Empowering your financial future, one step at a time.
At Elias Aziz-Lavi CPA, we are a team of experienced and dedicated certified public accountants (CPAs) based in Los Angeles, California. Established in 1985, we have a proven track record of providing personalized and comprehensive financial guidance to individuals and businesses for over three decades.
Our Mission
Our mission is to empower our clients by simplifying the complexities of accounting and taxes, alleviating anxieties, and providing effective solutions tailored to their unique needs. We strive to establish trusting relationships built on open communication, transparency, and responsiveness.
Our Expertise
We offer a wide range of accounting, tax planning, and financial advisory services, including:
- Tax Planning & Preparation: Comprehensive tax planning to minimize taxable income and optimize refunds, expert tax return preparation and filing services.
- Financial Planning: Goal-oriented financial planning that considers your financial goals, risk tolerance, and investment strategies.
- Financial Statements & Investment Review: Preparation of accurate financial statements and review of investment portfolios to ensure financial health.
- Partnership & Co-Ownership: Guidance on partnership agreements, valuation, and tax implications of co-ownership structures.
- Estate & Gift Planning: Developing comprehensive estate plans, including wills, trusts, and gifting strategies.
- Recordkeeping & Bookkeeping: Streamlining your accounting systems and providing ongoing bookkeeping services.
Our Values
Our core values guide our interactions with clients and the community:
- Integrity: We conduct ourselves with honesty, transparency, and unwavering ethical standards.
- Client Focus: We prioritize understanding your individual needs and providing personalized solutions.
- Expertise: We stay updated on the latest tax laws and financial planning strategies.
- Communication: We believe in clear and concise communication to ensure you understand your financial situation and options.
- Professionalism: We are committed to providing a positive and efficient client experience.
Why Choose Elias Aziz-Lavi CPA?
With decades of experience and a team of dedicated professionals, we offer:
- Personalized attention: You won't be just another account number. We take the time to understand your unique needs and goals.
- Tailored solutions: We create customized plans based on your individual circumstances and financial objectives.
- Responsive communication: We are readily available to answer your questions and address your concerns.
- Proven results: We are committed to helping you achieve your financial goals and make sound financial decisions.
Overall Experience
The reviews for Elias Aziz Lavi CPA are mixed, with some clients having a positive experience and others having a negative one.
Positive Experiences
Several clients have had a positive experience with the firm, citing the professionalism and expertise of the staff. Shawn, in particular, has been praised for his timeliness, organization, and ability to save clients money on taxes. Long-term clients have also expressed their satisfaction with the firm's services, stating that they have saved them millions of dollars over the years.
Negative Experiences
On the other hand, one client had a very negative experience with the firm, citing negligence and lack of responsibility. This client reported that their tax filings were consistently done late and incorrectly, resulting in penalties and interest payments, as well as a levied bank account. Despite promises to make it right, the client felt ignored and unhelped, and eventually had to seek the services of a different CPA firm to resolve the issues.
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