Beverly Hills & Encino · Remote-first nationwide service
A financial team that makes complex decisions easier to understand.
Mehdiani Financial Management brings tax, accounting, reporting, and advisory specialists around one shared picture—so business owners, individuals, and families can move forward with clearer priorities.
The problem with disconnected advice
The financial picture gets harder when no one owns the connections.
A tax return, set of books, entity choice, or business decision rarely exists alone. When every issue is handled in isolation, important context has to be repeated, reconciled, or discovered after the useful moment has passed.
The Mehdiani story
Built for people who want to understand the work—not simply receive it.
Alan Mehdiani founded the firm after recognizing how difficult it can be to find tax and accounting professionals who combine strong technical judgment with responsive, accessible guidance.
Today, clients are supported by a coordinated operating team that learns the situation, maintains the underlying details, explains the implications, and stays available beyond filing season. Alan’s founder role remains visible in the firm’s direction and standards, while the operating team carries the client experience through clear roles and shared accountability.
- Connect compliance work to the decisions that come next
- Translate technical conclusions into understandable priorities
- Keep tax, accounting, reporting, and advisory context aligned
- Build long-term relationships around dependable follow-through
Operating leadership & strategic direction
The firm is built to run through clear roles and shared accountability.
Managers, advisors, and operations professionals lead the day-to-day client experience. Firm leadership develops the people, standards, systems, capacity, and long-term direction that support their work.
Herber Palacios
Tax Director & COOHerber connects tax leadership with firm operations, team coordination, capacity, and the follow-through required to keep client work moving.
Candice Silva
Senior Tax ManagerCandice supports tax review, technical coordination, and consistent execution across the firm’s client tax work.
Allison Miller
Operations ManagerAllison supports workflow, communication, capacity, and dependable operational follow-through across the firm.
Alan Mehdiani, CPA
Founder & CEOAlan focuses on strategic direction, acquisitions, team development, firm structure, service design, pricing, systems, and long-term growth.
What guides the work
Principles expressed as client expectations.
Values matter when they change how the work is performed, explained, protected, and followed through.
Be proactive.
Look ahead for decisions, risks, and deadlines that deserve attention while useful options still exist.
Make it understandable.
Translate technical information into clear priorities, tradeoffs, and next steps without unnecessary jargon.
Stay accountable.
Define ownership, communicate status, and follow through so the client is not left coordinating the engagement.
Protect the context.
Handle sensitive information carefully and keep the relevant facts connected across the professionals doing the work.
How the team works
Specialized roles, connected around the same client.
No single professional should pretend to be every specialist. The firm is structured so the right expertise can contribute without losing shared context.
Tax specialists
Prepare returns, evaluate planning decisions, coordinate estimates and elections, and address tax-agency matters.
Explore tax services →Accounting specialists
Maintain books, reconcile accounts, organize supporting records, and create a dependable reporting foundation.
Explore accounting →Reporting and advisory
Turn reliable financial information into statements, comparisons, forecasts, and decision-focused guidance.
Explore advisory →Operations and client success
Route questions, organize communication, clarify ownership, and help each engagement move through the correct process.
Meet every team member →The connected financial picture
Better decisions begin upstream.
When the foundation is reliable, compliance becomes more efficient and planning becomes more useful.
Reliable information
Organized transactions and reconciled accounts create a dependable starting point.
Accurate work
Financial statements and tax filings reflect a consistent, supportable picture.
Earlier choices
Timing, compensation, entity, and tax decisions can be evaluated before deadlines close options.
Clear next steps
You understand the priorities, responsible people, tradeoffs, and action required.
Client experiences
Trusted when the details matter.
Clients consistently describe the qualities we work to deliver: clear explanations, responsive communication, and careful follow-through.
An exceptionally bright tax firm with a true commitment to helping business owners like me actually understand the logic behind certain tax strategies…
The Mehdiani team is fantastic! They’re very detail-oriented, responsive, and easy to work with.
Firm facts and clear boundaries
Know who we are—and what the relationship includes.
Trust is easier to build when business facts, service scope, and document-handling expectations are visible before the first conversation.
Mehdiani Financial Management
A remote-first team providing tax, accounting, bookkeeping, reporting, entity, payroll-advisory, resolution, representation, and business-advisory services, with a Beverly Hills headquarters and an Encino location.
Beverly Hills
9025 Wilshire Blvd, Suite 301Beverly Hills, CA 90211
Encino
16030 Ventura Blvd, Suite 490Encino, CA 91436
(310) 800-1472Request a consultation
A straightforward first step
Know what happens after you reach out.
The initial form gives us enough context to route the request without asking you to share sensitive records.
Share the essentials.
Tell us what is happening, what you need help with, and what a useful outcome would look like.
Meet the right professional.
Our team reviews the request and connects you with the person best suited to the work.
Receive a clear next step.
We clarify scope, timing, information needed, and proposed fees before an engagement begins.
Common questions
Clear answers before the first conversation.
These are the trust and fit questions prospective clients commonly need answered before they are ready to inquire.
Who does Mehdiani Financial Management work with?
We work with businesses, business owners, individuals, and families who need tax preparation, tax planning, accounting, bookkeeping, financial reporting, entity guidance, payroll advisory, tax resolution, audit representation, or business advisory support.
Do I need to be near Los Angeles?
No. Our team is remote-first and serves clients across all 50 states. Beverly Hills is our headquarters and mailing address, and we also maintain a location in Encino. Consultations and client service are delivered virtually.
Is the firm available outside tax season?
Yes. The firm operates year-round. The availability, cadence, and response process depend on the service and engagement scope, but our model is designed for ongoing tax, accounting, reporting, and advisory work—not filing season alone.
Can you coordinate business and individual tax needs?
Yes. Many business decisions affect the owner’s personal return. When both are within scope, our team coordinates entity filings, K-1s, owner compensation, estimates, distributions, and related personal reporting.
Does Mehdiani Financial Management run payroll?
No. We advise on third-party payroll-provider selection, reasonable owner or officer compensation, payroll frequency, and tax/accounting coordination. The selected provider calculates and processes payroll, moves funds, files payroll-tax returns, and makes deposits.
How should I send tax documents or sensitive records?
Do not attach or enter sensitive records in the consultation form. After reviewing your request, our team will provide secure-upload instructions when documents are needed.
Consultation request
How can we help?
Complete the form and our team will follow up after reviewing your request.