ACCOUNTING FIRM · BRENTWOOD
The Brentwood accounting firm for households that have outgrown a solo CPA.
A boutique CPA and family-CFO firm serving Brentwood physicians, estate and legal professionals, family offices, and the households behind them. Personal and entity tax, business management, and advisory. Partner-led since 2013.
SCHEDULE A DISCOVERY CONVERSATION →Why families and physicians in Brentwood bring us in
A Brentwood household with a physician spouse, a founder spouse, an operating entity or two, an ILIT or a QPRT, and a set of investment K-1s does not fit a solo CPA anymore. It also does not need — and often actively does not want — the four-associates-deep experience of a national firm. What it needs is one partner who owns the whole picture: the returns, the household books, the trust filings, the advisor coordination, and the year-round planning that keeps it all quiet.
Our firm is set up for that quiet, senior arrangement. One CPA partner, one continuous relationship, and a practice that runs discreetly in the background — surfacing when it needs to.
Practice areas
- Household and entity tax — federal, California, and multi-state returns for HNW households with layered K-1s, entity income, and investment complexity.
- Family CFO and business management — bill pay, cash-flow modeling, household-level financial reporting, and coordination with your attorneys, wealth advisors, and insurance advisors.
- Trust income tax and coordination — 1041 preparation for revocable and irrevocable trusts, plus attorney coordination on estate planning changes.
- Physician practice tax and books — S-corp maintenance, retirement plan structure, buy-in and buy-out work.
- Advisory — retirement-plan design (cash balance, defined benefit), entity structure review, and Roth conversion planning.
- Court & trust accounting — Probate Code §1060-1064 and §16063 compliant filings for LA County Superior Court.
Brentwood — where the households actually sit
Our Brentwood book runs along San Vicente Boulevard, the 26th Street professional corridor, the streets north of Sunset toward Mandeville and Kenter Canyons, and the neighborhoods that back up against the VA campus and Mt. St. Mary's. Physician practices along Wilshire and San Vicente. A quiet layer of estate and legal professionals who prefer to work with a firm not on their firm's floor. From our office at 256 South Robertson, Brentwood is a short run west on Sunset.
Credentials
Founder Daniel Litvin. Partner David Meyer, CPA. Every engagement lead is a CPA with an MBA. In practice since 2013. All staff US-based — private family data does not leave the country. Partner-to-client ratios are deliberately capped.
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
Frequently asked
Q: Are you a wealth manager or investment advisor?
A: No. We do not sell securities, do not manage investments, and do not accept referral commissions from other advisors. Our advice runs one direction — from us to the client — which is the point of a boutique CPA firm and not a wrapped RIA.
Q: We already have an estate attorney. How do you coordinate?
A: We work directly with your existing attorney — quarterly touch-points on any structural change, and 1041 preparation aligned to the trust document your attorney drafted. We do not replace the attorney and we do not compete.
Q: Physician practice + household — can that be one engagement?
A: Yes. Practice S-corp maintenance, retirement plan structure, buy-in and buy-out work, plus personal returns and household reporting — one firm, one partner.
Q: Confidentiality?
A: Standard operating expectation. All staff US-based. We never send your private data to foreign countries. Egnyte and Bill.com control access with role-based permissioning.
Starting the conversation
A 30-minute discovery call with a named partner. Free. Signed engagement letter with scope and fee before any work begins.
Brentwood accounting firm. Family CFO work, done quietly.
Household and entity tax, family business management, trust filings, and advisor coordination — under one boutique roof. MBA-holding CPAs. Thirty-minute discovery conversation.
SCHEDULE A DISCOVERY CONVERSATION →CALL (866) 222-6060
Frequently Asked
Brentwood — questions we hear.
What services does an accounting firm in Brentwood offer to HNW families?
A Brentwood accounting firm typically offers HNW tax planning and preparation, trust and estate tax work, business management, real estate investment planning, entity structuring, and family office coordination. Services often extend into personal bill pay, insurance oversight, and cash flow forecasting for HNW households. The firm generally acts as the financial quarterback across attorneys, wealth managers, and household staff.
What's the difference between a solo CPA and an accounting firm in Brentwood?
A solo CPA in Brentwood handles simpler individual returns and light advisory. An accounting firm brings a team with capacity for HNW planning, multi-entity coordination, trust work, and business management. For Brentwood HNW families with layered structures, real estate holdings, and multi-generational planning needs, a firm typically delivers better coordination and stronger internal controls than a solo practice can support alone.
What should a Brentwood HNW family ask before hiring an accounting firm?
Ask about experience with HNW families in similar situations, direct partner access, and coordination with wealth managers and estate attorneys. Ask specifically about internal controls if the firm will handle bill pay — dual-signature policies, monthly reconciliations reviewed by a CPA, and segregation of duties. Ask for client references and check for long client tenure, which usually signals a well-run firm.
Do accounting firms in Brentwood handle multiple entities under one umbrella?
Yes, and it's common. Brentwood HNW families often carry a personal return, several LLCs for real estate holdings, family limited partnerships, and irrevocable trusts. A capable Brentwood accounting firm consolidates the books, coordinates the tax filings, tracks California LLC and franchise tax obligations, and produces a combined view so the family sees the whole picture rather than fragmented statements from separate providers.
What is business management and how does it work for a Brentwood family?
Business management in Brentwood goes beyond bookkeeping and tax. It includes personal bill pay, insurance oversight, cash flow forecasting, investment coordination, household staff payroll, and often day-to-day financial decision-making. Regular accounting handles the books and returns; business management runs the family's entire financial operation. It's most common for HNW households that need concierge-level financial management alongside proper CPA oversight.