Business Details
Trusted Accounting & Tax Services in Calabasas, CA
We are a boutique CPA firm dedicated to delivering personalized financial, tax, and accounting solutions tailored to businesses and individuals. With over two decades of combined experience, our team combines expertise in corporate structure, business advisory, and audit services to help clients navigate complex legislative obligations. Our commitment to professionalism, responsiveness, and quality ensures every client receives the collective attention of our entire staff.We specialize in General Purpose Statutory Accounts, tax planning, bookkeeping, and government compliance, serving diverse industries including technology, healthcare, and real estate. Client referrals drive our growth, reflecting our reputation for excellence and trusted advisory relationships.
Services
Accounting & Advisory
Auditing
Bookkeeping
Taxation
Government Compliance
Highlights and features
- We offer 20+ years of combined experience in accounting and tax advisory services
- Our team provides personalized attention through collaborative client engagement
- Specialized expertise in audit representation and government compliance
- Proactive approach to tax minimization and financial strategy
- Client referrals reflect our commitment to trusted advisory relationships
What people say
Reliable and trustworthy
Excellent job
Talented and trustworthy professionals
Consistent excellent work
Easy to work with
Services
Accounting & Advisory
We provide tailored accounting and business advisory services to enhance client operations. Our expertise includes corporate structure optimization, statutory accounts preparation, and compliance with accounting standards. Clients receive strategic guidance to navigate legislative requirements while maximizing financial efficiency and long-term growth.
Auditing
Our audit division specializes in Not-For-Profit, Small Business, and Superannuation Fund audits. We assess internal controls to mitigate risk while ensuring compliance with regulatory standards. Clients benefit from enhanced transparency and protection through our thorough audit processes and government acquittal support.
Bookkeeping
We manage comprehensive bookkeeping solutions to maintain accurate financial records. Services include preparation of annual accounts, periodic management reports, and tailored financial advice. Our systems streamline operations, reduce administrative burdens, and provide actionable insights for business planning and tax compliance.
Taxation
Our proactive tax consulting minimizes liabilities while aligning with client objectives. We offer expert guidance on federal, state, and local tax matters, including return preparation and audit representation. Continuous updates on tax law changes ensure clients receive informed, strategic advice to optimize financial outcomes.
Government Compliance
We assist clients with compliance requirements and government collection negotiations. Our team ensures adherence to federal, state, and local regulations while representing clients during audits. Services include documentation preparation, procedural reviews, and strategic compliance planning to mitigate legal risks and operational disruptions.
People
Keith A. Glucksman
Certified Public Accountant
20+ years of accounting experience including Fortune 500 and international firms. Specializes in tax strategy, business advisory, and audit representation. Holds degrees from University of Oregon and San Diego State University. Active in client financial management and strategic planning.
Tristin Cooper
Account Manager
Certified QuickBooks Pro Advisor with experience in public/private accounting and government agencies. Joined the firm in 2007. Focuses on client accounting solutions and operational efficiency improvements. Graduated from California Lutheran University with dual accounting/business degrees.
Danielle Solomon
Certified Public Accountant
Specializes in tax preparation, planning, and financial statements. Joined the firm in 2015 after earning her degree from California State University, Northridge. Provides comprehensive tax solutions for individuals and businesses while maintaining compliance with evolving regulations.
Questions
What accounting services do you offer?
We provide accounting, tax, audit, bookkeeping, and government compliance services tailored to businesses and individuals.
How experienced is your team?
Our CPAs have over 20 years of combined experience in public accounting, Fortune 500 companies, and regulatory compliance.
Do you handle tax minimization strategies?
Yes, we proactively develop tax planning strategies to minimize liabilities while maintaining compliance with current regulations.
What industries do you serve?
We work with clients in technology, healthcare, real estate, entertainment, law, and manufacturing industries.
How do you ensure service quality?
Through continuous professional education, collaborative team approach, and adherence to accounting standards and ethical guidelines.
