Willoughby & Associates, PC
740 Lomas Santa Fe, Suite 206
Solana Beach, CA, 92075
Phone : 858-259-1523
Email : bmwvalue@pacbell.net
MON-FRI 09:00 – 5:00
Our Values
Our firm provides outstanding service because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Professionalism
Willoughby & Associates, PC is one of the leading firms in the area. By
combining our expertise, experience and energy, each client receives close
personal and professional attention. Our high standards, service and
specialized staff set us apart from other firms. We make sure that every client
benefits from the expertise of our entire firm.
Responsiveness
Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals and businesses of all sizes.
Through hard work, we have earned the respect of the business and financial communities. It is a testament to our diverse talents, dedication and ability to respond quickly.
Quality
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We also support all of your compliance requirements.
Our high service quality and loyal client base are the result of our commitment to excellence.
Our Team
Brian Willoughby, CPA, CVA
President
Mr. Willoughby an extensive background of over 30 years experience in income taxation, financial accounting and business valuation. In addition to being a CPA, Mr. Willoughby has earned the nationally recognized certification of Certified Valuation Analyst (CVA) specifically related to business valuations. A primary focus in the area of valuation is business succession planning for family owned businesses.
Mr. Willoughby’s valuation experience includes performing numerous valuations including interests in Family Limited Partnerships/LLC, professional practices, contractors, biotech companies, manufacturing concerns, intellectual property and intangible assets, and retail establishments. The purpose of these valuations encompasses estate/gift tax matters, income tax matters, mergers/acquisitions and buy-sell agreements. He has provided consulting services with outside third parties during mergers and acquisitions and tax engagements and has presented numerous seminars related to these topics.
Lora Epperson
Associate
Lora has 20 years of tax and accounting experience. She has a Bachelor’s Degree in Accounting and has an extensive background with federal and state tax compliance, tax planning and consulting. Lora is a Manager at Willoughby & Associates and oversees review and compilation engagements for a variety of industries. She also provides accounting oversight for closely held businesses, individuals, estates and trusts; and assists with the preparation of all related tax returns.
Organizations
We are longstanding members of the following organizations:
American Institute of Certified Public Accountants (AICPA)
California Society of CPA’s
National Association of Certified Valuators and Analysts (NACVA)
Our firm has been a participant in the AICPA’s Peer Review program for over 25 years. Firms enrolled in the AICPA Peer Review Program are required to have a peer review once every three years, of their accounting practice. The AICPA oversees the program and the review is administered by an approved independent entity. This strengthens member firms’ quality control and encourages firms to improve its processes. This contributes to the public’s confidence in the accounting profession.
In 1990, NACVA established an association to support the needs of CPAs and other business professionals in their pursuit to provide business and intangible asset valuation and financial litigation consulting services was conceived. Since then, NACVA has garnered the loyal support of thousands of valuators in building the Association and expanding its reach. NACVA has trained over 40,000 CPAs and other valuation and consulting professionals in the fields of business valuation, financial forensics, financial litigation, and various related specialty services serving the legal and business communities.
NACVA’s members are an elite group of people. A substantial group of professionals all with unique skills, who are the most qualified group in the country to serve the needs of the users of valuation, financial forensics, and financial litigation services. NACVA’s members are all very well educated and experienced in a wide range of financial applications; and all credentialed members are required to recertify every three years. The integrity of the Association is furthered by NACVA’s rigorous certification programs, which require a complete understanding of the process. Mr. Willoughby has been a Certified Valuation Analyst and member since 1993.