Business Details
50 Years
experience
Your Trusted Accounting & Advisory Partner in Los Angeles
Founded in 1976, our firm has built a legacy of delivering tailored accounting and advisory solutions rooted in client values. We prioritize human, social, intellectual, and structural capitals as the foundation for financial success, ensuring our services align with each client's unique priorities. Our quadrant planning methodology combines clarity, solution design, implementation, and long-term maintenance to address complex tax and business challenges. With expertise spanning domestic and international operations, we serve entrepreneurs, public companies, nonprofits, and high-net-worth families through specialized services in mergers & acquisitions, SEC compliance, and wealth planning.Our team-based approach emphasizes continuous education to stay ahead of evolving tax regulations while maintaining personalized service. Decades of experience working with industries like healthcare, entertainment, and technology startups enable us to provide context-specific insights. We differentiate ourselves through strategic communication that transforms compliance requirements into opportunities for sustainable growth while preserving clients' core values.
Services
Tax Compliance
Assurance Services
Mergers & Acquisitions
SEC Compliance
Family Wealth Planning
Nonprofit Accounting
International Tax
Audit Preparation
Business Advisory
Estate Planning
Details
- Year established: 1976
Highlights and features
- We implement a values-driven quadrant planning methodology for holistic solutions
- Our team includes specialists with 20-30 years of industry-specific experience
- We maintain 45+ years of continuous service to Los Angeles businesses
- We provide personalized service through dedicated client teams
- Our strategic communication approach simplifies complex tax regulations
What people say
Technical expertise
Personalized service
Strategic approach
Industry knowledge
Reliable support
Services
Tax Compliance
Our tax compliance services ensure businesses and individuals meet federal, state, and international tax obligations while optimizing liabilities. We specialize in corporate tax planning, international tax structuring, and high-net-worth individual returns. Our quadrant planning approach identifies tax-saving opportunities through strategic analysis of clients' financial activities and regulatory changes. With continuous staff education on evolving tax codes, we deliver accurate filings and proactive planning solutions tailored to each client's unique circumstances.
Assurance Services
We provide comprehensive assurance services including financial audits, reviews, and internal control assessments for public and private entities. Our team leverages 30+ years of combined experience to evaluate financial reporting accuracy and operational efficiency. Specializing in PCAOB audits and SEC reporting, we help clients maintain regulatory compliance while improving business processes. Our assurance engagements focus on risk identification and mitigation through detailed analysis of financial systems and controls.
Mergers & Acquisitions
Our M&A services guide clients through business acquisitions, sales, and mergers with strategic due diligence and valuation analysis. We assist with target identification, risk assessment, and transaction structuring while considering tax implications and financing options. The quadrant planning methodology ensures comprehensive evaluation of financial, operational, and strategic aspects. Our post-transaction support includes system integration and accounting consolidation to maximize deal value and minimize risks.
Family Wealth Planning
We specialize in intergenerational wealth transfer strategies for high-net-worth families through estate planning and philanthropic advisory services. Our approach combines tax-efficient structuring with family governance frameworks to preserve wealth across generations. Services include family office planning, foundation establishment, and succession strategies tailored to complex financial portfolios. We help clients align their financial legacy with personal values while navigating evolving estate tax regulations.
Nonprofit Accounting
Our nonprofit specialists provide tailored accounting, tax compliance, and strategic advisory services for charitable organizations. We address unique challenges including Form 990 preparation, grant compliance, and endowment management. The team offers budgeting support, cash flow management, and board development programs. Our expertise in nonprofit financial reporting standards helps organizations maintain compliance while optimizing resources for mission-driven impact.
People
Julie Choi
Tax Partner
With over 20 years in public and private accounting, Julie provides expert tax consultation for high-net-worth individuals. Her focus on complex tax issues combines technical proficiency with personalized service to exceed client expectations.
Craig Frye
Tax Partner
Leading the Tax Department with 25+ years of experience, Craig serves as trusted advisor to public companies and entertainment industry clients. His expertise spans corporate taxation and strategic business consulting.
Jake Jacobs
Founding Partner
With 30+ years of experience, Jake specializes in compliance and consulting services for entrepreneurial ventures and family offices. He leads the firm's Mergers & Acquisitions Practice while maintaining core client relationships.
Tony Rose
Founding Partner
As a founding partner with 25+ years in manufacturing and real estate sectors, Tony provides strategic guidance to closely-held corporations and family-owned businesses through comprehensive tax and management consulting.
Rebecca Snyder
Tax Partner
With 25+ years of experience, Rebecca specializes in estate planning and state tax issues for closely-held businesses. Her industry expertise spans manufacturing, real estate, and service sectors while maintaining personalized client service.
Questions
What accounting services do you offer for nonprofit organizations?
We provide comprehensive nonprofit services including Form 990 preparation, grant compliance, endowment management, and specialized financial reporting. Our team understands the unique regulatory requirements and operational challenges facing charitable organizations.
How do you approach international tax compliance?
Our international tax team combines cross-border transaction experience with local tax knowledge to assist with entity structuring, transfer pricing, and compliance. As part of Russell Bedford International, we offer global transaction support while maintaining local regulatory expertise.
What makes your firm different from other accounting firms?
Our quadrant planning methodology integrates values-driven analysis with technical expertise. We focus on understanding clients' unique priorities to deliver customized solutions that align financial strategies with business objectives and personal values.
Do you work with technology startups?
Yes, we specialize in serving technology startups through all growth stages. Our services include tax incentives optimization, equity compensation planning, and financial strategy tailored to the unique needs of emerging tech companies.
How do you handle complex IRS audits?
Our team has extensive experience representing clients in federal and state tax audits. We employ proactive documentation strategies and leverage our technical expertise to achieve favorable outcomes, with a track record of resolving cases without adjustments.
What industries do you specialize in?
We serve diverse industries including healthcare, entertainment, manufacturing, real estate, and technology startups. Our team maintains specialized knowledge in each sector to provide context-specific financial guidance and regulatory compliance support.
