Partners Archives - Kallman & Company, LLP CPAs

Ada Wong

KLC Admin — Fri, 01 Jan 2021 09:12:07 +0000

Ada Wong

CPA

Practice Areas

Audit services for those requiring financial statements (GAAP), review or compilation
Consulting for management and business development, including operational review and evaluation of client’s internal controls policies to mitigate risks

Philosophy of Practice

To evaluate and understand a client’s financial needs and goals, no matter how small. Then, with the collective contributions of her team and client, to develop a practical and creative solution to reach each client’s objectives

Notables

Fluent in Cantonese and Mandarin

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Education

California State University, Los Angeles – BA

Outside of the Office

Baking, cake decorating, photography, and traveling around the world to learn new cultures

Kallman & Company, LLP

Location

125 South Barrington Place,
Los Angeles, CA 90049

Phone: 310-909-1900
Fax: 310-909-1909

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Gregg Wind

KLC Admin — Fri, 01 Jan 2021 09:10:20 +0000

Gregg Wind

CPA

Email Me

Practice Areas

Tax planning, preparation and related work for privately-held businesses and their owners as well as for entrepreneurs and individuals
Preparation and planning involving estate and trust returns and related administration
Preparation of audited, reviewed and compiled financial statements
General business advisory services

Philosophy of Practice

To exemplify the “trusted advisor” by providing real value to our clients, colleagues and friends through being proactive, technically proficient, ethical, timely and professional

Notables

Past President, California Society of CPAs, Los Angeles Chapter
Former Vice Chair and Three-Time Board Member, California Society of CPAs
Former Council Member, American Institute of CPAs
Group Leader, Provisors Estate and Succession Planning Affinity Group
Ten-Year Contributor, “Money 101” show on KNX-1070 news radio
Quoted: Wall Street Journal, New York Times, Los Angeles Times, Business Week

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Education

California State University, Northridge – BS

Outside of the Office

Finding workout time, listening to an eclectic music playlist, traveling to new places, enjoying fine wine with others

Kallman & Company, LLP

Location

125 South Barrington Place,
Los Angeles, CA 90049

Phone: 310-909-1900
Fax: 310-909-1909

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Arthur J. (Kip) Dellinger, Jr.

KLC Admin — Fri, 01 Jan 2021 09:09:51 +0000

Arthur J. (Kip) Dellinger, Jr.

CPA

Email Me

Practice Areas

Expertise in the areas of CPA tax practice regulatory discipline and malpractice matters; his engagements have included services to several of the largest 20 U.S. accounting firms
Provides estate, gift and trust taxation services
Tax controversy representation in IRS and Franchise Tax Board examinations and appeals

Philosophy of Practice

To ensure the highest quality of services and work-product for every client of the
Firm on every engagement.

Notables

Former Chair, AIPCA Tax Practice Responsibilities Committee
Contributing Writer, TAX NOTES magazine
Former Tax Ethics columnist, TAXES magazine
Author of 3 tax treatises and over 70 articles on substantive tax matters
Author Entertainment Industry Creative Persons Tax Review for CCH Client Relate/Pro FX
Currently instructor for several continuing education courses for the California CPA Society’s Education

Foundation

Recipient of the California CPA Society Saul Braverman Award for Distinguished Service in Tax Practice
Recipient of the 2014 California Society Education Foundation Award for Instructor Excellence
Recipient of 2015 APEX Award for Publication Excellence Feature Writing
Speaker at numerous CPA and Tax Bar Association Conferences locally and nationally

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Education

Woodbury University, B.B.A. Accounting

Outside of the Office

Avid sports fan – former high school baseball pitching coach for multiple championship teams at Santa Monica Crossroads School – “time starts on opening day”

Kallman & Company, LLP

Location

125 South Barrington Place,
Los Angeles, CA 90049

Phone: 310-909-1900
Fax: 310-909-1909

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Michael Carter

KLC Admin — Fri, 01 Jan 2021 09:08:00 +0000

Michael Carter

CPA

Email Me

Practice Areas

Entertainment industry, Technology, Real Estate, Artists and related fields, Professional Services (Law, Financial, Health), Retail, Wholesale, Individual and Entity tax & tax planning, Tax controversy and others
Audit, review and compilation of financial statements, accounting, property management, and general business advisory services

Philosophy of Practice

To provide the finest tax, accounting and business advisory services by anticipating my client’s needs and fulfilling those needs in the most ethical, technically proficient, timely and professional manner possible

Notables

45+ years experience in international and local CPA firms
Qualified Expert witness in LA County Superior Court – Litigation Support Matters
Served as member on various technical committees for the California Society of CPA’s
Decorated Vietnam combat veteran

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Education

California State University, Northridge – BS

Outside of the Office

Travel, Fine Dining, Water Sports and Golf

Kallman & Company, LLP

Location

125 South Barrington Place,
Los Angeles, CA 90049

Phone: 310-909-1900
Fax: 310-909-1909

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DeeAnna Machovec

KLC Admin — Fri, 01 Jan 2021 09:07:59 +0000

DeeAnna Machovec

CPA

Email Me

Practice Areas

Tax planning and consulting for individuals, corporations, and partnerships
Tax compliance services for multistate and multinational clients
Experiences in various industries including real estate, entertainment, manufacturing, and professional service companies
Represent clients before the federal, state, and local tax authorities in audits, including assessment notices and questionnaires by the agencies

Philosophy of Practice

“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.” ~ Quote from Gregory v. Helvering, 69 F.2d 809, 810 (2d Cir. 1934)

Notables

Fluent in Korean, written and spoken

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Education

University of Southern California – MBT
University of South Florida – MAcc
University of South Florida – MS

Outside of the Office

When not working, I spend time with my cats, travelling, golfing (only because I will be a golf widow otherwise), cooking & baking & feeding friends & family.

Kallman & Company, LLP

Location

125 South Barrington Place,
Los Angeles, CA 90049

Phone: 310-909-1900
Fax: 310-909-1909

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Stan Shimohara

KLC Admin — Fri, 01 Jan 2021 09:06:20 +0000

Stan Shimohara

CPA

Email Me

Practice Areas

Tax planning for individuals, corporations, partnerships, estate, trust and tax exempt organizations, including multi-state and international transactions
Experience in entertainment, real estate, service businesses and manufacturing companies
Mergers and acquisitions tax structure and consulting

Philosophy of Practice

Minimize tax owed by properly planning transactions

Notables

Formerly tax partner with Price Waterhouse in Century City office
Member of the Board of ProCon.org
Served on planning committees for the California CPA Foundation’s Tax Update and Planning Conference

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants
State Bar of California

Education

University of California at Los Angeles – BA (Magna Cum Laude), MBT
Loyola Law School – JD

Outside of the Office

High handicap golfer, UCLA football and basketball, LA professional sports teams

Kallman & Company, LLP

Location

125 South Barrington Place,
Los Angeles, CA 90049

Phone: 310-909-1900
Fax: 310-909-1909

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Abraham Mizrahi

KLC Admin — Fri, 01 Jan 2021 09:05:10 +0000

Abraham Mizrahi

CPA, MBT

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Practice Areas

Tax planning for individuals, corporations, partnerships and trusts
Experience in manufacturing, real estate and wholesale

Philosophy of Practice

Team work

Notables

QuickBooks Pro Advisor

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Education

University of California at Los Angeles – BA
Golden Gate University – MBT

Outside of the Office

When not at work, I am home spending time with kids

Kallman & Company, LLP

Location

125 South Barrington Place,
Los Angeles, CA 90049

Phone: 310-909-1900
Fax: 310-909-1909

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Leonard Klein

KLC Admin — Fri, 01 Jan 2021 09:02:31 +0000

Leonard Klein

CPA

Email Me

Practice Areas

Entertainment
Busines Management
Software Industry
Aviation Taxation

Philosophy of Practice

Public accounting is much more than preparing tax returns. It’s ensuring an organization’s financial position is properly cared for, and safeguarded.

Notables

Vietnam Veteran (Awarded Air Force Commendation Medal)
Former President of CPA USA, an association of small and midsize CPA firms in the US.
Served on the Board of several non profits organizations

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Education

Woodbury University – BS

Outside of the Office

Avid Bicyclist. Has participated multiple times in the AIDS charity ride from San Francisco to Los Angeles.

Kallman & Company, LLP

Location

125 South Barrington Place,
Los Angeles, CA 90049

Phone: 310-909-1900
Fax: 310-909-1909

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Frances Kallman

KLC Admin — Fri, 01 Jan 2021 09:01:41 +0000

Frances Kallman

CPA

Email Me

Practice Areas

Audit, review and compilation of financial statements and general business advisory services
Manufacturing, real estate, employee benefit plans, gaming, retail, construction, franchising companies for gyms and restaurants

Philosophy of Practice

Treat clients the way you would like to be treated
View each business as if it is your own

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Education

University of California at Los Angeles – BA

Outside of the Office

Unpaid Uber driver and social secretary for three kids
Finding the most beautiful beaches

Kallman & Company, LLP

Location

125 South Barrington Place,
Los Angeles, CA 90049

Phone: 310-909-1900
Fax: 310-909-1909

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