Squar Milner Expands With Merger

Effective Jan. 1, Solomon, Winnett and Rosenfield (SWR) of Los Angeles will be merging into Newport Beach, Calif.-based Squar Milner (FY14 net revenue of $47.4 million).

The combination provides SWR’s clients with access to Squar Milner’s expertise and represents Squar Milner’s continued Los Angeles expansion. All 14 of SWR’s associates will be joining Squar Milner, which has California offices in West Los Angeles and Encino, as well as Orange County and San Diego. Squar Milner has an office in the Cayman Islands as well.

Steve Milner, MP of Squar Milner, says, “Their boutique sophisticated practice will fit with us like a glove. We are committed to expanding significantly in the Los Angeles market. With their addition, we will clearly rise to the top 20 firms in Los Angeles.   Considering we began doing business in Los Angeles only in 2008, we are quite proud of our progress. SWR’s addition is most welcome.”

Solomon, Winnett & Rosenfield is a boutique accounting and business consulting firm that serves the business, tax and financial consulting needs of mid- to high-net-worth individuals, families and growing businesses.

Harold Winnett is one of the firm’s founding partners and much of his practice is focused on creating financial strategies for owner-operated businesses. Neil Rosenfield is a partner and focuses his practice on working with individuals and businesses to develop financial and tax strategies to help them meet specific financial goals.

“We found their firm’s approach and dedication to clients very similar to our own.  In addition, they have considerable resources and specialty groups that we believe will be of benefit to our clients,” say Winnett and Rosenfield.