Perry Engel, Cpa
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Perry Engel, Cpa Email & Phone Number

Retirement Tax Planning Advisor at Tax Planning Retirement Advisor
Location: Rancho Santa Margarita, California, United States 3 work roles 1 school
1 work email found @cox.net 2 phones found area 949 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email e****@cox.net
Direct phone (949) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Tax Planning Retirement Advisor
Role
Retirement Tax Planning Advisor
Location
Rancho Santa Margarita, California, United States

Who is Perry Engel, Cpa? Overview

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Quick answer

Perry Engel, Cpa is listed as Retirement Tax Planning Advisor at Tax Planning Retirement Advisor, based in Rancho Santa Margarita, California, United States. AeroLeads shows a work email signal at cox.net, phone signal with area code 949, and a matched LinkedIn profile for Perry Engel, Cpa.

Perry Engel, Cpa previously worked as Controller at Classic Body Supply, Inc and CPA (Tax, Accounting, Payroll) at Perry Engel Cpa Inc. Perry Engel, Cpa holds Bachelor Of Arts (B.A.), Accounting from California State University-Fullerton.

Company email context

Email format at Tax Planning Retirement Advisor

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{last}@cox.net
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AeroLeads found 1 current-domain work email signal for Perry Engel, Cpa. Compare company email patterns before reaching out.

Profile bio

About Perry Engel, Cpa

Navigating retirement’s complexities is no simple task. Whether you’re nearing retirement or recently retired, I specialize in creating customized retirement income paycheck strategies that provide predictable income, optimize Social Security benefits, and ensure tax-smart retirement withdrawals. My mission is to give you financial confidence at every stage of your retirement, so you can live your best life—with no regrets.

Listed skills include Small Business, Quickbooks, Accounting, Payroll, and 10 others.

Current workplace

Perry Engel, Cpa's current company

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Tax Planning Retirement Advisor
Tax Planning Retirement Advisor
Retirement Tax Planning Advisor
Laguna Hills, CA, US
3 roles

Perry Engel, Cpa work experience

A career timeline built from the work history available for this profile.

Retirement Tax Planning Advisor

Tax Planning Retirement Advisor

Laguna Hills, Ca, Us

Controller

Classic Body Supply, Inc

Hawaiian Gardens, California, United States

As a licensed CPA, my journey in financial management has been marked by a hands-on approach that goes beyond the traditional CPA role. This hands-on approach, combined with my CPA background, enables me to take a truly holistic approach to advising Classic Body Supply.My day-to-day tasks include managing daily accounting activities, meticulously balancing ledgers, reconciling bank accounts, optimizing cash flow, administering vendor payments, overseeing inventory, handling sales tax compliance, processing payroll, preparing journal entries, and completing day, month, and year-end financial close. These duties provide me with a unique vantage point into the inner workings of the business, allowing me to see the gears turning, understand their interplay, and identify opportunities for growth and efficiency.By understanding the business at this granular level, I'm able to serve as a strategic partner, offering not just financial expertise, but a deep understanding of their operational nuances, market challenges, and strategic objectives. This allows me to guide the business owners towards sustainable growth, operational excellence, and financial success.

Sep 2020 - Feb 2024

Cpa (Tax, Accounting, Payroll)

Laguna Hills, Ca

Perry Engel CPA specializes in providing precise and insightful accounting and tax services tailored to empower SMBs (small and medium-sized businesses) and individuals. With a focus on clear financial visibility, we offer meticulous tracking of income, expenses, and profits, enabling clients to allocate resources wisely and plan for sustainable growth. From ensuring tax compliance and legal obligations to offering detailed financial records for strategic planning, we serve as trusted partners in our clients' success stories.Our commitment to accuracy extends to every aspect of our services. At Perry Engel CPA, we believe that transparent, professional, and integrity-driven accounting and tax not only fosters credibility with stakeholders but also lays the foundation for long-term growth. We empower SMBs (small and medium-sized businesses) and individuals to thrive, providing the financial clarity and support needed to achieve their full potential.

Jan 1992 - Jun 2021
1 education record

Perry Engel, Cpa education

FAQ

Frequently asked questions about Perry Engel, Cpa

Quick answers generated from the profile data available on this page.

What company does Perry Engel, Cpa work for?

Perry Engel, Cpa works for Tax Planning Retirement Advisor.

What is Perry Engel, Cpa's role at Tax Planning Retirement Advisor?

Perry Engel, Cpa is listed as Retirement Tax Planning Advisor at Tax Planning Retirement Advisor.

What is Perry Engel, Cpa's email address?

AeroLeads has found 1 work email signal at @cox.net for Perry Engel, Cpa at Tax Planning Retirement Advisor.

What is Perry Engel, Cpa's phone number?

AeroLeads has found 2 phone signal(s) with area code 949 for Perry Engel, Cpa at Tax Planning Retirement Advisor.

Where is Perry Engel, Cpa based?

Perry Engel, Cpa is based in Rancho Santa Margarita, California, United States while working with Tax Planning Retirement Advisor.

What companies has Perry Engel, Cpa worked for?

Perry Engel, Cpa has worked for Tax Planning Retirement Advisor, Classic Body Supply, Inc, and Perry Engel Cpa Inc.

How can I contact Perry Engel, Cpa?

You can use AeroLeads to view verified contact signals for Perry Engel, Cpa at Tax Planning Retirement Advisor, including work email, phone, and LinkedIn data when available.

What schools did Perry Engel, Cpa attend?

Perry Engel, Cpa holds Bachelor Of Arts (B.A.), Accounting from California State University-Fullerton.

What skills is Perry Engel, Cpa known for?

Perry Engel, Cpa is listed with skills including Small Business, Quickbooks, Accounting, Payroll, Tax, Customer Service, Financial Reporting, and Strategic Planning.

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