Business Details
17 Years
experience
Emergency
services
Certified Public Accountants in Beverly Hills, CA
Cory Franklin & Associates is a full-service accounting firm established in 2009, dedicated to providing personalized tax and accounting solutions for high-net-worth individuals and small businesses in Beverly Hills and Los Angeles. Our team, led by Certified Public Accountant Cory R. Franklin and Registered Tax Preparer Mark D. Esperti, combines over 40 years of collective experience with cutting-edge technology to deliver tailored financial strategies. We specialize in tax preparation, IRS audit representation, multi-state tax compliance, and QuickBooks optimization, serving niche industries including dentists, law firms, and real estate professionals.As LGBT-friendly accountants, we prioritize understanding unique client challenges while maintaining a commitment to proactive service through remote training, secure document portals, and year-round tax planning consultations. Our approach merges personalized attention directly with CPAs, eliminating reliance on junior staff, and ensuring strategic financial guidance aligned with evolving tax regulations.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Setup
Business Formation
Multi-State Tax Filing
Payroll Tax Solutions
Offer in Compromise
Bankruptcy Tax Help
Innocent Spouse Relief
Details
- Year established: 2009
Highlights and features
- We offer 20+ years of CPA experience in tax and accounting services
- Direct access to Certified Public Accountants, not junior staff
- LGBT-friendly firm specializing in unique client financial challenges
- Cutting-edge technology for remote QuickBooks training and document security
- Proven success representing clients in IRS and state tax audits
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate federal and state tax filings for individuals and businesses. We handle complex returns across all 50 states and Canada, utilizing E-Filing capabilities while maintaining compliance with current tax regulations. Our expertise minimizes liability through strategic deductions and credits tailored to each client's unique financial situation.
IRS Audit Representation
We provide expert IRS audit representation to protect clients during tax agency examinations. Our CPAs develop comprehensive strategies prior to audit meetings, handle all communication with tax authorities, and ensure proper documentation is presented. This service includes preparation for potential audit scenarios and minimizing financial exposure through proven negotiation techniques with federal and state tax agencies.
QuickBooks Setup
Our QuickBooks setup service includes customized chart of accounts creation, balance transfers from existing systems, and complete software implementation. We provide staff training and ongoing optimization to ensure accurate financial tracking. The service addresses both desktop and cloud-based solutions, with follow-up support to maintain proper accounting practices throughout the business cycle.
Tax Planning
Proactive tax planning services focus on year-round liability reduction through income shifting strategies, entity selection optimization, and tax credit utilization. We conduct quarterly financial reviews to adjust strategies based on changing regulations and client circumstances, ensuring maximum tax efficiency while maintaining compliance with evolving federal and state tax requirements.
Business Consulting
Our business consulting services include financial statement analysis, cash flow management, and strategic growth planning. We provide monthly or quarterly advisory sessions to review business performance metrics, identify budget variances, and develop actionable plans for financial improvement while maintaining accurate general ledger records.
People
Cory R. Franklin
Owner & President
Certified Public Accountant with 20+ years of experience in tax planning and IRS audit representation. Former Director of Taxes & Audits at a mid-sized LA CPA firm, specializing in high-net-worth individuals and small businesses across diverse industries.
Mark D. Esperti
Accountant & Registered Tax Preparer
CTEC Registered Tax Preparer and QuickBooks Certified ProAdvisor with 20+ years of experience. Specializes in serving entertainment, creative industries, and real estate professionals with tax compliance and business management solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive bookkeeping, financial statement preparation, payroll tax processing, and QuickBooks optimization services tailored to small business needs.
How do you help clients with IRS tax problems?
Our firm offers complete IRS audit representation, back tax resolution, and installment agreement negotiation services to resolve tax controversies efficiently.
Can you assist with multi-state tax filings?
Yes, we prepare and file tax returns in all 50 states and Canada, ensuring compliance with varying state and provincial tax regulations.
What makes your firm different from other accounting practices?
We combine personalized CPA access, industry-specific expertise, and technology-driven solutions to deliver customized financial strategies for each client.
Do you offer QuickBooks training for business owners?
Yes, we provide remote QuickBooks training sessions and screen-sharing support to help business owners maximize software functionality for their specific needs.
