Business Details
Trusted Accounting & Tax Services in Calabasas, CA
Our firm is a boutique CPA practice dedicated to delivering personalized financial, tax, and accounting services tailored to businesses and individuals. We prioritize professionalism, responsiveness, and quality, ensuring each client receives the collective expertise of our entire team. With decades of combined experience, including Fortune 500 and mid-sized public accounting backgrounds, we specialize in navigating complex legislative obligations while providing insightful advisory services.Our commitment to continuous professional education ensures clients benefit from up-to-date technical expertise and strategic financial guidance. We pride ourselves on building long-term relationships through transparent communication, proactive problem-solving, and a hands-on approach to client success.
Services
Tax Preparation
Bookkeeping
Auditing
Government Compliance
Financial Advisory
Highlights and features
- We offer over 20 years of combined experience in public accounting and Fortune 500 industries.
- Our team provides tailored financial solutions for diverse business sectors and individual needs.
- We prioritize responsive service with direct access to experienced CPAs and advisors.
- Our audit division specializes in Not For Profit, Superannuation Fund, and Trust Account audits.
- We maintain continuous professional education to ensure compliance with evolving regulations.
What people say
Reliable and trustworthy
Excellent work year after year
Talented and trustworthy professionals
Easy to work with
Proactive approach
Services
Tax Preparation
Our tax preparation service delivers comprehensive individual and business tax return solutions. We specialize in minimizing tax liabilities through strategic planning while ensuring compliance with federal, state, and local regulations. Our team stays current with evolving tax laws to provide accurate, up-to-date advice for optimizing financial outcomes.
Bookkeeping
We offer full-cycle bookkeeping and financial record management tailored to business needs. Our services include accounts payable/receivable management, payroll processing, and preparation of annual accounts. We implement systems that provide real-time financial insights to support informed business decision-making and growth strategies.
Auditing
Our audit division specializes in Not For Profit, Superannuation Fund, and Trust Account audits. We evaluate internal controls, ensure regulatory compliance, and provide risk mitigation strategies. Our audit services protect businesses through thorough examination of financial practices and government acquittal support.
Financial Advisory
We deliver strategic financial advisory services focused on business growth and compliance. Our expertise includes corporate structure optimization, tax planning, and legislative compliance guidance. We work closely with clients to develop customized solutions that enhance operational efficiency and long-term financial stability.
Government Compliance
Our government compliance service ensures businesses meet all regulatory requirements. We assist with audit representation, collection negotiations, and reporting obligations at federal, state, and local levels. Our proactive approach minimizes compliance risks while maintaining transparent communication with regulatory authorities.
People
Keith A Glucksman
Certified Public Accountant
With over 20 years in accounting, including Fortune 500 experience, Keith specializes in tax strategy and business advisory. He earned his degree from University of Oregon and San Diego State University.
Tristin Cooper
Account Manager
Certified QuickBooks Pro Advisor with public/private accounting experience. Tristin graduated from California Lutheran University and has served the firm since 2007, focusing on client financial solutions.
Danielle Solomon
Certified Public Accountant
Specializing in tax preparation and financial statements, Danielle holds a degree from California State University, Northridge. She joined the firm in 2015 after gaining expertise in business advisory services.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, auditing, government compliance, and financial advisory services for businesses and individuals.
How are you different from other accounting firms?
Our boutique approach combines Fortune 500 experience with personalized service, ensuring direct access to senior professionals for every client.
Do you work with specific industries?
We serve architecture, construction, healthcare, real estate, technology, and other sectors with tailored financial expertise.
What experience does your team have?
Our CPAs hold degrees from top universities and bring combined experience from Fortune 500 companies and mid-sized accounting firms.
