Lavine, Lofgren, Morris & Engelberg, LLP
Sophia Weiner is a Tax Associate at Lavine, Lofgren, Morris & Engelberg, LLP with extensive experience in tax preparation, client relationships, technical training, and trust and estate planning. Prior to this, Sophia worked as an Accountant at Halverson & Company, specializing in accounts payable, tax depreciation schedules, tax returns, payroll, and more. Sophia also has experience in payroll services, bookkeeping, audits, and tax return preparation at Troy Yoshida, CPA. Throughout their career, Sophia has also held positions in product analysis, documentation, credit analysis, tutoring, and account management. Sophia holds a Bachelor's Degree in Accounting and Finance from Saint Francis University and is currently pursuing a Master's Degree in Tax Law/Taxation at Golden Gate University.
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Lavine, Lofgren, Morris & Engelberg, LLP
Since 1985, we’ve built a firm where clients receive the highest quality of services, where our people play an important role as they grow professionally and where we as a firm can connect with and give back to the community. From individuals and entrepreneurs to leading businesses and nonprofits, clients of Lavine, Lofgren, Morris & Engelberg enjoy the assurance that their business and personal tax and accounting needs are strategically planned and implemented. We provide a broad range of tax and accounting services, offering clients immediate access to multiple sources of expertise within our organization. These services are coordinated among our team, so each client is assured that our services work seamlessly to create a solid foundation. Our hallmark is the professional, thorough, and responsive manner in which we approach our clients' needs. Each client has unique goals, challenges and opportunities that must be considered when providing tax and accounting services. We are committed to working closely with each client to ensure that we are providing the right advice at the right time and with the right expertise. While San Diego is our focus, we serve clients nationally and around the globe. Our membership in BKR, an international network of independent accounting firms, provides additional resources and connections in major markets throughout the United States and the world.