Business Details
50+ Years
experience
Trusted Accounting and Financial Advisory Services
The Accountancy has been privileged to help business owners, individuals, and families reach their professional and personal goals for several decades. Our approach centers on listening to clients to deliver innovative solutions that address both immediate needs and long-term objectives. We prioritize understanding the human stories behind financial data, serving entrepreneurs, executives, and families navigating complex financial landscapes. Our team combines over 40 years of collective experience with a commitment to staying current with evolving tax codes and financial strategies. We integrate tax planning, advisory services, and business management to provide holistic solutions tailored to each client's unique circumstances.Our collaborative model ensures seamless coordination between tax, retirement, and estate planning services. With a focus on transparency and credibility, we deliver actionable insights that empower clients to make informed decisions about their financial futures. Our dedication to excellence is reflected in our peer-reviewed quality control processes and ongoing partnerships with industry-leading affiliates. We measure success by the trust clients place in us to safeguard and grow their financial legacies.
Services
Tax Services
Advisory Services
Business Management
Financial Statements
QuickBooks Support
Details
- Year established: 1940
Highlights and features
- We offer decades of experience in accounting and financial consulting
- Our collaborative approach integrates tax, retirement, and estate planning
- We provide industry-specific solutions for entertainment, real estate, and healthcare sectors
- Our team includes Top 100 QuickBooks ProAdvisors and certified fraud examiners
- We maintain rigorous quality control through AICPA peer review processes
What people say
Personalized service
Expertise in tax planning
Reliable and trustworthy
Go the extra mile
Understand industry needs
Services
Tax Services
Our tax services focus on innovative tax reduction strategies through comprehensive planning. We analyze clients' financial situations to identify savings opportunities and minimize tax liabilities. Our team stays current with evolving tax codes to ensure compliance while maximizing returns for individuals and businesses.
Advisory Services
We provide strategic advisory services covering estate planning, succession strategies, and business valuation. Our collaborative approach integrates tax considerations with long-term financial goals. The team offers expertise in wealth management and litigation support for complex financial matters.
Business Management Services
These services include bookkeeping, payroll processing, and financial statement preparation. We offer customizable packages from basic bookkeeping to virtual CFO services. Our team provides industry-specific solutions for businesses at all growth stages.
Financial Statements
We deliver certified audits, reviews, and compilations that meet GAAP standards. Our services provide varying assurance levels for lenders and stakeholders. The team specializes in preparing financial statements that demonstrate business transparency and credibility.
QuickBooks Support
Our QuickBooks ProAdvisor team offers implementation, training, and ongoing support. We help configure accounting systems and optimize software functionality. This service includes cloud integration and data management solutions for small to mid-sized businesses.
People
John Sadd
Senior Partner
With over 40 years in public accounting, John provides comprehensive tax and financial planning services to diverse clients.
David Nadel
Partner
A seasoned CPA with 30+ years' experience, David specializes in foreign taxation and business consulting.
Kirby Higashi
Partner
Kirby has served individuals and businesses across industries for over three decades with tailored financial solutions.
Nassif Shammaa
Partner
Nassif brings 20+ years of CPA experience, focusing on financial consulting for small-to-medium businesses and individuals.
Argin Mahmoodi
Partner
Argin combines CPA credentials with fraud examination expertise, serving clients since 2011 with specialized accounting services.
Questions
How long does a tax refund typically take?
E-file refunds usually take up to 2 weeks, and paper returns up to 4 weeks.
How do I access the client portal?
Visit https://theaccountancy.clientportal.com with your username and password ready.
What are EFT payment requirements in California?
EFT is required if your average monthly tax liability meets specific thresholds set by the FTB.
Can I add another user to my account?
Yes, we can add additional users to your client portal upon request.
What QuickBooks support do you offer?
We provide implementation, training, and ongoing support as certified QuickBooks ProAdvisors.
How do I reset my portal password?
Use the password reset link on our portal login page to update your credentials.
