Lavine Lofgren Morris & Engelberg CPAs

A special thanks to Ray Gallagher for the many years of tax and financial support. He is professional, knowledgeable and renders service cheerfully!

It’s that tax time of year, so figured I’d take the opportunity to give a shout out to Ray Gallagher, who’s been incredible at helping us with our taxes since we first moved to San Diego, almost 20 years ago.
Until then, I’d always done my taxes on my own, with the EZ form, made some simple calculations to figure out what refund I was owed. BUT, my first year after having a «real» job, I dutifully completed my EZ form, just to learn that I actually OWED money — a LOT (to me) of money, especially considering that most my take-​home pay was already going to pay student loans. So, a colleague recommended Ray to me, and he is incredible. We’ve been using him ever since for the last 18 years, and have always been very impressed and happy with him. He’s laid-​back, responsive, explains things well, and has always done a great job both at doing our taxes for the present year and planning our tax liability for the upcoming year.
For the past two years, we have also used Ray for our business, and I absolutely agree w/​the prior reviewer that he is honest, diligent, super responsive, very knowledgable, and able to explain complicated tax concepts in a straight-​forward way (multiple times, if necessary). Absolutely 100% recommend Ray Gallagher and Lavine Lofgren.

I’ve been using Ray Gallagher for over 12 years for my taxes and financial advice and have nothing but good things to say about him. He is honest and diligent. He is always responsive and answers any financial questions I have all year long.