Los Angeles · Los Angeles County
Advanced tax strategy and estate planning in Beverly Hills.
Beverly Hills clients usually arrive with advisors already in place and a structure nobody has re-examined in years.
What we focus on for Beverly Hills clients
- A full review of the existing structure, with numbers attached
- Trust, charitable and insurance-based planning
- Coordination with your attorneys and investment advisors
Industries we know well in Los Angeles County
Entertainment · Finance and investment · Real estate · Luxury retail
Whether your books are clean and you want year-round planning, or you are catching up on a few years of returns, the conversation starts the same way: a free consultation.
How engagements work
Most Beverly Hills engagements run remotely with secure document portals and shared-screen review meetings. In-person meetings at our offices are available when the work calls for it, such as onboarding, structure design or year-end planning. Serving clients nationwide.
Explore Beverly Hills: local attractions and outdoor experiences
Beverly Hills offers more than its well-known shopping streets: historic estate gardens and nearby canyon parkland add outdoor experiences to the city visit. Rodeo Drive's architecture and boutiques sit alongside quieter spaces that reveal the area's landscape and early twentieth-century history.
Rodeo Drive
Flagship boutiques and distinctive storefronts line this shopping destination in Beverly Hills' Golden Triangle. Walking the district offers a look at the fashion, architecture and retail culture associated with the city.
Greystone Mansion & Gardens
The grounds of the historic Doheny estate form a public hillside park with formal gardens and city views. Scheduled programs provide opportunities to learn more about the mansion and its history.
Nearby Franklin Canyon Park
In the hills near Beverly Hills, Franklin Canyon offers trails, oak woodland, a lake and a duck pond. The park provides a natural setting away from the surrounding shopping and residential streets.
What Beverly Hills clients get
- Know GuaranteeAfter our strategy work is done, you will know with 100% certainty how to reduce tax and protect your wealth. Guaranteed.
- Savings PromiseIf you execute the plan we build for you, it will save you on tax. Guaranteed, in writing, every year.
- Accuracy GuaranteeIf we do your books, we guarantee 100% filing accuracy.
Included in one platform
- Unlimited 50-State Entity SetupYou can request any entity type in all 50 states with just a few clicks, as much as your heart desires.
- 50-State Registered Agent ServicesAdded registered agent when you set up entities in any US jurisdiction. Anonymous entity formations are available as well.
- To Do AutomationOur robust automation feature allows you to stay ahead of the things you might forget. The system intelligently figures out things you forgot to do or still need to be done.
- Teach Me LibraryOur library is an easy way to stay in touch with what is required for your entity types and the library includes various categories to serve as tips for you - this is very curated and simple reading to be able to just know.
- Robust Reports™ & Robust Alerts™Our robust reporting & alerting feature allows you to stay ahead of the issues that arise from having multiple different entities set up as part of your estate.
Nearby in the Los Angeles Metro
Free consultation, up to 60 minutes
See what last year's return cost you.
Bring one return. Leave the call knowing what we would change, what it saves and what it costs. Consults and quotes are free.