RGA

What RGA does

RGA, LLP is a Beverly Hills-based CPA firm founded in 2016 by Ruchika Garga that provides tax planning, tax compliance, estate planning, and strategic transaction advisory to closely held real estate enterprises and high-net-worth real estate-owning families. The firm operates as a traditional professional services practice anchored by two CPAs — Managing Partner Ruchika Garga (35+ years of experience) and Partner Justin Gugajew (15+ years of experience) — supported by a small team of staff accountants, with the senior team collectively carrying well over 60 years of combined tax practice experience across large and medium-sized CPA firms.

Service delivery is organized around four integrated product lines: Income Tax Planning and Compliance for complex entities and individuals; Strategic Transaction Planning for real estate purchase, sale, and partnership structuring; Tax-Free 1031 Exchanges covering transactions with cumulative values in the hundreds of millions of dollars; and multi-generational Estate Planning for HNW real estate owners, including gift and estate tax return preparation, intra-family transactions, and trust funding. The firm does not operate proprietary technology platforms, APIs, or AI systems; its offering is built on senior practitioner expertise, relationship continuity, and a team-based approach that integrates clients' attorneys, appraisers, and other consultants.

RGA generates revenue through professional services fees quoted based on the scope and complexity of client engagements, with a sales-led go-to-market driven by referrals, repeat multi-generational engagements, and direct client relationships in Southern California. Its primary customer segments are HNW real estate families and closely held real estate enterprises, with secondary exposure to real estate investors and operators seeking 1031 exchange and transaction structuring support. The firm has no external funding, no parent company, and operates as an independent partnership from its office at 8383 Wilshire Boulevard in Beverly Hills, CA.

Name

RGA

Legal name

RGA, LLP

Website

https://rgallp.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

RGA, LLP is a Beverly Hills CPA firm providing tax planning, compliance, 1031 exchanges, and multi-generational estate planning to closely held real estate enterprises and high-net-worth real estate-owning families in Southern California.

Ownership category

akta.pro rank

Product category

Professional Tax and Estate Planning Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ)

Keywords

• Tax planning services
• Estate planning services
• Real estate taxation
• 1031 exchange services
• High net worth tax

Headquarters

HQ city

Beverly Hills

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Services Fees: Revenue generated from providing tax planning, compliance, and estate planning services to high-net-worth clients and real estate enterprises. Services include periodic tax planning, transactional tax planning, and ongoing compliance engagements.

Go-to-market motion1 record

Distribution channels1 record

Core offering

RGA is a CPA firm providing tax planning, tax compliance, and estate planning services to closely held real estate enterprises and high-net-worth real estate families. The firm delivers periodic and transactional tax projections, strategic real estate transaction structuring, tax-free 1031 exchanges, and multi-generational wealth transfer planning, working alongside clients' attorneys, appraisers, and other consultants.

Product overview

RGA is a CPA firm providing a unified suite of professional accounting and advisory services to real estate enterprises and high-net-worth families. The core offering comprises four integrated service lines: Income Tax Planning and Compliance Services for complex tax scenarios; Strategic Transaction Planning for real estate purchase, sale, and partnership structuring; Tax-Free 1031 Exchanges enabling tax-deferred property transfers; and Estate Planning for multi-generational wealth preservation. These services work together to address the complete financial lifecycle of real estate owners, from transactional tax optimization to long-term estate succession planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Tax Planning and Compliance Services Comprehensive tax planning and compliance services for individuals, partnerships, corporations, and trusts with complex financial scenarios, including periodic and transactional projections and analysis of new tax laws. Targeted at real estate enterprises and high-net-worth individuals with diverse holdings.
• Strategic Transaction Planning for Real Estate Enterprises Strategic planning for real estate transactions including structuring of purchase/sale transactions, partnership/LLC structuring, multi-tier partnerships, and depreciation analysis and optimization. Built for entrepreneurial real estate owners, operators, investors, and real estate funds.
• Tax-Free 1031 Exchanges Tax-free 1031 exchange structuring services that allow clients to sell a property and acquire a similar property without incurring current income tax, including management of transactions involving multiple parties and properties with cumulative values in hundreds of millions of dollars. Designed for real estate investors and owners.
• Estate Planning for High-Net-Worth Real Estate Owners Multi-generational wealth transfer planning and estate planning services for high-net-worth real estate owners, including preparation of estate and gift tax returns, pre- and post-death planning, intra-family transactions, trust funding strategies, and entity structuring.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Client AttorneyscoreImplementation/ SI/ Consulting PartnerThe firm works alongside clients' attorneys as part of a collaborative team approach to deliver integrated financial and legal planning solutions for high-net-worth families and real estate enterprises.
• Client AppraiserscoreImplementation/ SI/ Consulting PartnerCollaborative relationships with appraisers to support estate planning, transaction structuring, and asset valuation for real estate holdings.
• Other Key ConsultantscoreImplementation/ SI/ Consulting PartnerWorks alongside clients' other key consultants in a team-based approach to achieve optimal financial outcomes for clients.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• EisnerAmper: Top-20 US accounting firm with a significant real estate practice serving real estate funds, investors, and HNW families — broader portfolio but overlapping specialty services.
• BDO USA: Major global accounting firm with a real estate practice serving real estate owners, investors, and HNW individuals — competes for the same clients with broader resources and global reach.
• UHY LLP: National accounting network with strong real estate tax practice serving closely held enterprises and HNW families — broader geographic footprint but comparable service mix.
• CohnReznick: Major accounting and advisory firm with a dedicated real estate industry practice serving investors, owners, and HNW families — overlaps heavily with RGA's service lines at greater scale.

Direct peers

• WithumSmith+Brown, PC: Mid-size CPA and advisory firm with a real estate and construction practice serving real estate owners and HNW individuals — closely aligned specialty.
• Marks Paneth (a UHY company): NY-based CPA firm (now part of UHY) with long-standing real estate and HNW family practice — comparable niche specialty and relationship-driven model.
• Citrin Cooperman: National CPA and advisory firm with a recognized real estate industry group serving real estate owners, investors, and HNW individuals — closely aligned specialty focus and client profile.
• Friedman LLP: Mid-market CPA firm with a dedicated real estate group serving real estate entrepreneurs, investors, and HNW families — directly comparable boutique-to-mid-market positioning.
• PKF O'Connor Davies: Mid-size accounting and advisory firm with strong real estate tax and partnership practice serving closely held businesses and HNW families — comparable specialty positioning.
• Anchin, Block & Anchin LLP: Mid-market CPA and advisory firm with a deep real estate practice serving closely held real estate enterprises, partnerships, and high-net-worth families — directly comparable niche and client base to RGA.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/rga-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RGA