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Shareholders

The shareholders that make up Rogers, Clem & Company have a combined 100 years of experience to serve you.

George Applebaum, CPA

Shareholder
Tel: (626) 858-5100
Email: gapplebaum@rogersclem.com

Mr. Applebaum has had extensive accounting experience at both the public and private levels. He has experience in all levels of general accounting services including reviews, compilations, and certified audits. He has provided accounting services to a wide variety of privately-held businesses with particular emphasis in the retail automobile industry.

Mr. Applebaum's experience includes extensive work in taxation, including tax return preparation, tax planning and audit representation with federal and state authorities for individuals, partnerships and corporations as well as buy-sell agreement consultation. Mr. Applebaum also has provided litigation support in connection with divorce and valuation proceedings as well as loss verification in employee dishonesty matters.

In addition to accounting and taxation services, Mr. Applebaum specializes in providing business system and internal control reviews to the retail automobile industry. His experience as a controller of two automobile dealerships has provided insight and ability to identify and resolve a wide variety of problems found throughout automobile dealerships.

Background and Civic Activities:

BORN: Pasadena, California, September 8, 1957.

PREPARATORY EDUCATION: University of Southern California, Bachelor of Science, Accounting, 1979.

LICENSED TO PRACTICE: The California State Board of Accountancy, 1982 and the Alaska State Board of Accountancy, 1997.

PROFESSIONAL AFFILIATIONS: American Institute of Certified Public Accountants, California Society of Certified Public Accountants.

EXPERIENCE: Senior Accountant, Garrison, Horejsi, Duncan & Co. Certified Public Accountants, West Covina (1981-1984); Controller and Secretary-Treasurer, Woody Chevrolet, Inc. dba Woody Chevrolet and dba Sherwood Cadillac, Anaheim and Beverly Hills (1985-1990); Manager, Garrison & Associates, Accountancy Corporation (1990-1995); Partner and Shareholder, Rogers, Clem & Company, Covina (1995-present).

BUSINESS ASSOCIATIONS: Member, California Motor Car Dealers Association.

 

Dale Duncan, CPA

Managing Shareholder
Tel: (626) 858-5100
Email: dduncan@rogersclem.com

Mr. Duncan has had extensive accounting experience at both the national and local levels. He has performed various general accounting services including audits, reviews and compilations, as well as highly specialized management consulting involving business systems and internal control reviews.

Mr. Duncan's experience also includes the areas of taxation and litigation support. He had been active in all phases of tax planning and consultation, tax return preparation, representation at various levels of tax audits, succession planning and buy-sell agreement consultation. Mr. Duncan has provided litigation support in a number of matters, including records reviews to verify loss amounts and responsibility in employee theft proceedings.

Mr. Duncan specializes in providing accounting services to closely-held corporations and professionals. Client companies fall into a number of different industry groups, including light manufacturing, health care providers and non-profit organizations. Mr. Duncan has developed particular expertise in the retail automobile industry, where his background reflects the many years of related experience.

In addition to his accountancy practice, Mr. Duncan has also had direct business experience as owner of a $20 million dollar per year automobile dealership. Mr. Duncan held overall responsibility for the entire operation. He managed daily operations along with all other related activities such as administration, sales and marketing and human resources. Moreover, Mr. Duncan oversaw the strategic planning functions, which were critical to the dealership's growth and profitability.

Background and Civic Activities:

BORN: Pomona, California, December 23, 1952.

PREPARATORY EDUCATION: California State University Fullerton, Bachelor of Arts, Accounting, 1975.

LICENSED TO PRACTICE: The California State Board of Accountancy, 1978.

PROFESSIONAL AFFILIATIONS: American Institute of Certified Public Accountants, California Society of Certified Public Accountants.

EXPERIENCE: Manager, R. H. Garrison, Tustin (and subsequently, at Main Hurdman, West Covina, successor company of 1979 merger) (1975-1980); Partner, Garrison, Horejsi, Duncan & Co. Certified Public Accountants, West Covina, (1981-1988); Owner, Toyota of Whittier (1988-1992); partner and Shareholder, Rogers, Clem & Company, Covina (1992 - present).

CIVIC ACTIVITIES: Civic activities have included: Treasurer, Industry Sheriff's Youth Athletic League; Board Member, Queen of the Valley Foundation 2100 Club; Board Member, Damien High School Foundation; California Motor Car Dealers Association.

 

Scott Biehl, CPA

Shareholder
Tel: (626) 858-5100
Email: sbiehl@rogersclem.com

Mr. Biehl has performed various general accounting services including audits, reviews and compilations, as well as highly specialized management consulting involving internal control reviews.

Mr. Biehl’s experience also includes the areas of taxation and litigation support. He has been active in all phases of tax planning and consultation, tax return preparation, representation at various levels of tax audits,  and buy-sell agreement consultation.  Mr. Biehl has provided litigation support in a number of matters, including review of records related to loss verification and responsibility in employee theft proceedings, and loss of business earnings.

Mr. Biehl specializes in providing accounting services to closely-held corporations and professionals. Client companies fall into a number of different industry groups, including light manufacturing, construction and metal fabrication.  Mr. Biehl has developed particular expertise in the retail automobile industry.

Background and Civic Activities:

BORN:  Downey, California, June 4 , 1971.

PREPARATORY EDUCATION:  California State Polytechnic University Fullerton, Bachelor of  Science, Business Administration, 1998.

LICENSED TO PRACTICE:  The California State Board of Accountancy, 2004.

PROFESSIONAL AFFILIATIONS:  American Institute of Certified Public Accountants, and California Society of Certified Public Accountants.

EXPERIENCE:  Staff Accountant (1995-1998), Senior Accountant (1997-2001), Manager (2001-2005), Shareholder, Rogers, Clem & Company, Accountancy Corporation, Covina, (2005 to present).

 

Andy Jones, CPA

Shareholder
Tel: (626) 858-5100
Email: ajones@rogersclem.com

Mr. Jones began his career as a staff accountant with Rogers, Clem & Company after graduating in 2004.  He was admitted as a shareholder of the firm in 2010.  Throughout his progression at Rogers, Clem and Company, Mr. Jones has gained practical experience in all aspects of accounting including financial statement audits, reviews, and compilations, tax planning, income tax preparation, business acquisitions and consultation.   Although the firm represents clients in numerous industries including manufacturing, real estate and agriculture, we specialize in auto dealerships representing approximately 100 dealership clients.  Mr. Jones has experience in a wide array of industries with particular experience in automobile dealerships.  

Background and Civic Activities:

BORN:  Glendale, California on April 22, 1977.

PREPATORY EDUCATION:  California State Polytechnic University, Pomona with a B.S. in Accounting in 2004. He earned his CPA license from the California State Board of Accountancy in 2009.

EXPERIENCE:  Rogers, Clem & Company, Covina (2004 - present)

PROFESSIONAL AFFILIATIONS:   American Institute of Certified Public Accountants and California Society of Certified Public Accountants.