Business Tax Planning

Unlock Hidden Tax Savings & Build Long-Term Wealth

At Herbert Financial, we specialize in turning high tax liabilities into lasting financial growth. For nearly two decades, we’ve provided business owners with tax services in Los Angeles, saving them up to 50% on taxes while protecting and expanding their wealth through advanced tax strategies.

0 +

Completed Financial Projects

$ 0 m +

In pure profits for our clients

0 +

Happy Clients

0

Global Financial Offices

About Us

Financial Services For Business Owners

Herbert Financial provides expert financial services for business owners in California and abroad, offering tailored solutions that reduce tax liability, manage risk, and support long-term growth. From tax planning to succession strategies, we help entrepreneurs navigate financial challenges and build lasting wealth with clarity and compliance.
Three individuals in colorful attire.
0 +

Completed Financial Projects

$ 0 m +

In pure profits for our clients

0 +

Happy Clients

0

Global Financial Offices

“We’ve built our reputation in California by delivering real, measurable results—helping business owners keep more of what they earn.”
Tania Herbert Los Angeles Tax Expert
Tania Herbert
CEO & President
California Based Business
Accounting & Tax Planning

Tailored Expertise for High-Earning Businesses

Herbert Financial delivers advanced tax strategies and financial planning for businesses earning between $500K and $50M annually. We help clients reduce tax liability by up to 50% through proven methods like R&D credits, cost segregation, and pension planning. With decades of business accounting experience and a results-driven approach, we turn complex tax challenges into opportunities for sustainable growth.

Trusted by over 1500 clients nationwide

Financial Solutions & Tax Planning

Work with a leading Tax Consulting Firm

Herbert Financial provides expert financial services for business owners in California and abroad, offering tailored solutions that reduce tax liability, manage risk, and support long-term growth. From tax planning to succession strategies, we help entrepreneurs navigate financial challenges and build lasting wealth with clarity and compliance. Professional tax services in Los Angeles with reach across the entire state of California.

Young business owner standing in a cafe
Customized tax strategies that help businesses keep more and grow fast.
Successful team leader and business owner leading informal in-house business meeting
Strategic planning that aligns your finances with long-term growth goals.
Passing on some business knowledge
Preserve wealth and protect your legacy with expert estate strategies.
More date nights thanks to retirement
Design a retirement plan that builds wealth and supports your future.
Schedule a Tax Strategy With Tania Herbert

Tax & accounting solutions for a secure future

Step 1

Schedule Tax Consult

Book a one-on-one consultation with our team to discuss your goals and evaluate your current financial position.

Step 2

Upload Your Documents

Securely upload your financial and tax documents so our experts can conduct a thorough review and begin analysis.

Step 3

Review Tax Strategy

We’ll walk you through a customized tax strategy designed to maximize savings and keep your business compliant.

Our Vision

Our vision is to be the leading financial group in Los Angeles, known for integrity, innovation, and client success. We aim to set new standards in financial planning, helping clients achieve sustainable growth and independence.

Our Mission

Our mission is to empower clients with tailored financial solutions that drive growth and security. We focus on building lasting relationships in California through personalized service and innovative strategies.

0 K +

Tax Savings

Schedule a call to see if you qualify.

Get Started

Let's start with a free tax & accounting consultation!

Uncover hidden tax-saving opportunities.

"Every dollar you save in taxes is a dollar you can reinvest in your vision. My mission is to help business owners build lasting wealth through smarter financial strategies."

Tania Herbert – CEO

Years of Experience

Over 19 years of proven expertise helping business owners reduce taxes and grow wealth.
0 +

Client Satisfaction

Trusted by 1,000+ businesses with a track record of exceptional results and long-term partnerships.
0 %

Awards Winning

Recognized for excellence in tax strategy and financial planning across multiple industries.
0 +
Real Results. Real Impact.

What Customers Are Saying

Hear directly from the business owners who’ve transformed their financial future with our help. From six-figure tax savings to long-term wealth strategies, our clients share how partnering with us made all the difference.
Real Results. Real Impact.

What Customers Are Saying

Hear directly from the business owners who’ve transformed their financial future with our help. From six-figure tax savings to long-term wealth strategies, our clients share how partnering with us made all the difference.
Herbert Financial have been extremely efficient and helpful to myself and my business. It has been a great experience working with such a professional team that has assisted my business in many areas that we were struggling with before.
Ramon Escobar
Business Owner
Andy with Herbert Financial was ready to help and support my sister and I with the business’s finances that were not done in the past five years. He had a team waiting to meet with us and get things going. We right away felt this was a team that was there to help us and they all gain our trust immediately.
Sylvia magana
Business Owner
Andy was super helpful in finding me a last minute appointment! I had called and let him know that my previous tax preparer had made me feel very uncomfortable so I had THREE DAYS to find somebody to file my taxes.
Samantha Casillas
Business Owner
I can’t say enough great things about my experience with her financial group. Tania and Theo were absolutely amazing and helped me navigate my taxes and tax planning her expertise and attention to detail that what can often be stressful process felt seamless and manageable.
Marisol López
Business Owner
I had a fantastic experience working with the team at Herbert Financial Group. Andy Hanna, Tania Herbert, and Theo Minassian were all incredibly helpful, friendly, and knowledgeable throughout the entire process of filing my taxes and setting up my new LLC, Araujo Capital Investments.
Andres Araujo
Business Owner
I Was in a tough place with a CPA that did not care about us or our business. She literally didn’t communicate or help create a tax plan which would = financial ruin if we didn’t act. I then found Andy and Tania from the Herbert financial group out of Monrovia.
Buddy Pacheco
Business Owner
Great service with my personal and self employed taxes . I was able to save money compare to other tax companies. In addition they did a great job in creating my Corporation LLC and Living Trust very professional and answered all my questions. I am definitely looking forward to continuing there services.
Emerson Huezo
Business Owner
Andy and Gaby were great!! Answered all questions we had and very friendly. Great experience! I recommend this place 100%.
Bryan Ferderer
Business Owner