Our Team

Joseph E. Weisz, CPA, CVA, MBA

Joe has been a practicing CPA since 1978. Prior to Weisz & Weisz CPA's Inc. , Joe was a partner in a Los Angeles CPA firm and established an Orange County branch of that firm. Joe specializes in business and individual tax consulting. He is the father of three children and a resident of Laguna Hills. When he is not diligently working he spends his weekends as a soccer referee. Joe also enjoys spending time working with various local non-profit referee and soccer associations. He speaks Hungarian & Romanian in addition to English.

  • Certified Public Accountant in the state of California
  • Certified Valuation Analyst
  • Degree of Master of Business Administration
  • Graduate of UCLA
  • Member of the American Institute of Certified Public Accountants
  • Member of the California Society of Certified Public Accountants
  • Member of the National Association of Certified Valuation Analysts



Michael Weisz, CPA, PFS

Michael joined Weisz & Weisz CPA's Inc. in 2006. He graduated from the University of California, Santa Barbara, with a degree in Business Economics with an emphasis in accounting. In addition to preparing business, individual, trust, and non-profit tax returns, Michael specializes in tax advantaged financial planning. As a Personal Financial Specialist, he works closely with motivated clients to assist them achieve their long-term goals. Michael enjoys spending his weekends with his wife Erica, and two dachshunds Ryder and Cooper.

  • Certified Public Accountant in the state of California
  • Personal Financial Specialist
  • Graduate of UC Santa Barbara
  • Member of the American Institute of Certified Public Accountants
  • Member of the California Society of Certified Public Accountants
  • Member of the Financial Planning Association
  • Series 7
  • Series 66
  • CA Life, Accident & Health Insurance license #0H46686

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.

Michael is currently licensed to offer securities in the state of CA, CO, and VA. This is not an offer to sell securities in any other state or jurisdiction.



Sarah Nagel, CPA, EA, Notary Public

As a practicing Certified Public Accountant, she has been offering tax preparation, planning, small business advisory services and tax problem resolution and representation services, to individual clients, since 1984. Educated as an accountant, Sarah left her career with the Internal Revenue Service as a Field Tax Auditor in 1989 to expand her husband’s importing business, where she worked as the Controller Owner and Senior Accountant until 2001. She is the President and Founder of Expressions of Grace, a non-profit organization, and Expressions, Inc., a property management business. Her three children attend school in the Saddleback Valley School District. She has served on the Saddleback Valley Educational Foundation since 2003. She has been active in the Cub Scouts, Daisy Girl Scouts, PTA, and School Site Council.

  • Certified Public Accountant in the state of California
  • Enrolled Agent
  • Real Estate License
  • Notary Public



Jorge Ramos, CPA, CMA, MBA

Jorge was born in Buenos Aires, Argentina. He moved to the US in 1962 to pursue a career in public accounting. He earned his CPA certificate in 1973. He and his wife Rosemary have six children and ten grandchildren. Jorge has been actively involved with the American Youth Soccer Organization as a coach, referee, and treasurer.. He also participates in paddle tennis, bicycling, ballroom dancing, and traveling in his motor home. He is a member of Kiwanis International, and a fan of Argentinean BBQ.

  • Certified Public Accountant in the state of California - Inactive Status
  • Certified Management Accountant - Inactive Status
  • Degree of Master of Business Administration
  • Graduate of UCLA



Noga Gvili, Bookkeeping

Noga has been working as a bookkeeper for several years, and has been with Weisz & Weisz CPA's Inc. for the last three years. In 2006, she earned her accounting certificate from Irvine Valley College. She is a resident of Irvine, married, and has two daughters. Outside of work, Noga likes to spend time with her family. She also enjoys traveling internationally and experiencing different cultures. Her special hobby is designing custom jewelry.



Sirlene Wenham, Administration

Shirlene came to California from Texas over six years ago and joined Weisz & Weisz CPA's Inc. that same year. She has an extensive background in marketing and client development. She loves exploring the California Coast, and whenever possible, spending time with her family in Texas and Florida.



 
 

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC.
Investment advisory services offered through 1ST Global Advisors, Inc. We
currently have individuals licensed in the states of CA, CO, and VA,
this is not an offer to sell securities in any other state or jurisdiction.

© Weisz & Associates CPA's. All rights reserved