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

Chris Jones

Tax and Accounting 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