Business Details
50+ Years
experience
Trusted Accounting Services in Los Angeles
Katz Cassidy represents a new era in accounting services, combining over 55 years of experience with a client-centric approach to solve complex financial challenges. Our team of certified public accountants specializes in tailored solutions for businesses and individuals, focusing on maximizing profitability and minimizing tax liabilities. We serve diverse industries including restaurants, real estate, manufacturing, and professional services, offering expertise in tax planning, audit assurance, business management, and financial advisory.With a legacy rooted in Los Angeles since 1968, we prioritize proactive problem-solving, technical excellence, and personalized service to help clients achieve their financial goals. Our commitment to innovation and practical financial strategies has earned us a reputation as trusted advisors to entrepreneurs, high-net-worth individuals, and organizations nationwide.
Services
Tax Planning
Audit Assurance
Business Management
Financial Advisory
Income Tax Compliance
Wealth Transfer Planning
Mergers and Acquisitions
Cost Segregation Studies
Real Estate Tax Services
Employee Benefit Plan Audits
Details
- Year established: 1968
Highlights and features
- We offer over 55 years of experience in accounting and tax advisory services.
- Our dedicated restaurant practice serves franchisors, franchisees, and independent operators nationwide.
- We provide proactive tax planning to minimize liabilities and maximize savings.
- Our team includes certified public accountants with expertise in diverse industries.
- We combine technical excellence with practical financial strategies for client success.
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies, including identifying tax credits, deductions, and deferral opportunities. We advise businesses and individuals on compliance, entity selection, and international tax matters while ensuring alignment with evolving regulations.
Audit Assurance
We provide financial statement audits, reviews, and internal control assessments to enhance decision-making and regulatory compliance. Our team specializes in employee benefit plan audits, nonprofit audits, and agreed-upon procedures for diverse industries.
Business Management
Tailored management solutions for entertainment professionals and executives, covering payroll, banking transactions, property purchases, and financial planning. We streamline day-to-day financial operations to allow clients to focus on core business activities.
Cost Segregation
Maximize tax savings by accelerating depreciation deductions for real estate and manufacturing assets. Our experts conduct detailed studies to reclassify property components, reducing tax liabilities and improving cash flow for clients.
Mergers & Acquisitions
We guide clients through merger, acquisition, and succession planning with strategic tax analysis, valuation support, and transaction structuring. Our services ensure seamless transitions while optimizing financial outcomes for buyers and sellers.
People
Neal Katz
Shareholder
Neal Katz leads Katz Cassidy's accounting and auditing department, specializing in financial consulting for entertainment, real estate, and law firms. He oversees mergers and acquisitions and holds leadership roles in nonprofit organizations.
Mark Chapman
Shareholder
Mark Chapman heads the corporate tax group, advising on reorganizations, startups, and real estate transactions. He brings expertise from BDO, LLP and focuses on tax planning for middle-market companies.
Danielle McGee
Shareholder
Danielle McGee supports business owners through transitions, emphasizing tax compliance and credit opportunities. She previously worked at PricewaterhouseCoopers and regional firms, serving privately held businesses.
Leigh Ann Magier
Principal
Leigh Ann Magier leads audit engagements across construction, manufacturing, and nonprofit sectors. With 25+ years of experience, she specializes in financial statements, systems implementation, and tax support.
Gary M. Osterhout
Manager
Gary Osterhout offers multinational tax expertise from Deloitte and Fortune 500 experience. He specializes in state and local tax solutions, compliance, and complex provisions for diverse industries.
Questions
What accounting services does Katz Cassidy offer?
We provide tax planning, audit assurance, business management, financial advisory, cost segregation, and M&A advisory services for diverse industries.
Do you specialize in specific industries?
Yes, we focus on restaurants, real estate, manufacturing, and professional services, with expertise in entertainment, agriculture, and nonprofit sectors.
How can you help restaurant businesses?
We offer tax compliance, accounting, and operational analysis tailored to franchisors, franchisees, and independent operators nationwide.
What sets your tax planning apart?
Our proactive approach identifies credits, deductions, and deferral strategies to minimize liabilities while aligning with evolving regulations.
