Business Details
50+ Years
experience
Trusted Accounting Services in Los Angeles
Katz Cassidy represents a new era in accounting services, prioritizing client-specific challenges to deliver cost-effective solutions. With over 55 years of experience, our team of certified public accountants combines technical expertise with a pragmatic approach to address financial, accounting, and tax needs. We specialize in serving diverse industries including restaurants, real estate, manufacturing, and professional services, offering tailored guidance to help businesses and individuals achieve their financial goals.Our services span income tax planning, audit assurance, business management, and financial advisory, supported by a commitment to proactive problem-solving and client education. As a Los Angeles-based firm, we serve clients nationally and internationally, emphasizing transparency, communication, and long-term financial success.
Services
Income Tax Planning
Audit & Assurance
Business Management
Financial Advisory
Real Estate Tax Services
Manufacturing Accounting
Restaurant Practice
Wealth Transfer Planning
Employee Benefit Audits
Cost Segregation Studies
Details
- Year established: 1968
Highlights and features
- We have over 55 years of experience in accounting and tax services.
- Our team specializes in restaurant, real estate, and manufacturing industries.
- We offer personalized financial solutions tailored to client-specific needs.
- Our partners are certified public accountants with deep technical expertise.
- We prioritize proactive tax planning to minimize liabilities and maximize growth.
Services
Income Tax Planning
Our Tax Team provides proactive planning and compliance services for businesses and high-net-worth individuals. We identify tax minimization opportunities, analyze financial transactions, and ensure adherence to evolving tax laws. Services include wealth transfer planning, state and local tax consulting, and merger/acquisition guidance to optimize financial outcomes.
Audit & Assurance
We offer financial statement audits, reviews, and compilations tailored to client needs. Our assurance services strengthen internal controls, evaluate risk, and fulfill compliance obligations. Specialized offerings include employee benefit plan audits, nonprofit audits, and internal control reviews to enhance financial transparency and decision-making.
Business Management
Our Business Management Department supports entertainment industry professionals and executives with day-to-day financial operations. Services include banking transaction processing, payroll management, insurance assessment, and entity structure recommendations to streamline personal and business financial affairs.
Financial Advisory
We provide comprehensive financial advisory services covering budgeting, cash flow forecasting, business succession planning, and new venture start-up assistance. Our team leverages decades of experience to guide clients through ownership transitions, pension plan setup, and operational efficiency improvements.
Real Estate Tax Services
Our Real Estate Tax Team maximizes tax benefits for developers and investors through cost segregation studies, 1031 exchanges, and repair regulation compliance. We specialize in enhancing real estate holding values while ensuring accurate tax reporting and investor reporting efficiency.
People
Neal Katz
Shareholder
Neal Katz leads the accounting and auditing department, specializing in entertainment, agriculture, real estate, and law firms. He oversees mergers and acquisitions and holds degrees from Sonoma State University and UCLA.
Mark Chapman
Shareholder
Mark Chapman heads the corporate tax group, focusing on real estate, manufacturing, and investment advising. He has prior experience at BDO, LLP and holds a Master of Science in Taxation from UCSB.
Danielle McGee
Shareholder
Danielle McGee specializes in tax compliance and credits for privately owned businesses. She joined Katz Cassidy in 2020 after roles at PricewaterhouseCoopers and regional firms, holding a Michigan CPA license.
Leigh Ann Magier
Principal
Leigh Ann Magier leads audit engagements with 25+ years of experience in construction, manufacturing, and nonprofit sectors. She specializes in employee benefit plan audits and accounting system implementations.
Gary M. Osterhout
Manager
Gary Osterhout brings Fortune 500 tax expertise, focusing on multinational tax solutions. He previously directed state and local tax at AECOM and worked at Deloitte's National Multistate Tax Group.
Questions
What accounting services does Katz Cassidy offer?
We provide income tax planning, audit assurance, business management, financial advisory, and industry-specific solutions for restaurants, real estate, and manufacturing.
How long has Katz Cassidy been in business?
Founded in 1968, Katz Cassidy has over 55 years of experience serving Los Angeles and clients nationwide.
Which industries does Katz Cassidy specialize in?
We specialize in restaurants, real estate, manufacturing, professional services, and entertainment, with tailored accounting solutions for each sector.
Do you offer tax planning for high-net-worth individuals?
Yes, our Tax Team provides wealth transfer planning, entity structuring, and tax minimization strategies for high-net-worth individuals.
Can Katz Cassidy handle multi-state tax compliance?
Yes, we assist with multi-state tax compliance, cost segregation studies, and international tax planning for businesses.
Reviews (4)
D. S.
Sep 02, 2015
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Words cant express our gratitude and appreciation we have for all the hard work Mark Chapman & Katz Cassidy provides for us. I highly recommend Mark & his firm to everyone. TWO THUMBS UP! Reza Zamani, CPM, CFS, CAS Senior Partner - Wealth Management Wealth Advisor Steel Peak Wealth Management, LLC
Chellie C.
Jun 11, 2015
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I have been a client of Barbara Barschak at Katz Cassidy since 1992. She is top notch in experience, expertise, and figuring out just how to save you the most money yet conservative enough to keep you from getting audited. She is one of the most conscientious people I know, endeavoring to serve her clients to the utmost of her ability every moment. There is no one I trust more than Barbara. She really cares about her clients, and she's fun and upbeat, too. What a pleasure!
Lacy C.
Dec 19, 2014
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I have been a client of Katz Cassidy for nearly 20 years now. Richard Cassidy is thorough, reliable and immensely helpful. He always quickly and competently responds to my questions. I would recommend this firm to anyone. They're the best!
Ted U.
Jun 05, 2013
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My sister has used this firm tor her taxes for several years. She works with Barbara Barschak who is quite pleasant. They are very consistent. Every year there are errors. Of course my sister is only aware of the ones that she catches. This last year the IRS found that social security income had been omitted and levied a fine for underpayment of taxes. Unless you enjoy spending hours checking up on your accountant you may wish to select a more reliable firm.
