Archives for Company News

WFY Welcomes New Audit Senior

We are pleased to announce a new Audit Senior who is joining our Audit Department: Robert Caicedo. Welcome to the WFY team! Robert Caicedo Robert Caicedo joined WFY in mid-January as an Audit Senior. In 2013, Robert graduated from UCSD with a Bachelor’s degree in Management Science and Economics.  He continued going to school at night while working in the accounting department of one of his previous jobs to be able to take the CPA exam.  His experience in accounting is mainly ERISA audits, private industry audits, and non-profits. In his free time, Robert likes to mountain bike, play soccer,
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Categories: Company News and Newsletter and Updates.

Six New Hires Join WFY

Wright Ford Young & Co. would like to welcome six new hires to our firm. We have Jerry Owens and Andrew Campos joining our Audit Department; Shannon Zhu, David Pak, and Renee Qiu joining our Tax Department; and Kirsten Capps joining our administrative team. We are pleased to welcome these new hires to our WFY team. Jerry Owens In January, Jerry Owens joined WFY in our Audit Department as Audit Staff. He recently graduated from Cal Baptist with a Masters of Science degree in Accounting. Before his position as Audit Staff, he worked at a company in logistics while completing
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Categories: Company News and Newsletter and Updates.

WFY Introduces New Podcast: The WFY Podcast

Wright Ford Young & Co. has introduced a new way to give you exclusive content from our tax and accounting experts. The WFY Podcast is Wright Ford Young & Co.’s new podcast featuring our WFY tax and accounting specialists discussing relevant and important issues that could effect you and your business. Our first episode includes Tax Partners Andy Bautista and Richard Huffman discussing 2020 tax planning in regards to President Trump’s and Vice President Biden’s tax proposals. Stay tuned for upcoming episodes in other accounting topics with WFY accounting professionals. Where to listen to the episode:        
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Categories: Company News and Newsletter and Updates.

WFY Welcomes New Audit Staff Member

Wright Ford Young & Co. is expanding! We would like to introduce Teresa Gerhold as our newest addition to our Audit Department. WFY is pleased to welcome Teresa to our team. Teresa Gerhold This week, Teresa joined WFY as Audit Staff in our Audit Department. She graduated from Chapman University in May with a Bachelor’s degree in Accounting and a minor in Data Analytics. Her previous experience in accounting includes a tax internship in the Bay Area. After taking an audit class in the Fall of 2019, Teresa decided to pursue her career in audit instead. In her downtime, she
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Categories: Company News and Newsletter and Updates.

Partner Andy Bautista Featured in Podcast Discussing COVID-19 Topics

As we continue through this global COVID-19 pandemic, challenges can arise for businesses that were not visible a few months ago.  Our Tax Partner, Andy Bautista, recently contributed to a podcast that discusses common challenges that businesses are facing throughout the pandemic. In this episode of The Business Talks Podcast, Andy begins his discussion on the important tax impacts this year at the 8 minute mark of the podcast. He touches base on topics such as tax planning for 2020, PPP loans, higher potential tax rates with an administration change, and more.  Andy joined other local business specialists Michael Krengel,
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Categories: Company News and Newsletter and Updates.

WFY Welcomes Two New Hires to Audit Department

This month, Wright Ford Young & Co. is pleased to announce we have two new hires joining our team. Mimi Duong will be joining as an Audit Staff and Lauren Gilmour will be joining as an Audit Intern in our audit department. WFY is pleased to welcome these new hires to our team. Mimi Duong At the end of May, Mimi Duong started a position with WFY as Audit Staff.  She will be graduating CSUF later this year with a Business Administration degree with a concentration in Accounting.  In her spare time, she enjoys spending time with friends and family,
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Categories: Company News and Newsletter and Updates.

Quarterly Update: CPA Exam Passed by WFY Employees

Wright Ford Young & Co. enjoys recognizing colleagues and clients on their achievements and success. WFY enjoys the same opportunity to also recognize our employees by spotlighting those professionals on the WFY team that have made great strides to accelerate their career. Passing the Certified Public Accountant (CPA) exam is just one of those career enhancing accomplishments. We would like to congratulate the following WFY employees for recently passing all four parts of the CPA exam in the last three months: Manny Trelles – Tax Supervisor The California CPA exam is a rigorous licensing qualification to pass and has many
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Categories: Company News and Newsletter and Updates.

Six New Hires Join WFY Team

Wright Ford Young & Co. is proud to announce we are adding six new hires to our team. We have Cheryl Shelton joining our estates & trusts department, and Brody Alcanter, Marzeh Khanjari, Rajbir Singh, Linh Trinh and Diane Waxler-Milne joining our tax department. WFY is pleased to welcome these new hires to our team. Cheryl Shelton In January, Cheryl Shelton started with WFY as an Estates & Trusts Supervisor in our estates & trusts department. She graduated from Cal State Fullerton and continued her education at Western State Law School. Cheryl has worked in accounting for over 15 years.
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Categories: Company News and Newsletter and Updates.

WFY’s 2019 Charitable Contributions

For over 12 years, Wright Ford Young & Co. has made it a priority to contribute to many non-profits locally and nationally. Since 2007, WFY has been helping to give back by donating 1% of our gross revenues each year to charities as a way to help improve the lives of those around us and those less fortunate. We have donated over $1,253,000 since the program’s formation.  In 2019, WFY made donations to over 20 non-profit organizations – our biggest number of charities to date. We would like to thank all the organizations for everything they do and how much
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Categories: Company News and Newsletter and Updates.

WFY Donates Items to Orangewood Foundation’s Holiday Gift Drive

It’s a time for giving and WFY has done just that. This holiday season, WFY collected dozens of gifts to be donated to Orangewood Foundation’s annual Holiday Gift Drive. For every holiday season, the Orangewood Foundation collects items off a wish list they curated to help young adults transition from the foster system into independent adulthood.  Items such as pillows, cooking utensils, portable chargers, etc. are gathered by dozens of people each year.  This gift drive helps prevent the ongoing cycle of homelessness with young adults in the Orange County area which many experience in their lifetime. WFY makes an
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Categories: Company News and Newsletter and Updates.