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.

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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.