Specializing in Not-for-Profit Organizations and Homeowners Associations since 1972
As the Managing Shareholder of San Diego's largest CPA firm to specialize in Homeowners Associations, Leonard has over 50 years in public accounting. He supervises all client engagements from planning and proposal through review of all audits, reviews, reserve studies, and tax returns.
He has served as lecturer at state and local conferences and published numerous articles on HOA audits, accounting, and tax issues. In addition, he has served as Treasurer and board member for Community Associations Institute, San Diego Jaguar Club, National Masters Racquetball Association, and San Diego Racquetball Association.
Having been with the firm for more than 25 years, Nanci has worked in every department of the company including administration, proposals, marketing and advertising, human resources, client management, reserve studies, and Homeowners Association and Not-for-Profit Organization audits, reviews and taxes. Currently, she splits her time between HOA engagements and managing several aspects of the practice. She serves as a Quickbooks and Excel consultant to employees and clients as needed.
Inna started with our firm in 2000 and quickly became one of our most capable auditors. She performs numerous Homeowners Association and Not-for-Profit Organization audits annually. Inna's many years of experience with our firm has made her an invaluable resource for the rest of our audit staff.
Scott has more than 20 years of experience with our firm. He also possesses more than 8 years of previous relevant private accounting experience. Currently, Scott focuses on our more complex Not-for-Profit Organization, For Profit, and Homeowners Association clients.
Stacey had several years' experience in large local firms before joining Sonnenberg & Company in 2009. She specializes in not-for-profit organizations and also assists in maintaining the firm's quality controls.
Tatiana performs audits for various non-for-profit entities and homeowners associations. She is also a Certified Fraud Examiner.
Irene joined our firm in 2004 and handles HOA, not-for-profit, and district audits.
Megan prepares HOA reviews, audits, and tax returns and is the firm’s Reserve Study Manager. She also works with other auditors to maintain the firm’s quality controls.
Our auditors each possess 10 or more years of experience. We believe we have the most qualified staff in the HOA and NFP industry.
We have received system peer reviews on our own accounting and auditing practice. We recently received an unmodified report, which indicates that our “system of quality control has been designed to meet the requirements of the quality control standards for an accounting and auditing practice established by the AICPA and was complied with during the year then ended to provide the firm with reasonable assurance of conforming with professional standards."