit Loss Effective for Private Companies in 2023

Decoding the Menu: Navigating Meals Expenses Tax Deductibility in 2023 – 50% vs. 100%

WFY’s Tax Department Welcomes Two New Hires


Audit Partner Jennifer Haddad Featured in Manage HR Magazine

New Audit Senior Joins WFY’s Audit Department

WFY Celebrates 50 Years by Donating to Others

administrative assistant

New Hires Join WFY’s Tax and Audit Departments

administrative assistant

WFY Welcomes New Hires in May and June

administrative assistant

New Tax Administrative Assistant Joins WFY in February

three new hires january

WFY Welcomes Three New Hires in January

ashley winston

Ashley Winston Joins WFY as Director of Firm Administration

three new hires november

Three New Hires Join WFY in November


WFY Sponsors OVC’s Dream Beyond and TACA’s Ante Up for Autism

new hires august

Three New Hires Join WFY in August

New Hire Joins WFY Tax Department

New Hires Join WFY in July

four new hires june

Four New Hires Join WFY in June

Interns Join Audit Department for WFY Summer Internship Program

WFY Welcomes New Hire in May

two new hires march

WFY Welcomes Two New Hires in March

two new hires

Two New Hires Join WFY in February

WFY Sponsors 60th Anniversary Gala Hosted by Beyond Blindness

ashley sieracki

WFY Welcomes Ashley Sieracki to Firm

new hires january

New Hires Join WFY in January

three new hires

Three New Hires Join WFY in December

WFY Title Sponsors Events for The Priority Center and VLI


WFY Sponsors Events for HOPE Int. and In STEPPS Academy

ante up

WFY Attends TACA’s Ante Up for Autism Dinner and Auction


WFY Sponsors OCBJ’s Family-Owned Business Awards

angels 5k

WFY Attends Angels 5K and Angels Game on August 14th

seven new hires

Seven New Hires Join WFY

new hires

Two New Hires Join Audit Department

wfy partners

WFY Partners Jeff Myers & Cyndi LeBerthon Host Upcoming Webinar

director of marketing

WFY Introduces New Director of Marketing

lawyers for warriors

WFY Reserves Title Sponsorship for VLI’s Lawyers for Warriors


AI in Auditing

Bonnie Thompson

Bookkeeper Bonnie Thompson Retiring After 50 Years at WFY

new tax senior

New Tax Senior Joins WFY’s Tax Department

audit senior

WFY Welcomes New Audit Senior


Six New Hires Join WFY

the wfy podcast

WFY Introduces New Podcast: The WFY Podcast

audit staff

WFY Welcomes New Audit Staff Member

andy bautista podcast

Partner Andy Bautista Featured in Podcast Discussing COVID-19 Topics

two new hires

WFY Welcomes Two New Hires to Audit Department

cpa exams

Quarterly Update: CPA Exam Passed by WFY Employees

six new hires

Six New Hires Join WFY Team

charitable contributions

WFY’s 2019 Charitable Contributions


WFY Donates Items to Orangewood Foundation’s Holiday Gift Drive

bruin professionals

Tax Director Melodie Reguero on Tax Planning at Bruin Professionals


Proud Sponsor of the OCCF’s 30th Anniversary Annual Meeting

ante up for autism

WFY Sponsors TACA’s 13th Annual Ante Up for Autism Benefit Gala

business owner summit

WFY Partner Kahni Bizub as Panelist at 2019 Business Owner Summit

lawyers for warriors

WFY Title Sponsors Veterans Legal Institute’s Lawyers for Warriors Event

meet the firms

WFY Attends Meet the Firms at CSUF and NAU

wfy new hire

WFY Welcomes New Hire to Estate & Trust Practice

new hires

WFY Grows Tax Department With New Hires

angels game

WFY Attends Anaheim Angels Game