Lavine, Lofgren, Morris & Engelberg

San Diego's largest local accounting firm

Team · CPA · San Diego, California, United States

CPAABV

1985

Founded

4

Services

San Diego, California and national/international clients

Service area

About Lavine, Lofgren, Morris & Engelberg

Lavine, Lofgren, Morris & Engelberg, LLP (LLME) is San Diego's largest local accounting firm, established in 1985 and dedicated to providing high-quality tax and accounting services to individuals, entrepreneurs, businesses, and nonprofits. The firm serves clients nationally and internationally through its membership in BKR, an international network of independent accounting firms providing resources and connections in major markets throughout the United States and globally. Located in La Jolla at 4180 La Jolla Village Drive, LLME emphasizes personalized service backed by extensive experience in a professional, thorough, and responsive manner. The firm's philosophy is to provide exceptional tax and accounting services in a personal, proactive approach, with partners working directly with clients to ensure every client gains the benefit of diverse backgrounds and significant expertise. Each client receives personalized support and counsel based on specific needs, with the firm forming strong bonds and lasting relationships. Services include accounting, bookkeeping, financial statement preparation, audit and review services, business tax planning and compliance, individual trust and estate tax services, and transactional consulting for mergers, acquisitions, and ownership transitions. The firm serves closely held businesses and individuals across industries including real estate, construction, technology and life sciences, food and beverage, nonprofits, startups, professional services, manufacturing, distribution, and retail. LLME maintains a strong commitment to community involvement and client success.

Services

Industries Served

Team & Leadership

AA

Alex Austin

Tax Manager · CPA

RB

Rachel Betyar

Senior Tax Manager · CPA

NC

Nicholas Cook

Senior Tax Manager · CPA

KF

Kristin Forkel

Senior Audit Manager · CPA

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Contact Lavine, Lofgren, Morris & Engelberg

At a Glance

Credentials: CPA, ABV

Languages: English

Serves: San Diego, California and national/international clients

Location

San Diego, California

United States

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