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®, founder of LaVine & Associates CPAs, Inc. works with entrepreneurs, business owners, corporations and professionals to achieve their most important business and personal goals. Remaining true to his core values of protecting, guiding and building strong relationships, Jon is driven to understand his client’s short-term needs and longer-term goals. Only after understanding his client’s business and/or goals does he introduce 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. For over thirty years Jon has been the trusted choice for discerning individuals, families, and high-net worth clients.
LaVine & Associates CPAs, Inc., a boutique CPA firm specializes in offering personalized service to clients who value working directly with senior certified public accountants.
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
In his free time Jon enjoys playing golf, gardening, traveling with his wife and spending time with his grandchildren.
John Covert has been with the firm for over 25 years since graduating from the University of California at Santa Barbara in 1985 with a degree in Business Economics. John heads the audit department of the firm and also has extensive tax and accounting knowledge. John lives in Ladera Ranch with his wife and two children and is active in the community as the founding treasurer of Ladera Ranch Little League, an AYSO soccer referee, an involved father in the YMCA Adverture Princesses and the "Equipment Manager" with the Tesoro High School Marching Band Boosters.
John's contact information: (949) 367-1935x110 email@example.com
Lois Williams has been a CPA for over 20 years. She graduated with a Bachelor of Arts degree in Business Administration, concentration of Accounting, from California State University, Fullerton. She has been employed with LaVine and Associates, CPAs, Inc. for over 18 years. Prior to that, she worked for J.C. Moore Accountancy Corporation for seven years, which was acquired by LaVine & Associates. She continues to work on clients she has had for over 20 years. Lois has a wide-range of public accounting experience in various types of industries. Her clients have included construction, manufacturing, medical field, government agencies, and other small business companies. Work for these companies have included audited, reviewed, and compiled financial statements, tax planning, preparation of corporate, partnership, LLC, and individual tax returns, estate and trust tax returns, payroll returns, and day to day needs of her clients.
Lois' contact information: (949) 367-1935x104 firstname.lastname@example.org
Susan Lokietz has more than 22 years of experience in general accounting as well as corporate, partnership, individual and trust taxation. Prior to joining LaVine & Associates, Susan was CFO of an enterprise-based data integration solution provider where she was responsible for all corporate finance and accounting issues. Susan’s previous public accounting experience includes audit, review and compilation services for a broad range of clients. Susan holds a Bachelors of Science degree in Business Administration, Accounting from California State University, Long Beach and is a member of the AICPA.
Susan's contact information: (949) 367-1935x119 email@example.com
Judy Chien has been with LaVine & Associates CPAs, Inc. for over 5 years and counting. Judy started as an Administrative Assistant and is now the Office Manager. Prior to joining LaVine & Associates CPAs, Inc., Judy was an Operations Manager for LA Fitness in CA and an Office Manager for Palisades Fitness & Wellness Center in NJ. Judy has a Master of Arts degree from Western Michigan University and a Bachelor of Science degree from Rutgers University. Judy has over 20 years of administrative experience and takes pride in providing exceptional customer service to our clients on a daily basis. In her spare time, Judy loves to travel (usually back to the East coast to visit her family), spend time with loved ones, watch sports, and exercise. Judy also considers herself a foodie and enjoys eating all different types of food and sharing her experiences with others.
Judy's contact information: (949) 367-1935x102 firstname.lastname@example.org
LaVine & Associates CPAs, Inc. has been in existence for over 30 years and we have been in our Mission Viejo location 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. In additional to our accounting and tax services, Jon LaVine is a registered investment advisor. He can help you with all of your investment and retirement needs.
Members of the American Institute of Certified Public Accountants
Members of the California State Board of Accountancy
Registered Firm with the Public Company Accounting Oversite Board (PCAOB)
In 2011, LaVine & Associates CPAs, Inc. was voted as one of the top CPA firms in Orange County by the readers of OC Metro magazine.
- Tax Preparation and Planning for Individuals, Estates and Trusts
- Business Services (Vast real estate and medical field knowledge)
- Audited, Reviewed, Compiled Financial Statement Preparation
- Financial Planning
- Limited Liability Corporations or Partnerships
- Bookkeeping/Write up Services: Monthly, quarterly general ledger and financial statement preparation
- Payroll and Sales Tax Preparation
- Business Tax Strategies
- QuickBooks Pro Advisor – save 20% on QuickBooks products when you order through our firm