We’re here to manage your Financial Affairs
Mehdiani Financial Management is here to help you succeed by managing your finances effectively and efficiently. This is achieved by ensuring you are staying compliant and meeting deadlines, while budgeting and streamlining processes.
Contact us to find out how we can serve you.
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Our goals are simple: we want you to keep more of your hard earned dollars and to help you succeed financially.
Your Very Own Tax Department
Think of Mehdiani Financial Management as having your very own tax department except we’re a fraction of the cost of hiring a full-time tax expert.
We offer year-round access to tax and accounting specialists. If you have questions, concerns, or just need advice, we’re here for you.
More Than Just Tax Preparation
We do much more than preparing your taxes. We can maintain your books, prepare financial statements, and take care of many other financial needs.
Do I really need an accountant?
In our experience, the most successful businesses are those that take themselves seriously from the very beginning. According to the International Economic Development Council, after just four years more than 35 percent of all small businesses fail. For retail establishments and service providers the failure rate is even higher.
One of the top reasons for failure is a lack of capital. It is essential to hold onto as much of your hard earned profits as possible to sustain or grow your business.
We want to prevent your company from becoming another statistic. We can help your company retain more of its profits and save money through good bookkeeping, tax planning and expert tax preparation.
Our Senior Management Team
Alan Mehdiani, CPA
Founder & CEO
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 entrepreneur. 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. That 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 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.
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.
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?
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