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Beverly Hills Tax Preparation Services

Elite Tax Planning and Filing for High-Income Earners, Business Owners, and Investors in Beverly Hills, CA

Serving Beverly Hills — A Global Hub of Wealth, Real Estate, and Complexity

Beverly Hills isn’t just a zip code — it’s a financial ecosystem. From luxury home sales to private equity consulting, the tax needs of Beverly Hills residents go far beyond standard filing.

Our team of federally licensed Enrolled Agents helps high-net-worth individuals, entrepreneurs, and property owners reduce tax liability, stay compliant, and protect wealth across multiple income streams and entities. If your financial life spans business ownership, complex investments, and real estate holdings — this is where strategy matters

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Why Beverly Hills Clients Choose Us

  • Trusted by executives, family offices, and top-tier service providers
  • Federally licensed Enrolled Agents — beyond CPAs or seasonal help
  • Experts in equity comp, K-1 filings, passive income, and real estate
  • Multi-entity tax strategy and year-round forecasting
  • Concierge-level service with secure virtual and in-person options
  • Fixed, complexity-based pricing — no hourly surprises
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Individual Tax Services in Beverly Hills

We handle complex, high-value returns with discretion, precision, and foresight.

  • W-2 + K-1 + RSU/stock income integration
  • Rental portfolios (Schedule E), including multi-state or multi-property
  • Advanced charitable giving strategies (DAFs, appreciated assets)
  • Trust tax planning and generational wealth coordination

Business Tax Services in Beverly Hills

From boutique firms to high-volume real estate operators, we help Beverly Hills businesses protect their income and plan for scale.

  • S Corp, LLC, partnership, and multi-entity return prep
  • Owner compensation optimization + Augusta Rule strategies
  • Advanced real estate tax strategy (cost seg, bonus depreciation)
  • Payroll integration + bookkeeping alignment
  • Proactive quarterly estimate planning and ROI tracking

We’re not just tax preparers — we’re strategic partners invested in your long-term success.

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What Sets Our Beverly Hills Tax Pros Apart

We bring white-glove advisory-level strategy to your tax return.
 Our team doesn’t just file forms. We analyze your financial landscape to uncover tax-saving opportunities and protect you from costly missteps, penalties, or missed planning windows.

Areas We Serve in and Around Beverly Hills

We support clients across 90210 and neighboring high-net-worth communities, including:

  • The Flats
  • Trousdale Estates
  • Beverly Park
  • Benedict Canyon
  • Holmby Hills
  • West Hollywood Hills
  • Beverly Grove

What Beverly Hills Clients Say

“They made sense of our four LLCs, multiple properties, and investment income in a way no one else ever had. I sleep better at night now.”
 — D. L., Beverly Park

“Our last CPA filed everything late and never returned calls. This team is responsive, proactive, and has literally saved us over $50K so far.”
 — A. Menon, The Flats

Real Client Case Study — Beverly Hills, CA

Client: Dr. Amina M., Beverly Hills — Medical Corp Owner + 3 Rentals + Stock Portfolio
 Filing Type: 1120-S + Schedule E + Investment + K-1

Problem:Dr. M had three major income streams — her practice, a rental portfolio, and dividends from a family trust. Her previous CPA treated them separately, didn’t optimize stock sales, and left thousands in deductions unused.

What We Did:

  • Reorganized business under S Corp with optimized owner draw
  • Implemented cost segregation on rentals for accelerated depreciation
  • Integrated a DAF and tax loss harvesting strategy for stock sales
  • Built a 10-year cash flow + tax forecast across all entities

Saved $41,200 in Year 1

Reduced audit risk through entity cleanup and proper documentation Built a repeatable, future-proof financial plan “They think like wealth advisors, not accountants. It’s strategic, structured, and high-level.” — Dr. Amina M., Beverly Hills

Beverly Hills Tax Preparation Pricing

We price based on complexity — not billable hours. For multi-entity, investment-heavy, or high-income returns, we provide a flat rate that includes planning, filing, and strategy — without nickel-and-diming or call-by-call billing.

Work With Beverly Hills Tax Experts Who Understand Your World

We offer a confidential 30-minute tax strategy consultation with one of our senior Enrolled Agents.

We’ll review your return, flag missed opportunities, and build a plan that protects your income — and elevates your financial clarity.

 

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