• Beverly Hills: (310) 800-1472 | Encino: (818) 900-2001

We're here to manage your financial affairs.

Taxes Business Management Investments Real Estate

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Our Services.

TAX PREPARATION

We file all types of tax returns to ensure you stay compliant while maximizing your savings.

BUSINESS MANAGEMENT

Let us manage your day to day financial tasks, including handling your banking, paying bills, and more.

BOOKKEEPING

Tracking your income and expenses allows you to understand your financial position and prepares you for tax time.

CORPORATION FORMATION

We’ll advise you on structuring your business properly and establishing a corporation or LLC.

PAYROLL

Pay yourself and employees on time. We’ll remit payroll taxes and file payroll forms.

INVESTMENTS

Investment opportunities to secure your financial future.

FINANCIAL GUIDANCE

Receive advice on handling your finances with year-round guidance and support.

REAL ESTATE

Purchasing and selling of homes and investment properties, including financing options.

Our Clientele.

ENTREPRENEURS & STARTUPS

PROFESSIONALS

MANUFACTURERS & WHOLESALERS

RETAILERS & AMAZON SELLERS

INTERNET COMPANIES

HIGH NET WORTH FAMILIES

REAL ESTATE INDUSTRY

PRODUCERS & MANAGERS

YOUTUBERS

ACTORS & MODELS

ATHLETES

SINGERS & MUSICIANS

About Us.

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, business formation, financial planning and investments, real estate and business sales. For start-up companies and new small businesses, we can assist you in forming your business, setting up your initial accounting system, as well as providing you on-going accounting support. As your small business grows, we can provide part-time CFO services to oversee your growing financial needs and your accounting staff, business strategy services to ensure that your operations change with the changing business environment. We also provide business management services to ensure your finances are looked after. If you are in the entertainment industry, professional athletic industry or high net worth, we offer services to manage the smaller details of your financial affairs.

If you’re interested in finding out more, give us a call to find out what we can do for you.

(310) 800-1472

Management Team.

Alan Mehdiani, CPA

Alan Mehdiani, CPA

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Herber Palacios

Our firm was started by Alan Mehdiani and he continues to run the day-to-day operations with his team. Alan was born and raised in Los Angeles and earned his degree from the University of California, Los Angeles (UCLA). He is a certified public accountant (CPA), a license issued by the California Board of Accountancy. His passion is helping small businesses grow and watch them succeed.

As the lead Senior Accountant, Herber Palacios manages every aspect of our clients’ needs. Having an extensive tax background, he is able to analyze and identify tax savings opportunities, and assist with planning and execution. He enjoys interacting with clients and finds their satisfaction as a personal accomplishment.

If you want to know more about us, please give us a call.

1+

Satisfied Clients

1+

Filings Completed

1%

Satisfaction Rate

Our goal is to help you succeed by managing your finances effectively and efficiently. This is achieved by staying compliant and meeting deadlines, while budgeting and streamlining processes.

Tax Organizers.

Tax Worksheets
  • Educator Deductions (K-12 full-time teachers, principals, instructors, councilors and aides)

Contact Us.

We Want to Speak with You

Use your preferred method of communication to contact us. We'd love to speak with you.

Offices

Beverly Hills: (310) 800-1472
9025 Wilshire Blvd, Suite 301
Beverly Hills, CA 90211

Encino: (818) 900-2001
16030 Ventura Blvd, Suite 490
Encino, CA 91436

eFax: (310) 496-2565

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