Jon Lavine, Cpa, Cdfa®

Jon Lavine, Cpa, Cdfa® Email and Phone Number

Certified Public Accountant (CPA) and Certified Divorce Financial Analyst (CDFA®) @ LaVine & Associates CPAs, Inc.
Mission Viejo, California
Jon Lavine, Cpa, Cdfa®'s Location
Mission Viejo, California, United States, United States
Jon Lavine, Cpa, Cdfa®'s Contact Details

Jon Lavine, Cpa, Cdfa® work email

Jon Lavine, Cpa, Cdfa® personal email

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Jon Lavine, Cpa, Cdfa® phone numbers

About Jon Lavine, Cpa, Cdfa®

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 relationshipsIn his free time Jon enjoys playing golf, gardening, traveling with his wife and spending time with his grandchildren.

Jon Lavine, Cpa, Cdfa®'s Current Company Details
LaVine & Associates CPAs, Inc.

Lavine & Associates Cpas, Inc.

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Certified Public Accountant (CPA) and Certified Divorce Financial Analyst (CDFA®)
Mission Viejo, California
Website:
lavine-cpas.com
Jon Lavine, Cpa, Cdfa® Work Experience Details
  • Lavine & Associates Cpas, Inc.
    Owner
    Lavine & Associates Cpas, Inc. 1974 - Present
    LaVine & Associates CPAs, Inc. is a full service accounting firm representing individuals and entities. Our tax practice includes tax preparation and tax analysisr related to individuals, corporations, partnerships, LLCs, trusts and estates. The firm also has experience in the preparation of forms 706.The firm also has a private client family office division where we perform bookkeeping, bill paying and dispute resolution, tax planning and preparation, estate planning and other personal… Show more LaVine & Associates CPAs, Inc. is a full service accounting firm representing individuals and entities. Our tax practice includes tax preparation and tax analysisr related to individuals, corporations, partnerships, LLCs, trusts and estates. The firm also has experience in the preparation of forms 706.The firm also has a private client family office division where we perform bookkeeping, bill paying and dispute resolution, tax planning and preparation, estate planning and other personal services for our clients.Jon LaVine is a California licensed CPA and provides the firm's clients with financial planning. He is is also a registered representative holding S7 and S63 licenses . In addition, he also holds a Califronia State Health and Life insurance license #0D09765.The firm prides itself on close personal service to its clients. Show less
  • Kenneth Leventhal & Company Cpa
    Manager
    Kenneth Leventhal & Company Cpa 1964 - 1974
    Century City, Ca.

Jon Lavine, Cpa, Cdfa® Skills

Cpa Tax Accounting Family Office Corporate Tax Planning Personal Tax Planning Tax Preparation Business Tax Planning Bookkeeping Business Services Financial Planning Corporations S Corporations Partnerships Limited Liability Corporations Or Partnerships Estates Trusts Payroll And Sales Tax Preparation Business Tax Strategies Quickbooks Pro Advisor Strategic Financial Planning Real Estate S Corporations Small Business Estate Law Estate Planning High Net Worth Individuals Accounting Llc Financial Planners Estate Tax Planning Finance Retirement Irs Partnership Taxation Tax Financial Analysis Management

Jon Lavine, Cpa, Cdfa® Education Details

Frequently Asked Questions about Jon Lavine, Cpa, Cdfa®

What company does Jon Lavine, Cpa, Cdfa® work for?

Jon Lavine, Cpa, Cdfa® works for Lavine & Associates Cpas, Inc.

What is Jon Lavine, Cpa, Cdfa®'s role at the current company?

Jon Lavine, Cpa, Cdfa®'s current role is Certified Public Accountant (CPA) and Certified Divorce Financial Analyst (CDFA®).

What is Jon Lavine, Cpa, Cdfa®'s email address?

Jon Lavine, Cpa, Cdfa®'s email address is jo****@****pas.com

What is Jon Lavine, Cpa, Cdfa®'s direct phone number?

Jon Lavine, Cpa, Cdfa®'s direct phone number is (949)-367*****

What schools did Jon Lavine, Cpa, Cdfa® attend?

Jon Lavine, Cpa, Cdfa® attended California State University-Northridge, University Of California At Berkeley.

What are some of Jon Lavine, Cpa, Cdfa®'s interests?

Jon Lavine, Cpa, Cdfa® has interest in Golfinggardening, Golfing Gardening.

What skills is Jon Lavine, Cpa, Cdfa® known for?

Jon Lavine, Cpa, Cdfa® has skills like Cpa, Tax Accounting, Family Office, Corporate Tax Planning, Personal Tax Planning, Tax Preparation, Business Tax Planning, Bookkeeping, Business Services, Financial Planning, Corporations, S Corporations.

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