Resources to assist you with your tax and accounting needs
Download tax organizers and worksheets to help you organize your tax documents and relevant information.
Contact us if you need assistance or have any questions.
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Individual Tax Organizers:
Business Tax Organizers:
Estate and Trust Tax Organizer:
We're always a phone call or email away if you have any questions or concerns.
We've compiled the following frequently asked questions to address some of the most commonly asked questions. If your questions are not addressed here, contact us and we'll get back to you with answers.
We feel that our company has paid too much in taxes over the years. Are there any tricks to reducing our tax burden?
Can you help us determine the best structure for our company?
What do I need to get started?
What kinds of information do you need to service my account?
How do I know that our company information will be kept confidential?
Is it possible for me to just mail copies of my records?
Security & Reliability Safeguards
We never lose sight that you have entrusted your confidential financial records to our organization. Mehdiani Financial Management has incorporated several systems to insure that your records are kept safe. We use top grade, bank level security, with a Secure Socket Layer (SSL) protocol to ensure secure transactions between web servers and browsers.
The protocol uses a third party, a Certificate Authority (CA), to identify one end or both ends of the transactions. Any information that is communicated from your computer to Mehdiani Financial Management is automatically encrypted so that your documents and your sensitive credit card and bank account information are secure. Our computer systems have powerful firewalls to protect our secure servers and we have state-of-the-art anti-virus systems. We also believe in the “Human Factor.” All of the staff members at Mehdiani Financial Management have been trained to recognize any irregularities in the way your account is being accessed. We are always pleased to answer any security concerns.
Success Stories From Our Clients
Beverly Hills Office:
9025 Wilshire Blvd, Suite 301
Beverly Hills, CA 90211
16030 Ventura Blvd, Suite 490
Encino, CA 91436
Phone: (310) 800-1472
eFax: (310) 496-2565