Partners

Since 1981, RBTK, LLP has provided accounting, tax, financial planning and consulting services to a wide range of clients in a variety of industries. The partners of the firm have extensive experience and background in providing innovative financial services to clients. A key factor in the growth and success of RBTK has been the unique experience and dedication of each of the partners.


KRIS ROSNER


KRIS ROSNER

kris

Kris has been practicing and serving clients since 1976. The first five years of his career were spent with Touche Ross & Company, a Multi-National CPA firm, as a Tax Supervisor responsible for managing the tax services provided to clients in a variety of industries. Kris has provided tax and financial services to RBTK’s clients since 1981 and is primarily responsible for coordinating and managing the tax consulting practice of the firm.

Kris has significant expertise in tax compliance; planning and consulting focused on strategies to minimize taxes while maximizing the economic and long-term benefits to clients.

Kris provides these services to clients in a broad range of industries that include:

  • Real Estate Developers/Investors
  • Contractors
  • Professional Corporations
  • Medical Professionals
  • Retail/Wholesalers

Education: Bachelor of Science in Accounting, San Diego State University

Certification: Certified Public Accountant by the California Board of Accountancy

KEVIN BROWN

kevinKevin is a native of San Diego and has been practicing and serving clients since 1982. The first six years of his career were spent with KPMG Peat Marwick, a Multi-National CPA firm, as an Audit Manager responsible for managing and coordinating audits in the financial services, real estate, government and not-for-profit industries. Kevin has provided financial, tax and consulting services to RBTK’s clients since 1990 and is responsible for the overall management and strategic planning services of the firm.

Kevin has significant expertise in providing business, strategic planning and consulting services to our clients with a focus on their overall business and individual goals. Through his work with clients in the construction industry, Kevin has developed strong relationships with banks, bonding and insurance companies, and legal professionals. These relationships provide a tremendous value assisting clients in various aspects of their practice.

Kevin provides these services to clients in a wide range of industries, including:

  • Contractors
  • Mortgage Lenders
  • Government
  • Real Estate Developers/Investors
  • Not-For-Profit
  • Pension Plans

Education: Bachelor of Science in Accounting, San Diego State University

Certification: Certified Public Accountant by the California Board of Accountancy

DAN TOUCHSTONE (RETIRED 4/15/13)

dan-new

Dan began practicing and serving clients in 1975. The first four years of his career were spent with KPMG Peat Marwick, a Multi-National CPA firm, as a Senior Auditor and Computer Audit Specialist. There he was responsible for coordinating audits in the financial services and governmental industries. Dan  provided financial, tax and consulting services to clients of the firm since 1990.

Dan, as you can see from the picture above, is now enjoying the pleasures of retired life.  He is pursuing his passions of surfing, playing and teaching the fiddle and the pleasures of not having to worry about deadlines.

LORIE KELLER

lorie1

Lorie has been practicing and serving clients of the firm since 1989 and was admitted as partner in 2002. Lorie’s responsibilities include the management and coordination of RBTK’s tax compliance practice.

Lorie has significant expertise in providing tax return preparation services focusing on ensuring that tax regulatory reporting requirements are met for clients, including multi-state tax issues and filings. Lorie reviews the majority of corporate tax return filings, administrates electronic filing processes, monitors quarterly filing requirements, manages responses to agency inquiries, and coordinates the tax administrative process.

Lorie provides these services to clients from a wide array of industries including:

  • Contractors
  • Professional Services
  • Restaurant
  • Real Estate
  • Not-For-Profit
  • Retail/Wholesale Establishments

Education: Bachelor of Science in Accounting, Magna Cum Laude, National University

Certification: Certified Public Accountant by the California Board of Accountancy

SCOTT TRENDEL

scott

Scott has been practicing and servicing clients since 2000 and was admitted as a partner in 2010. Scott spent the first part of his career working as an Assistant Controller for a large construction firm before joining RBTK in 2000. Scott’s time serving as an Assistant Controller gave him the practical experience of implementing systems and procedures and managing the detail accounting functions. Scott is now responsible for managing the audit and accounting practice of the firm.

Scott has significant expertise in managing, conducting and performing audit and accounting services for our clients. Scott takes great care and concern to make sure that the audit and accounting services are well planned in order to efficiently and effectively perform the engagement and minimize the impact on the clients’ personnel. Through Scott’s practical experience as an Assistant Controller he understands the type of information that is available and necessary to accomplish the audit and accounting services and can assist our clients in efficiently providing that information.

Scott provides these services to clients in a broad range of industries that include:
  • Construction Contractors
  • Light Manufacturers
  • Professional Corporations
  • Not-For-Profits
  • Employee Benefit Plans
  • Mortgage Lenders

Education: Bachelor of Arts, University of California, Davis Certificate of Accountancy, UCSD Extension

Certification:Certified Public Accountant by the California Board of Accountancy