Herbert Financial Group
Business hours
Mon: 08:30 - 17:30
Tue: 08:30 - 17:30
Wed: 08:30 - 17:30
Thu: 08:30 - 17:30
Fri: 08:30 - 17:30
Sat: 08:30 - 17:00
Sun: Closed
About us
Herbert Financial Group is a Los Angeles–based firm specializing in tax services in Los Angeles, including strategic tax planning, business tax preparation, and retirement planning. We help California business owners and individuals minimize liabilities and maximize savings through tailored solutions that deliver clarity and confidence.
Our services extend beyond tax preparation, offering comprehensive financial strategies including retirement planning, audit support, and nationwide small business tax planning. With a team focused on compliance and growth, Herbert Financial ensures every client has the strategies and insights needed to make smarter financial decisions.
| Year established | 2021 |
| Services | Tax Mitigation Strategies, Retirement Planning, IRS Representation, Deferred Sales Trust, Cash Balance Plan |