R.M. White & Associates CPAs has been serving Irvine, Newport Beach and Orange County businesses and individuals since 1984. Our firm’s unique, hands-on style has helped companies grow from the seed of an idea to mature profitable enterprises and their owners enjoy financial security and wealth.
How Can a CPA Help Your Small Business?
As a small business owner, you juggle many competing concerns every single day, from how to hire staff, how to draw in new customers, and how to pay the bills on time. You don't have to struggle alone. Whether you're brand-new to owning a business or are a seasoned entrepreneur, we can help guide you to becoming more efficient, effective, and profitable. Our experienced team members work with businesses just like yours every day and can provide you with the expertise you need to grow. To see how a CPA can help your business please visit our business services page.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Technology tips to make your next trip even better.
It's important to understand the pros and cons when considering a prepaid debit card.
Purchasing homeowners insurance is critical for protecting your home.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
It sounds simple, but paying yourself first can really pay off.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn how to harness the power of compound interest for your investments.
There are three things to consider before dipping into retirement savings to pay for college.