Call 949-553-1040

OUR TEAM

Dollar bills background

David Zweig, CPA

David Zweig, CPA

DAVID ZWEIG, PARTNER, is a Certified Public Accountant who started his career in 1977. Before creating Zweig & Associates with Jacqueline Zweig, he was a Partner at Lorin & Zweig, CPAs, LLP since 1988. For over 30 years, he has specialized in comprehensive individual and business tax planning and preparation, accounting services and small business consulting. David is a graduate of California State University, Northridge. He received a Bachelor degree in Business Administration with an emphasis in Accounting Theory and Practice.

 

 Jacqueline Zweig, CPA

Jacqueline Zweig, CPA, CFP®, EA

JACQUELINE ZWEIG, PARTNER, is a Certified Public Accountant, Certified Financial Planner™ Professional and an Enrolled Agent who started her career in 2006. She specializes in comprehensive individual and business tax planning and preparation, accounting services and small business consulting. Jacqueline also specializes in assisting MD's form an S Corp and support their tax needs going forward. Jacqueline is a graduate of California State University, Fullerton. She received a Bachelor degree in Business Administration with dual concentrations in Accounting and Finance. Jacqueline is an active member with the Financial Planning Association of Orange County..

 

 Debbie Campos, CRTP

Debbie Campos, CRTP

DEBBIE CAMPOS, OFFICE MANAGER/TAX PREPARATION is a Certified Registered Tax Preparer and she has worked as an Accounting Manager with our team since 1989. She has comprehensive knowledge in individual and business income tax return preparation, financial statement preparation, and bookkeeping. In addition, her experience includes payroll and payroll tax return preparation, sales tax returns, accounts payable and accounts receivable.

 

Maggie Yang, MBA, CFP®

MAGGIE YANG, MBA, CFP® is a Certified Financial Planner and Certified Registered Tax Preparer. She brings a wealth of expertise to our team. Having successfully passed all CPA exams, she possesses a comprehensive understanding of tax, financial principles and a commitment to excellence. With a focus on forward-looking tax planning, retirement strategies and safeguarding family legacies, Maggie stands out for her ability to guide clients through comprehensive financial landscapes. Her proficiency extends to delivering diligent tax compliance services, preparing comprehensive financial statements, conducting in-depth cash flow analyses and crafting accurate budget projections.

Diana Presta, CRTP

DIANA PRESTA is a Certified Registered Tax Preparer and a QuickBooks Pro Advisor. She has worked with our team since 1996. She specializes in bookkeeping and financial statement preparation, payroll and payroll tax return preparation, and sales tax returns. In addition, Diana assists with individual and business tax return preparation. 

VICKI TANGUMA is a Certified Registered Tax Preparer and she has worked with our team since 1997. She specializes in bookkeeping and financial statement preparation, payroll and payroll tax return preparation, and sales tax returns. In addition, Vicki assists with individual and business tax return preparation.

PATRICIA CLARK has worked with our team since 2006. She specializes in payroll processing and payroll tax returns. In addition, she assists with administrative functions.

DAVE SELECKY has worked with our team since 2020. He is primarily responsible for accounts receivable and billing.

ADAM ZWEIG, Tax Preparation and Bookkeeping 

Our Great Support Staff:

Michelle Baker, Operations & Admin Manager, Assistant to Jacqueline Zweig, CPA

Chelsea Heptig, Admin Specialist & Assistant to David Zweig, CPA

Jennifer Ruppe - Bookkeeping

Peter VanDinter, Front Office & General Admin Assistant