THE MOST FUN TAX TEAM EVER
IS IN YOUR CORNER
THE LOCAL YEAR ROUND FRIENDLY TAX EXPERTS
J.J. Wenrich
CFP®, Tax Advisor, Notary, Author;
Teaching Kids to Buy Stocks: Stories and Lessons for Grown-Ups,
Enrolled Agent(#00156661), Owner
I love helping folks with all things financial! Providing a relaxed and approachable vibe about numbers, investments, and taxes is my style. Whether you are just starting out or heading into retirement, let’s talk about your goals and make a plan to save on taxes and maximize your resources. I specialize in helping small businesses and individuals.
JEAN RIVERA-PAYAN
V.P., Tax Advisor, Enrolled Agent (#00155887)
Nothing like giving back to the city you grew up in and love! Having graduated from California State University San Marcos with an Accounting degree and minor in Economics, has allowed me to help individuals/businesses save money on taxes, while simultaneously teaching them new things. I joined the Tax Pros team back in 2019 and can honestly say it is the most rewarding job there is. I continue to learn every day and am on course to earn my CPA license in the near future. In my free time, I like to play soccer and go on walks/hikes. If you don’t catch me at work, you’ll catch me on the fields!
También hablo español y me encanta ayudar a mis clientes que hablan español.
Tamara McCormic
VP, Estate Planner
Tax Advisor(CTEC #A360881)
Henry Wenrich
Tax Advisor(CTEC #A360023)
Support Specialist
JC Conner
Seasonal Tax Advisor(CTEC #A352184)
I have a passion for accounting and numbers and I enjoy helping others! Having worked more than 6 years as an accountant, I am thrilled to be part of the TaxPros Team. I joined the TaxPros Team in the height of the season 2024. I'm currently working on my enrolled agent credential and my goal is to continue to grow in the field of taxation and accounting. In my free time I love sightseeing and going to the movies.
JERRY BITTICK
Seasonal Tax Advisor(CTEC #A277211),
Co-Founder
What can I say, I love numbers! There is just something about them I find fascinating. For many years, as I traveled the world, first as a retail buyer and then in sales and importing of consumer goods, I got used to working with really big figures. These experiences helped form my knowledge of business and entity structure. I had to keep great records and became adept at bookkeeping and corporate tax returns. Growing up the son of a banker, I guess it was inevitable that I would end up in a business using my attraction with numbers and taxes to help people with theirs. There are always changes to the tax laws and I enjoy helping people understand (and improve) their individual situations. I still enjoy traveling (after tax season, of course) but it’s much more fun to lay on the beach in Mexico than walk through the factories in Asia.
Jodie Wenrich
Director of Operations, Owner
Your Trusted Tax Professionals in San Clemente
At TaxPros, we specialize in delivering affordable, comprehensive tax and estate planning services designed to meet the unique needs of individuals, families, and businesses. Our experienced team is dedicated to providing accurate, timely, and personalized support to help you navigate the complexities of tax season — and beyond.
Whether you're filing a simple return, managing multiple income streams, or planning for the future, we’re here to help every step of the way.
We offer a full range of services, including individual tax filing, business tax preparation, and estate planning guidance. Our goal is to ensure that every client receives the highest level of service and attention to detail. We stay up to date on the latest IRS regulations and California tax laws so you can feel confident your return is handled correctly and efficiently.
At TaxPros, we go beyond just tax preparation. We help clients make informed decisions about their long-term financial well-being. Our estate planning support includes helping you organize and protect your assets, minimize potential tax burdens, and create a clear financial legacy for your loved ones. Whether you're setting up a trust, preparing for wealth transfer, or simply want peace of mind, we’re here to guide you with care and expertise.
Choosing the right tax and financial professionals can make a lasting difference. At TaxPros, we’re proud to build long-term relationships rooted in transparency, integrity, and personalized service. Our commitment to providing expert support at an affordable price means you never have to choose between quality and cost.
Let TaxPros be your trusted partner for tax services, estate planning, and financial guidance in San Clemente. Contact us today to schedule a consultation and experience the difference of working with a knowledgeable, client-focused team.
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