CPA · BRENTWOOD
CPA in Brentwood — a boutique firm for HNW families west of the 405.
Since 2013. MBA-holding CPAs on every engagement. Tax, accounting, business management, and court & trust — quietly, thoroughly, and across generations. 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 boutique CPA firm serving Brentwood from our office at 256 South Robertson Blvd, Suite 206 — a straight shot east from San Vicente, Barrington, Brentwood Village, and the Sunset corridor. MBA-holding CPAs. Named partners on every engagement. Boutique by design. Trusted advisor, not a mere client.
Our Brentwood practice is built around what a HNW family, family office, or professional-service principal actually needs:
- Household and family taxation — federal, California, and multi-state returns for individuals, spouses, adult children, trusts, and family entities, coordinated across the household with year-round planning. - Family office coordination — closing the books across household entities, LLCs, trusts, real estate holdings, and investment vehicles, with clean reporting to family principals. - Business management — fully-managed bill pay, cash flow, CFO oversight, and coordination with agents, managers, attorneys, and household staff. - Entertainment principals — loan-outs, production entities, and residual streams for Brentwood-based writers, directors, producers, actors, and executives. - Outsourced accounting — monthly close on QuickBooks Online for Brentwood-based professional-service firms and family-owned businesses. - Court & trust accounting — court-ready trust, probate, conservatorship, and guardianship accountings for LA County Superior Court and inter-family trust reporting. - Strategy — coordination across the family's attorneys, wealth advisors, bankers, insurance advisors, and household staff.
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
- Brentwood HNW families with multi-entity, multi-generational, and multi-state tax pictures.
- Family offices operating out of Brentwood or serving Brentwood principals.
- Entertainment principals — writers, directors, producers, actors, showrunners — with loan-outs, production entities, and residual streams.
- Professional-service partners (law, medical, wealth advisory) living in Brentwood and needing quiet, partner-led household tax and financial coordination.
- Trustees, executors, and fiduciaries administering Brentwood family estates.
- Business owners west of the 405 with entities coordinated with household planning.
Deliverables
- Individual, entity, and trust tax returns — federal, California, and multi-state, prepared and reviewed by named partners.
- Household coordination — spouses, children, trusts, and family entities in one coordinated engagement.
- Year-round tax planning — quarterly touch-points and structural analysis.
- Business management back office — bill pay, payroll, cash management, and household 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, bankers, and household staff.
Frequently asked
Q: Where is your office in relation to Brentwood?
A: 256 South Robertson Blvd, Suite 206. A straight drive east from San Vicente and Brentwood Village along Wilshire or Santa Monica Blvd, minutes from Barrington, north of Wilshire, and the Sunset corridor. Easy reach from Kenter Canyon, Mandeville, and UCLA-adjacent addresses. In-person meetings welcome by appointment.
Q: Do you work with Brentwood family offices?
A: Yes. Family office coordination is a core part of the practice — closing books across household entities, trusts, LLCs, real estate holdings, and investment vehicles, and delivering clean reporting to family principals. We work alongside dedicated family office staff or serve as the outsourced back office where a dedicated family office is not warranted.
Q: What sets a boutique Brentwood 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 — critical when a single family engagement spans two decades and three generations.
Q: What areas do you cover from your Brentwood-adjacent 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 families with income and property in New York, Nevada, Texas, Wyoming, 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. Family privacy is treated the way it should be — quietly and permanently.
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.
Brentwood CPA firm. Boutique. Partner-led. Family-focused.
Tax, accounting, business management, and court & trust — all under one roof, a straight shot east on Wilshire. MBA-holding CPAs. Thirty-minute consultation.
BOOK A CONSULTATION →CALL (866) 222-6060
Frequently Asked
Brentwood — questions we hear.
What does a CPA in Brentwood do for HNW families and homeowners?
A CPA in Brentwood primarily serves HNW families, homeowners with significant real estate wealth, and executives. Typical work includes complex individual returns, trust and estate coordination, real estate investment planning, entity structuring, and California PTE elections. Brentwood's residential character means CPAs here often handle multi-generational family planning, gift and estate tax strategy, and coordination with wealth managers and estate attorneys.
How much does a CPA cost in Brentwood?
In Brentwood, individual HNW returns typically run $2,000-$8,000 depending on K-1s, multi-state exposure, investment activity, and rental properties. Trust returns usually price at $1,500-$5,000 each. Business management engagements for HNW families often range from $5,000-$20,000 per month. Straightforward returns without significant investment or business complexity generally fall between $1,000-$2,500.
Can a Brentwood CPA help with real estate investment tax planning?
Yes. Given Brentwood's concentration of homeowners and real estate investors, CPAs here regularly handle rental property depreciation, cost segregation studies, 1031 like-kind exchanges, passive activity loss rules, and real estate professional status planning. California's tight rules on passive losses and short-term rental treatment add local wrinkles that generalist preparers often miss. Proactive planning during acquisition usually captures the most tax benefit.
Do Brentwood CPAs handle trust and estate tax planning?
Yes. Trust and estate work is common in Brentwood given the neighborhood's HNW families. CPAs here regularly prepare fiduciary income tax returns (Form 1041), coordinate gift tax filings, model estate tax exposure, and work with estate attorneys on grantor trust strategies, GRATs, and family limited partnerships. With California's high property values, generation-skipping planning frequently comes into play alongside federal estate tax planning.
How do I choose a CPA in Brentwood?
For Brentwood HNW clients, choose a CPA with real experience in HNW families, real estate, and trust and estate tax. Ask about direct partner access, response times, and coordination with wealth managers and estate attorneys. Confirm familiarity with California PTE elections, residency planning, and multi-state sourcing. Long client tenure at the firm is usually a good signal — HNW clients don't switch CPAs unless there's a real problem.