Now accepting new clients · Q1 capacity available

Strategic tax & financial counsel, delivered with precision.

A boutique CPA firm serving entrepreneurs, professionals, and high-net-worth individuals across Los Angeles. Senior-level expertise without the big-firm overhead.

$12M+
Tax savings delivered to clients
22yr
Combined senior partner experience
CPA
UCLA Anderson · Big Four trained
Verified Client Review
★★★★★

"They saved us $47K our first year together. Wish we'd switched accountants a decade ago."

JM
Jessica M.
CEO, Curated Studio · Google Review
Services

Strategic services for complex situations.

Whether you're scaling a business, managing a windfall, or just want to stop overpaying the IRS — we handle the work most firms can't.

Tax strategy that compounds.

Most firms file your return and disappear. We work year-round to actively reduce your tax exposure — through entity planning, retirement contributions, multi-state strategy, and timing of income and deductions.

$12M+
Client tax savings to date
CA · NV · AZ
Multi-state expertise
01

Individual Tax Preparation

Year-round tax strategy for high-income individuals, with proactive quarterly check-ins.

02

Business Tax Returns

S-corp, LLC, C-corp, and partnership returns — multi-state and multi-entity situations welcome.

03

Entity Structuring

S-corp elections, LLC formations, and entity restructuring to minimize tax exposure as you scale.

04

Estate & Trust Planning

Coordinated tax strategy with your estate attorney for generational wealth planning.

Strategic counsel, quarterly.

For founders and operators who want a financial co-pilot. We meet quarterly to review performance, plan ahead, and answer the questions that keep you up at night — pricing, profitability, hiring, exit timing.

+18%
Avg. margin improvement
22 yr
Senior partner experience
01

Quarterly Business Reviews

Deep-dive performance analysis with prioritized recommendations you can act on immediately.

02

Fractional CFO Services

Strategic financial leadership without a six-figure CFO salary. Board prep, fundraising support.

03

Pricing & Profitability Analysis

Customer-level and product-level economics. Often surfaces 10–20% margin opportunities.

04

Exit & Acquisition Planning

Pre-sale cleanup, financial due diligence prep, and tax-efficient exit structuring.

Books that actually mean something.

Clean, accurate financials delivered monthly with dashboards built for the way you actually run your business. We work in QuickBooks, Xero, and NetSuite — and we don't just record numbers, we explain them.

5 days
Avg. monthly close
SOC 2
Type II compliant
01

Monthly Bookkeeping

Clean books, monthly close, reconciliations, and a dashboard that highlights what matters.

02

Cash Flow Management

13-week rolling cash forecasts, AR/AP optimization, and working capital planning.

03

Payroll & Compliance

Multi-state payroll setup, quarterly filings, 1099 prep, and benefits administration support.

04

Systems Implementation

QuickBooks, Xero, NetSuite, Bill.com, Ramp — we set them up right the first time.

When the IRS calls, we answer.

If you've received a notice, are facing an audit, or have years of unfiled returns — we've handled hundreds of these. Calm, methodical, and effective. The earlier you bring us in, the more options we have.

87%
Avg. penalty reduction
100%
Resolution rate to date
01

Audit Representation

Full IRS and state tax authority representation — we deal with them so you don't have to.

02

Back Tax Resolution

Unfiled returns, payment plans, currently-not-collectible status, and offers in compromise.

03

Penalty Abatement

First-time penalty abatement and reasonable cause arguments to eliminate or reduce penalties.

04

Residency & Nexus Disputes

Multi-state residency, FTB residency audits, and state nexus disputes — our specialty.

About the Firm

Big Four-trained. Boutique-firm focused.

Hawthorne & Reed was founded by two CPAs who left Big Four practice to build something better — a firm where clients aren't numbers in a billing system, and where senior partners actually do the work.

We work with a deliberately small client roster so we can deliver the kind of strategic counsel that creates real outcomes. If you're looking for someone to file a 1040 and disappear, we're probably not the right fit.

CPA
Licensed in CA, NV, AZ
Big 4
Deloitte & PwC alumni
5.0★
Google · 32 reviews
$12M+
Client tax savings
H&R
Marcus Hawthorne & Elena Reed
Founding Partners · UCLA Anderson MBA
22yr
Combined
Senior Experience
The Team

Senior partners, on every engagement.

You don't get handed off to a junior. The people who pitch you are the people who do the work.

MH

Marcus Hawthorne, CPA

Founding Partner

Former PwC tax senior manager. UCLA Anderson MBA. Specializes in entity structuring and high-income individual planning.

TAX STRATEGY
ER

Elena Reed, CPA

Founding Partner

Former Deloitte audit principal. UCLA Anderson MBA. Leads advisory engagements and IRS resolution work.

ADVISORY & AUDIT
DK

David Kim, EA

Senior Tax Manager

Enrolled Agent and bookkeeping lead. 12 years of multi-state tax experience. Power user of QuickBooks, Xero, and NetSuite.

OPERATIONS
Client Reviews

Trusted by discerning clients.

★★★★★5.0 from 32 Google reviews
Pricing

Get an estimate in seconds.

Most CPA firms make you call to ask "how much?" — we don't. Tell us about your situation and we'll give you a real fee range, instantly.

Tax Prep · from $1,500 Bookkeeping · from $850/mo Advisory · from $2,500/qtr Estate Planning · from $5,000

Quick fee estimate

Takes 30 seconds.

Schedule

Book a discovery call in under a minute.

Always free, always 30 minutes, never a sales pitch. We use the time to understand your situation and tell you whether we're a fit.

  • Instant calendar invite by email
  • SOC 2 Type II compliant data handling
  • 30-min calls always free
  • Tailored proposal within 48 hours of the call

Select your service

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Available Mon–Fri, 8 AM – 6 PM.

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Service
Date
Time
Get In Touch

Or reach us directly.

📍
Office Location

9100 Wilshire Boulevard, Suite 500
Beverly Hills, CA 90212

📞
Direct Line(310) 555-0162
🕐
Office Hours

Monday–Thursday · 8:00 AM – 6:00 PM
Friday · 8:00 AM – 4:00 PM

🔒
Secure Portal

Document exchange via SOC 2 portal
Onboarding link sent post-discovery

Begin a long-term partnership in your financial health.

Most of our clients stay with us for years — through entity changes, exits, audits, and inheritances. We'd love to be your firm too.

Call (310) 555-0162 →
HR
Hawthorne & Reed
AI assistant · always available