Business Details
Trusted Accounting & Tax Services in Los Angeles
At Katz Cassidy, we are dedicated to helping businesses and individuals achieve their financial goals through tailored accounting and advisory services. With over 55 years of combined experience, our team of certified public accountants combines technical expertise with a pragmatic approach to address complex financial challenges. We specialize in income tax planning, audit assurance, business management, and financial advisory services, serving diverse industries including entertainment, real estate, manufacturing, and restaurants. Our commitment to proactive planning and client-focused solutions ensures clients maximize profitability while maintaining compliance.Founded in Los Angeles, we pride ourselves on building long-term relationships through transparency, communication, and a deep understanding of our clients' unique needs. Our team includes seasoned professionals with decades of experience in public accounting, corporate tax, and industry-specific consulting. We approach every engagement as financial partners, focusing on strategic growth, risk management, and delivering actionable insights that drive success. This dedication to excellence has established us as trusted advisors for entrepreneurs, high-net-worth individuals, and organizations seeking reliable financial counsel.
Services
Income Tax Planning
Audit & Assurance
Business Management
Financial Advisory
Tax Compliance
Estate Planning
SALT Consulting
Merger & Acquisition Consultation
Retirement Plan Consultation
Employee Benefit Plan Audits
Highlights and features
- We offer over 55 years of combined experience in accounting and financial advisory services.
- Our team includes certified public accountants with specialized expertise in tax planning and audit assurance.
- We provide industry-specific solutions for restaurants, real estate, manufacturing, and entertainment sectors.
- Proactive tax strategies minimize liability while maximizing growth opportunities for clients.
- Personalized business management services tailored to high-net-worth individuals and entrepreneurs.
Services
Income Tax Planning
Proactive tax planning services identify opportunities to minimize liability while aligning with long-term financial goals. Our experts analyze transactions, credits, and deductions to optimize tax outcomes for businesses and individuals. We provide year-round guidance to ensure compliance and strategic savings.
Audit & Assurance
Comprehensive audit and assurance services enhance financial transparency and regulatory compliance. We conduct financial statement audits, employee benefit plan audits, and internal control reviews to strengthen decision-making and stakeholder confidence for organizations across industries.
Business Management
Tailored business management solutions handle day-to-day financial operations for entertainment professionals and executives. Services include payroll processing, banking transactions, insurance assessments, and entity structure planning to streamline operations and reduce administrative burdens.
Financial Advisory
Expert financial advisory services support business growth, succession planning, and capital structure optimization. We assist with mergers and acquisitions, cash flow forecasting, and ownership transitions, leveraging decades of experience to deliver actionable, results-driven strategies.
SALT Consulting
Specialized state and local tax (SALT) consulting ensures compliance while identifying savings opportunities. Our team advises on multi-state tax obligations, nexus requirements, and incentive programs to reduce liabilities for businesses operating across jurisdictions.
People
Neal Katz
Shareholder
Neal Katz leads the accounting and auditing department with expertise in entertainment, real estate, and law firm consulting. He oversees mergers and acquisitions and holds degrees from Sonoma State University and UCLA.
Mark Chapman
Shareholder
Mark Chapman specializes in corporate tax strategy for real estate and manufacturing clients. He brings experience from BDO and a Masters of Science in Taxation to provide transactional and advisory services.
Danielle McGee
Shareholder
Danielle McGee focuses on tax compliance and growth strategies for privately owned businesses. She holds a Michigan CPA license and previously worked at PricewaterhouseCoopers and regional firms.
Leigh Ann Magier
Principal
Leigh Ann Magier leads audit engagements with 25+ years of experience in construction, manufacturing, and nonprofit sectors. She specializes in financial statement audits and accounting system implementations.
Gary M. Osterhout
Manager
Gary Osterhout provides multinational tax expertise from Fortune 500 and Big 4 accounting backgrounds. He specializes in state and local tax solutions and holds a Masters in Taxation from Colorado State University.
Questions
What accounting services does Katz Cassidy offer?
We provide income tax planning, audit assurance, financial advisory, business management, and state/local tax consulting tailored to businesses and high-net-worth individuals.
Do you specialize in specific industries?
Yes, we serve entertainment professionals, real estate developers, manufacturers, restaurants, and nonprofit organizations with industry-specific financial expertise.
How do you approach tax planning for businesses?
We analyze transactions year-round to identify tax credits, deductions, and structuring opportunities that minimize liability while supporting growth objectives.
Can you assist with mergers and acquisitions?
Our team provides comprehensive M&A consultation including due diligence, tax implications, and post-transaction integration planning.
What sets Katz Cassidy apart from other firms?
We combine technical excellence with personalized service, offering decades of experience in complex tax and financial advisory matters across diverse industries.
