ACCOUNTING FIRM · BEVERLY HILLS
The Beverly Hills accounting firm at 256 South Robertson — thirteen years in one office.
A boutique CPA and business-management firm operating from Suite 206 at 256 South Robertson Blvd since 2013. Tax, books, business management, advisory, and court & trust — one partner-led practice serving Beverly Hills owners, principals, and families out of a physical office you can actually walk into.
SCHEDULE A DISCOVERY CONVERSATION →Home base, not a satellite
Laléa & Black, LLP has operated from the same Beverly Hills address for thirteen years — 256 South Robertson Blvd, Suite 206, in the 90211. It is not a satellite of a downtown firm and not a mail drop for a remote practice. The partners work here. The team works here. Client files stay here. The firm is Beverly Hills-native by construction, and the work reflects that: partner-led, US-staffed, and paced for owners who prefer their CPA firm to be five minutes off Wilshire rather than a Zoom link in another zip code.
Most of the practice runs cross-vertical — entertainment, professional services, healthcare, family principals — because at Beverly Hills scale the client set is genuinely mixed. What is consistent is the shape: complex enough to require a partner-led firm, not so complex that a Big 4 branch is the right answer.
Practice areas
Business & personal tax — federal, California, and multi-state returns for individuals, entities, trusts, and estates. Partner-reviewed. Year-round planning.
Bookkeeping and month-end close — QuickBooks Online, CPA-reviewed, delivered on a cadence you can plan against.
Business management — bill pay, cash flow, payroll oversight, and coordination with attorneys, agents, and wealth advisors. Walk-in coordination when in-person makes the conversation easier.
Advisory & CFO — entity design, comp analysis, retirement plan structure, and exit planning.
Payroll integration and compliance — payroll oversight, 1099 workflow, sales tax filings, and business license renewals across Beverly Hills and the LA-area municipalities.
Court & trust accounting — Probate Code §1060-1064 and §16063 compliant filings for LA County Superior Court.
Where Beverly Hills work sits inside the firm
Because we sit on Robertson south of the city line, our Beverly Hills book runs across the whole town — the flats north of Sunset, the streets between Wilshire and Santa Monica Blvd, South Beverly, and the Golden Triangle around Rodeo, Cañon, and Beverly Dr. A short walk out our door takes you to Beverly Gardens Park; a five-minute drive puts you in front of most of the professional-services high-rises on Wilshire. We take that geography seriously — it is why some of our longest-standing clients still prefer quarterly reviews in person.
- Entertainment principals living in Beverly Hills proper with loan-out corporations, production entities, and residual income streams.
- Beverly Hills law firms and talent agencies along Wilshire, Little Santa Monica, and Beverly Dr, plus the partners inside them.
- Physicians and specialty practices along Wilshire, Bedford, and Roxbury.
- Wealth advisors and boutique finance firms along Rodeo, Cañon, and the Golden Triangle high-rises.
- Business managers who coordinate with our firm on behalf of their entertainment clients.
- Multi-generational Beverly Hills families with layered entities, trusts, and household staff.
- Trustees, executors, and fiduciaries administering Beverly Hills estates through LA County Superior Court.
Credentials on your engagement
Founder Daniel Litvin. Partner David Meyer, CPA. Every engagement lead is an MBA-holding CPA. In practice from the same Robertson office since 2013. All staff US-based — we never send your private data to foreign countries. Partner-to-client ratios are deliberately capped so the person you spoke with in January is still the person on your file in October.
In-person cadence, when it helps
Most day-to-day work does not require in-person meetings, and most of our clients prefer efficient exchange over Zoom and Egnyte. But there are moments when sitting across a table matters — an entity restructuring conversation, an estate plan coordination with the client's attorney, an initial meeting with a new engagement, a quarterly business review for a long-running client. Walking into a Beverly Hills office at those moments is different from dialing into a call, and we treat that as a feature of the firm rather than a legacy artifact. Coffee is available. Parking is not free but is close.
What clients say
"Daniel and his team replace a full-time accounting team at a fraction of the cost. They let me focus on my client work while they handle my financials. I couldn't ask for a simpler solution with such a high level of service."
— Igor Avidon, CEO @ Avidon Marketing Group
"The team at Laléa & Black handles our bookkeeping with clarity and reliability. Their responsiveness and professional approach make them a trusted partner in managing our finances."
— Joe Liebke, CEO @ Villaway
Frequently asked
Q: Is the Beverly Hills office your primary?
A: It is our only office. 256 South Robertson Blvd, Suite 206, since 2013. Not a satellite. Not a mail forward. The partners and the team work here.
Q: Can clients meet in person?
A: Yes, by appointment. Most of our clients mix in-person quarterly reviews with efficient exchange over Zoom and Egnyte in between. We do not require in-person cadence, and we do not discount it either.
Q: What's the fit between the firm and a Big 4 branch office in Beverly Hills?
A: Different lane. Big 4 is set up for public companies, mega-groups, and the fee levels those require. We are set up for owners, principals, and families where partner-level attention matters more than a national-firm logo on the wrapper.
Q: Do you take referrals from Beverly Hills attorneys and wealth advisors?
A: Yes, and referrals are how a lot of the book grew. We do not pay referral fees and we do not accept referral commissions from other advisors. Our advice runs one direction — from us to the client.
Q: How is data secured?
A: Egnyte (SOC 2, encrypted at rest and in transit) for document exchange. Bill.com for audit-logged bill pay. Role-based access on every system. All staff US-based. We never send your private data to foreign countries.
Starting the conversation
A 30-minute discovery conversation with a named partner. Free, no obligation. In person at our office or over Zoom, whichever suits. Written engagement letter with scope and fee before any work begins.
Beverly Hills accounting firm. 256 South Robertson. Thirteen years, same address.
Tax, books, business management, advisory, and court & trust — under one partner-led roof. MBA-holding CPAs. Thirty-minute discovery conversation.
SCHEDULE A DISCOVERY CONVERSATION →CALL (866) 222-6060
Frequently Asked
Beverly Hills — questions we hear.
What services does an accounting firm in Beverly Hills offer to HNW clients?
A Beverly Hills accounting firm typically offers business management, tax planning and preparation, bookkeeping across multiple entities, family office coordination, trust and estate tax, and IRS/FTB representation. For entertainment clients, services extend into loan-out corporation management, royalty and residual tracking, tour accounting, and personal bill pay. The firm usually acts as the financial quarterback across attorneys, wealth managers, and business partners.
What is business management and how does it differ from regular accounting in Beverly Hills?
Business management in Beverly Hills goes well beyond bookkeeping and tax. It includes personal bill pay, insurance oversight, cash flow forecasting, investment coordination, tour and project accounting, and often day-to-day financial decision-making. Regular accounting handles the books and returns; business management runs the client's entire financial life. It's most common for entertainment talent, executives, and HNW families who need concierge-level financial operations.
How do I choose an accounting firm in Beverly Hills?
Look for a Beverly Hills firm with real experience in your industry, direct partner access, and clear communication about fees and scope. Ask how they coordinate with attorneys and wealth managers, how they handle IRS/FTB notices, and what technology stack they use. References from clients in a similar situation matter more than firm size. Fit with the partner you'll actually work with is usually the most important variable.
Do accounting firms in Beverly Hills handle multiple entities under one umbrella?
Yes, and it's common. HNW clients in Beverly Hills often carry a personal return, a loan-out corporation, one or more LLCs holding real estate, and sometimes trusts and family partnerships. A capable Beverly Hills accounting firm consolidates the books, coordinates the tax filings, monitors California LLC and franchise tax obligations, and produces a combined view so the client sees the whole picture rather than fragmented statements from separate providers.
What should I look for in a Beverly Hills business management firm?
For Beverly Hills business management, look for CPA-led leadership, strong internal controls, dedicated account managers, and a track record of long client tenure. Ask specifically about fraud controls and dual-signature policies on client funds. Beverly Hills has seen high-profile business management fraud cases, so proper segregation of duties, monthly reconciliations reviewed by a CPA, and clean audit trails are non-negotiable.