JGD & Associates was founded on July 1, 1977 in La Jolla, California under the name Jassoy, Graff & Douglas. The three founding partners were Robert Jassoy, Jr., William Graff and Robert Douglas. At the time the firm was formed, the practice consisted mainly of individual and small business clients and primarily provided tax preparation and bookkeeping services within the La Jolla area.
Peter Wood and David Brzezniak joined the firm shortly after it was formed, and both became partners on January 1, 1983. Dan Schreiber, JGD’s present Managing Partner, was admitted to the partnership on January 1, 1986. At the time he became a partner, he focused on assisting clients with management information systems and computer consulting issues. In 1994, the firm relocated to the University Towne Centre area and began focusing on helping business clients provide higher level tax planning, assurance & review services and business consulting. The firm’s expertise increased in several areas during this time, while our clients continued to grow in size and profitability.
Will Botzum joined the partnership on January 1, 2000 as an assurance partner, specializing in employee benefit plan audits. The firm changed its name to JGD & Associates LLP on January 1, 2003, and the original founding partners completed transitioning leadership in the firm around this time. The last of the founding partners retired during 2005, and JGD & Associates is now a second generation firm. In May 2016, the firm relocated its office to the present location in University Town Center. On January 1, 2013, Tom Zonaras and Oliver McElroy were admitted as tax partners. Brian Wilcox was admitted as a tax partner on January 1, 2016.