Jeff Spiegel launched his dynamic career as a Certified Public Accountant by founding his boutique CPA firm in 1991, specializing in mortgage banking, private equity lending, and real estate. Before establishing his firm, Jeff gained valuable experience at KPMG and Deloitte & Touche, two of the world’s largest accounting firms. 

With extensive expertise in tax, accounting, audit, and consulting services, Jeff has catered to a diverse range of industries, with a specialized focus in financial services, real estate, investment partnerships, professional service firms, and e-commerce. His professional approach emphasizes maintaining high visibility and interaction with clients throughout the year, ensuring he stays informed about developments that impact their financial outlook. 

Jeff’s vast experience makes him a sought-after speaker for industry events, webinars, and national publications. He is actively involved in professional organizations such as the Mortgage Bankers Association, California Mortgage Bankers Association, National Private Lenders Association, American Association of Private Lenders, and the California Mortgage Association. Additionally, Jeff is a member of the American Institute of CPAs and the California Society of CPAs. 

Jeff holds a B.S. from the University of Arizona and is a Certified Public Accountant in California, Colorado, Connecticut, Oregon, Nevada, Texas, Washington, and Washington, D.C.