Tax Services

We provide personalized tax service to high net worth individuals and businesses. As leaders in the industry, we have developed a unique approach to our tax preparation and planning services. Our partners and management are directly involved in all aspects of the services we provide, giving our clients the peace of mind that they are getting the best we have to offer.

In today’s competitive business environment access to timely and accurate information is more important than ever. Our focus is to provide meaningful information and guidance on how to interpret that information so that our clients can make good, sound business decisions.

We do what we do because we want to provide our clients with the personalized service one would expect from a small, local business with the perks of a well-established firm. As a multifaceted, dynamic company and longtime member of the Los Angeles community, we strive to provide premium services and resources with the help of our expertly trained staff and seasoned leaders that truly care about the needs of those they serve.

Our approach is proactive. We believe that tax services should not be a historical process of retrieving old data, but rather a thoroughly planned consistent service provided year-round. Through concise planning and preparation, as well as open communication with our clients, our goal is to predict future needs and concerns so that we can address them head-on. No scrambling, no retracing steps. Just a clear thoughtful process.

We have an incredible tax team that follows the principles and practices handed down from generation to generation since our doors opened in 1939. We pride ourselves in offering custom tailored service to each client we serve with the detail and consistency one should expect from their tax service provider. We are locals. With offices in Pasadena, Woodland Hills, and Valencia, we know the area and we take pride in our community. Here at KROST, our clients’ interests are our priority and their success is our bottom line.

These are the different Tax services we offer at KROST:

  • Business Tax Consulting and Compliance
  • Tax Compliance
  • Tax Planning & Consulting
  • Individual Tax Consulting and Compliance
  • Tax Planning & Compliance
  • Retirement Planning
  • Estate, Probate and Trust
  • State and Local Tax Consulting and Compliance
  • International Tax Consulting and Compliance
  • Non-Profit Planning and Compliance

  • Luis (Lou) Guerrero, CPA, MBT

    Principal, Tax Practice Leader
    Lou specializes in business consulting and tax planning. He is the Tax Practice Leader of the firm and has served on the board of directors for many organizations in the Southern California area. » Full Biography

    So Sum Lee, CPA

    Tax Director
    So Sum is a Tax Director with over 15 years of experience in public accounting, auditing, and taxation. Her area of expertise includes industries such as wholesale, real estate investments, and restaurants. » Full Biography

    Evelyn Fernandez, CPA, MBT

    Senior Tax Manager
    Evelyn is a Senior Tax Manager with over 11 years of experience. Her experience includes Foreign Bank and Financial Account reporting, foreign trusts, controlled foreign corporations and passive foreign investment companies. » Full Biography

    Matthew Weber, CPA, MAcc

    Tax Manager
    Matthew Weber is a Tax Manager at KROST. He has been with the firm’s tax practice since July 2015 and has over seven years of experience in public accounting. » Full Biography

    Jonathan Louie, CPA

    Tax Manager
    Jonathan is a Tax Manager at KROST. He has been with the firm since January 2014 and has over 10 years of experience in public accounting. » Full Biography