CPA · BEVERLY HILLS
CPA in Beverly Hills — a boutique firm at 256 South Robertson.
Since 2008. MBA-holding CPAs on every engagement. Tax, accounting, business management, and court & trust. You're never left in the dark. We never send your private data to foreign countries.
BOOK A CONSULTATION →What we do
We are a Beverly Hills CPA firm at 256 South Robertson Blvd, Suite 206 — walkable from Wilshire, a few minutes from Rodeo, a mile from Century City. MBA-holding CPAs. Named partners on every engagement. Boutique by design. Trusted advisor, not a mere client.
Our practice covers what a HNW Beverly Hills individual, family, or business actually needs:
- Taxation — federal, California, and multi-state returns for individuals, entities, trusts, and foundations, with year-round planning between filings. - Business management — fully-managed bill pay, cash flow, CFO oversight, and coordination with agents, managers, and entertainment attorneys along Wilshire and Camden. - Outsourced accounting — monthly close on QuickBooks Online for small and mid-sized businesses in and around the 90210 orbit. - Court & trust accounting — court-ready trust, probate, conservatorship, and guardianship accountings for the Westside probate bar. - Strategy — coordination across the client's attorneys, wealth advisors, bankers, and insurance advisors.
We do not sell securities. We do not manage investments. We do not accept referral commissions from other advisors. Our advice runs one direction — from us to the client.
Who this is for
- Beverly Hills HNW individuals and families with complex tax and financial pictures.
- Entertainment principals with loan-outs, production entities, and residual streams.
- Beverly Hills professional-service firms (law firms, medical practices, wealth advisors) needing a CPA firm for their partners and the firm itself.
- 90210-area business owners and family offices.
- Trustees, executors, and fiduciaries administering Beverly Hills estates.
Deliverables
- Individual and entity tax returns — federal, California, and multi-state, prepared and reviewed by named partners.
- Year-round tax planning — quarterly touch-points and structural analysis.
- Business management back office — bill pay, payroll, cash management, and reporting.
- Monthly bookkeeping on QuickBooks Online, CPA-reviewed.
- Court and trust accountings — Probate Code §1060-1064 and §16063 compliant.
- Strategic coordination with attorneys, wealth advisors, and other advisors.
Frequently asked
Q: Where is your Beverly Hills office?
A: 256 South Robertson Blvd, Suite 206. On the Robertson corridor a few minutes south of Wilshire, walkable from Beverly Hills City Hall, and easy reach from Century City, West Hollywood, and Rodeo. In-person meetings welcome by appointment.
Q: What sets a boutique Beverly Hills CPA firm apart from a national branch office?
A: Named partners on every engagement. MBA-holding CPAs doing the work. No offshoring. No 1,000-clients-per-partner ratio. Practical differences: partner-reviewed returns, direct partner-to-client access when it matters, and consistent staffing year over year.
Q: What areas do you cover from the Beverly Hills office?
A: California is the primary state — every county for tax and every county with a probate department for court accountings. Federal work extends nationwide. We regularly handle multi-state returns for clients with income in New York, Nevada, Texas, and other states.
Q: Are you a full-service CPA firm?
A: Yes. Tax, accounting, business management, court and trust accounting, and strategic coordination — all in-house, all coordinated. One monthly price on recurring business-management work. Fixed-fee on court accounting. Quoted per return on tax-only engagements.
Q: How secure is client data?
A: Enterprise-grade. 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 are U.S.-based. We never send your private data to foreign countries.
Q: How do we start?
A: A 30-minute consultation with a named partner. Free, no obligation. We review your situation and provide a written engagement letter with scope and fee before any work begins.
Beverly Hills CPA firm. Boutique. Partner-led.
Tax, accounting, business management, and court & trust — all under one roof at 256 South Robertson. MBA-holding CPAs. Thirty-minute consultation.
BOOK A CONSULTATION →CALL (866) 222-6060
Frequently Asked
Beverly Hills — questions we hear.
What does a CPA in Beverly Hills do?
A CPA in Beverly Hills primarily serves high-net-worth individuals, entertainment executives, and business owners. The work centers on tax planning, multi-state and international sourcing, trust and estate coordination, entity structuring, and IRS/FTB representation. Given the client base, Beverly Hills CPAs often coordinate with wealth managers, entertainment attorneys, and family offices, and handle loan-out corporations, deferred compensation, and executive stock plans routinely.
How much does a CPA in Beverly Hills cost for high-net-worth individuals?
For HNW individuals in Beverly Hills, CPA fees typically run $3,000-$10,000 for a complex personal return with K-1s, multi-state issues, and investment activity. Ongoing planning and quarterly meetings usually add $5,000-$25,000 annually. Business management engagements, common for entertainment clients, often range from $5,000-$25,000 per month based on entities involved, staff supervision, and personal bill pay volume.
Do Beverly Hills CPAs handle entertainment industry clients?
Yes, most established Beverly Hills CPA firms have deep entertainment experience because of the neighborhood's concentration of executives, producers, actors, writers, and directors. Common engagements include loan-out corporation setup and compliance, per-project accounting, residual and royalty tracking, tour accounting, and residency planning for international shoots. Beverly Hills CPAs also coordinate with agents, business managers, and entertainment attorneys as part of the client's full advisory team.
How is a Beverly Hills CPA different from a large national firm?
A Beverly Hills CPA firm typically offers more direct partner access, faster turnaround, and closer knowledge of the local entertainment and HNW landscape. National firms bring scale for public companies and cross-border matters but often assign junior staff to individual and mid-market work. For most HNW individuals and privately-held businesses in Beverly Hills, a boutique firm delivers better attention at a comparable or lower fee.
Can a Beverly Hills CPA help with California residency audits?
Yes. California residency audits are a frequent issue in Beverly Hills, especially for clients who split time between California and states like Nevada, Texas, or Florida. A Beverly Hills CPA can build the residency file — days-in-state logs, homestead documentation, professional and social ties — and represent the client before the FTB. Getting the structure right before the move is usually far cheaper than defending it in audit.