Tax Planning & Compliance
Individual tax planning and compliance services have been a major focus of our firm since our formation. By addressing issues affecting both individuals and their business ventures, we offer a comprehensive approach to planning and compliance. We continually strive to exceed our clients’ expectations by providing personalized service, independent advice, and creative tax opportunities.
Retirement planning can provide some of the best tax deductions available, yet its vast array of options can make it rather confusing. We can help you sort through the many retirement planning options available and help identify which plan best fits your individual or business needs. From calculating a savings goal and developing a savings plan to minimizing tax exposure and reviewing investment options, our tax planning specialists can work with you to identify the best retirement solution for you and your family or business.
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
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