Recommendations for tax preparer, strategy and bookkeeping provider in CA?

investor profile

August 21, 2023

by an investor from University of Pennsylvania - The Wharton School in Los Angeles, CA, USA

Does any one have a good person or firm they recommend for tax filings, strategy advice (nothing too complex), and potentially even bookkeeping services? Ideally in CA and bonus if near Los Angeles or in So Cal.

I currently have a small family office that does the tax filings for entities I'm involved in and for myself personally. They charge about $1,800 for a simple LLC filing and about the same for my personal taxes. I have no idea if that is a good or bad price. I don't feel like there is a lot of counseling involved, just taking what I send and sending back the related tax forms.

Would love to explore new options that include a host of offerings, from tax prep / filing, to high level strategy or planning, and bookkeeping service for a SMB.

Thanks!

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commentor profile
Reply by a searcher
from University of Pennsylvania in San Francisco, CA, USA
Hi, ^redacted‌ -we're in a very similar position (holding company/family office) and work with ^redacted‌ and her team for several years now in the holding co, portcos, and family office. I'm very happy with their work and the team members that support us.
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Reply by a professional
in San Francisco, CA, USA
^redacted‌ Hey, we deal with family offices and have helped others in similar situations. I am sure you will find our services pretty well suited to your needs at a vert low cost. Happy to connect! My email is redacted
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