Entrepreneurs & Founders
Building companies that need a financial partner who can keep pace with growth, equity events, and tax exposure as the business scales.
Encino · Ventura Boulevard · Est. 1986
Financial guidance forSouthern California's builders,investors & entrepreneurs.
Jaffe & Associates is a boutique advisory and accounting firm based on Ventura Boulevard, built around the financial complexity that comes with success in the San Fernando Valley and greater Southern California.
35+
Years advising SoCal clients
Encino
Headquartered on Ventura Blvd
Boutique
Relationship-led practice
Entrepreneurs·Investors·Entertainment Professionals·Real Estate Operators·Executives·Founders & Creators·Closely-Held Businesses·Family Offices
Section 01 · Who We Serve
Built for Southern California success.
Success creates complexity. New ventures, new income streams, new properties, new partners — every milestone produces another financial question. We help successful Southern California professionals make smarter decisions around all of it.
Real Estate Professionals
Operators, syndicators, and brokers across the Valley and greater Los Angeles navigating depreciation strategy, entity structure, and 1031 timing.
Entertainment Professionals
Talent, production companies, writers, and creators with multi-stream income, loan-outs, residuals, and the planning that comes with a public career.
Investors & Family Capital
Active and passive investors managing portfolios, private placements, K-1s, and the layered tax picture that follows wealth.
Closely-Held Businesses
Owner-operators of established Southern California companies who want strategic counsel — not just compliance — from their accountant.
Executives & Professionals
Senior leaders, partners, and physicians balancing compensation, equity, and long-term planning while running demanding careers.
Section 02 · Approach
The financial side of ambition.
Behind every successful business is a financial picture worth taking seriously. We help clients see the long view — where growth comes from, what it costs, and what to do with it once it arrives.
01
Growth
Structuring the business and its owners to capture upside without inviting unnecessary tax friction along the way.
02
Opportunity
New properties, new deals, new equity — evaluated through a financial lens before they become commitments.
03
Tax Planning
Forward-looking strategy, not year-end damage control. We model decisions before they hit the return.
04
Wealth Preservation
Protecting what's been built — across entities, generations, and the inevitable changes in the tax code.
05
Business Management
Operational financial leadership for clients whose careers and companies move faster than a traditional CPA cycle.
06
Investment Coordination
Working alongside attorneys, advisors, and bankers so the financial picture stays coherent across the table.
Section 03 · Expertise
Specialized guidance for complex financial lives.
Our practice is organized around the kinds of clients we serve — not a generic service menu. Every engagement is built around the outcomes that matter to the people we work with.
Area of Practice
Entertainment Accounting
Clear financial footing for a public career.
Loan-out corporations, residuals, multi-state filings, tour and production accounting — managed quietly and accurately for talent, writers, producers, and entertainment companies.
Area of Practice
Real Estate Accounting
Strategy that respects how real estate actually moves.
Cost segregation, 1031 coordination, partnership accounting, and entity design for operators and investors across Southern California's residential and commercial markets.
Area of Practice
Business Management
A financial back office that keeps up with the front office.
Bill pay, cash management, internal reporting, and ongoing financial oversight for individuals and businesses whose calendars don't allow for surprises.
Area of Practice
Tax Planning & Compliance
Decisions modeled before they're made.
Federal, California, and multi-state planning for owners, investors, and high-income earners — built around real-life events, not just filing deadlines.
Area of Practice
Business Consulting
An outside seat at the inside table.
Pricing, structure, partner economics, succession, and acquisition support — delivered as a long-term advisor rather than a one-time engagement.
Area of Practice
IRS & Tax Authority Support
Quiet, capable representation when it matters.
Notices, exams, and appeals handled with discretion and decades of California and federal experience standing behind every position taken.
Section 04 · The Firm
Why Encino professionals trust Jaffe & Associates.
The Valley is full of accountants. Clients choose us — and stay with us — for a different set of reasons.
A boutique practice on Ventura Boulevard.
Experience
Decades of working with Southern California's business owners, investors, and creative professionals — through every California tax cycle and every market.
Responsiveness
Calls returned. Emails answered. A practice small enough to know clients personally and senior enough to handle whatever the year brings.
Discretion
A boutique firm built on relationships. What happens between client and advisor stays between client and advisor.
Financial Expertise
Technical depth across federal tax, California tax, entity planning, and the niche industries that define the Valley and the Westside.
Long-Term Relationships
Most of our clients have been with us for decades — and many introduced us to their children's businesses along the way.
Advisory Support
We pick up where most accountants stop: helping clients make better decisions, not just file accurate returns.
Philosophy
Accounting is the foundation. Better decisions are the goal.
Section 05 · More Than Accounting
Built for the conversations that come after the return is filed.
Most clients don't come to us with a tax problem. They come with a business question, an investment decision, a partner conversation, or a life event that has financial weight. That's where this firm is most useful.
- Strategic guidance for decisions before they happen, not after.
- Financial clarity translated out of accounting language.
- Long-term planning that treats your career as a whole picture.
- A trusted voice in the room when the stakes are higher.
Section 06 · Client Experience
What working with Jaffe & Associates feels like.
A boutique firm is felt before it's understood. This is the experience our clients describe when they recommend us to their partners, their attorneys, and their friends.
01
Responsive
Same-week answers. Same-day on what matters. You will not be left waiting on the firm that's supposed to be advising you.
02
Senior-Led
Engagements are run by experienced professionals. You meet the people doing the work — and you keep them.
03
Proactive
Tax-year reviews, mid-year check-ins, and the unsolicited call when something in your picture deserves a closer look.
04
Accessible
Direct lines, real conversations, and meetings that fit your calendar — in Encino, by phone, or wherever the deal is happening.
05
Strategic
Every meeting is a planning meeting. Compliance is the floor; strategy is what you're actually paying for.
06
Long-Term
We work with clients across decades — through the company, the next company, the kids' company, and everything in between.
“They've been our financial home for almost twenty years. The firm has grown with us through three companies, a real estate portfolio, and our kids' first ventures. We don't make a meaningful decision without calling them first.”
Section 07 · Geographic Authority
Of Encino. By Encino. For Encino.
Our office sits on Ventura Boulevard, in the center of the West Valley business community we've served for decades. We know the operators, the attorneys, the bankers, and the buildings — and we know what it takes to run a serious financial life from this side of the hill.
- Encino & the San Fernando Valley
- Ventura Boulevard business corridor
- Sherman Oaks, Studio City & Tarzana
- Greater Los Angeles & the Westside
- Clients across Southern California
Headquartered on Ventura Boulevard, Encino, California
Begin a Conversation
Helping Southern California professionals move forward with confidence.
If you're navigating a decision, a transition, or a financial picture that's grown more complex than your current accountant can keep up with — we'd be glad to talk.
Built around relationships · Focused on results