Business Details
8 Years
experience
Expert Tax & Accounting Services for Individuals and Businesses
Founded in 2018, our firm brings decades of combined experience in accounting, tax compliance, and financial planning. As a licensed CPA with a Master of Business Taxation, I lead a team dedicated to providing personalized solutions for individuals, businesses, trusts, and nonprofits. Our expertise spans IRS and state tax board representation, virtual CFO services, real estate asset accounting, and strategic tax planning. We prioritize long-term financial goals, offering hands-on support for retirement planning, college funding, estate organization, and charitable giving.With a focus on transparency and client education, we ensure every financial decision aligns with your unique needs. Our practice combines Big Four accounting rigor with a client-centric approach, serving clients across Los Angeles, San Francisco, and beyond. Backed by certifications from the California Board of Accountancy and affiliations with AICPA and Cal CPA, we deliver reliable, results-driven services. Whether resolving tax notices or optimizing financial efficiency, our mission is to empower clients with clarity and confidence in their financial future.
Services
Tax Compliance & Notice Resolution
Retirement Planning
College Funding
Estate Planning
Tax Planning
Charitable Giving
Virtual CFO
IRS Representation
Real Estate Accounting
Details
- Year established: 2018
Highlights and features
- We provide IRS tax notice resolution with proven negotiation expertise.
- Personalized financial planning aligns with your long-term tax and investment goals.
- Virtual CFO services deliver cost-effective, remote financial management solutions.
- Specialized real estate accounting streamlines asset management and reporting.
- Free initial consultation ensures clarity before committing to services.
Associations and certifications
- California Board of Accountancy
- American Institute of Certified Public Accountants (AICPA)
What people say
40K in lost funds
Refund me $12K
Breathe of fresh air
Works to the bone
More for my family
Services
Tax Compliance & Notice Resolution
We prepare tax returns for individuals, businesses, trusts, and nonprofits while resolving IRS and state tax notices. Our team negotiates payment plans and ensures compliance with tax laws. Clients benefit from proactive strategies to address audits and reduce liabilities.
Virtual CFO
Offering outsourced CFO services, we manage financial planning, asset tracking, and reporting for businesses remotely. This service includes budgeting, cash flow analysis, and strategic tax-efficient decision-making tailored to your company's needs.
Estate Planning
We design comprehensive estate plans to protect assets and simplify inheritance processes. Services include trust setup, will preparation, and tax-efficient gifting strategies, ensuring your legacy aligns with your family's future needs.
Tax Planning
Our tax planning analyzes financial statements to minimize liabilities through strategic timing of income, deductions, and investments. We integrate retirement savings and major purchase planning to optimize annual tax outcomes.
Real Estate Accounting
We handle depreciation schedules, partnership valuations, and financial statements for real estate owners. This service simplifies asset management, allowing property investors to focus on growth while ensuring accurate reporting.
People
Sarin Vartanian
CPA
Sarin founded her practice in 2018 after Big Four accounting experience, specializing in tax compliance, IRS representation, and virtual CFO services. She holds a Master of Business Taxation from USC and represents clients before tax boards nationwide.
Questions
What tax services do you offer for businesses?
We provide business tax returns, IRS notice resolution, and strategic tax planning to minimize liabilities while aligning with long-term financial goals.
Can you help with international tax issues?
Yes, we assist clients globally with cross-border tax compliance, reporting, and resolution of international tax disputes.
Do you offer virtual accounting services?
Yes, our virtual CFO and accounting services operate remotely, supporting financial management and reporting for businesses nationwide.
What is your approach to estate planning?
We create customized estate plans focusing on asset protection, tax-efficient transfers, and simplified inheritance processes tailored to family needs.
How do you handle IRS audit representation?
We prepare documentation, negotiate payment plans, and communicate directly with the IRS to resolve notices efficiently and reduce client stress.
