Company Profile

Our Mission

At Coley Accountancy, we are committed to providing exceptional accounting and tax services to individuals and businesses alike. We incorporate four primary goals into this mission:

  • To provide clear, straightforward tax preparation and personalized, proactive tax planning services that allow our clients to keep more of what they earn.
  • To provide affordable, professional bookkeeping services that allow our clients to keep their operating costs incredibly low.
  • To provide high-quality QuickBooks consulting services and effective QuickBooks troubleshooting assistance that makes our clients lives easier.
  • To provide trustworthy, effective representation before tax authorities that lets our clients concentrate on their important day-to-day tasks.

Biography

Coley Accountancy, Certified Public Accountants, is located in Mission Viejo, California, and serves clients throughout California and the United States. We specialize in four key areas: tax compliance, accounting and bookkeeping services, QuickBooks consulting and representation before tax authorities. While providing these services, we put a strong emphasis on professionalism, efficiency, affordability and responsiveness. We offer fully personalized services to each one of our clients, whether they are businesses or individuals. In the Orange County area, you won't find a more straightforward or exceptional team of tax professionals.

Julia Past, CPA

Julia is managing director with Coley Accountancy and has over 15 years of public accounting experience. Julia specializes in tax planning, consulting, and compliance and has worked with a variety of clients representing a wide range of industries and privately held companies. She has extensive experience in multistate business taxation and compliance, business structuring, sale and acquisition transactions, as well as client representation before taxing authorities. Julia is currently serving as the chair of CalCPA North County Coastal Discussion Group.

Michael R. Coley, CPA, MS-Tax

Mike Coley has over 20 year experience in public accounting.  He has gained a wide range of accounting and tax experience while working for regional and big four accounting firms.  Concentrations include income tax compliance and tax planning and consulting services for closely held businesses.  He has specialized knowledge related to the construction, real estate and manufacturing industries, multi-state tax issues, and federal and state incentives.  Mike has extensive experience representing clients before federal and state authorities and assisting them through the examination process.  He has authored and edited many articles for national publications widely recognized within the profession for their authoritative articles on taxation issues.

Wendi D. Coley, CPA

Wendi has more than 24 years of experience in the industry and has been a CPA for more than 19 years.  Wendi earned a Bachelor of Arts degree in Business Administration from California State University at Fullerton, with a concentration in Accounting. Throughout her career, Wendi has worked to expand upon her expertise; in 2003, she became a certified QuickBooks ProAdvisor. As a result, she brings a unique blend of exceptional accounting acumen and top-notch QuickBooks know-how to the table for her clients.

In addition to their impressive industry experience and educational achievements Mike and Wendi Coley have also distinguished themselves by maintaining memberships with a number of first-rate organizations. They are members of the American Institute of Certified Public Accountants as well as members of the Mission Viejo Chamber of Commerce where Wendi is on the board of directors as treasurer.
The Coley Accountancy difference focuses on the high level of service and professionalism that we bring to the table for our clients. We distinguish ourselves by offering the one-on-one services and affordable fees of a small firm, while boasting the levels of efficiency and quality of a much larger one. Our clients enjoy large firm quality and experience with the affordability and personalization of a small one.