Business Details
17 Years
experience
Trusted Tax and Accounting Services in Beverly Hills
Since 2009, we have provided comprehensive tax and accounting solutions tailored to high-net-worth individuals and small businesses in Beverly Hills and Los Angeles. Our team of Certified Public Accountants combines over 20 years of experience with cutting-edge technology to deliver personalized services including tax planning, IRS audit representation, and QuickBooks optimization. We prioritize direct client engagement, ensuring every client receives one-on-one attention from seasoned professionals rather than junior staff.Our proactive approach extends to multi-state tax compliance, business formation, and financial consulting, addressing both immediate needs and long-term strategies. As LGBT-friendly advisors, we specialize in understanding unique community challenges while maintaining rigorous adherence to ethical standards and continuous education on evolving tax regulations.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Setup
Business Formation
Multi-State Tax Filing
Bookkeeping Services
Tax Problem Resolution
Financial Consulting
Payroll Tax Services
Details
- Year established: 2009
Highlights and features
- We provide direct CPA-level expertise with 20+ years of experience
- Our personalized approach ensures one-on-one client-professional interactions
- Specialized knowledge in multi-state tax compliance and audit representation
- Cutting-edge technology integration for remote QuickBooks training and document security
- LGBT-friendly practice with industry-specific expertise in dentistry, entertainment, and real estate
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Tax Preparation
We prepare individual and business tax returns across all 50 states with e-filing options. Our service includes city income tax, franchise tax, sales tax, and payroll tax return preparation while ensuring compliance with current regulations. We specialize in minimizing liabilities through strategic deductions and credits.
Tax Planning
Our proactive tax planning identifies income-splitting opportunities, timing strategies, and entity selection to reduce tax burdens. We provide quarterly consultations and real-time updates on legislative changes affecting clients' financial positions and business operations.
IRS Audit Representation
We represent clients during IRS and state audits, developing comprehensive strategies before auditor meetings. Our services include documentation preparation, response coordination, and negotiation of settlements while protecting client interests throughout the process.
QuickBooks Setup
We implement customized QuickBooks systems including chart of accounts setup, transaction migration, and staff training. Our services ensure accurate financial tracking from day one with ongoing support for software optimization and data integrity.
Business Formation
We guide clients through selecting and establishing optimal business structures considering tax implications and liability protection. Services include entity registration, tax ID acquisition, and initial accounting system configuration for new ventures.
People
Cory R. Franklin
Owner & President
Certified Public Accountant with 20+ years of experience in tax planning and audit representation. Former Director of Taxes & Audits at a mid-sized LA firm, specializing in high-net-worth individuals and small businesses across diverse industries.
Mark D. Esperti
Accountant & Registered Tax Preparer
CTEC Registered Tax Preparer with 20+ years of experience in accounting and business management. QuickBooks Certified ProAdvisor serving entertainment, real estate, and service industry clients with tax and financial solutions.
Questions
What tax services do you offer?
We provide comprehensive tax preparation, planning, audit representation, multi-state filing, and problem resolution services for individuals and businesses.
Do you handle IRS audits?
Yes, we represent clients in IRS and state tax audits, developing strategic responses while minimizing client involvement in the process.
Are your services available remotely?
Yes, we offer remote QuickBooks training, secure document sharing, and virtual consultations for clients nationwide.
What industries do you specialize in?
We specialize in serving dentists, entertainment professionals, real estate entities, and LGBT-owned businesses with tailored financial solutions.
How do you ensure tax compliance?
We maintain compliance through continuous monitoring of tax law changes and proactive client communication about regulatory updates.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, data review, and ongoing optimization services for small to mid-sized businesses.
