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.

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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.