Tax Services
Individual, sole proprietor, corporate, partnership, LLC, nonprofit, estate, trust, multi-state, and international tax preparation and planning.
Explore tax services →Beverly Hills, California
High-touch federal and California tax preparation, bookkeeping and non-attest accounting support, year-round tax planning, CAA/ITIN services, and business compliance for individuals, sole proprietors, corporations, partnerships, LLCs, nonprofit organizations, real estate investors, and international taxpayers.
Strategic Review
Your prior returns and financial records can help inform future tax decisions. We review available prior-year returns and financial information to identify reporting patterns, recurring tax exposures, estimated-tax considerations, depreciation issues, entity-tax matters, and planning opportunities that may warrant attention.
Where appropriate, we develop prospective recommendations designed to strengthen compliance, improve financial organization, and support informed future tax decisions. Tax planning is fact-specific; no particular tax savings, deduction, credit, refund, or outcome is guaranteed.
Core Services
Individual, sole proprietor, corporate, partnership, LLC, nonprofit, estate, trust, multi-state, and international tax preparation and planning.
Explore tax services →Bookkeeping, accounting cleanup, management reporting, payroll-record support, and year-end tax organization.
Explore accounting →Tax-focused entity classification analysis, startup tax consulting, and ongoing compliance guidance; legal entity-formation advice is outside the firm’s scope.
Explore advisory services →Assistance with IRS, FTB, CDTFA, and EDD notices, transcripts, payment options, and compliance.
Explore resolution services →Administrative business and nonprofit formation support, EIN applications, S elections, city business-license and tax registration support, and compliance coordination; no legal services.
Explore formation services →ITIN applications, renewals, document review, and identity verification through a CAA.
Explore ITIN services →Boutique Advisory Practice
We help clients understand the tax and business consequences of important decisions before those decisions are made. Our work emphasizes careful review, clear communication, and practical recommendations.
Client Process
Discuss your objectives, records, deadlines, and service needs.
Confirm scope, responsibilities, documentation, and professional fees.
Analyze records, identify issues, and prepare the agreed work.
Review results, complete filings, and plan appropriate next steps.
Beverly Hills Office
Monday–Friday: 9:00 AM–5:00 PM
Saturday: Closed
Sunday: Closed
Recognized Holidays: Closed
Client meetings are by appointment only.
Schedule an appointment for individual tax, business and corporate tax, accounting and bookkeeping, CAA/ITIN, nonprofit, business registration, or prior-year tax and financial review services.
Schedule a consultation →Start the Conversation