About

The financial partner you’ve been looking for.

Torrey Pines Advisors & Accountants LLP is licensed in California serving Bishop, Mammoth Lakes, San Diego, and more. We are trusted advisors to businesses in a variety of industries and specialize in tax and accounting, financial statements, capital formation, small cap finance, strategic direction, strategic visioning, partnerships, small cap mergers, acquisitions, marketing, and business plan development. Our clients benefit from personalized attention, our proactive approach, and the highest quality tax, audit, accounting, bookkeeping and consulting services. Our goal is to light the way for our clients as an invaluable source of financial guidance and a dependable partner to our clients, offering objective advice and comprehensive solutions that support business growth.

Kyle Spiewak, CPA, MAFM, CA Real Estate License

In the office, Kyle is entrepreneurial and specializes in tax and accounting, financial statements, capital formation, small cap finance, strategic direction, strategic visioning, partnerships, small cap mergers, acquisitions, marketing and business plan development.

He started his career with a small investment banking firm in San Diego. He worked for a few small accounting firms, a west coast regional firm and began his tax career at Deloitte. He has a Masters in Accounting & Financial Management from Keller School of Management and a Bachelor of Arts from the University of California San Diego.

Out of the office, Kyle is playing in the mountains with his amazing wife Katie, daughter Taylor, sons Matthew and Caleb, and their sweet Golden Retriever, Honey. If he could do something everyday it would be surfing.

Kyle Spiewak, CPA

Kyle Spiewak, CPA

FOUNDER

Lari Brown

Lari Brown

OFFICE MANAGER

I was born and raised in Mammoth before moving to Bishop 20 years ago. I have 2 wonderful children and a beautiful granddaughter. I have worked for the company for the past 13 years and love what I do.
Greg Lippincott, CPA

Greg Lippincott, CPA

PARTNER (RETIRED-ISH)

Greg is our firm’s patriarch. He started the firm likely before your mother was born and has established a long standard of quality personal service.

Elizabeth Monahan

CPA

Elizabeth has been in the accounting business for over 35 years and has been a licensed CPA since 2002. She graduated from Cal State University Northridge in December 2000 with a B.S. in accounting. She grew up in Montana and enjoys outdoor sports in all seasons – skiing, camping, hiking, quad riding, etc. She has been associated with the Mammoth Lakes area since 2002.

Melanie Forrest

Senior Accountant

Melanie has been an accountant for thirty plus years and a tax preparer since 2010. Here with the firm, she performs bookkeeping, payrolls, and tax prep for our clients. Her free time is spent with her family, her many grandchildren and her parrots.

Bri Monahan

Accounting Manager

Bri has been in the bookkeeping and accounting business for 6+ years. She has a B.A. in Psychology from California State University, Fullerton. She jokes that accounting is in her blood since both her parents are CPAs and, try as she might, she just couldn’t ignore her destiny to follow in her parents’ footsteps. She grew up in Mammoth Lakes, CA and loves spending her weekends camping with her three dogs – Marty, Miya, and Mason.

Christy Peterson

Accountant

Christy started her bookkeeping career 34 years ago, fresh out of High School at a family-owned construction firm in her hometown of Yucaipa, California. She moved to the Eastern Sierra’s in 2017 and ventured into the world of taxes. She now prepares tax returns and provides monthly bookkeeping to a variety of clients. She enjoys scenic day trips and spending time with her 3 grandchildren.

Jackie Natelson

Accounting Director

Jackie started her career managing the accounting department of a few small local businesses before graduating from California State University Northridge with bachelor’s degrees in accounting and Finance. Since then, she has worked over 10 years in business management providing services such as bookkeeping, payroll, insurance, financial review/reporting, etc., for businesses in many different industries.

Dear Friend,

I have a feeling I know why you’re reading this right now.

You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?

We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.

Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.

Or are you just starting your business and want to start things off on the right foot?

Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.

Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.

Click the buttons on this page to request this exclusive, free report from us, and we’ll rush your copy to you immediately.

And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA in the California Area”.

Talk again soon,

Kyle Spiewak, CPA

PS — When you grab our free report, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.

PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at (760) 873-5800 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!

Three Keys To Shorter Meetings For Your Business

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your California business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...