Members of the Firm

Our Team

Philip L. Kaufman, C.P.A.

PHILIP L. KAUFMAN, C.P.A., a partner, is a graduate of the University of Southern California, where he received a Bachelor of Science degree in 1970. During college, Phil worked for the Defense Contract Audit Agency (a branch of the U.S. Defense Department), where he participated in audits of major government contracts. Following graduation, he joined the international accounting firm of Haskins & Sells (presently Deloitte & Touche) where he supervised and participated in certified audits, S.E.C. filings and tax work. After four years of dealing with large publicly-traded clients, Phil joined a local accounting firm where he supervised and participated in certified and non-certified engagements, management consulting services and tax work. While at that firm, he met and worked with Steve Rosenberg. Two years later, he left the local firm and opened his Certified Public Accounting practice. In 1977, Phil merged his accounting practice with Steve Rosenberg's to form Kaufman & Rosenberg.

Phil is a member of the American Institute of C.P.A.s and their Management Consulting Services and Information Technology Sections, the California Society of C.P.A.s and their Westside Technology Group, and Beta Alpha Psi (a national honorary accounting society). Additionally, he is past treasurer of the Hope for Life Chapter of the City of Hope. Phil is involved with all aspects of the firm with particular emphasis on certified audits, computer consulting, and tax return preparation and planning for individuals, corporations, estates, partnerships, trusts and retirement plans.

Stephen A. Rosenberg, C.P.A.

STEPHEN A. ROSENBERG, C.P.A., a partner, is a graduate of California State University Northridge, where he received a Bachelor of Science degree in 1974. During college, Steve worked for a public accounting firm. Following graduation, he joined a local C.P.A. firm where he specialized in certified audits, personal and corporate tax planning and income tax return preparation. While at that firm, he met and worked with Phil Kaufman. Two years later, he left the local firm and opened his Certified Public Accounting practice. In 1977, Steve merged his accounting practice with Phil Kaufman's to form Kaufman & Rosenberg.

Steve is a member of the American Institute of C.P.A.s and the California Society of C.P.A.s. Additionally, he is a licensed real estate broker. Steve is involved with all aspects of the firm with particular emphasis on real estate taxation, accounting, and tax return preparation and planning for individuals, corporations, partnerships and retirement plans. He is also responsible for the firm's work scheduling and various administrative functions.

Lewis L. Cohen, C.P.A.

LEWIS L. COHEN, C.P.A., a partner, is a graduate of California State University Northridge, where he received a Bachelor of Science degree in 1979. During college, Lewis worked for Marder & Company, a public accounting firm located in Santa Monica, California. In 1984, he joined Kaufman & Rosenberg, C.P.A.s as a senior level accountant. After five years, he left to form his own firm where he specialized in certified audits, personal and corporate tax planning and income tax return preparation. Eight years later, Lewis merged his accounting practice with Kaufman & Rosenberg to form Kaufman, Rosenberg & Cohen.

Lewis is a member of the American Institute of C.P.A.s and the California Society of C.P.A.s. Lewis is involved with all aspects of the firm with particular emphasis on real estate taxation, accounting, and tax return preparation and planning for individuals, corporations, partnerships and retirement plans.

Irene F. Carmody, C.P.A.

IRENE F. CARMODY, C.P.A., graduated from California State University Northridge in 1989 where she received her Bachelor of Science in Accounting. Prior to joining Kaufman, Rosenberg & Cohen, she was the controller of a leasing company for many years. Irene joined the firm in January 1990 and she is involved in client accounting services, client financial statement preparation and the preparation of corporation, fiduciary, individual, non-profit organization, partnership and retirement plan tax returns.

Jackie Borunda, C.P.A.

JACKIE BORUNDA, C.P.A., graduated from California State University Northridge in 1994 where she received her Bachelor of Science in Accounting. Jackie joined the firm in May 1995. She is involved in client accounting services, certified audits, client financial statement preparation and the preparation of corporation, estate, individual, limited liability companies, partnerships, payroll, retirement plans and trust tax returns.

Irina Bitman, C.P.A.

IRINA BITMAN, C.P.A., graduated from University of California Davis in 2005, where she received her Bachelor of Science in Managerial Economics/Accounting. Irina joined the firm in November 2010. Prior to joining Kaufman, Rosenberg & Cohen, she worked at Deloitte. She is involved in client accounting services, business management and the preparation of corporation, limited liability companies, partnership, and individual tax returns.

Bernadette Nartatez

BERNADETTE NARTATEZ, graduated from California State University Los Angeles in 2000 where she received her Bachelor of Science in Accounting. Bernadette joined the firm in August 2000 and she is involved in client accounting services, client financial statement preparation and the preparation of corporation, limited liability companies, partnership and individual tax returns.

Licia Owolo

LICIA OWOLO, joined the firm in May 2003. Her many duties include bookkeeping, business management, data input, payroll, 1099 forms and the processing of financial statements as well as working with most of the firm's computer applications.

Shelley Tomasello

SHELLEY TOMASELLO, joined the firm in August 2004. She is the firm's Network Administrator and brings over 20 years of experience to the firm. She is a Microsoft Certified System Engineer (MCSE) with a CompTIA Security+ certification. Her responsibilities include the daily upkeep and maintenance of the firm's computer network and the installation and upgrading of all computer hardware and software.

Courtney Valinsky

COURTNEY VALINKSY, graduated from University of California Santa Barbara in 2006. She is also currently working to get certified in bookkeeping through U.S. Career Institute. She joined the firm on a full time basis in January 2007, after working part time for the firm in 2004. Courtney has many duties in the firm, including, data input, individual and payroll tax return input and assembly, bookkeeping services, banking, and organizational responsibilities.

Bridgette Maldonado

BRIDGETTE MALDONADO, joined the firm in December 2007. She is the firm's Administrative Assistant and brings over 10 years of experience in Office Administration with an exceptional background in customer service. She is involved in managing the front office, data input, and tax return assembly.

  • Kaufman, Rosenberg & Cohen
  • 15300 Ventura Boulevard
  • Suite 304
  • Sherman Oaks, CA 91403
  • Telephone: (818) 783-3577
  • Fax: (818) 783-3920