Michael B. Allmon & Associates, LLP, CPAs is a boutique CPA firm specializing in working with high net worth clients who require the utmost financial understanding and care that we can successfully provide.
Our business specializes in financial coaching of individuals and businesses with complicated financial needs. We help our clients define, navigate, and achieve their financial goals through an integrated approach to financial management. As Certified Public Accountants, we also serve our clients’ tax and accounting needs.
Michael B. Allmon, C.P.A.
With a Master’s in Business Taxation from the University of Southern California and a Bachelor of Business Administration in Accounting from the University of Texas, Michael Allmon has over 35 years of experience in tax planning and preparation, estate planning, and financial planning for businesses and individuals. Mike has held various executive and managerial positions with Laventhol & Horwath in Los Angeles, and Zusman, Cameron & Allmon, CPAs (as a partner in charge of Tax and Personal Financial Consulting Services) before founding Michael B. Allmon & Associates, LLP, CPAs in 1988.
Mike has been a member of the Board of Trustees (Board of Directors) for CalCPA Protect Plus (The Group Insurance Trust) since January 2012. He is currently Chair of the Finance and Investment Committee where he has been a member since 2013. He was previously a member of the Claims and Plan Design Committee (2008 to 2012), and the Audit Committee (2012 to 2014). Mike is currently a member of the Executive Committee since 2015.
As an active participant in the accounting community, Mike is the Founding Chair of the Statewide CalCPA Estate Planning Committee, and has also chaired the LA chapter Estate Planning Committee for CalCPA (one of the largest technical committees of CPAs in the nation) for over 20 years. He is also the Founding Chair of the CalCPA Mentoring and Internship Program and was an active member of the CalCPA Taxation Committee. Also a former member of the Board of Directors and former Vice-President of the CalCPA Los Angeles Chapter, Mike has a long history of giving speeches and networking with accounting professionals in the state and local area. In addition to his participation in the accounting world, Mike has been an active member in the Manhattan Beach community for over 35 years.
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Mike in the headlines The Beach Reporter, June 2015 (opens in new window) [pdf] (opens in new window)
Danika Allmon, C.P.A. [deceased]
Danika rejoined Michael B. Allmon & Associates as a CPA in December 2014. Previously, she worked for Michael B. Allmon & Associates from the beginning of 2006 until she left to join the “Big 4” CPA firm, Deloitte & Touche, LLP in 2011. While she was with us the first time around, she aided with tasks and projects of all sorts, including maintaining organization on all levels, transitioning to a paperless system, bookkeeping and associated client correspondence, and billing. Danika also contributed significantly to the firm’s transition to “in-sourced” tax return preparation. She assisted with the input of data for Individual and Corporate tax returns and used her experience to train other staff members. Danika was also very involved with the redesign of this website, as well as other social media ventures.
Danika graduated from Chapman University Summa Cum Laude with a Bachelor of Science in Accounting and a minor in Psychology (some might say she is following in her father’s footsteps). Danika is a member of the California Society of CPAs and AICPA and enjoys staying involved with Deloitte as an Alumni.
In the summer of 2011 and the spring of 2012, Danika held internships with the Deloitte Tax Orange County office, after which she accepted a full-time position as a Business Tax Services Consultant. She spent the summer of 2012 focusing on the CPA exam, completing the four parts prior to beginning full-time at Deloitte. After about 8 months as a Business Tax Services Consultant at Deloitte, Danika took the opportunity to do a rotation into Deloitte’s R&D Tax Credit group. After one year as a full-time Business Tax Services Consultant, Danika transferred to the Audit practice, where she served as an Audit Associate, primarily serving clients in the Consumer Products and Healthcare industries. She left Deloitte in September 2014, took some personal time away from work, and ultimately found herself back where she started; good ole MBACPAs!
Aside from her work, Danika enjoys being as active as possible (including, but not limited to: running, cycling, mountain biking, hiking, rock climbing, yoga… you get the point!), riding on the back of her dad’s motorcycle, volunteering for various organizations, and expanding her knowledge through observing, listening, and interacting with her environment.
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Jocelyn is our office manager. She is responsible for the organization and administration of our company. Jocelyn is a determined and highly motivated person who does not need coffee to get her day started! Finding an excellent career has always been a priority for Jocelyn, being able to work for this firm is perfect to pursue her dream in the accounting field. She is currently taking accounting classes to expand her knowledge to contribute more in the company.
Monika is our administrative partner, supporting business operations. She is involved in strategic planning and goal setting for the firm, as well as budgeting and financial duties.
Monika joined the firm with 25 years corporate sales and marketing experience in magazine advertising, including Time Inc. Magazines (Sports Illustrated, Money Magazine, etc.), Conde Nast Publications and Meredith Publishing.