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Jeffrey Baumgarten

Managing Director

Phone: 858-395-9195
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Overview

Jeffrey Baumgarten has more than 25 years of experience providing diverse tax, financial, and business consulting to his clients. Jeffrey is a Managing Director of CBIZ MHM, LLC and a Shareholder of Mayer Hoffman McCann P.C..

 

Jeffrey's practice focuses on “C” corporation, “S” corporation, partnership, and individual tax planning and compliance.  His clients include closely held, venture backed, and publicly traded companies in a wide variety of industries, including; manufacturing, wholesale/distribution, retail, service, real estate, biotech and software.

 

Jeffrey advises clients in all aspects of federal, state, and international tax planning for business transactions and operations, including tax planning and strategies related to choice of entity, raising capital, and the income, sales/use, and franchise tax issues resulting from the client’s expansion into new states and foreign markets.

 

Jeffrey provides proactive tax planning advice for taxable and tax deferred mergers, acquisitions, reorganizations, and the disposition of business enterprises. He provides buyer and seller due diligence consulting services, including analyzing the impact of an ownership change on the utilization of corporate tax attributes, such as net operating losses and tax credits.

Education

Bachelor of Science in Accounting, San Diego State University

Professional Designations

  • Certified Public Accountant, California

Professional Memberships

  • Member of the American Institute of Certified Public Accountants
  • Member of the California Society of Certified Public Accountants

Associated Offices

San Diego - CBIZ MHM, LLC - San Diego 10616 Scripps Summit Court

San DiegoCA  92131
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