About Us

Our Why

We are driven to:

  • Give people peace of mind
  • Inspire trust
  • Provide structure and guidance for complex tax events and audits

Audits are intrusive and stressful, at Ortega Accountancy, APC, we take that burden off of you and your team and give you the security that your Financial Statement Preparation will be done right, your questions will be answered and you’ll find yourself saying, “Wow! I learned a lot”.

A Message from the Founder

We love to educate our clients.

In fact, we’re happiest when we’re answering the questions many other firms brush off as either too simple to bother with or too complex for a non-accounting professional to understand. We believe in the power of educating and informing our clients so they can make better business decisions.

Meet Mario Ortega, CPA

Mario Ortega founded Ortega Accountancy, APC in 2003. Prior to forming the firm, Mario spent sixteen years with a prestigious California regional firm.

Mario is a professional with experience in various accounting disciplines. His clientele include small business, individuals, non-profit organizations and post-secondary education.

A graduate of the University of San Diego, Mario received a BS degree in Business Administration – Accounting. Mario also has in Masters in Taxation.

Mario's Headshot

A Brief History

  • 2003

     

    Founding

    Founded by Mario Ortega in August 2003

  • Partnership

    Former partner at a large CPA firm joins

     

    2005

  • 2006

     

    Expansion into Private University Audits

    Filling a need, we worked with our first for-profit University Audit

  • Adding staff and growing

    Our support team grew adding more bandwidth to help clients

     

    2018

We are CLEAR, COLLABORATIVE and STRAIGHTFORWARD

infographic

We take care of the Financial Statement Audit process in a way that makes our clients’ lives easier.

Our expertise, attention to detail and ability to answer our clients’ questions in a clear and informative way makes us the go-to-source for reliable information and insights.

© 2026 Ortega Accountancy, APC