Los Angeles · Los Angeles County
CPA, tax law and accounting for Malibu, CA
Malibu households typically hold long-owned coastal property, rental income and investment portfolios, where a sale without planning is the single most expensive event of the decade.
What we focus on for Malibu clients
- Planning ahead of a property sale or exchange
- Rental and short-term rental reporting
- Trust and estate coordination with your counsel
Industries we know well in Los Angeles County
Real estate · Hospitality · Entertainment · Investments
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 Malibu engagements run remotely with secure document portals and shared-screen review meetings. In-person meetings at our Newport Beach office are available when the work calls for it, such as onboarding, structure design or year-end planning. Serving clients nationwide.
What Malibu 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% accuracy at all times.
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.