URQUIDEZ & ASSOCIATES, CPAS
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Urquidez & Associates Cpas, Inc.) · 6970 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: hospitality, real estate, medical, construction, restaurants (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | URQUIDEZ & ASSOCIATES, CPAS | home page | |
| Website | https://www.urquidezcpas.com/ | home page | |
| Office locality | Long Beach, CA | /contact | |
| Phone | +15622161561 | /contact | |
| Offers bookkeeping | Documented: Accounting Firm in California | Bookkeeping Services | Urquidez & Associates, CPAs Skip to main content Skip to search ×... | home page | |
| AP / AR | Documented: ...software, design and set up chart of accounts and entire accounting package, including accounts receivable, accounts payable, etc. Determination of your QuickBooks starting date... | /services/accounting-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...in all facets of public accounting duties including bookkeeping, sales tax and payroll tax services. She also assists in the preparation of individual tax returns. She has... | /about-us/our-team | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...your bank accounts and credit cards Generating an income statement Generating a balance sheet Cleaning up your general ledger Quarterly Consultations We are not a once a year CPA... | /services/accounting-services | 6 pts (max 6) |
| Industries served (documented) | hospitality, real estate, medical, construction, restaurants, trucking, nonprofits, manufacturing | /about-us/our-team | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /about-us/our-team | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Urquidez & Associates Cpas, Inc.) · 6970 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Dec 31, 2026 | 8 pts (max 8) |
| What is included / excluded | Documented: ...Bonaventure School Board, Past President of Active 20-30, Beach Cities #1040. Awards include: 2009 Orange County Small Business of the Year - Estrella Awards Hispanic Chamber of... | /about-us/our-team | 5 pts (max 5) |
| Named contact / team | Kathleen Presiado Urquidez, President | /about-us/our-team | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: PRIVACY POLICY | /privacy-policy | 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); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
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); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
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 2026-12-31. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from URQUIDEZ & ASSOCIATES, CPAS'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.