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About Squar Milner

Short and sweet

Squar, Milner, Peterson, Miranda & Williams (Squar Milner) is one of the biggest accounting and advisory firms in Orange County, Calif.  It’s also the 80th-largest accounting firm in the U.S. by revenue according to Accounting Today’s 2008 rankings.  The firm’s 175 professionals and 29 partners work from domestic offices in Los Angeles, San Diego and Newport Beach; a fourth location in the Cayman Islands provides financial services to alternative investment funds and hedge funds.

Although Squar Milner is best known as a Southern California firm, it provides accounting and financial services to clients in all 50 states and in 51 countries.  It’s also an independent member of BKR International, a global association of about 135 accounting firms in 60 countries.

No need to translate

That lengthy name reflects Squar Milner’s heritage: the firm as it exists today is the product of a 2006 merger between Orange County CPAs Squar Milner (founded in 1981) and San Diego’s Peterson & Company LLP (which dated back to 1951).

Squar Milner’s clients include closely-held businesses and public companies, with an emphasis on the middle market, and middle- to high-net-worth individuals.  Multinational and international business needs?  No problem.  According to the firm, its people speak a dozen different languages.  Services are aimed at eight industries: technology and bio-science; consumer products and retail; public companies; real estate, construction and hospitality; financial services; entertainment; services; and manufacturing and distribution.

Going public

Since 2003, Squar Milner has been registered with the Public Company Accounting Oversight Board (PCAOB), making it one of the few Southern California-based CPA firms that are qualified to perform audits of publicly held companies.

The Squar Milner audit and accounting practice provides audit, review, compilation, and other attestation services to a variety of clients, some of whom have been coming back years.  According to the firm, its accounting clients do business in over 70 countries.

L.A. story

In July 2008, Squar Milner expanded, merging with Los Angeles-based accounting and consulting firm Thomashow, Brown & Paialii LLP.  The deal made Squar Milner the No. 6 accounting firm in Orange County, ranking close behind members of the Big Four.  It also became the largest accounting and advisory business based in Southern California.  “The combination of the firms allows us to serve clients from Los Angeles through Orange County to San Diego with a high degree of service but the resources of a large firm,” said Squar Milner Managing Partner Steve Milner.

Since the Squar Milner/Peterson & Company combination in 2006, the firm has been on a steady growth path, its Los Angeles office opened in 2007, and the Cayman Islands location debuted in 2008.  Post-merger, 15 Thomashow, Brown employees (including two partners) joined Squar Milner.

Speaking about the merger, Steve Milner noted that even business in Los Angeles had picked up since 2007, “and more importantly, we have a number of opportunities in Los Angeles.”  He added, “Sometimes, it is not always a natural fit for a Los Angeles firm to consider an Orange County firm and vice versa. We wanted to make sure we had the resources actually located in Los Angeles, and we intend to expand those resources through transfers as well as additional hires.  The service being provided will be provided by people who live in Los Angeles and are clearly part of the community.”

Leading the way

Managing partner Steve Milner began his career as a Deloitte & Touche tax consultant, later serving as vice president and corporate controller for Birtcher Real Estate, one of the country’s largest developers and property managers.

Now, in addition to guiding the firm’s overall business, Milner is a partner in both the Squar Milner tax department and the bankruptcy and litigation services department.  He consults clients on business and financial analysis, workouts, acquisitions and divestitures and other management issues.  He’s also involved in tax planning and compliance work.

Fast and best

Squar Milner has picked up its fair share of awards over the years.  In 2008, it was named one of INSIDE Public Accounting’s 25 Best of the Best CPA firms, a prestigious ranking that surveys firms ranging in size from $6 million to $275 million in annual revenue.  Squar Milner was one of 10 best firms that were based in California, earning recognition for “wise management and superior operational performance in fiscal and management metrics.”

Closer to home, in 2008, the Orange County Business Journal dubbed Squar Milner one of the Top 50 Fastest-Growing Private Companies in Orange County.

Squar Milner

4100 Newport Place Drive
Third Floor
Newport beach, CA 92660
Phone: (949) 222-2999

Firm Stats

Employer Type: Private
Managing Partner: Steve Milner
2010 Employees (All Locations): 160

Major Office Locations

Newport Beach, CA