Client Testimonials

"Our experience with Rossi Doskocil and Finkelstein has been wonderful. It’s an extremely positive relationship. The team has been professional, understanding, and practical."

Jim Kato

Managing Partner

Kato & Assoc. LLC

"Rossi Doskocil & Finkelstein has been our CPA firm since we started the company in 2001. After spending time understanding our business, its challenges and opportunities and their ramifications from an accounting and tax standpoint, the firm and its partners have proven themselves to be very solid and trustworthy advisers."

Jerome C. Nathan

Chief Financial Officer

Centellax, Inc.

"RDF has provided timely, responsive and foremost, quality audit and tax compliance services throughout our relationship. I can readily recommend RDF for your audit, tax, accounting and consulting needs."

Andy Spooner

CFO

Columbia Holding Corp. & Subsidiary

"In my position of CFO for a Southern California based specialty retailer, we have utilized the services of RDF for over 7 years. They have provided outstanding audit, accounting, tax and consulting services throughout our association in a timely manner and at a fair price, while demonstrating a thorough grasp of our business."

Ryan Ciucki

Controller

Active Lifestyle Sports USA LLC

"As the CFO of an aerospace products manufacturer we have utilized the services of RDF for our audit, tax and accounting needs for over five (5) years. Foremost in our dealings with RDF is their responsiveness."

Mort Bauchman

CFO

Advanced Products Corp.

"As the CEO of M/Z Advertising, LLC, I have had the pleasure of dealing with RDF for over 20 years. They have served as our trusted business adviser for that entire period of time,"

Richard Zien

CEO

M/Z Advertising, LLC

"RDF has impressed us with their responsiveness, knowledge of complex nonprofit financial reporting issues, and with their knowledge of our organization and industry. Their staff has always been available to us when needed – to handle any request big or small. "

Gia Stokes

CFO

Habitat for Humanity, Greater LA

"We have established a great working relationship with RDF, and have been very pleased with the audit and tax services provided. The quality of work provided by the team is exceptional, timely, and professional. "

Lisa Vasey

Chief Administrative Officer

AIDS Research Alliance

Lew Finkelstein, CPA

Lew is a Partner in the firm's accounting and auditing practices with over 29 years of experience in public accounting. In addition, Lew has extensive experience with tax planning and compliance and has worked on numerous litigation support engagements.

Client Experience

Client service and industry experience has included:

Industry experience includes health care, manufacturing, wholesaling, not-for-profits, software development companies, service companies, high tech industries, real estate, construction and others.
Perform, supervise and manage financial statement audits, reviews and compilations, including extensive research into application of generally accepted accounting principles to specific industries and situations.
Implement financial reporting systems that provide meaningful financial statements and analytical reports to business owners in accordance with generally accepted accounting principles relevant to their respective industry.
Consultation and strategic planning with business clients regarding financial and income tax issues, including analysis of the financial attributes that materially affect the client's profits.
Assist and advise in the search for improved banking and credit relationships.
Business planning services in special situations such as cash flow planning, developing financial forecasts, income tax planning, assistance with the sale of a business and real estate holdings and analysis of prospective business acquisitions.
Performance of various agreed upon procedures engagements which focus on specific criteria that the client is interested in analyzing, including construction cost analyses, real estate development activity analysis, specific financial statement elements and cash receipts and disbursements analysis.
Team captain on peer reviews at other CPA firms.

Litigation support services experience has included:

Services provided include discovery under hostile and friendly conditions, consulting with counsel as to possible additional causes of action or cross complaints, research of specialized industry financial data, assistance with deposition of witnesses, the discovery process, business valuations and expert testimony rendered as to damages incurred in cases involving measurement of profits, losses and cash flow, application of generally accepted accounting principles, and income tax issues.
Case experience includes cases involving allegations of lost profits and breach of contract class action security litigation; interpretation of management contracts interpretation of insurance contracts; business interruption; amounts alleged to be due pursuant to contractual agreements; construction contracts; partnership disputes and dissolutions, fraud investigations; issues involving marital dissolution, including business valuation.

Professional Activities

Member, American Institute of Certified Public Accountants
Member, California Society of Certified Public Accountants
Member, Long Beach/Orange County NonProfit Taxation

Community Activities

National Board Member - Psi Upsilon Fraternity
Advisory Board member â€“ National Multiple Sclerosis Society, Orange County Chapter
Past President of the University of Illinois Alumni Club of Orange County
Board member, Psi Upsilon Fraternity Chapter at the University of Illinois

Education

Bachelor of Science degree in Accounting, University of Illinois, Urbana - May 1982

Lew is married with two sons. Resides in Foothill Ranch, California.