Our estate planning team has worked with many family owned and privately held companies through the inevitable transition of family wealth and estate succession. Our primary goal is to assist individuals and their attorneys in effectively transferring wealth while minimizing unnecessary estate, gift and generation-skipping taxes. We can coordinate all of your trust, probate and estate planning needs to ensure a smooth transition while minimizing emotional, tax and administrative burdens.
Why Choose KROST?
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.
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
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