top of page
Untitled design (12).png

Insight Tax Consulting, CPAs

Working for your financial success

Insight Tax Consulting, CPAs provides tax, accounting, and advisory services for businesses and individuals who value accuracy, compliance, and long-term financial clarity.

Serving Glendora and the surrounding San Gabriel Valley.

Business Formation Strategy Meeting Session

Our Services

Tax Compliance & Strategy

Accurate tax preparation and proactive strategy for business entities, trust filings, real estate investors, and related individuals/owners.

Business Formation & Advisory Services

Guidance on establishing the appropriate legal entity structure and strategic guidance to help you make informed financial and tax decisions year-round.

Attest and Assurance Services

Comprehensive attest and assurance services, focusing on small and middle-market companies. We offer independent preparation of reviews, compilations, and prepared financial statements to enhance stakeholder confidence and ensure financial regulatory standards.

Bookkeeping

Reliable monthly bookkeeping to keep your records current and audit-ready.

Accounting

Clear, organized financial reporting to support compliance and business planning. Includes QuickBooks Online set up and review.

Payroll

Timely and compliant payroll processing for small and growing businesses.

American Institute of Certified Public Accountants (AICPA) logo
California Society of Certified Public Accountants (CalCPA) logo

Work With an Experienced CPA Who Understands Your Business

Mary N. Bermudez, CPA, MST
President & CEO, Insight Tax Consulting, CPAs

Mary N. Bermudez is the Founder and Managing Director of Insight Tax Consulting, CPAs, bringing extensive tax expertise to privately held companies, entrepreneurs, and small businesses. A graduate of the USC Leventhal School of Accounting, she began her career with national accounting firms, gaining experience in complex tax matters and practice management. She later earned her Master’s in Taxation from Golden Gate University.

Mary is dedicated to supporting business owners by offering expert tax guidance and accounting support to her clients. She has served as a tax panel expert for the USC Alumni Association and is a frequent motivational speaker and mentor to college and high school students. Actively involved in her community, Mary serves on several boards.

Book a Free Consultation

Ready to take the next step towards financial success? Schedule a consultation with our experienced team today and discover how we can help you achieve your goals.

At Insight Tax Consulting, CPAs, our mission is to provide insight and help Glendora small- and medium-sized businesses enhance their accounting and recordkeeping systems and develop tax strategies and compliance solutions to help them reach their business financial goals.

Our vision is to be the leading tax and accounting firm serving small businesses and their owners. Integrity, teamwork, and respect for our clients, employees, and professional liaisons are the cornerstones of our core values. We build strong professional relationships and are your trusted advisors.

We achieve our vision by developing bright, talented individuals, promoting a culture of teamwork and mutual respect, and by the integrity and leadership attributes of our management team. We take the initiative to make positive changes that benefit our clients, colleagues, and our community.

Our Mission, Vision, and Values

Inheritance Tax

Inheritance tax can be challenging, but our expert team at Quick's Accountant is here to help.

Tax Returns

Ensure your tax returns are accurate and filed on time with the help of Quick's Accountant.

Property Tax

Quick's Accountant offers specialized property tax services to help you manage your taxes.

Corporation Tax

Managing corporation tax can be complex, but Quick's Accountant simplifies the process for you.

Tax advisory services in the San Gabriel Valley

What Sets Insight Tax Consulting, CPAs Apart

At Insight Tax, CPAs, we are dedicated to helping clients manage their financial responsibilities with confidence, clarity, and integrity.

Licensed CPA with advanced tax credentials

Personalized, responsive service

Clear communication—no unnecessary jargon

Focus on compliance, planning, and long-term financial health

Convenient access by appointment

Let’s Talk About Your Tax and Accounting Needs

Whether you need tax preparation, ongoing accounting support, or advisory guidance, Insight Tax Consulting, CPAs is here to help. Contact us now to discuss your situation and next steps.

Tax and Bookkeeping Services
bottom of page