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Serving Los Angeles, Orange County & All of California
(818) 806-8131
(818) 806-8131
EMPOWERING BUSINESS OWNERS
Unlock Hidden Tax Savings for Your Business
For nearly two decades, Herbert Financial has helped California business owners reduce tax liability by up to 50% through proven strategies — R&D credits, cost segregation, pension planning, and more.
30 minutes · No obligation
19+
Years of Experience
1,500+
Clients Nationwide
50%
Tax Savings Achieved
Tania Herbert
CEO & PRESIDENT
✓ Enrolled Agents licensed by the U.S. Treasury
✓ BBB Accredited
✓ Multilingual CPAs — Spanish, Chinese, Korean, Armenian & more
WHAT WE DO
Financial Solutions Built for Business Owners
Tailored strategies for businesses earning $500K–$50M annually — designed to reduce tax liability, manage risk, and build lasting wealth.
Tax Strategy Consulting
Customized tax strategies that help businesses keep more and grow faster.
Business Financial Planning
Strategic planning that aligns your finances with long-term growth goals.
Estate & Legacy Planning
Preserve wealth and protect your legacy with expert estate strategies.
Retirement Planning
Design a retirement plan that builds wealth and supports your future.
HOW IT WORKS
Three Steps to a Smarter Tax Strategy
1
Schedule Your Consult
Book a one-on-one consultation to discuss your goals and evaluate your current financial position.
2
Upload Your Documents
Securely upload your financial and tax documents so our experts can conduct a thorough review.
3
Review Your Strategy
We walk you through a customized tax strategy designed to maximize savings and keep you compliant.
HOW IT WORKS
What Clients Are Saying
Herbert Financial have been extremely efficient and helpful to myself and my business. A great experience working with such a professional team.
Ramon Escobar
Business Owner
Tania and Theo were absolutely amazing and helped me navigate my taxes and tax planning. Their expertise made a stressful process feel seamless.
Marisol López
Business Owner
We right away felt this was a team that was there to help us, and they gained our trust immediately.
Sylvia Magana
Business Owner
GET STARTED
Book Your Free Tax Strategy Session
Pick a time that works for you. In 30 minutes, we’ll review your current position and identify the tax-saving opportunities you’re missing.
- One-on-one with a senior tax strategist
- See if you qualify for savings of up to 50%
- One-on-one with a senior tax strategist
“Every dollar you save in taxes is a dollar you can reinvest in your vision.”
Tania Herbert — CEO & President
Prefer to call? (818) 806-8131
Providing tax services in Los Angeles and across California — maximize profits, minimize taxes with smarter corporate tax planning.
MONROVIA
635 W Foothill Blvd
Monrovia, CA 91016
Monrovia, CA 91016
ORANGE COUNTY
17452 Irvine Blvd
Tustin, CA 92780
Tustin, CA 92780
Herbert Financial is a firm of Enrolled Agents licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS. We specialize strictly in tax planning, preparation, and financial consulting. Herbert Financial is not a law firm and does not provide legal, investment, or real estate advice. © 2026 Herbert Financial Group. All Rights Reserved.
