CPA Firm

A veteran certified public accountant and financial advisor, Steve Berkson is the founder and president of his namesake firm, Steven M. Berkson, CPA, A Professional Corporation. Located in Woodland Hills, California in the San Fernando Valley area of Los Angeles, the firm provides a broad base of accounting services to individuals and businesses, including tax planning, income tax preparation, estate planning, financial statement preparation and business management counsel. Prior to forming Steven M. Berkson, CPA, Steve co-founded his predecessor firm, Berkson & Berkson, Certified Public Accountants in 1987, with his wife, Sherri. 

The highly respected firm is recognized for its solid, longstanding reputation, vast knowledge base, personable service, and effective, inspired solutions for the specific needs of its clients.

MANAGEMENT SERVICES

  • Business management
  • Personal financial management
  • Trust administration
  • Non-profit administration                                                                                                                      

 

PLANNING SERVICES

  • Income tax planning
  • Estate planning
  • Financial planning
  • Succession planning
  • Business consulting

TAX SERVICES

Tax Return Preparation
  • Individual
  • Corporate
  • Partnership
  • Limited Liability Company
  • Fiduciary
  • Non-Profit
  • Estate and Gift

Client representation before the IRS
(or other taxing authorities)

ACCOUNTING SERVICES

  • Accounting / Bookkeeping
  • Financial Reporting
  • Forecasts and Projections