Rooted in the Conejo Valley. Available anywhere.
Our office is at 4165 E Thousand Oaks Blvd, STE #355 in Westlake Village — at the intersection of Ventura and Los Angeles Counties. From here, we serve business owners, investors, and high-income households across the Conejo Valley and greater LA corridor, and remotely nationwide through our secure client portal.
Ventura County
Rooted in Ventura County
Westlake Village is our home base. We understand the local business environment, the California FTB, and the planning needs of professionals, entrepreneurs, and families across Ventura County.
Westlake Village
Ventura County
Our home base — tax-first advisory and CPA services for Westlake Village business owners and households.
Tax advisory in Westlake VillageThousand Oaks
Ventura County
Proactive tax advisory, preparation, and accounting for Thousand Oaks owners and professionals.
Tax advisory in Thousand OaksCamarillo
Ventura County
Tax advisory, bookkeeping, and preparation for the Camarillo business community.
Tax advisory in CamarilloOxnard
Ventura County
Year-round tax planning and accounting for Oxnard owners, operators, and families.
Tax advisory in OxnardSimi Valley
Ventura County
Proactive CPA advisory, bookkeeping, and IRS representation for Simi Valley.
Tax advisory in Simi ValleyLos Angeles County
Minutes across the county line
Agoura Hills, Calabasas, and Beverly Hills are a short drive from our Westlake Village office. We serve high earners, real estate investors, and business owners throughout western LA County — and remotely for clients anywhere in the state.
Agoura Hills
Los Angeles County
Coordinated tax and planning for Agoura Hills business owners and investors.
Tax advisory in Agoura HillsCalabasas
Los Angeles County
Tax-first advisory and CFO support for Calabasas entrepreneurs and high earners.
Tax advisory in CalabasasBeverly Hills
Los Angeles County
Sophisticated, coordinated tax and wealth planning for Beverly Hills clients.
Tax advisory in Beverly HillsNationwide Service
You don't need to be local to work with us
Our clients include businesses and individuals across the country. Whether you have California-sourced income, a multi-state business, or simply want a CPA and CFP® working together on your behalf — location is not a barrier.
Nationwide reach, single relationship
Our clients span the country. Multi-state returns, nexus analysis, and out-of-state representation are standard — not add-ons. Distance does not limit the quality or depth of the work.
Secure, digital-first delivery
Document exchange happens through our encrypted Onvio portal. E-signatures, secure uploads, and video advisory meetings replace the need to visit in person — unless you prefer to.
Year-round, not just filing season
Tax questions don't wait for April. Our team is accessible 365 days a year so you can call when a decision is in front of you — not after the year has already closed.
Tax and investment decisions coordinated
We coordinate with Total Wealth Services, LLC — our SEC-registered RIA — so tax strategy and investment decisions are made together, not in separate silos.
Our Office
Westlake Village headquarters
We work with most clients virtually, but our doors are open. Located on Thousand Oaks Blvd — five minutes from the 101 freeway.
4165 E Thousand Oaks Blvd, STE #355
Westlake Village, CA 91362
Ventura County
Office Hours
Geographic reach
Total Wealth Tax Advisory is a California-licensed CPA firm. We regularly prepare multi-state returns and handle nexus analysis and out-of-state agency representation for clients across the country. Whether your situation is straightforward or spans multiple jurisdictions, we can help.
Serving the 101 Corridor
Our clients are concentrated along the Highway 101 corridor — from Camarillo and Oxnard in the north, through Thousand Oaks and Westlake Village, across the county line into Agoura Hills, Calabasas, and Beverly Hills. This corridor has a high concentration of business owners, real estate investors, and professionals who may benefit from proactive, year-round tax strategy.
Document-first process
We do not guess. We review the documents, propose, and implement. Every engagement starts with a document review — your returns, statements, and entity filings — before we propose anything. That process works identically whether you are in Westlake Village or across the country.
Wherever you are, we can help.
Start with a discovery call. We'll review your situation, explain what we'd evaluate, and be honest about whether there's enough value to move forward.