CPA Firms

Founded in 1985, Lavine, Lofgren, Morris & Engelberg, LLP is one of San Diego’s largest independent tax and accounting firm. Our partners, managers, professionals, and administrative staff total over 65 dedicated individuals. We provide tax, audit and accounting, and strategic consulting services to individuals, entrepreneurs and businesses in a broad range of industries including manufacturing, distribution, retail, high technology, real estate, construction, sports and entertainment, and professional services.

We approach our clients’ needs in a professional, thorough, and responsive manner. We work closely with them in a proactive way – their success is our success.

Tax Services:

• Tax Planning & Preparation
• International & Multi-State Strategies
• Quarterly Estimated Tax Payment Planning
• Year-End Tax Planning
• IRS Representation
• Retirement Options
• Estate Planning
• Entity Selection
• Partnership Allocation Strategies
• Stock Option Planning
• Pension Plan Structuring
• Industry-Specific Tax Consulting
• Transaction Structuring for Optimal Tax Savings
• Tax Liability Minimization Between Corporations & Owners
• On-Going Review of New Tax Laws, Changes & Opportunities

Accounting Services:

• Audit, Review & Compilation of Financial Statements
• Cash Flow Analysis
• Employee Benefit Plan Audits
• Internal Control Evaluations
• Partnership & Buy/Sell Agreements
• Forecasts, Projections & Budgeting Development
• Private Placements & Financial Counsel
• Financial Workout Counsel
• Tax Accrual

Business & Strategic Consulting:

• Operational Review
• Cost Reduction & Profit Improvement Assessment
• Mergers & Acquisitions
• Business Succession Planning
• Computer Management & Support