Business Details
38 Years
experience
Trusted Accounting & Advisory Services for Middle-Market Companies
Founded in 1988, Haskell & White is a trusted accounting and business advisory firm serving middle-market companies across the United States. With over 35 years of experience, we specialize in delivering tailored tax, audit, and advisory solutions designed to help businesses navigate complex financial landscapes and achieve long-term growth. Our team of seasoned professionals combines advanced technical expertise with personalized attention, ensuring clients receive strategic guidance aligned with their unique goals. Headquartered in Irvine, California, with offices in San Diego, we provide services to industries such as real estate, technology, life sciences, manufacturing and distribution, and nonprofit organizations.As an independently owned firm, we prioritize agility and responsiveness, supported by global resources through our membership in The Leading Edge Alliance. Our commitment to community involvement and industry leadership has earned us recognition in Southern Californias business community, including accolades from the Orange County arts sector. We pride ourselves on offering the sophistication of national firms while maintaining the personalized service that middle-market companies deserve.
Services
Tax Planning & Preparation
Audit & Assurance
SEC Reporting
M&A Advisory
Real Estate Consulting
International Tax Services
Nonprofit Services
Public Company Services
Employee Benefit Plans Advisory
Business Advisory
Details
- Year established: 1988
Highlights and features
- Over 35 years of experience serving middle-market companies.
- Personalized attention from seasoned industry professionals.
- Expertise in navigating complex regulatory environments.
- Global resources through The Leading Edge Alliance.
- Specialized knowledge in real estate, technology, and nonprofit sectors.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
What people say
Expertise in tax planning
Responsive team
Industry-specific knowledge
Reliable compliance guidance
Proven track record
Services
Tax Planning & Preparation
Haskell & White offers strategic tax planning and preparation services tailored to middle-market businesses. Our experts help clients minimize liabilities through capital gains optimization, multi-state filings, and estate planning. Leveraging over three decades of experience, we ensure compliance while aligning tax strategies with long-term business goals. Clients benefit from personalized guidance and proactive solutions to navigate evolving regulations.
Audit & Assurance
Our audit and assurance services provide accurate financial intelligence for decision-making. Specialized teams deliver tailored audits for real estate, nonprofits, and SEC reporting entities. With PCAOB registration and industry-specific expertise, we enhance credibility through rigorous analysis of internal controls, compliance reporting, and risk mitigation strategies for companies up to $1 billion in revenue.
International Tax Services
Navigating cross-border tax complexities, we offer compliance and strategy services for inbound and outbound transactions. Our experts handle U.S. tax filings, treaty planning, and foreign investment structuring. Clients receive customized solutions to minimize global tax exposure, manage transfer pricing risks, and optimize repatriation strategies while ensuring adherence to evolving international regulations.
Real Estate Consulting
Specializing in real estate accounting since 1988, we advise on transaction structuring, cost segregation, and REIT management. Our industry-specific training ensures clients maximize deductions, defer gains through 1031 exchanges, and maintain compliance. Services include property tax studies, debt restructuring, and tailored tax strategies for developers, funds, and family offices.
M&A Advisory
We guide clients through mergers, acquisitions, and divestitures with due diligence and strategic planning. Services include valuation, risk assessment, and post-transaction integration support. Our team addresses tax implications, regulatory compliance, and financing structures to ensure smooth transactions that align with clients' growth objectives and long-term financial health.
People
Wayne R. Pinnell
Partner
With extensive expertise in public accounting and business advisory, Wayne R. Pinnell leads strategic initiatives at Haskell & White. His focus spans audit engagements, SEC compliance, and advisory services for growing enterprises.
Brad A. Graves
Partner
Brad A. Graves specializes in tax planning and compliance for middle-market companies. His career emphasizes creative strategies to minimize tax exposure while ensuring regulatory adherence across diverse industries.
Rick M. Smetanka
Partner
Rick M. Smetanka delivers audit and advisory services with a focus on real estate and nonprofit sectors. His 25+ years of experience ensure clients receive insights tailored to evolving market dynamics and regulatory standards.
Thomas D. O'Rourke
Partner
Thomas D. O'Rourke specializes in international tax compliance and cross-border transactions. His expertise helps companies navigate complex global tax obligations while optimizing financial strategies for sustainable growth.
Diane E. Wittenberg
Partner
Diane E. Wittenberg leads nonprofit advisory services, combining tax compliance expertise with strategic planning. She specializes in streamlining financial operations for nonprofit organizations to enhance efficiency and mission impact.
Questions
What industries does Haskell & White specialize in?
We focus on real estate, technology, life sciences, manufacturing and distribution, public companies, and nonprofit organizations.
How does Haskell & White approach tax planning?
We combine strategic foresight with regulatory expertise, tailoring long-term tax strategies to minimize liabilities and support business growth.
Are audit services available for SEC-regulated companies?
Yes, we provide PCAOB-registered audit services and SEC reporting compliance for public companies and IPO-bound entities.
Can international businesses use your tax services?
Yes, we offer inbound/outbound tax compliance, treaty planning, and global expansion strategies for cross-border operations.
What differentiates Haskell & White from other firms?
We merge national-caliber expertise with personalized service, leveraging global resources while maintaining independent ownership for agility.
Do you offer nonprofit-specific accounting solutions?
Yes, we provide specialized audit, tax, and compliance services designed for nonprofit organizations' unique financial needs.
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