We are a CPA firm licensed with the California Board of Accountancy, located in Westlake Village, CA. Our expertise lies in proactive tax planning, compliance, and financial advisory services to help individuals and businesses minimize their tax liability and build long-term financial success.

Most CPA firms focus solely on tax compliance and preparation. We go beyond that—offering strategic tax advisory and financial planning to help clients proactively reduce their tax burden. Our approach ensures that you don’t just file your taxes but actually implement strategies that optimize savings throughout the year.

We serve a wide range of clients, including:

• Business owners & entrepreneurs
• High-net-worth individuals
• Real estate investors
• Professionals in 15+ industries, such as healthcare, law, construction, and technology

No, while we are based in Westlake Village, CA, we work with clients nationwide and are well-versed in federal and multi-state tax laws.

Our average tax savings per business client is $32,000, and our total client tax savings exceed $14 million.

Tax Advisory Services (TAS)

Why Stop at Accurate? Unlock Your Tax-Saving Potential

Tax advisory goes beyond tax preparation. We provide a customized tax strategy that includes:

• Quarterly tax meetings to adjust for tax law changes and business growth
• Proactive tax planning to reduce liability before the tax year ends

Implementation of advanced tax-saving strategies tailored to your situation

Our Tax Advisory Services (TAS) include:

• Pass-Through Entity (PTE) Tax Credit
• Retirement Planning Optimization (401(k), SEP, profit-sharing plans)
• Home Office & Business Expense Deductions
• The Augusta Rule (tax-free business rental of your home)
• Hiring family members for tax advantages
• 1031 exchanges & cost segregation studies for real estate investors

We meet quarterly to ensure you stay ahead of tax deadlines and compliance requirements.

Our CAS package provides business owners with ongoing financial management beyond tax preparation. It includes:

• Bookkeeping – Keeping your financials accurate and up to date
• Payroll management – Setting up and maintaining payroll compliance
• Sales tax compliance – Handling state and local tax filings
• Virtual CFO services – High-level financial guidance for business growth

Hiring an in-house accountant can cost $75K+ per year. Our CAS services offer expert-level financial management at a fraction of the cost, giving you access to CPA-level guidance without the overhead.

We use industry-leading software, including:

• QuickBooks Online (QBO) for bookkeeping
• ADP, Gusto, & Paychex for payroll
• Guideline & ADP for retirement planning