• COOPER, MOSS, RESNICK, KLEIN & Co
    Certified Public Accountants
    15165 Ventura Boulevard, Suite 330
    Sherman Oaks, CA 91403
  • Phone: (818) 728-9868
    Fax: (818) 728-9822
    Email us here.
    admin@cmrkcpa.com

Merger

December 30, 2020

We are pleased to announce our forthcoming merger with Kallman + Logan & Company, LLP. It is scheduled to take place officially on January 4, 2021. On that date our combined firms will begin conducting its practice as Kallman + Logan & Company, LLP.

Our firm began its professional practice in 1999 as a result of the combination of two successful local firms. Our growth over the past 20 years has been predominantly internal, stemming from the referrals of our client base and those of other professionals. The growth and development of our professional staff has evolved in a similar manner. We have attracted high-quality, committed professionals and invested in their training and development. As a result of those efforts, we have experienced sound growth over the years. This has been in no small way also directly related to the success our clients have had in their businesses and personal pursuits.

We decided to seek a merger with another firm because we believe that a larger organization will allow us to provide a wider array of services and a significant pool of professional talent. As you know, in our area of the country finding and retaining excellent people is a constant challenge. A larger organization will also mean our associates will benefit from even stronger career opportunities.

Kallman + Logan & Company, LLP shares the same values we do. We conducted an extensive search within our region looking for an opportunity like this. Kallman + Logan & Company, LLP exceeded our expectations for a firm we can combine with and continue the tradition we have for excellent service, deep technical expertise, and an environment our clients and associates want to be a part of.

We will be able to provide you many new services and areas of expertise in the future. We look forward to discussing those in more depth with you.

While change is exciting, we also value continuity and consistency.  In that regard we want to point out a number of circumstances that will not change.

  • You will continue to work with the same people in our firm you have in the past. All of our staff are being retained in their current positions.
  • Our fee methodology will not change.
  • The services we have provided you in the past will continue to be offered by the combined firm.

We will continue to operate from our current office. All the contact information for us will remain the same except our e-mail addresses will change.

If you have any questions about this exciting news and what it will mean for you, please contact any of us at any time. We look forward to introducing you to some of our new partners and associates.

We appreciate the opportunity to be of service to you and value the loyalty and friendship we have taken pleasure in over the years.  We look forward to continuing this mutually beneficial relationship we have come to enjoy and are confident that our new affiliation will serve us all well.

The Partners and Associates of

 

 

 

Share

Posts by 

Enter your keyword: