Managing Principal


Jeff Spiegel’s dynamic career as a Certified Public Accountant began to escalate when he established his own full-service, boutique CPA firm in 1991, with a particular focus in the mortgage banking, private equity lending, and real estate industries. Prior to founding Spiegel, Jeff held positions with KPMG and Deloitte & Touche, two of the largest accounting firms in the world.


Jeff’s experience covers the full range of tax, accounting, audit, and consulting services. Throughout his career, Jeff has specialized in providing these services to a wide variety of industries including financial services, real estate, investment partnerships, professional service firms and e-commerce. His professional style is to maintain a high-level of visibility and interaction with his clients throughout the year to stay abreast of developments within their companies that affect their financial picture.


Due to his vast experience, Jeff is often sought out for speaking engagements, industry webinars, and providing relevant content for national publications.


He is actively involved in professional organizations related to specific industries such as the Mortgage Bankers Association, California Mortgage Bankers Association, National Private Lenders Association, American Association of Private Lenders, and the California Mortgage Association. Jeff is also a member of the American Institute of CPAs and the California Society of CPAs.


Jeff received his B.S. from the University of Arizona and is a Certified Public Accountant in the states of California, Colorado, Connecticut, Oregon, Nevada, Texas, Washington, and Washington, D.C.


Outside the work arena, you will likely find Jeff in the crowd at a Golden State Warrior’s game or traveling the globe. He also likes to hike and spend time with his colleagues and friends.