John W. Weldon CPA
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: John William Weldon) · 52288 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: real estate, medical (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | John W. Weldon CPA | home page | |
| Website | https://www.weldon.cpa/ | home page | |
| Office locality | El Segundo, CA | home page | |
| Phone | +13103907487 | home page | |
| Offers bookkeeping | Documented: ...to tap into years of experience that will save you time, stress, and money. If you need bookkeeping tasks managed, you can rest assured our team will keep your books clean and... | home page | |
| Payroll coordination | Documented: ...preparation Budgeting and forecasting Cash flow management QuickBooks™ support Payroll services Business incorporation and advisory | /small-business-accounting-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...can help your small business grow. Accounting for small businesses Bookkeeping services Financial statement preparation Budgeting and forecasting Cash flow management QuickBooks™... | /small-business-accounting-services | 6 pts (max 6) |
| Industries served (documented) | real estate, medical | home page | 5 pts (max 5) |
| Software supported | QuickBooks | /small-business-accounting-services | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: John William Weldon) · 52288 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Aug 31, 2027 | 8 pts (max 8) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Yuting Chi · Enrolled Agent (on the IRS record) · business name on the record: John W. Weldon CPA | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...for all of our clients. Our tax preparation services for businesses and individuals include: Business tax preparation - corporate, LLC, etc. Tax returns for individuals Estate tax... | /income-tax-preparation-services.htm | 5 pts (max 5) |
| Onboarding described | Documented: ...Entertainment Track job costs, manage cash flow, and stay compliant across projects. How It Works 1 Tell Us Your Situation 5-minute intake; your goals, timeline, and constraints.... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: Accurate monthly books and reporting Cash flow and forecast support | home page Oct 31, 2026 | 4 pts (max 4) |
| Named contact / team | John W. Weldon, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: Upload Docs Securely Encrypted portal for documents and approvals | home page Oct 31, 2026 | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA license (Active) for JOHN WILLIAM WELDON, the individual named on the firm's site, expiring 2027-08-31. An individual's license is not a CPA firm permit and does not verify the firm. It does not prove service quality.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Yuting Chi under the business name 'John W. Weldon CPA' in El Segundo, CA. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
Data limitations
- 20 of 22 evidenced items come from John W. Weldon CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.