We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Please take a moment and read more about our people, our history, our credentials, and our areas of specialization. If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We would be happy to serve you.
Jon LaVine, CPA, CDFA®, Financial Coach
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 faithful to his core values of protecting, guiding, and building strong relationships, Jon is driven to understand his client's short-term needs and long-term goals. After understanding his client's business and objectives, he introduces 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. Jon also has a certificate in mediation training from the American Institute of Mediation and training in financial coaching.
Jon oversees the firm's practice related to divorcing couples and financial coaching. Practicing as a financial neutral, Jon assists his clients in attaining the best financial result for both parties. Jon's knowledge in business and tax background allows him to service his clients in all respects of their financial and tax needs.LaVine & Associates CPAs, Inc. is a boutique CPA firm that specializes in offering personalized service to clients who value working directly with senior certified public accountants. Jon has been the trusted choice for discerning individuals, families, and high-net-worth clients for over thirty years.
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 relationships
Jon's contact information: (949) 367-1935x103 email@example.com LinkedIn
John Covert has been with the firm for over 30 years since graduating from the University of California at Santa Barbara in 1985 with a degree in Business Economics. John heads the audit department of the firm and also has extensive tax and accounting knowledge. John lives in Ladera Ranch with his wife and two children and was active in the community, when his children were younger,as the founding treasurer of Ladera Ranch Little League, an AYSO soccer referee, an involved father in the YMCA Adverture Princesses and the "Equipment Manager" with the Tesoro High School Marching Band Boosters. As his children are now in college, John spends his time surfing and driving his 1973 VW Thing.
John's contact information: (949) 367-1935x110 firstname.lastname@example.org
Lois Williams has been a CPA for approximately 30 years. She graduated with a Bachelor of Arts degree in Business Administration, concentration of Accounting, from California State University, Fullerton. She has been employed with LaVine and Associates, CPAs, Inc. for over 25 years. She continues to work on clients she has had for 30 years. Lois has a wide-range of public accounting experience in various types of industries. Her clients have included construction, manufacturing, medical field, government agencies, and other small business companies. Work for these companies have included audited, reviewed, and compiled financial statements, tax planning, preparation of corporate, partnership, LLC, and individual tax returns, estate and trust tax returns, payroll returns, and day to day needs of her clients.
Lois' contact information: (949) 367-1935x104 email@example.com
Susan Lokietzhas been a CPA for over 30 years and has been with LaVine & Associates CPAs, Inc. for over 16 years. She holds a Bachelor of Science degree in Business Administration, concentration in Accounting, from California State University, Long Beach and is a member the AICPA. Her experience includes compiled financial statements, QuickBooks Online and desktop accounting, and tax services for clients with a broad range of industries, including manufacturing, professional services, healthcare and non-profit organizations. Prior to joining LaVine & Associates, Susan was CFO for a regional technology consulting firm where she was responsible for all corporate finance and accounting activities. Susan has been an active member in her community for over 20 years as treasurer on her homeowner’s association board. She has been married for over 35 years, with two married daughters and 3 grandchildren. She enjoys the outdoors, exercise and holds an honorary degree in researching diets for her full figured husband.
Susan's contact information: (949) 367-1935x119 firstname.lastname@example.org
April Russo has been with LaVine & Associates CPAs, Inc. for over a year as our Office Manager. April has over 20 years of administrative experience and takes care in providing support for the team and clients. On the weekends April volunteers to feed the homeless. She also enjoys spending time with her family and going to church.
April's contact information: (949) 367-1935x100 email@example.com
Judy Chien has been with LaVine & Associates CPAs, Inc. for 10 years and counting. Although she recently got married and moved back to New Jersey, she still prepares our billing. Prior to joining LaVine & Associates CPAs, Inc., Judy was an Operations Manager for LA Fitness in CA and an Office Manager for Palisades Fitness & Wellness Center in NJ. Judy has a Master of Arts degree from Western Michigan University and a Bachelor of Science degree from Rutgers University. Judy has over 20 years of administrative experience and takes pride in providing exceptional customer service to our clients on a daily basis. In her spare time, Judy loves to travel (usually back to the East coast to visit her family), spend time with loved ones, watch sports, and exercise. Judy also considers herself a foodie and enjoys eating all different types of food and sharing her experiences with others.
Judy's contact information: (949) 367-1935x102 firstname.lastname@example.org
LaVine & Associates CPAs, Inc. has been in existence for over 30 years and we have been in South Orange County since 1991.
With the four certified public accountants in the office that have all worked together for numerous years (see "Our People" section above), you will get the close personal attention you want and deserve. In additional to our accounting and tax services, Jon LaVine is a registered investment advisor. He can help you with all of your investment and retirement needs.
Members of the American Institute of Certified Public Accountants
Members of the California State Board of Accountancy
Registered Firm with the Public Company Accounting Oversite Board (PCAOB)
In 2011, LaVine & Associates CPAs, Inc. was voted as one of the top CPA firms in Orange County by the readers of OC Metro magazine.
Our Areas of Specialization
- Tax Preparation and Planning for Individuals, Estates and Trusts
- Business Services (Vast real estate and medical field knowledge)
- Audited, Reviewed, Compiled Financial Statement Preparation
- Financial Planning
- Limited Liability Corporations or Partnerships
- Bookkeeping/Write up Services: Monthly, quarterly general ledger and financial statement preparation
- Payroll and Sales Tax Preparation
- Business Tax Strategies
- QuickBooks Pro Advisor – save 20% on QuickBooks products when you order through our firm
LaVine & Associates CPAs, Inc.
25201 Paseo de Alicia,
Laguna Hills, CA 92653
Jon LaVine, CPA, CDFA®
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