9042 Garfield Avenue, Suite 200, Huntington Beach, CA 92646

Call Now for a Free Consultation: 714-962-6933

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.   

Lino V. Altieri, CPA

Lino began his career as Assistant Controller for Consumer Cooperative Credit Union in 1985.  He transitioned to public accounting as an Auditor at Clifton, Gunderson & Company and then at Kaplan & Company.  Then at David S. Gilfand, Ltd, he began to gain significant experience in tax accounting.  In 1993, after moving to Newport Beach, California, he established his own practice. 


Lino's areas of expertise include personal, small business and pass-through entity taxation such as Partnerships and S-Corporations.  Additionally, he leads the firms Audit and Review practice with notable experience in construction contractors, real estate portfolios and developers, mortgage bankers and brokers and HUD Title I and II Loan Correspondents. 


Lino earned his Bachelors of Science in Accounting and Finance from Southern Illinois University .  He was licensed as a Certified Public Accountant in Illinois from 1991-2004 and received his California CPA license in 1999.

 

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). 

ABOUT THE PRINCIPALS

OUR COMPANY AT A GLANCE