We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Please take a moment and read more about our people, our history, our credentials, and our areas of specialization. If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We would be happy to serve you.
Jon LaVine, CPA, CDFA®, Financial Coach
Jon LaVine, CPA, CDFA®, founder of LaVine & Associates CPAs, Inc., works with entrepreneurs, business owners, corporations, and professionals to achieve their most important business and personal goals. Remaining faithful to his core values of protecting, guiding, and building strong relationships, Jon is driven to understand his client's short-term needs and long-term goals. After understanding his client's business and objectives, he introduces his expertise, guidance, and services that include accounting, finance, real estate, business growth strategies, and tax.
Jon earned his accounting degree from California State University, Northridge, and is a Certified Public Accountant (CPA) with a Certified Divorce Financial Analyst (CDFA®) certification. Jon also has a certificate in mediation training from the American Institute of Mediation and training in financial coaching.
Jon oversees the firm's practice related to divorcing couples and financial coaching. Practicing as a financial neutral, Jon assists his clients in attaining the best financial result for both parties. Jon's knowledge in business and tax background allows him to service his clients in all respects of their financial and tax needs.LaVine & Associates CPAs, Inc. is a boutique CPA firm that specializes in offering personalized service to clients who value working directly with senior certified public accountants. Jon has been the trusted choice for discerning individuals, families, and high-net-worth clients for over thirty years.
LaVine & Associates CPAs, Inc. is an ideal CPA firm for individuals and businesses that require:
- Access to senior-level CPAs and a single point of contact
- Leadership that understands the client’s unique needs, business and/or goals
- Support of a problem-solving team with access to specialists, as needed
- An approachable team who are committed to building long-term relationships
LaVine & Associates CPAs, Inc. has been in existence for over 30 years and we have been in South Orange County since 1991.
With the four certified public accountants in the office that have all worked together for numerous years (see "Our People" section above), you will get the close personal attention you want and deserve.
Members of the American Institute of Certified Public Accountants
Members of the California State Board of Accountancy
- Tax Preparation and Planning for Individuals, Business Entities, Estates and Trusts
- Business Services (Vast real estate and medical field knowledge)
- Business Tax Strategies and Individual Tax Strategies
- Reviewed and Compiled Financial Statement Preparation
- Financial Coaching
- Limited Liability Corporations or Partnerships
- Monthly, quartlerly and annual financial statement preparation