An Accounting Firm Should Know More Than Accounting and Tax
Paddock Jones Morse, Inc.provides traditional accounting and tax services of the highest quality to each of our clients. Today's increasing competitive marketplace has created complex needs that go far beyond traditional accounting and tax services. We are certified public accountants first and foremost, but we are also professional business consultants, problem solvers, and financial advisors. More than ever before, clients look to us to provide nontraditional accounting services -- services that require more than a casual understanding of their business operations.
We assist our clients on matters such as financial projections and forecasting, enhancement of banking relationships, capital needs planning, computer system implementation, and acquisitions and dispositions of privately held businesses. Through our extensive experience with many types of business operations, Paddock Jones Morse, Inc.offers a high-level of entrepreneurial business expertise to its clients in the business community. It is likely that many of our clients have traveled a road similiar to yours. We are confident we can smooth the inevitable bumps in that road and lead you in a direction which will result in a more comfortable ride.
We Take the Necessary Steps to Insure our Clients' Success
Success in today's complex business environment requires an increasingly higher level of entrepreneurial expertise and business knowledge. Businesses cannot always respond internally to these requirements. Seeking outside assistance is the most cost-effective solution to this problem. To assist our clients in serving their business and financial needs, Paddock Jones Morse, Inc.recruits only the most outstanding professionals in their field and, to ensure you that our professionals retain their individual advantage, we require them to complete a minimum of one hundred twenty hours of professional education every two years through training programs and seminars designed to enhance and refine each person's technical skills and professional competence. We are proud of our people and their ability to serve our clients' needs.
Our firm is a member of the Private Companies Practice Section of the American Institute of Certified Public Accountants. This membership mandates that we have another accounting firm periodically examine our methods and procedures. Through this peer review process, which is in addition to our own quality control programs, we assure you and ourselves that the services we offer meet the highest standards.
The partners and staff of Paddock Jones Morse, Inc.fully recognize that the path of our future lies directly in providing exceptional service to all of our clients who, in the final analysis, are responsible for our reputation. Our growth and success flow from that reputation. After all, there could hardly be one without the other.
We Bring Something Different to the Table...We Listen
At Paddock Jones Morse, Inc. our greatest endorsement is the satisfaction our clients continually express in our firm. We achieve this through a team of highly trained and talented certified public accountants who strive to render to each client the individual attention necessary in achieving their predetermined financial goals. However, our clients quickly come to appreciate something more. We take the time to fully understand their needs and goals and achieve this understanding by asking many questions...and then listening. Really listening! After focusing on your needs, we will match you with a team of professionals whose experience and specialized knowledge will help you fulfill your profit potential. Paddock Jones Morse, Inc.has been achieving this goal since its inception in 1959; since then we have become one of the leading full-service independent accounting firms in Orange County.
Our Team of Partners and CPAs Our partners, managers and staff work as a team to provide the finest professional services, tailored to meet the unique needs of each client.
Kenneth L. Paddock, CPA - Partner
Kenneth Paddock has been a partner at Paddock Jones Morse, Inc. since 1980, assisting a diverse clientele in increasing their business and personal wealth.
With more than 40 years of accounting experience, Ken is familiar with all aspects of individual, estate, and corporate tax planning. He is regularly involved in estate and trust administration matters in providing guidance and assistance to executors and trustees in fulfilling their fiduciary responsibilities. Ken also works closely with individuals, advising them on personal financial planning matters.
In addition to a Bachelor of Business Administration degree from Loyola University of Los Angeles, Ken holds a Master of Business Administration degree from the University of Southern California. He became a Certified Public Accountant in 1973.
As a member of the Society of California Accountants, American Institute of Certified Public Accountants and the California Society of Certified Public Accountants, Ken serves on several committees including taxation, estate planning, and personal financial planning.
Ken's civic affiliations have included the Orange Chamber of Commerce, Newport-Irvine Rotary Club, and Orange Rotary Club where he served as an officer and director. Ken is currently serving as a director of the Newport-Irvine Rotary Foundation.
Ken lives in Irvine with his wife Meredith and has four adult children and eight grandchildren. He enjoys family gatherings, grilling, golfing and traveling.
David O. Morse, CPA - Partner
David Morse has been a partner at Paddock Jones Morse, Inc.since 1996 and serving clients for over thirty-five years. He practices in the areas of individual, estate and business tax planning, accounting and consulting services. David also works with secular, faith-based and church tax exempt organizations, including service on boards of directors and as a consultant on financial and tax exemption related issues.
In addition to his degree in Business Administration, David has a Masters Degree in Taxation from Golden Gate University. He is a member of the Orange County Forum and the Estate Planning Interest Group, Orange County Chapter of the California Society of Certified Public Accountants.
David and his family are residents of Tustin. He serves as board chair of America's Christian Credit Union, on the planned giving committee of Trinity United Presbyterian Church and past moderator of Los Ranchos Presbytery of the Presbyterian Church (USA).
Gerald F. Scheck, CPA-Partner
Jerry Scheck has been a partner at Paddock Jones Morse, Inc. since 2001 and has been serving individual and business clients in public accounting for over thirty years.
Jerry currently practices in the areas of individual, business and nonprofit tax planning and accounting services. He provides accounting and tax services to professional corporations and partnerships that specialize in areas such as law, engineering, architecture and business consulting. Jerry also works closely with nonprofit organizations and private foundations assisting them with their specialized accounting and tax compliance needs.
Jerry is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants and is a member of the Estate Planning Committee of the California Society of Certified Public Accountants.
Jerry and his family live in Newport Beach. He currently serves on the boards of Crystal Cove Alliance, the non-profit Cooperating Association partner with Crystal Cove State Park, and Crystal Cove Management Company.
Tim McKee, CPA
Tim McKee has been a senior accountant at Paddock Jones Morse, Inc. since 2012. He has practiced public accounting for over six years, specializing in tax, accounting, and consulting.
Tim graduated from Chapman University in 2003 with a bachelor’s of science in business administration. In 2012 he graduated from USC with a master’s in business administration, with a concentration in accounting.
Tim grew up in Dana Point. He currently lives in Laguna Beach and enjoys playing basketball, reading, and spending time with friends and family.
Kay E. Bohnet, CPA - Partner (retired)
Kay Bohnet is a retired partner of Paddock Jones Morse, Inc. having joined the firm in 1989.
A graduate of California State University Long Beach, Kay holds a In Bachelor of Science degree in business administration, specializing in accounting. She has been a Certified Public Accountant since 1974.
Prior to joining Paddock Jones Morse, Inc. Kay served five years as a technical tax analyst at a computerized tax processor firm that processed one million tax returns each year. Her responsibilities included writing specifications for the federal tax program, supervising the state tax analysts, and maintaining technical support for tax practitioners using the service. On several occasions, she met with the Internal Revenue Service and Franchise Tax Board to coordinate on key issues.
Kay has been involved in Financial Women International. She held the positions of International Treasurer, O.C. Treasurer, Vice President, Secretary and Membership Chair. Kay has been involved with the leadership of the Orange County/Long Beach chapter of the California Society of Certified Public Accountants, including directorship, Vice President and liaison to the tax and estate planning committees, as well as media coordinator.
Kay lives in the Las Vegas area and enjoys dancing, bowling, softball, and traveling. Her very special interests are her daughter and her family who live in Las Vegas.
Leon R. Jones, CPA - Partner (retired)
Leon Jones is a retired partner of Paddock Jones Morse, Inc., having joined the firm in 1985.
A graduate of Chico State College, Leon holds a Bachelor of Science degree in business administration with an emphasis in marketing. He became a Certified Public Accountant in 1975.
Leon served as treasurer of the Republican Party of Orange County for over 10 years. He has served on advisory boards for Founders National Bank and Southern California College of Business & Law. Recipient of the Distinguished President's Pin from both the Fullerton and Brea Kiwanis Clubs.
Leon and his wife Beth are residents of Prescott, Arizona and were active, prior to retirement, in the Orange County community.