Business Details
Trusted CPA Services in Calabasas & Los Angeles
Our boutique CPA firm is dedicated to delivering personalized financial, tax, and accounting services tailored to businesses and individuals. With over two decades of combined experience, our team combines expertise in corporate structure, business advisory, and tax planning to help clients navigate complex legislative obligations. We prioritize professionalism, responsiveness, and quality, ensuring every client receives the collective attention of our entire staff. Our services include audit representation, bookkeeping, and customized financial solutions for industries ranging from healthcare to technology. We pride ourselves on building long-term relationships through proactive advice and a commitment to minimizing tax liabilities while maximizing financial success.Our team's diverse backgrounds and specialized skills ensure that clients receive accurate, timely support for all accounting needs. Located in Calabasas and Los Angeles, we serve local businesses and national clients with the same dedication to excellence. Client referrals drive our growth, reflecting the trust we earn through reliable service and technical expertise. We continuously invest in professional development to maintain high standards and deliver insightful, actionable financial guidance.
Services
Tax Preparation
Bookkeeping
Auditing
Business Advisory
Government Compliance
Highlights and features
- We offer 20+ years of combined CPA experience in tax and accounting services.
- Our team provides personalized attention with expertise in diverse industries.
- We prioritize proactive tax planning to minimize liabilities and maximize growth.
- Clients benefit from responsive service and audit representation at all levels.
- Our firm builds long-term relationships through transparent, client-focused solutions.
What people say
Reliable and trustworthy
Talented professionals
Excellent work year after year
Easy to work with
Proactive approach
Services
Tax Preparation
We provide comprehensive individual and business tax preparation, leveraging deep expertise to ensure compliance and optimize returns. Our team stays current with evolving regulations to deliver accurate filings. Clients receive strategic advice to minimize liabilities while meeting deadlines efficiently.
Bookkeeping
Modern bookkeeping solutions keep businesses financially organized. We handle daily transactions, payroll, and financial reporting, allowing clients to focus on growth. Our systems ensure real-time accuracy for informed decision-making.
Auditing
Specialized audit services for nonprofits, small businesses, and trusts ensure regulatory compliance. We assess internal controls to mitigate risks while providing government acquittal support. Our audits protect businesses through rigorous financial scrutiny.
Business Advisory
Tailored advisory services guide business structure and strategy. We help clients navigate legislative challenges while improving operational efficiency. Our proactive approach fosters long-term growth and financial stability.
Government Compliance
We assist with tax compliance and negotiation for federal, state, and local agencies. Our expertise reduces penalties through accurate filings and representation. Clients gain confidence in meeting complex regulatory obligations.
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 San Diego State University and leads the firm's client-focused approach.
Tristin Cooper
Account Manager
A Certified QuickBooks Pro Advisor, Tristin manages client accounts with expertise in public and private accounting. She joined the firm in 2007, bringing a background in government agency work and business administration.
Danielle Solomon
Certified Public Accountant
Danielle specializes in tax planning and financial statements, serving clients since 2015. She holds a degree from California State University, Northridge, and focuses on personalized tax solutions for individuals and businesses.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, auditing, business advisory, and government compliance services for individuals and businesses.
Do you serve specific industries?
Yes, we work with clients in healthcare, technology, real estate, hospitality, and more across Calabasas and Los Angeles.
How do you handle audit representation?
Our team provides audit support at federal, state, and local levels, ensuring compliance and mitigating financial risks.
Can you assist with tax planning?
Yes, we offer strategic tax planning to minimize liabilities while aligning with long-term financial goals.
What makes your firm different?
We combine 20+ years of expertise with personalized service, prioritizing responsiveness and proactive financial guidance.
