Business Details
18 Years
experience
Expert Accounting & CFO Services Newport Beach, CA
PacWest Accounting has been delivering specialized accounting and CFO advisory services since 2008, founded on the expertise of our team in real estate, construction, and corporate finance. Our professionals bring decades of combined experience in forensic accounting, business valuation, and financial strategy, serving clients across diverse industries. We leverage proprietary technology to enhance data accuracy and decision-making, offering tailored solutions for real estate accounting, construction project management, and tax compliance.Our commitment to proactive financial planning and risk mitigation has supported over $500 million in real estate transactions, ensuring clients achieve operational efficiency and long-term growth. With a focus on transparency and client-centric service, we provide scalable outsourced accounting solutions that adapt to evolving business needs.
Services
CFO & Advisory
Construction Accounting
Accounting Services
Real Estate Accounting
Real Estate Due Diligence
Income Tax Service
Asset Management
Transaction Due Diligence
Property Management Accounting
Construction Draw Management
Details
- Year established: 2008
Highlights and features
- We offer over 18 years of experience in accounting and CFO advisory services.
- Our team developed proprietary technology to improve financial data accuracy.
- We specialize in real estate transaction due diligence for complex portfolios.
- Our CPAs and certified experts ensure compliance with evolving regulations.
- We provide scalable solutions tailored to real estate, construction, and corporate clients.
Services
CFO & Advisory
Our CFO & Advisory services provide strategic financial leadership for businesses seeking growth and operational efficiency. We specialize in budgeting, cash flow management, and risk mitigation tailored to real estate and corporate clients. Our team delivers actionable insights to optimize financial performance and support long-term objectives.
Construction Accounting
Specialized construction accounting ensures financial control for development projects from inception to completion. We manage loan draws, cost tracking, and compliance reporting to maintain fiscal transparency. Our expertise supports accurate forecasting and budget management for large-scale construction initiatives.
Real Estate Accounting
Comprehensive real estate accounting services optimize portfolio performance through accurate reporting and compliance management. We handle property management accounting, CAM reconciliations, and asset-level financial tracking. Our solutions enhance decision-making for commercial, residential, and industrial property investors.
Income Tax Service
Our income tax services ensure compliance for individuals, corporations, and trusts while minimizing liabilities. We provide strategic tax planning and audit support tailored to complex financial situations. Expertise spans entity structuring, retirement plans, and multi-jurisdictional tax filings.
Real Estate Due Diligence
Real estate due diligence services mitigate risks through financial analysis and documentation review during property transactions. We coordinate with legal and lending partners to verify asset value and compliance. Our support covers lease audits, rent roll verification, and service contract evaluations.
People
Kimberly Tavares
CEO and Founder
Kimberly Tavares founded PacWest in 2008 after 18 years as a forensic accountant and certified valuation expert. She specializes in real estate transactions, having facilitated over $500 million in deals. Her expertise includes financial strategy, business valuation, and outsourced CFO services.
Sharon Siegel
CPA Director
Sharon Siegel brings 25+ years of public accounting and audit experience to PacWest. She manages construction accounting for major projects like a $100 million development in East Vale, CA. Her focus areas include internal controls and fraud prevention for real estate clients.
Samih Tabora
Partner CFO Advisory
Samih Tabora leads financial consulting services with expertise in revenue recognition and internal controls. He supports real estate developers with construction accounting and financing strategies. His experience spans public works projects and prevailing wage compliance in California.
Mark O'Connor
Partner Real Estate
Mark O'Connor oversees real estate portfolio management with 10+ years in accounting and asset optimization. He specializes in commercial and residential property analysis, transaction due diligence, and operational reporting for large portfolios.
Judi Smith
Client Services Coordinator
Judi Smith has streamlined PacWest's client operations for over a decade. She manages organizational processes to enhance client experience and team efficiency. Her role focuses on coordinating service delivery across accounting and advisory functions.
Questions
What industries does PacWest Accounting specialize in?
We specialize in real estate, construction, and corporate accounting with expertise in transaction due diligence, asset management, and CFO advisory services.
How does PacWest handle construction project accounting?
Our construction accounting services include loan draw management, cost tracking, and compliance reporting to ensure financial control throughout project lifecycles.
Can PacWest assist with real estate portfolio management?
Yes, we provide tailored financial solutions for real estate investors including property accounting, CAM reconciliations, and portfolio performance analysis.
What tax services does PacWest offer?
We provide individual and corporate tax planning, compliance filings, and audit support for entities including trusts, nonprofits, and real estate partnerships.
How does PacWest support business owners with CFO services?
Our outsourced CFO services include budgeting, cash flow management, and strategic financial planning tailored to business growth and risk mitigation needs.
