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Woodland Hills
We offer accounting and tax planning to small businesses in Southern California and Nevada. We will also do tax and financial planning for the company owners. We start with a complete financial workup of your business and personal and make recommendations for improvement. We will go over with you tax planning opportunities. We will review your need for retirement planning or succession planning.
Russell S.
My family and I have worked with Allan for decades. We have had the distinct pleasure of working with Christina since has come on board as well - they are a formidable team! The firm has helped us with personal taxes, estate planning and estate taxes, corporate taxes and the valuation and sale of a family business. I can't recommend them enough for their expertise, service and commitment as our advisor.
Woodland Hills
I'm a US Navy Veteran with a BS from University of La Verne and a MS in Taxation from Golden Gate University. In addition I am a Certified Public Accountant licensed in the state of California. I have worked at small and large accounting firms in the fields of taxation and accounting for over 18 years. My firm has significant experiences with LLCs, Partnerships, S Corporations, C Corporations, Individual and Sole Proprietorships tax preparation, as well as Financial Planning.
Los Angeles
My firm strives to play the role of the business owner's most trusted confidant. We establish strong relationships with the business owner built on a culture of respectfulness for the owner's envisioned goals. Our focus is on the present state of the business and our assessment of the potential impact that the present has on future cash flows. Accounting for past transactions is merely the roadmap that guides us toward achieving the owner's goals. Our accounting services are tailored to the developmental stage of the business and we complement those services with well-researched recommendations about how to move the business to the next stage. It is irrelevant to us whether you are a startup, in the growth stage, or a mature corporation that has been in operation for many years. All businesses share certain essential attributes, and our many years of experience provides us with a framework approach that facilitates conveniently categorizing different businesses in a way that permits individualized analysis. We are here to serve your best interests.
The most appealing aspect of my job is the pleasure of meeting different kinds of people, sharing their hopes and dreams, and helping them achieve the fruits of their own imagination. I am passionate about accounting because it is the best way to communicate the challenges faced by a business. No wonder they call it the language of business. With proper accounting direction, it is possible to successfully manage the delicate balance between executing a winning strategy, and fighting the random unstoppable fires that often arise through lack of planning. Successful planning takes team effort because all the players need to have a stake and buy-in to the plan if its going to work. When I am able to assist a motivated owner and team to attain budgeted goals that they jointly strove to reach, it generates a sense of satisfaction that simply cannot be beat.
Clients who choose to work with me would probably feel that they are my only client. If I am working with a client, she or he gets a full 100% of my attention. The engagement is about their business, which I know is important to them because it literally consumes their lives. I am in business just like my clients are, and my own success will be meaningless if I cannot first help my clients to reach the pinnacle of their dreams. The way I see it, we are both cast from the same cloth, and I can only sleep well at night if I can help my client do the same.
What type of business needs the service?
Sole Proprietorship
What is your annual turnover/sales?
$100k-$300k
How many staff do you have?
5-10
Which area(s) do you need help with?
Bookkeeping, Payroll services, Preparing tax returns
How often will you require this service?
Monthly
What type of business needs the service?
Sole Proprietorship
What is your annual turnover/sales?
Less than $50k
How many staff do you have?
Cleaning person/maintenance
Which area(s) do you need help with?
Preparing tax returns
How often will you require this service?
Annually
What type of business needs this service?
Limited liability company (LLC)
What is your annual turnover/sales?
Less than $50k
How many employees do you have?
Less than 3
How do you currently run your internal accounts?
I would like to discuss this with the pro
Which service(s) are you interested in?
I would like to discuss this with the pro
How often will you require this service?
Weekly
Also serves: Calabasas, Canoga Park, Chatsworth, Encino, Hidden Hills, North Hills, Northridge, Sherman Oaks, Van Nuys, West Hills.
