A boutique firm in North Hollywood serving Los Angeles business owners, investors, professionals, and families — with the same senior-level attention on every engagement.
01
Accurate returns, thoughtfully prepared.
Federal and California returns for individuals, families, and businesses. Every return begins with a review of what changed this year and ends with a conversation about what to plan for next.
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02
Year-round awareness, not a one-time event.
Ongoing projections and check-ins between filing seasons so major decisions are made with the tax picture in view.
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03
For closely held businesses that want a real advisor.
Business tax planning and preparation combined with entity, payroll, and cash-flow awareness — coordinated with your bookkeeping.
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04
Know where your business stands each month.
Recurring bookkeeping, reconciliations, and financial reporting so month-end isn't guesswork and year-end isn't a scramble.
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05
Steady hands when the letter arrives.
Enrolled Agent representation for notices, unfiled returns, and collection matters. Realistic assessment first — then a plan you understand.
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06
The financial conversations most owners never get.
Between-tax-season guidance on the decisions that quietly determine your outcome: pricing, structure, cash flow, hiring, and growth.
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07
Before the sale — not after.
Pre-sale tax reviews for real estate, investment, and business-interest sales. Federal and California exposure, timing, basis, and estimated payments.
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Start with a short strategy conversation. Ed will help you understand what you actually need — even if that isn't with us.
