Tax-First Advisory in Beverly Hills
Sophisticated, coordinated tax and wealth planning for Beverly Hills clients.
4165 E Thousand Oaks Blvd, STE #355, Westlake Village, CA
Serving Beverly Hills in-person and remotely via secure portal
Why Beverly Hills Clients Choose Us
Tax decisions and investment decisions — coordinated
We serve Beverly Hills clients with complex individual and business tax situations — multi-state exposure, concentrated equity, real estate holdings, and significant investment income. Whether any particular strategy applies depends on your specific facts, timing, and documentation.
Proactive, not reactive
We review quarterly and build projections before year-end — that is when decisions can still affect the outcome. Worst case, we confirm the plan. Best case, we change it.
CPA + CFP® under one roof
Dual credentials mean we see the intersection of tax strategy and financial planning that most firms miss. Tax decisions and investment decisions are coordinated, not siloed.
Document-first process
We do not guess. We review your returns, statements, and entity filings — then propose. Every engagement starts with the actual documents.
IRS & state representation
Notices, audits, and back-tax resolution handled by a credentialed CPA — under a power of attorney where appropriate. We review what is actually being asked and respond on your behalf.
Brandon Berman
CPA, CFP® — Founder & Principal Advisor
Brandon is a CPA and CERTIFIED FINANCIAL PLANNER™ professional who leads the firm's tax advisory practice. He built Total Wealth Tax Advisory around a simple idea: tax decisions and investment decisions should not be made in a vacuum. His approach is document-first and proactive — review the actual return and statements, propose a plan, then implement it on a quarterly cadence so clients know where they stand well before year-end.
Serving Beverly Hills from Westlake Village
In-person at our office or via Zoom — whichever works for you. Secure document exchange through Onvio either way.
Tax-first advisory for Beverly Hills
Total Wealth Tax Advisory works with Beverly Hills business owners, investors, and households who want more than rear-view-mirror filing. We coordinate tax strategy with planning and investments so decisions get made with the full picture in view.
We serve Beverly Hills and the rest of Los Angeles County from our Westlake Village office and remotely — document exchange happens through a secure portal, and meetings are by phone or video.
How we work with Beverly Hills clients
- Tax advisory — proactive, year-round planning. We meet on a quarterly cadence so you understand your position before the year closes.
- Tax preparation — accurate federal and state returns, coordinated with the plan.
- Bookkeeping, payroll & CFO support — clean books make defensible strategy possible.
- IRS & state help — we review what's actually being asked and respond on your behalf.
We don't guess. We review the documents, propose, and implement — and we'll tell you honestly if there isn't enough value. Whether any specific strategy applies depends on your facts and circumstances.
Our Process
How it works for a new client
We do not guess. We review the documents, propose, and implement — on a quarterly cadence so decisions happen before year-end, not after.
Document review
Send us your last filed return, current-year forms, and investment statements. We review them before the first call.
Discovery call
We walk through your situation, identify what may apply, and tell you honestly if the value justifies an engagement.
Proposal & scope
No hourly billing. We scope the engagement after seeing your actual situation, so pricing reflects your complexity — not a generic package.
Quarterly cadence
We meet throughout the year, update projections, and act before year-end. Whether a strategy applies depends on your specific facts and timing.
Services for Beverly Hills Clients
What we offer Beverly Hills businesses and households
Every service below is available to Beverly Hills clients — in person at our Westlake Village office or via our secure remote portal. Whether a service applies depends on your specific situation.
Tax Advisory
Financial planning for taxes — our flagship
Proactive, year-round tax planning instead of rear-view-mirror filing. We meet on a quarterly cadence, build projections, and evaluate which strategies may apply — so you understand your tax position before the year closes, not after.
Learn moreTax Preparation
Accurate, defensible federal & state returns
Preparation and e-file of federal and state returns — individual and entity — with correct treatment of complex forms like brokerage statements, K-1s, and real estate. Often coordinated with advisory so the return reflects the plan.
Learn moreBookkeeping & Accounting
Clean books that make planning possible
Year-round bookkeeping, entity compliance, and accounting support. Clean, current financials are the foundation of accurate projections and defensible business-owner strategies.
Learn morePayroll
Compliant payroll, coordinated with strategy
Payroll processing and filings, coordinated with reasonable-compensation planning for S-corp owners and accountable-plan reimbursements so the numbers line up with the strategy.
Learn moreCFO Services
Financial leadership for growing companies
Fractional CFO support — projections, cash-flow visibility, KPI reporting, and the financial decision support a growing business needs — integrated with the tax plan rather than bolted on.
Learn moreIRS & State Help
Notices, audits & representation
Help responding to IRS and state notices, audit support, and representation under a power of attorney where appropriate. We review what's actually being asked and respond on your behalf.
Learn moreGet Started
Work with a CPA in Beverly Hills
Tell us about your situation — we'll follow up within one business day. No hourly billing, no pressure, no commitment until we both agree it makes sense.
- A clear view of your current tax position and where gaps may exist
- Honest assessment of which strategies may apply — and which do not
- Year-round access to a senior CPA and CFP®, not just at filing time
Prefer to start with documents?
Upload your last filed return and current-year forms through our secure Onvio portal. We review before the call so our time together focuses on what matters.
Start a Document ReviewBeverly Hills FAQ
Common questions from local clients
Answers to the questions we hear most often from businesses and individuals in the area.
Yes. We serve Beverly Hills and the rest of Los Angeles County from our Westlake Village office and remotely. Most advisory and tax work can be handled by phone, video, and our secure portal.
No. We can often identify inefficiencies, but whether a strategy helps — and by how much — depends on your specific facts, timing, and documentation. We review the documents before we propose.
We do not bill hourly. Engagements are scoped after we review your documents, so pricing reflects your actual situation.
Have a question specific to your situation? Call us at (805) 751-6760 or send a message.
Serving Beverly Hills from Westlake Village — and remotely
Our office is at 4165 E Thousand Oaks Blvd, STE #355, Westlake Village, CA 91362. Beverly Hills clients are welcome to meet in person — or work with us entirely through our secure Onvio portal, with advisory calls by phone or Zoom. The quality of the work and the depth of the relationship are the same either way.
Tax and investment strategy are coordinated between Total Wealth Tax Advisory and Total Wealth Services, LLC — our affiliated SEC-registered investment adviser, with client assets custodied at Schwab. Whether specific strategies apply to your situation depends on your facts, timing, and documentation.
Ready for tax-first advisory in Beverly Hills?
Start with a discovery call. We review your documents, tell you what we would evaluate, and be honest if the value does not justify the engagement.