Alan founded Mehdiani Financial Management realizing that there is a need for tax and accounting professionals with the tech-savvy to keep up with today’s entrepreneurs. Technology has changed the industry on many levels, allowing for increased time efficiencies and access to more business data than ever before. Most local accounting firms have not been able to keep up with the changes, passing these inefficiencies to their clients.

This is where Mehdiani Financial Management stands out and how we are looking to become the leader in the industry. We have the ability to become your full back office solution without ever stepping foot into your physical office. With simple tools like email and newer technologies like online banking and cloud software, we are able to manage your back-office tasks efficiently and accurately, with minimal input from you and your staff.

Alan understands entrepreneurs because he is an entrepreneur. With his background and specialized knowledge, he excels in his passion for helping businesses. He earned his degree in Business Economics and Accounting from UCLA and began his accounting career with Grant Thornton LLP, the 5th largest accounting firm in the world. Alan is a licensed CPA (Certified Public Accountant), registered with the California Board of Accountancy, a member of the AICPA and a member of the CalCPA. As a CPA, he is required to complete 40 hours of continuing education annually, which ensures he is up-to-date with the most current tax and accounting practices.

As the lead Senior Accountant and Chief Operating Officer (COO) at Mehdiani Financial Management, 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 a personal accomplishment.

Herber has been in the tax preparation industry for over 10 years. He has a passion for helping others and overcoming professional and personal challenges. He excels at working with small to medium-sized businesses in a variety of facets, including maximizing tax savings and developing proper structures and strategies to achieve their specific goals.