CLIENT PORTAL
What we do
As your trusted advisors, we are engaged and connected with your financial life.
For estate and succession planning, wealth management, and complex business decisions, you can rely on the experienced team at The Accountancy for thoughtful, strategic guidance.
Our Philosophy
Everything in your financial life is connected.
Retirement planning, estate planning, charitable giving, and tax strategy are all closely connected. Through a collaborative team approach, we bring together expertise in wealth management, valuation services, and business advisory to address the full scope of your financial life. By connecting the dots across disciplines, we help ensure that opportunities are not overlooked and risks are addressed with clarity and foresight.
What we offer
Advisory services we provide
Financial Planning
Retirement, estate, charitable, and tax planning are inextricably linked. We treat them as one integrated conversation, never in silos.
Succession Planning
We help business owners navigate ownership transitions to partners, employees, family members, or outside buyers while maximizing tax efficiency and protecting the value they have built.
Family & Privately Held Business
Family-operated enterprises face unique challenges. We specialize in the governance, planning, and financial strategy these businesses demand.
Financial Statement Preparation
We provide audit and review services that meet GAAP standards, as well as family office bookkeeping for high-net-worth households.
Litigation Support
Expert witness testimony, fraud examination, forensic evaluations, and calculation of damages, delivered with the precision courts require.
Valuation
Business valuations for sales, acquisitions, divorce proceedings, shareholder disputes, and estate planning , accurate and defensible.
IT Consulting
System design and configuration support for your financial infrastructure. We partner with Datastream to deliver integrated technology solutions.
Get in touch
Want to talk about your financial future?
818-547-5701
John L. Sadd, Jr.
Senior Partner
(818) 547-5701 x342
Argin Mahmoodi
Partner
(818) 547-5701 x351
Secure Your Financial Future Today
Join the many individuals and businesses who have reached their goals through our innovative thinking and personalized strategy.
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Clarity in your numbers creates confidence in every decision you make.
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