Messes don't worry Michael. His natural organizing skills take over until everything makes sense again.

His clients include entrepreneurs and busy professionals who value an advisor to keep their taxes and financials in order. He might meet with a manufacturer one day and a real estate investor the next, but their goals center on minimizing tax impact and building a healthy balance sheet. For Michael's professional clients, this is especially important due to potentially complex compensation, risk management and succession issues.

Practicing since 1998, Michael decided to focus his practice on high net worth tax clients and closely held companies at LSL CPAs because of the complexity and multiple advisory needs. He not only provides tax planning and reporting, but he also consults on business strategic planning and has represented clients before tax authorities. He enjoys being available to clients for any business or personal financial questions.

Great Clients for Michael... want to be proactive in minimizing tax impact as they build wealth.
LSL candidate tip... Talk about baseball; Michael, his wife and their best friends are working on seeing a game in every Major League baseball stadium.
Personal... member of a weekly roller hockey league and happily married with children who enjoy taking the family camper on a road trip.

Professional and Civic Involvement:

Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Member, Yorba Linda Chamber of Commerce
Member, ProGrowth
Volunteer Auditor, local elementary PTA

Education:

Masters of Science in Taxation, California State University, Fullerton
B.A. degree in Business Administration with Accounting emphasis, California State University, Fullerton

It takes a lot of strategy and endurance to work in assurance, but Adam Odom just imagines himself on a green field racing toward the goal.

Encountering challenges, circling around to try another route, knowing the rules and working in a team are the sports analogies Adam employs when researching and performing audit services for closely held businesses as well as entertainment venues. The more complex the rules and the strategies he needs to consider, the more rewarding it is to successfully complete an engagement at LSL CPAs. His end goal every time is the accuracy of financial statements and sufficient controls to advance the client’s vision.

After graduating with an accounting degree in 2006, Adam was immediately hired as a staff auditor. He joined LSL in 2013 as an audit manager to oversee a variety of audit engagements and to train staff. Among private companies, he has particular experience with auto dealership accounting, manufacturing and construction. In addition, he has experience working with entertainment venues including convention centers, stadiums, arenas and theaters. He performs 401(k) audits for larger companies as well as reviews, compilations and audits of financial statements. He will also consult on best practices and controls for specific areas of a client’s business or organization. His favorite projects involve research and structuring of new entities and advising on best practices for closely held businesses. Mentoring LSL staff to be better auditors and consultants is especially rewarding.

Great Clients for Adam… need research on business processes or have multiple entities to organize.
LSL candidate tip… Mention your favorite soccer team or offer to take him golfing.
Personal… Beautiful wife, LuAnna, and two amazing children. He coaches soccer for both of his children. Adam is a member at Inland Hills Church.

Professional and Civic Involvement:

Firm member, PrimeGlobal
Orange County, Business Advisory Network (BAN)
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Member, Auto Dealer Office Management Association (ADOMA)
Member, International Association of Venue Managers (IAVM)

Education:

Bachelor of Science degree in Accounting, Vanguard University of Southern California

Adam is a member of our Automotive Accounting Team

For over 30 years, Maria has served clients in a variety of areas including financial statement audits, reviews and compilations as well as business and individual taxation. Maria excels working with clients in the real estate, and healthcare industries, along with employee benefit plans.

Maria manages our not-for-profit and ERISA Pension Plan Audit Department. She has experience auditing labor unions, associations and 401(k) plans. Maria leads her department in staying up to date on the ever-changing trends, laws and Department of Labor regulations.

As an expert in the real estate industry Maria brings tax strategies such as Cost Segregation, 1031 exchanges, debt restructuring, capital financing and cash flow projections to the table. Maria manages LSL’s Cost Segregation department and is responsible for the implementation and completion of all Cost Segregation studies. Maria is involved with Commercial Real Estate Women of Orange County (CREW-OC), one of the leading commercial real estate organizations for executive women in Orange County.

Maria’s passion is to help run manufacturing and distribution businesses with specialization in international business entering the US market. Her focus is on overseas production including business expansions. Maria understands the complexities of manufacturing accounting and business advice in such a unique industry.

Great Clients for Maria…value a partner in their business to help guide them to greater success.
LSL candidate tip… Ask her about her kids and traveling and her big fat Cuban Family.
Personal… Her son, Kyle, was married in August 2018.

Professional and Civic Involvement:

Firm member, PrimeGlobal
Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CalCPA)
Member, Commercial Real Estate Women of Orange County (CREW-OC)
Member, Western Pension & Benefits Association
Licensed as a Registered Representative and Life Agent

Education:

B.A. degree in Business Administration with an Accounting emphasis, California State University, Fullerton

Clients see Dave as more than a tax expert. They see him as a business partner.

Since 1984, Dave has been a firm believer in treating clients and colleagues with respect and integrity. He joined Vilmure, Peeler & Boucher in 1992 and became a partner in 2000. The firm merged with LSL CPAs in October 2013.

Dave focuses on tax compliance and planning in the areas of income and estate tax. He is the tax partner for our automotive accounting group but he’s also tapped for his expertise in real estate, manufacturing and professional services. He’s a whiz at estate and gift taxation and can create a customized approach to designing and implementing a successful exit plan for business owners.

Whether it’s assisting with the sale of a business to a publicly traded company or answering a simple question on California state tax, Dave’s here to help. He wants to help take your business to the next level – whatever your goals.

Great Clients for David… those who are highly motivated to build and make their business successful.
LSL candidate tip… Ask about his travels throughout California in his vintage 1972 trailer.
Personal… Dave is married to his wife and best friend, Darlene. They have two daughters.

Professional and Civic Involvement:

Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)

Education:

M.S. degree in Taxation, Golden Gate University

Listening to the tales of business owners who dined at his father’s restaurant inspired Mike to return to school for accounting. Instead of delivering orders while they’re hot, he has spent more than 25 years serving cool CPA knowledge.

Mike was a partner at Vilmure, Peeler & Boucher when the firm merged with LSL CPAs in 2013. He has continued to translate complex business issues into action steps for clients. He prefers to develop an advisory relationship that focuses on the long-term vision and management of small businesses.

He specializes in attest and audit services for privately held businesses across a variety of industries. Mike is also a member of our Automotive Accounting Team. His clients range from manufacturers and auto dealerships to service firms, wholesalers and distributors. Mike also oversees audits of 401(k) benefit plans and is a peer reviewer for the AICPA Peer Review Program administered by the California Society of Certified Public Accountants. Giving back to his industry and community has been integral to Mike’s success, including more than two decades of membership and service in Rotary International.

Great Clients for Mike… are multi-state or multi-national companies that require sophisticated consulting and financial reporting.
LSL candidate tip… Talk about basketball, particularly the Lakers.
Personal… married with two grown boys; enjoys family time at the Colorado River for boating and off-road activities.

Professional and Civic Involvement:

Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
AICPA Employee Benefit Plan Audit Quality Center
California Society of Certified Public Accountants (CalCPA)
Treasurer, Rotary International Santa Fe Springs Club, chair of annual car show fundraiser

Education:

B.A. degree in Business Administration with Accounting emphasis, California State University, Fullerton

Sometimes an accounting career finds you. Just ask Kim, a Spanish major who discovered her love of accounting while working in the university student bookstore at UCLA.

Kim joined LSL CPAs in 1988 working as a staff auditor, she then obtained her CPA license, and hasn’t looked back. She has evolved in her career to serve as a trusted consultant for unusual client tax issues such as the establishment and dissolution of business entities. She has also supported improvements to LSL audit processes to better serve clients. She aspires to keep long-term clients because they demand her best work.

Her clients are eclectic, ranging from business improvement districts to foundations. She has a particular focus on not-for-profits regarding tax and regulatory issues, registrations and audit engagements. She enjoys the opportunity to visit clients, meet the staff and see how they work. This supports a stronger base of knowledge when she and her team make recommendations.

Great Clients for Kim… appreciate her knowledge and match her warm personality.
LSL candidate tip… Discuss the arts, the vibrant West Hollywood area or parenting.
Personal… Busy with three children and has traveled to domestic and exotic locations, but a favorite road trip was visiting her father’s home state of Texas to see family.

Professional and Civic Involvement:

Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Former Technical Reviewer, Government Finance Officers Association Award for Excellence in Financial Reporting
Member, Brea Chamber of Commerce
Auditor and Treasurer, Parent Teacher Association
Summer Camp Counselor

Education:

B.A. degree, University of California, Los Angeles

Jocelyn’s passion for municipalities shines through in the relationships she has built with clients and professionals in the industry. In addition to her Bachelor of Arts in Accounting at Cal State Fullerton, her dual degree with Information System and Decision Sciences gives her the ability to adapt quickly to the ever-evolving auditing technology. Jocelyn’s positivity radiates when talking with clients whether it is about their project or discussing plans for the weekend.

She started her career at LSL in the Tax Department working on tax returns and bookkeeping projects but has since transitioned into working exclusively with governments and municipalities. Her passion for municipalities can be attested to the relationships she has built with clients and professionals in the industry.

Jocelyn just recently relocated to the Sacramento area and is looking forward to exploring the natural beauties Northern California has to offer through hikes and camping trips. Since moving, Jocelyn wants to get to know her community more and get involved.

Great clients for you …those who are excited about the changes in technology and how they can better their organization
LSL candidate tip …mention your favorite foodie restaurants or mention your participation in community service events
Personal … new resident of Northern California and loving the scenery of Sacramento

Professional and Civic Involvement:

Firm Member, Prime Global
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)

Education:

BS in Business Administration from California State University, Fullerton in Accounting
BS in Business Administration from California State University, Fullerton in Information Systems and Decision Sciences

Kiyomi Shiota has a green thumb. Her knack for growth, however, is with people and businesses.

As a senior assurance manager, Kiyomi oversees audit engagements and completes technical reviews of financial statements. She also assists with staff training and development. Kiyomi is known for being patient and flexible. She is proud to help others become successful, and is a high performer herself.

Kiyomi started her audit career at a Big Four firm and worked in the assurance department for 16 years, including an overseas tour to Japan. She joined ELLS Certified Public Accountants and Business Advisors in 2017 and continued with the firm after it merged with LSL CPAs and Advisors in January 2018. She primarily works with clients in construction, healthcare, distribution and not-for-profit. Clients have access to a wealth of resources and experience through Kiyomi and her colleagues.

Great Clients for Kiyomi… are open to new ideas that will benefit their business.
LSL candidate tip… Talk about your resiliency and ability to embrace change.
Personal… Kiyomi is an animal lover and known by her friends as being reliable. She’s often the first person they call for help.

Professional and Civic Involvement:

Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA),
Member, California Society of Certified Public Accountants (CalCPA)
Member, Supervisory Committee for Altura Credit Union
Volunteer, Red Bucket Equine Rescue

Education:

B.S. in Accounting, California State University, San Bernardino