Katz Cassidy

Business Details

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 tax planning, audit assurance, and business advisory services, serving diverse industries including restaurants, real estate, manufacturing, and professional services. We prioritize proactive solutions to help businesses maximize profitability while maintaining compliance with evolving tax regulations. Our professionals bring decades of experience in mergers and acquisitions, cost segregation studies, and international tax planning to deliver tailored strategies.

As a Los Angeles-based firm, we serve clients nationally and internationally, offering personalized financial consulting to entrepreneurs, high-net-worth individuals, and corporate entities. Our commitment to technical excellence is demonstrated through specialized expertise in employee benefit plan audits, cash distribution waterfall analysis, and state and local tax compliance. We maintain active involvement in professional organizations and continuous education to ensure our clients receive the most current and effective financial guidance available.

Services

Income Tax Planning Audit Assurance Business Management Financial Advisory Cost Segregation Mergers & Acquisitions Employee Benefit Plans State & Local Tax Wealth Transfer Planning International Tax Compliance

Highlights and features

We offer over 55 years of combined experience in accounting and tax advisory services
Our team includes specialists in restaurant, real estate, and manufacturing industry accounting
We provide proactive tax planning to minimize liabilities while maximizing returns
Our professionals have expertise in complex financial transactions including mergers and acquisitions
We maintain technical leadership through continuous professional education and certification

Website

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Services

Income Tax Planning

Our tax planning services help businesses and high-net-worth individuals minimize tax liabilities through strategic use of credits, deductions, and deferral strategies. We provide year-round tax guidance to ensure compliance with federal, state, and international regulations while maximizing financial returns. Our team specializes in complex tax scenarios including mergers and acquisitions, international tax planning, and wealth transfer strategies.

Audit Assurance

We deliver comprehensive audit and assurance services including financial statement audits, employee benefit plan audits, and internal control reviews. Our professionals help clients meet regulatory requirements while improving operational efficiency through detailed financial analysis. Specialized expertise includes nonprofit organization audits and agreed-upon procedures for complex financial transactions.

Business Management

Our business management department provides comprehensive financial services for entertainment industry professionals and executives. Services include payroll processing, banking transaction management, insurance assessment, and entity structure planning. We help clients streamline financial operations while maintaining compliance with all regulatory requirements.

Financial Advisory

We offer strategic financial advisory services covering cash management, business succession planning, and new venture start-up assistance. Our advisors help clients develop effective budgeting strategies, implement accounting systems, and optimize compensation structures. The team brings decades of experience in solving real-world business challenges for entrepreneurs and corporate clients.

Cost Segregation

Our cost segregation services identify accelerated depreciation opportunities for real estate and manufacturing assets. We help clients maximize tax benefits through detailed analysis of property components and application of IRS guidelines. This specialized service provides significant tax savings for commercial property owners and investors.

People

Neal Katz

Shareholder

Neal Katz leads the accounting and auditing department with expertise in entertainment, agriculture, and law firm accounting. He specializes in mergers and acquisitions, having worked with clients for over 30 years. He holds degrees from Sonoma State University and UCLA.

Mark Chapman

Shareholder

Mark Chapman directs the corporate tax group, focusing on real estate and manufacturing clients. With experience at BDO and Katz Cassidy, he provides tax planning for public and private companies. He 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 brings experience from PricewaterhouseCoopers and regional firms, focusing on business transitions and tax optimization strategies. She holds a Michigan CPA license.

Leigh Ann Magier

Principal

Leigh Ann Magier leads audit services with 25+ years of experience in construction, manufacturing, and nonprofit sectors. She specializes in employee benefit plan audits and accounting system implementation. She graduated with honors from California State University, Northridge.

Gary M. Osterhout

Manager

Gary Osterhout brings Fortune 500 tax experience from Deloitte and AECOM. He specializes in multinational tax compliance and state/local tax solutions. He holds a Master of Science in Taxation from Colorado State University and develops complex tax strategies.

Questions

What accounting services does Katz Cassidy offer?

We provide tax planning and compliance, audit assurance, business management, financial advisory services, and specialized industry solutions for restaurants, real estate, and manufacturing sectors.

Do you specialize in specific industries?

Yes, we focus on restaurants, real estate, manufacturing, and professional services, with dedicated experts in each sector to address industry-specific financial challenges.

How does your tax planning service work?

Our proactive approach identifies tax minimization opportunities through credits, deductions, and deferral strategies tailored to your business structure and financial goals.

What audit services do you provide?

We offer financial statement audits, employee benefit plan audits, nonprofit audits, and internal control reviews to ensure regulatory compliance and financial accuracy.

Can you help with business succession planning?

Yes, our financial advisors specialize in business succession strategies, including entity structure optimization and wealth transfer planning for business owners.

Do you serve clients outside Los Angeles?

We serve clients nationwide and internationally, with experience supporting businesses in multiple countries and regulatory environments.

Reviews (4)

Write a Review

D. S.

Sep 02, 2015 Report

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 Report

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 Report

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 Report

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.