Business Details
Trusted Accounting Services in Los Angeles
Katz Cassidy represents a new era in accounting services, focusing on unique client problems to deliver cost-effective solutions. With over 55 years of experience, we serve businesses across industries including restaurants, manufacturing, and real estate. Our team of certified public accountants combines creativity and technical expertise to help clients maximize profitability and achieve financial goals.We specialize in tax planning, audit assurance, business management, and financial advisory services, emphasizing proactive strategies and personalized support. Our commitment to innovation and client-centric problem-solving has established us as trusted financial partners for entrepreneurs and high-net-worth individuals.
Services
Income Tax Planning
Audit & Assurance
Business Management
Financial Advisory
Mergers & Acquisitions
Real Estate Tax Consulting
Employee Benefit Plans
Wealth Transfer Planning
Restaurant Accounting
Manufacturing Financial Analysis
Highlights and features
- We offer 55+ years of experience in accounting and tax advisory services.
- Our team specializes in industry-specific solutions for restaurants, manufacturing, and real estate.
- We provide proactive tax planning to minimize liabilities and maximize returns.
- Our client-centric approach prioritizes personalized financial strategies.
- We combine technical expertise with innovative problem-solving for optimal results.
Services
Income Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing returns through proactive strategies. We analyze financial transactions to identify tax credits, deductions, and incentives tailored to your business. Our experts ensure compliance with evolving regulations while optimizing your tax position for long-term growth.
Audit & Assurance
We provide comprehensive audit services to ensure accurate financial reporting and regulatory compliance. Our team conducts thorough reviews of internal controls and risk management processes. Clients receive actionable insights to improve efficiency and meet stakeholder requirements across various accounting standards.
Business Management
Specialized management services handle day-to-day financial operations for entertainment professionals and executives. We streamline banking, payroll, and investment activities while providing strategic guidance for business decisions. Our solutions reduce administrative burdens and enhance financial clarity.
Financial Advisory
Our advisory team offers tailored guidance for business growth, succession planning, and asset management. We help clients navigate complex financial decisions with customized strategies. Services include budgeting, compensation planning, and exit strategies to secure long-term prosperity.
Restaurant Accounting
Dedicated accounting solutions for restaurant operators address industry-specific challenges. We manage financial reporting, cost analysis, and tax compliance for franchisors and independent establishments. Our expertise supports profitability through operational efficiency and strategic financial management.
People
Neal Katz
Shareholder
Neal leads the accounting and auditing department with expertise in entertainment, agriculture, and real estate sectors. He specializes in mergers and acquisitions, bringing decades of experience to client financial strategies.
Mark Chapman
Shareholder
Mark heads the corporate tax group, focusing on transactional advisory for private companies. His expertise includes real estate development and business reorganizations, supported by prior roles at BDO and regional firms.
Danielle McGee
Shareholder
Danielle specializes in tax compliance and strategic support for privately owned businesses. She brings experience from PricewaterhouseCoopers and regional firms, focusing on tax credit optimization and business transitions.
Leigh Ann Magier
Principal
Leigh Ann oversees audit engagements with 25+ years of experience across construction, manufacturing, and nonprofit sectors. She specializes in employee benefit plan audits and technical accounting solutions.
Gary Osterhout
Manager
Gary offers multinational tax expertise from Fortune 500 and Big 4 accounting backgrounds. He focuses on state and local tax solutions, with experience in complex provisions and compliance strategies.
Questions
What accounting services does Katz Cassidy offer?
We provide tax planning, audit assurance, business management, financial advisory, and industry-specific solutions for restaurants, manufacturing, and real estate clients.
Which industries does Katz Cassidy specialize in?
We focus on restaurants, manufacturing, real estate, entertainment, and professional services with tailored financial strategies for each sector.
How does Katz Cassidy approach tax planning?
Our proactive tax planning identifies credits, deductions, and incentives to minimize liabilities while ensuring compliance with evolving regulations.
What experience does the team have?
Our CPAs have 55+ years combined experience, including Big 4 backgrounds, Fortune 500 tax management, and specialized industry expertise.
Can Katz Cassidy handle international accounting needs?
Yes, we support clients with international operations through cross-border tax planning and compliance solutions.
