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.

Accounting

Lavine, Lofgren, Morris & Engelberg, LLP

Brian Surratt

S. Andy Nguyen

Tracy Pham

Rudy Mercado

Ron Trinh

Remington Howell

Rachel Betyar

Philip Ventura

Norma Wolkenstein

Nicholas Cook

Matthew Lundgren

Lacy Pollack

Kristi Norg

Kristin Forkel

Justin Betyar

James Vinograd

Helen Li

Drew Parker

Daniel Hill

Chelsea Wetherell

Amanda Tazbaz

Adam Kemp

Abel Kleinschmidt

The Tax Professionals team at Lavine, Lofgren, Morris & Engelberg, LLP is dedicated to providing comprehensive tax and accounting services tailored to the unique goals and challenges of each client. With a diverse group of tax associates, managers, and partners, this team collaborates closely to deliver strategic planning, responsive advice, and expert solutions for individuals, businesses, and nonprofits, ensuring seamless coordination and support for clients both locally and internationally.

Tax Professionals

Audit and Accounting Team

Tax Professionals

About

Team members

Other teams at Lavine, Lofgren, Morris & Engelberg, LLP

Audit and Accounting Team