Business Details
50+ Years
experience
Trusted Accounting Services in La Quinta, CA
Osborne Rincon is a premier accounting firm formed through the merger of two longstanding Coachella Valley CPA firms, Lund & Guttry and Osborne Rincon. With over 100 years of combined experience, we provide comprehensive financial services including tax preparation, planning, bookkeeping, estate planning, business valuations, and forensic accounting. Our team of certified professionals serves diverse industries such as agriculture, healthcare, construction, and professional services.We prioritize client-centric solutions, leveraging our expertise to deliver financial clarity and confidence. Our merger in 2011 expanded our capabilities, allowing us to offer a broader range of services while maintaining a commitment to personalized attention and industry-leading standards.
Services
Tax Preparation
Tax Planning
Bookkeeping Services
Estate Planning
Business Valuations
Forensic Accounting
Business Consulting
Details
- Year established: 1953
Highlights and features
- We offer over 100 years of combined accounting experience in the Coachella Valley
- Our full-service CPA firm specializes in tax, audit, and business consulting services
- We serve niche industries including healthcare, agriculture, and professional services
- Our merger created expanded capabilities while maintaining personalized service
- Our team includes certified professionals with expertise in forensic accounting and estate planning
Associations and certifications
- CPA
Services
Tax Preparation
Our experienced CPAs prepare accurate tax returns for individuals and businesses of all sizes. We handle complex filings for high-net-worth clients and specialized industries while ensuring compliance with federal and state regulations. Our expertise covers multi-jurisdictional tax requirements and international reporting obligations.
Tax Planning
We develop proactive tax strategies to minimize liabilities and maximize savings. Our approach includes year-round planning, entity structure optimization, and utilization of available credits and deductions. We help clients navigate changing tax laws to achieve long-term financial goals.
Bookkeeping Services
We provide comprehensive bookkeeping solutions including accounts payable/receivable management, bank reconciliations, and financial reporting. Our services ensure accurate record-keeping for businesses using QuickBooks or other accounting software, supporting informed decision-making and audit readiness.
Estate Planning
Our estate planning services focus on asset protection and tax-efficient wealth transfer. We help clients create wills, trusts, and advanced directives while coordinating with legal professionals to ensure compliance with evolving estate tax regulations and family needs.
Business Valuations
We deliver precise business valuations for mergers, acquisitions, and litigation purposes. Our analysis considers market conditions, financial performance, and industry trends to determine accurate valuations that support strategic decision-making and transaction negotiations.
People
Lee Osborne
President/CEO
Lee Osborne, CPA and CFE, leads Osborne Rincon with over 40 years of accounting experience. He specializes in forensic accounting and business consulting, guiding the firm's strategic growth since the 2011 merger that created the Coachella Valley's largest CPA firm.
Pedro T. Rincon
Partner
Pedro Rincon, CPA and CVA, brings expertise in business valuations and tax planning to Osborne Rincon. As a founding partner, he focuses on delivering comprehensive financial solutions to healthcare and professional service clients across the Coachella Valley.
Bruce J. Legawiec
Partner
Bruce Legawiec, CPA, specializes in audit services and financial reporting at Osborne Rincon. With decades of experience, he oversees attestation services for medium to large businesses, ensuring compliance with accounting standards and regulatory requirements.
Keith Lyrla
Tax Director
Keith Lyrla, CPA, serves as Tax Director with expertise in healthcare financial services. Former partner at Lund & Guttry, he contributes specialized knowledge in complex tax matters and business consulting following the firm's merger with Osborne Rincon.
Mary K. Brock
Tax Director
Mary Brock, CPA, provides leadership in tax compliance and planning services. With extensive experience from Lund & Guttry's legacy practice, she specializes in serving professional services firms and high-net-worth individuals in the Coachella Valley.
Questions
What accounting services does Osborne Rincon offer?
We provide tax preparation, planning, bookkeeping, estate planning, business valuations, forensic accounting, and business consulting services for businesses and individuals.
Does Osborne Rincon serve specific industries?
Yes, we specialize in agriculture, healthcare, construction, country clubs, professional services, and restaurants with industry-specific expertise.
How experienced is Osborne Rincon's team?
Our CPAs have over 100 years of combined experience, including specialists in forensic accounting, business valuations, and tax planning for complex situations.
What makes Osborne Rincon different from other accounting firms?
Our merger created expanded capabilities while maintaining personalized service, combining legacy practices with modern accounting technology and specialized industry knowledge.
Can Osborne Rincon help with estate tax planning?
Yes, we provide estate planning guidance to minimize tax liabilities and ensure smooth wealth transfer, working with clients' legal advisors to implement effective strategies.
Where is Osborne Rincon located?
We're located at 79245 Corporate Centre Drive in La Quinta, CA, serving clients throughout the Coachella Valley and beyond.
