9042 Garfield Avenue, Suite 200, Huntington Beach, CA 92646
Founded in 2009 we specialize in helping small and medium sized businesses maximize their profitability and minimize their tax liability. Our services also include working with families and business owners to maintain compliance with the myriad of tax laws and regulations.
Mark C. Yeager, EA, MBA
Mark brings a depth of experience in privately owned real estate, construction and professional practice businesses. He has 20 years of industry experience including Fortune 500 companies Lennar Homes and Catellus Development Corp. (now a part of ProLogis). Just prior to coming to the firm, he served as Chief Financial Officer for Valeo Companies, a builder and developer of multi-family and student housing.
His areas of expertise focus on small business and corporate taxation, and finance and accounting consulting with an emphasis in privately held companies, real estate investors and developers and professional practice owners.
Mark earned his Masters of Business Administration from the University of Southern California (cum laude) and his Bachelors of Business Administration from Harding University (cum laude).
Lino V. Altieri, CPA
Lino offers more than thirty years of experience in public accounting. His career began in 1985 as an Assistant Controller for Lake County Illinois Consumer Cooperative Credit Union. In 1986 he transitioned into public accounting as an auditor with Clifton, Gunderson & Company, a nationally recognized firm with over 500 CPA's, and then moved on as an auditor with Kaplan & Company. In 1989 he obtained a position as a tax accountant at David S. Gilfand, Ltd., gaining significant experience in tax compliance and consultation for high net worth individuals and companies. In 1993, after moving to Newport Beach, California, he established his own tax and accounting practice which was merged into Yeager & Altieri, Ltd. in 2009.
Lino's areas of expertise include accounting and tax services for closely-held corporations and pass-through entities such as Partnerships and S-Corporations. These services encompass formation, acquisition, day-to-day operations, as well as year-end tax planning and advice relative to specific business transactions. He specializes in working with construction contractors, real estate developers & investors, health care professionals and other professional service companies.
Lino earned his Bachelors of Science in Accounting and Finance from Southern Illinois University and has been a licensed CPA since 1991.