Trusted Tax & Accounting, Done Right

Accurate filings, smart planning, and confident IRS and state level support for businesses, trusts, and individuals.

About John J Simonelli, CPA, Inc.
John J. Simonelli, CPA, Inc. has been servicing South Orange County and the surrounding area since 2000.

We pride ourselves on a company culture that is focused on excellent client service while maintaining a friendly and relaxed environment.

Our success is a result of our client's success. As such, we commit ourselves to providing close, personal attention to our clients.
Tax Season Ready. Year-Round Peace of Mind.
From filing to planning to IRS and state notices - get steady, professional guidance.

Tax Preparation & Filing

Prepare and file accurate individual, business, and trust returns with full compliance and organized records.

Tax Planning & Strategy

Proactive planning to reduce surprises, improve cash flow, and align tax decisions with your goals.

IRS Representation & Audit Support

Professional support for IRS notices, audits, and negotiations - so you’re not facing the IRS alone.

Accounting & Bookkeeping

Deliver clear, timely reporting that helps reduce errors, improve compliance, and streamline tax preparation.

Estate Planning & Trusts

Consider income, gift, and estate tax implications to support smooth wealth transfer and long-term planning.

Business Sales & Valuations

Provide thorough analysis and consulting services when buying, selling, or transitioning a business.


John Simonelli, CPA

President

Shelley Murphy

Office Manager

Jessica Tsao, EA

Tax Services

Tiffany Duckens

Tax Services

Cy Garza

Tax Services

Stephanie DeVoy, EA

Tax Services

Diana Sittler

Accounting Services



  • 1181 Puerta Del Sol #140, San Clemente, CA 92673
  •  Feb 15 - Apr 15, Mon - Fri, 9:00 am - 5:00 pm Apr 16 - Feb 14, Mon - Thu, 11:00 am - 4:00 pm