Business Details
Trusted Accounting & Financial Advisory Services in Glendale, CA
Founded in the 1940s, The Accountancy has built a legacy of providing comprehensive accounting and financial advisory services. Our team of seasoned professionals, including CPAs and industry specialists, combines decades of experience with innovative strategies to address complex financial challenges. We prioritize personalized service, collaborating closely with clients to deliver tailored solutions for tax planning, business management, and financial advisory needs.Our commitment to excellence is demonstrated through rigorous peer-reviewed processes and partnerships with firms like Bridge Advisory, ensuring clients receive multidisciplinary expertise. With offices in Glendale and Encino, we serve businesses and individuals across diverse industries, emphasizing transparency, trust, and long-term relationships.
Services
Tax Services
Advisory Services
Business Management
Financial Statements
Litigation Support
IT Consulting
Valuation Services
QuickBooks Support
Audit Services
Estate Planning
Highlights and features
- We offer decades of combined experience in public accounting and financial consulting.
- Our team includes CPAs, Certified Fraud Examiners, and QuickBooks ProAdvisors.
- We provide personalized service with a focus on long-term client relationships.
- Our collaborative model integrates tax, financial planning, and business advisory services.
- We maintain rigorous quality control through AICPA and California CPA Society peer reviews.
What people say
Service level you deserve
Knowledgeable and helpful staff
Reasonable fees
Problem-solving expertise
Personal relationships
Services
Tax Services
Our tax services focus on strategic planning to minimize liabilities while ensuring compliance. We analyze individual and business tax situations to identify savings opportunities through credits, deductions, and innovative strategies. With CPAs who have decades of experience, we provide tailored solutions for complex tax scenarios, including foreign taxation and business-specific requirements.
Advisory Services
As trusted advisors, we offer comprehensive financial guidance covering estate planning, business succession, and wealth management. Our team collaborates with clients to develop strategies that align with long-term goals, providing expertise in valuation services, litigation support, and IT consulting while maintaining a client-centric approach.
Business Management Services
We deliver customized accounting solutions including bookkeeping, payroll processing, and financial reporting. Our dedicated teams handle compliance requirements, tax returns, and benchmarking analysis, allowing business owners to focus on growth while ensuring accurate financial management and regulatory compliance.
Financial Statements
Our financial statement services include audits, reviews, and compilations to meet various assurance needs. We help businesses obtain lender-required audited statements while providing actionable insights into financial health. Our CPAs follow rigorous standards to ensure transparency and credibility in all reporting engagements.
Litigation Support
We provide expert litigation support including fraud examinations, damage calculations, and expert witness testimony. Our certified professionals deliver objective analysis and credible findings that assist attorneys and clients in resolving disputes related to business valuations, divorce settlements, and shareholder conflicts.
People
John Sadd
Senior Partner
With over 40 years of experience, John Sadd provides comprehensive tax and financial planning services to diverse clients, combining deep industry knowledge with personalized advisory expertise.
David Nadel
Partner
David Nadel offers 30+ years of CPA experience with a Master's in Taxation, specializing in foreign taxation and business consulting for complex financial scenarios.
Kirby Higashi
Partner
Kirby Higashi delivers 30+ years of accounting expertise across industries, providing strategic financial solutions to businesses and individuals through comprehensive tax planning.
Nassif Shammaa
Partner
Nassif Shammaa specializes in financial consulting for small-to-medium businesses, combining 20+ years of CPA experience with personalized advisory services to optimize business performance.
Argin Mahmoodi
Partner
Argin Mahmoodi brings over a decade of accounting experience with dual certifications in fraud examination and financial forensics to address complex financial challenges.
Questions
How can I check my tax refund status?
E-file refunds take up to 2 weeks, paper returns up to 4 weeks. Use IRS/FTB online portals with your SSN, ZIP code, and refund amount.
How do I access the client portal?
Visit https://theaccountancy.clientportal.com using the credentials provided in your invitation email.
What accounting services do you offer for businesses?
We provide bookkeeping, financial statements, tax returns, payroll services, and virtual CFO support tailored to business needs.
Do you offer QuickBooks support?
Yes, our QuickBooks ProAdvisors assist with software configuration, file synchronization, and accounting process optimization.
How are financial statement services structured?
We offer audits, reviews, and compilations with varying assurance levels to meet lender requirements and business needs.
What advisory services are available?
Our services include estate planning, succession strategies, business valuation, litigation support, and IT consulting.
