We are a full service accounting firm located in Los Angeles and San Fernando Valley specializing in accounting, bookkeeping, business management and tax. 

We are highly reliable, knowledgeable, and professional that offer a full range of services to individual and business clients. Because our accounting practice is local, clients benefit by getting personalized, quality service. Listed below are some of the services offered to our clients along with a brief description of each. 

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Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Our services incorporate all of the following: 
 

• Individuals

• Corporations

• Partnerships

• LLCs/LLPs

• Estates, trusts & gifts

• Not-for-profit organizations

• Divorce and support issues

• Tax effects of buying/selling a business

 

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We can assist you with the day-to-day tasks associated with bookkeeping.

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Personal CFO

Our unique personalized service as a PERSONAL CFO to you, your family and/or family office knows no bounds. We offer concierge-style sophisticated services to meet the needs of the unique and complicated life of our clients. We help some of America’s most enterprising individuals and families define the lives they choose to live. Southeast CPAs and Associates provides our clients the expertise to protect and collect all that they have earned, and equips them with tools necessary to succeed short and long-term. We can also function as your family office.

We serve enterprising individuals, their families and family offices — including entrepreneurs, high net worth individuals, corporate executives and business owners in a wide range of industries throughout the United States.

We provide experienced, calculated and confident solutions based on solid planning and disciplined execution, all of which are completely and openly accountable to our clients. Our dedicated team of professionals offer Personal CFO services to their clients, led by a partner at our firm with decades of success in the industry.

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Business Management Service

We provide full service day to day responsibility for all business and personal transactions. Complete tax, accounting and management services for individuals, professionals, and corporations

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IRS Representation

Utilizing our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.