Below is the text and a select number of graphics from our firm brochure. If you have Adobe Acrobat and would prefer to view the brochure in a PDF format click here. If you would like a brochure mailed to you, please e-mail us at cpa@llme.com.

 

Commitment

A Pledge to Take Action - At Lavine, Lofgren, Morris & Engelberg, LLP, Certified Public Accountants, we are committed to understanding our clients' needs and challenges, and providing high quality, innovative solutions. Our philosophy is simple: Provide exceptional tax and accounting services in a personal, proactive manner.

Our partners work directly with clients to ensure that every client gains the benefit of our diverse backgrounds and significant expertise. Each client receives personalized support and counsel based upon their specific needs. We form strong bonds and lasting relationships with our clients -- their successes are our successes.

 

Responsive

Quick to Act Appropriately - Lavine, Lofgren, Morris & Engelberg's hallmark is the professional, thorough, and responsive manner in which we approach our clients' needs. We recognize each client has a unique set of challenges and structure individualized solutions. Our firm works closely with clients to achieve their goals and improve effectiveness and profitability.

We provide a broad range of services, giving our clients immediate access to different types of expertise from one organization. Our services are in-depth and comprehensive to meet the changing needs of businesses today.

 

Trustworthy

Confidence in Integrity and Ability - We are fortunate to work with many of our area's notable businesses, private investors, and executives. Earning a client's trust and contributing to their success is our most valued achievement.

Companies and entrepreneurs rely upon us for advice and solutions regarding multiple aspects of their finances and operations. Industries to which we provide services include:

Brokers

Construction

Distribution

Emerging Technologies

Manufacturing

Professional Services

Real Estate

Retail

Sports & Entertainment

Hospitality

Our firm is an independent member of BKR International, a global association of accounting and business advisors. Through our BKR affiliation, we provide clients in San Diego with knowledge, expertise, and experience in major markets throughout the United States and the world.

 

Innovative

A New Idea or Method - Our firm continually strives to provide the most innovative and proactive tax and accounting guidance available. By staying informed of current trends and industry challenges, we respond to the needs of our clients. Lavine, Lofgren, Morris & Engelberg monitors tax legislation and changes in the laws that affect the industries we serve. Using this information, we stay ahead of the curve and provide creative, timely, and accurate solutions.

To provide comprehensive and insightful services, our partners work together in solving problems and fulfilling needs. This approach allows clients to draw upon the expertise and resources of the entire firm in a cost-effective manner.

We enjoy working with our clients and achieving their goals. Our entire organization appreciates and listens in a confidential manner to each client's ideas and opinions. We always keep our clients' best interests at the forefront of all recommendations.

 

Accomplished

Achievement Through Skill and Dedication - Lavine, Lofgren, Morris & Engelberg has grown to be one of the largest independent accounting firms in San Diego. Founded in 1985, each of the partners is a former local leader with a major, international accounting firm. They are recognized advisors, authors, and public speakers in their areas of expertise.

Our success is based upon providing clients with exceptional, professional services in a personal, proactive manner. We carefully recruit and hire talented managers and professionals whose commitment to quality client services mirrors our philosophy. Lavine, Lofgren, Morris & Engelberg takes pride in the depth of experience and talent of our people, and is committed to providing the highest quality tax and accounting services San Diego has to offer.

 

Diverse

Possessing Various Specialties - Lavine, Lofgren, Morris & Engelberg's partners, managers, and professionals specialize in various areas of tax, accounting, and business planning. The combined expertise of our firm provides clients a diverse selection of services, including:

Tax Services
Tax Planning & Preparation International & Multi-State Strategies
IRS Representation Retirement Options Estate Planning
Entity Selection Partnership Allocation Strategies Stock Option Planning
 
Accounting Services
Audit, Review & Compilation of Financial Statements Cash Flow Analysis
Employee Benefit Plan Audits Internal Control Evaluations
 
Business & Strategic Consulting
Operational Review Cost Reduction & Profit Improvement Assessment
Mergers & Acquisitions Business Succession Planning