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← Back to Top 109 Bookkeepers in the Los Angeles-Long Beach Area, CA (2026)Samuel Ortiz
Evidence Score 46/100 at 81% evidence coverage 42 of 109 on the Los Angeles-Long Beach area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Samuel Ortiz, Cpa, A Professional Corporation) · 8749 · 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: professional services (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 | Samuel Ortiz | home page | |
| Website | https://www.samortizcpa.com/ | home page | |
| Office locality | Whittier, CA | home page | |
| Phone | +15628461250 | home page | |
| Offers bookkeeping | Documented: ...Preparation Services Assurance and Advisory Services Financial and Retirement Planning Bookkeeping/Write-up IRS Representation Payroll Services Financial Projections and Forecasts... | /services | |
| Payroll coordination | Documented: ...Services Financial and Retirement Planning Bookkeeping/Write-up IRS Representation Payroll Services Financial Projections and Forecasts Accounting Services Compilation Services... | /services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...from basic tax management and accounting services to more in-depth services such as financial statements, and financial planning. Samuel Ortiz, CPA is one of the leading firms in... | /about-us | 6 pts (max 6) |
| Industries served (documented) | professional services | /services | 5 pts (max 5) |
| Software supported | QuickBooks | /services | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Samuel Ortiz, Cpa, A Professional Corporation) · 8749 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Feb 29, 2028 | 8 pts (max 8) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Samuel Ortiz · CPA (self-reported to the IRS, not a state license) · business name on the record: SAMUEL ORTIZ, CPA | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...in an ever-changing financial and regulatory environment. Our professional services include: Tax Preparation Services Assurance and Advisory Services Financial and Retirement... | /services | 5 pts (max 5) |
| Reporting cadence stated | Documented: monthly reviews provide you with up-to-date information and feedback about your business | /services Oct 3, 2026 | 4 pts (max 4) |
| Named contact / team | Samuel Ortiz, CPA | home page | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 4 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); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
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 firm license (Active) under this name, expiring 2028-02-29. 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 Samuel Ortiz under the business name 'SAMUEL ORTIZ, CPA' in Whittier, CA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
Data limitations
- 20 of 22 evidenced items come from Samuel Ortiz's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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