Lavine, Lofgren, Morris & Engelberg, LLP is proud to announce that Brian Surratt has been elected as managing partner of the firm. Brian, a leader in tax and accounting, assumed the leadership role on Jan. 1, 2024.

“Brian’s business acumen and expertise in working with small businesses were crucial to our firm’s ability to successfully guide our smaller, regionally based clients through the tumultuous seasons of recent years,” said LLME’s former Manager Partner Scott Jablow. “His knowledge and ongoing leadership assure that LLME will navigate unforeseen events, strengthen our commitment to excellence and drive sustained success in the ever-evolving landscape of tax and accounting.”

Brian has more than 25 years of tax and accounting experience, primarily serving small businesses across Southern California in various industries such as construction, service, technology and start-ups, as well as professionals and high-net-worth individuals. He joined LLME in 2003 and dedicated 10 years to serving the firm’s clients before venturing out to establish Aztec Accountancy Group, Inc., a small accounting firm focused on providing tax services. He returned to LLME in 2019 as a tax partner.

“I am truly grateful to collaborate with an exceptional group of individuals,” said Brian. “I couldn’t ask for a better or more dedicated team. I am eager and committed to doing my part in maintaining LLME’s position as one the premier firms in our region.”

Brian earned his bachelor’s degree in economics from San Diego State University and holds a master’s degree in accounting from the University of Florida.