About Adelle Torres
<p>Founded in 2003, Adelle Torres is a CPA firm that handles both ongoing accounting work and independent CPA engagements for individuals and businesses.</p> <p>Based in Trabuco Canyon in South Orange County, the firm works with clients across the broader Orange County area and nearby parts of Southern California. Its core services include tax preparation, auditing, and financial planning, with work scoped to the client’s specific needs rather than a preset package.</p> <p>For retirement plan sponsors, Adelle Torres fits within the <a href="/auditors/401k">401(k) auditors</a> category and can assist with plan-related audit needs alongside other financial reporting requirements. One practical differentiator is having audit support and tax preparation handled within the same CPA practice, which can reduce back-and-forth around deadlines.</p> <ul> <li>CPA firm founded in 2003</li> <li>Tax preparation for individuals and businesses</li> <li>Auditing services, including plan audit support</li> <li>Financial planning assistance</li> <li>Website: <a href="https://ortegacpa.com/">https://ortegacpa.com/</a></li> </ul>
Website: https://ortegacpa.com/
Founded: 2003
Office Locations
- Trabuco Canyon, CA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 1
- Total AUM Audited: $1.1M
- 401(k): 1 plans, $1.1M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ABC SECURITY SERVICE, INC. PROFIT SHARING PLAN | ABC SECURITY SERVICE, INC., CA | $1M | 147 |