CPA · LOS ANGELES
CPA in Los Angeles — a boutique firm for people who don't want a chain.
Beverly Hills-based since 2008. MBA-holding CPAs on every engagement. Tax, accounting, business management, and court & trust — all under one roof. One monthly price. Never outsourced overseas.
BOOK A CONSULTATION →What we do
We are a Los Angeles CPA firm — boutique by design, at 256 South Robertson Blvd in Beverly Hills, serving LA and California clients since 2008. Named partners on every engagement. MBA-holding CPAs doing the work. Zero offshoring. You're never left in the dark.
We are organized around five practices, all coordinated through one CPA firm:
1. Business management — fully-managed bill pay, cash flow, CFO oversight, and tax coordination for talent, athletes, executives, and families. 2. Taxation — federal, state, and multi-state tax preparation and year-round planning for individuals, entities, and trusts. 300+ returns annually. 3. Outsourced accounting — monthly bookkeeping, close, payroll coordination, and management reporting for small and mid-sized businesses. 4. Court & trust accounting — court-ready trust, probate, conservatorship, and guardianship accountings prepared to California Probate Code. 5. Strategy — coordination across the client's full advisor bench: attorney, banker, wealth advisor, insurance advisor.
We do not sell securities, do not manage investments, and do not accept referral commissions. Our advice runs one direction — from us to the client, without conflicts.
Who this is for
- HNW individuals whose tax and accounting complexity exceeds what a solo CPA can handle.
- Entertainment principals with loan-outs, residuals, and production entities.
- Founders and executives with equity compensation, RSU vesting, and business ventures.
- Real estate investors with multi-property portfolios and §1031 planning.
- Trustees, executors, and fiduciaries needing court-ready accountings.
- Small and mid-sized businesses wanting fully-managed accounting and outsourced controllership.
Deliverables
- Tax return preparation — federal, California, and multi-state, for individuals, partnerships, S-corps, C-corps, trusts, estates, and foundations.
- Year-round tax planning — quarterly touch-points, decision support, and structural analysis.
- Monthly bookkeeping — QuickBooks Online, CPA-reviewed, closed on a fixed calendar day.
- Business management back office — bill pay through Bill.com, payroll through ADP, cash management, and reporting.
- Court and trust accountings — Probate Code §1060-1064 and §16063 compliant, filed on time.
- Strategic coordination across the client's full advisor team.
Frequently asked
Q: What kind of clients does your Los Angeles CPA firm work with?
A: HNW individuals, entertainment industry principals (actors, musicians, showrunners, producers), professional athletes, real estate investors, founders and executives, and small to mid-sized privately-held businesses. The common thread is complexity — clients whose financial pictures need more than a solo CPA and less than a big-four branch.
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 through named partners. We do not use offshore staff. We do not outsource any part of the client engagement to firms outside the U.S.
Q: What are your credentials?
A: California-licensed CPAs. Named partners hold MBAs in addition to the CPA license (that's the "MBA-holding CPAs" phrasing — a credentials signal that runs across the firm). Founded 2008. Beverly Hills-based. Professional liability coverage current and reviewable on request.
Q: How is the firm structured on fees?
A: For business management engagements: one monthly price covering all recurring work. For tax-only engagements: quoted per return with year-round planning included on retainer if desired. For court accounting: fixed-fee per engagement. We do not run an hourly meter on recurring work.
Q: Do you serve clients outside Los Angeles?
A: Yes. We are LA-anchored and Beverly Hills-based, but California is our primary state and we serve clients in every county. Federal tax work extends nationwide. Multi-state and international work is a normal part of the practice.
Q: How does the engagement start?
A: A 30-minute consultation with a named partner. We review your situation, discuss what services fit, and provide a written engagement letter with fixed-fee scope before any work begins.
A Los Angeles CPA firm built on judgment, not volume.
Tax, accounting, business management, and court & trust — all coordinated through named partners. MBA-holding CPAs. One monthly price on recurring work. Thirty-minute consultation.
BOOK A CONSULTATION →CALL (866) 222-6060
Frequently Asked
Los Angeles — questions we hear.
What does a CPA in Los Angeles do?
A CPA in Los Angeles handles tax preparation, tax planning, IRS representation, and financial reporting for individuals and businesses. Given LA's mix of entertainment income, real estate, and multi-state residents, the work often involves loan-out corporations, California FTB compliance, multi-state allocations, and residency planning. A licensed CPA can also sign audit reports and represent clients before the IRS and Franchise Tax Board, which unlicensed preparers cannot.
How much does a CPA cost in Los Angeles?
CPA fees in Los Angeles vary by complexity. A straightforward individual return typically runs $500-$1,500, while HNW returns with K-1s, rental properties, or multi-state issues often land between $1,500-$3,500. Business returns generally range from $1,500-$8,000. Monthly bookkeeping tends to run $500-$2,500. Full business management engagements, common in entertainment, usually price at $3,000-$15,000 per month depending on transaction volume.
Do I need a local CPA in Los Angeles, or can I use one anywhere?
You can technically work with any licensed CPA remotely, but a Los Angeles CPA brings real advantages: familiarity with California FTB rules, the state's PTE elections, LA city business tax, and industry-specific issues like entertainment loan-outs and residency audits. California is one of the most aggressive states on residency and sourcing, so a local CPA who handles FTB matters weekly is usually worth the proximity.
When should I hire a CPA in Los Angeles instead of using tax software?
Tax software works for W-2 income and simple deductions. Consider hiring a Los Angeles CPA once you have self-employment income, K-1s, rental properties, stock compensation (RSUs, ISOs), a loan-out corporation, or income above roughly $250,000. California's tax code diverges from federal in meaningful ways, and software rarely catches PTE elections, R&D credits, or multi-state sourcing issues that a CPA identifies during planning.
Can a Los Angeles CPA help with IRS audits or FTB notices?
Yes. A licensed CPA can represent you before the IRS and the California Franchise Tax Board under a Form 2848 (federal) and FTB 3520 (state). In Los Angeles, FTB residency audits and 1099-K matching notices are especially common. A CPA handles the correspondence, negotiates penalty abatements when facts support it, and keeps you out of direct contact with the examiner, which usually leads to cleaner outcomes.