Beverly Hills & Encino · Remote-first nationwide service
A financial team that makes complex decisions easier to understand.
Mehdiani Tax Advisors brings tax, accounting, reporting, and advisory specialists together to help business owners, individuals, and families make informed decisions.
The Mehdiani story
Built for people who want to understand the work.
Alan Mehdiani founded the firm after recognizing how difficult it can be to find tax and accounting professionals who combine strong technical judgment with responsive, accessible guidance.
Today, our tax, accounting, and advisory professionals work together and stay available beyond filing season. Alan guides the firm’s direction and standards, while the operating team manages day-to-day client work.
Explore our services →Our name
Mehdiani Tax Advisors was previously known as Mehdiani Financial Management. We updated our name to better reflect who we are and the tax and accounting work we do for individuals and businesses. We also introduced a modern logo and redesigned our website, with the same team and level of service behind the new brand.
Read about our name changeThe people leading the firm
Meet our leadership.
Our managers and operations team lead the day-to-day client work. Firm leadership supports them with training, systems, and service standards.
Herber Palacios
Chief Client Officer & Tax DirectorHerber leads tax work and client service, coordinating the team and its workload to keep client engagements moving.
Candice Silva
Senior Tax ManagerCandice reviews tax work and helps the team resolve technical questions across client engagements.
C. Alex Beale, CPA
Tax ManagerAlex supports clients as Tax Manager, helping coordinate tax preparation, planning, and related questions.
Alan Mehdiani, CPA
Founder & CEOAlan guides the firm’s strategy and growth, including acquisitions. He develops the team and oversees how the firm structures, prices, and delivers its services.
What guides the work
What you can expect from us.
Be proactive.
Look ahead for decisions, risks, and deadlines that deserve attention while useful options still exist.
Make it understandable.
Translate technical information into clear priorities, tradeoffs, and next steps without unnecessary jargon.
Stay accountable.
Define ownership, communicate status, and follow through so the client is not left coordinating the engagement.
Handle information with care.
Handle sensitive information carefully and make sure the professionals doing the work have the details they need.
How the team works
The right people for the work.
Your tax, accounting, and advisory professionals share the information they need to work together. Our operations team helps coordinate the engagement.
Tax specialists
Prepare returns, evaluate planning decisions, coordinate estimates and elections, and address tax-agency matters.
Explore tax services →Accounting specialists
Maintain books, reconcile accounts, organize supporting records, and create a dependable reporting foundation.
Explore accounting →Reporting and advisory
Turn reliable financial information into statements, comparisons, forecasts, and decision-focused guidance.
Explore advisory →Operations and client success
Route questions, organize communication, clarify ownership, and help each engagement move through the correct process.
Meet every team member →Client experiences
What clients say about working with us.
An exceptionally bright tax firm with a true commitment to helping business owners like me actually understand the logic behind certain tax strategies…
The Mehdiani team is fantastic! They’re very detail-oriented, responsive, and easy to work with.
Locations and service scope
Our firm and what to expect when working with us.
Mehdiani Tax Advisors
A remote-first team providing tax, accounting, bookkeeping, reporting, entity, payroll-advisory, resolution, representation, and business-advisory services, with a Beverly Hills headquarters and an Encino location.
Beverly Hills
9025 Wilshire Blvd, Suite 301Beverly Hills, CA 90211
Encino
16030 Ventura Blvd, Suite 490Encino, CA 91436
(310) 800-1472Request a consultation
Common questions
Questions about working with us.
Who does Mehdiani Tax Advisors work with?
We work with businesses, business owners, individuals, and families who need tax preparation, tax planning, accounting, bookkeeping, financial reporting, entity guidance, payroll advisory, tax resolution, audit representation, or business advisory support.
Do I need to be near Los Angeles?
No. Our team is remote-first and serves clients across all 50 states. Beverly Hills is our headquarters and mailing address, and we also maintain a location in Encino. Consultations and client service are delivered virtually.
Is the firm available outside tax season?
Yes. The firm operates year-round, providing ongoing tax, accounting, reporting, and advisory support. Availability and the timing of work and communication depend on the service and engagement scope.
Can you coordinate business and individual tax needs?
Yes. Many business decisions affect the owner’s personal return. When both are within scope, our team coordinates entity filings, K-1s, owner compensation, estimates, distributions, and related personal reporting.
Does Mehdiani Tax Advisors run payroll?
No. We advise on third-party payroll-provider selection, reasonable owner or officer compensation, payroll frequency, and tax/accounting coordination. The selected provider calculates and processes payroll, moves funds, files payroll-tax returns, and makes deposits.
How should I send tax documents or sensitive records?
Do not attach or enter sensitive records in the consultation form. After reviewing your request, our team will provide secure-upload instructions when documents are needed.
A straightforward first step
Know what happens after you reach out.
The initial form gives us enough context to route the request without asking you to share sensitive records.
Share the essentials.
Tell us what is happening, what you need help with, and what a useful outcome would look like.
Meet the right professional.
Our team reviews the request and connects you with the person best suited to the work.
Receive a clear next step.
We clarify scope, timing, information needed, and proposed fees before an engagement begins.
Consultation request
How can we help?
Complete the form and our team will follow up after reviewing your request.
Please do not submit Social Security numbers, bank details, account numbers, notices, or tax documents through this form.