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Herbert Financial
@herbertfinancial.bsky.social
Herbert Financial provides expert tax services in Los Angeles with strategic tax planning, audit support, and retirement solutions. Proudly California-based, we serve clients statewide and nationwide with clarity and confidence.
R&D Tax Credits for Small Software and AI Firms in California

R&D Tax Credit California: A Practical Guide for Software and AI Firms If you are paying top dollar for engineers, cloud compute, and data, but still cutting a big check to the Franchise Tax Board, you are probably leaving money on the…
R&D Tax Credits for Small Software and AI Firms in California
R&D Tax Credit California: A Practical Guide for Software and AI Firms If you are paying top dollar for engineers, cloud compute, and data, but still cutting a big check to the Franchise Tax Board, you are probably leaving money on the table. The R&D tax credit California offers can turn a chunk of that spend into tax savings or payroll relief.
herbert-financial.com
January 16, 2026 at 7:19 PM
How to Prepare for an IRS Crypto Audit Before the Letter Arrives

You do not want your first serious look at your crypto records to be after an IRS agent calls. By then, you are reacting, not controlling the outcome. For high earners and business owners, the risk is higher than you might think. The…
How to Prepare for an IRS Crypto Audit Before the Letter Arrives
You do not want your first serious look at your crypto records to be after an IRS agent calls. By then, you are reacting, not controlling the outcome. For high earners and business owners, the risk is higher than you might think. The IRS has ramped up digital asset enforcement and is using new data feeds, including the IRS crypto audit…
herbert-financial.com
January 15, 2026 at 4:01 PM
A list of green building tax incentives

Green upgrades can feel like paying extra for “good intentions.” Then the tax side hits and the math changes fast. The right green building tax incentives can turn a planned retrofit, new build, or solar project into a better cash flow story, sometimes in…
A list of green building tax incentives
Green upgrades can feel like paying extra for “good intentions.” Then the tax side hits and the math changes fast. The right green building tax incentives can turn a planned retrofit, new build, or solar project into a better cash flow story, sometimes in the same tax year. If you’re a California business owner or a high-net-worth investor, the stakes are bigger.
herbert-financial.com
January 14, 2026 at 1:05 PM
California Pass-Through Entity Tax Election: A 2025 Guide for S-Corp Owners

If you are an S‑Corp owner in California with serious income flowing through your K‑1s, the California pass-through entity tax (PTET) is no longer a niche idea. It is one of the few tools that can claw back part of the…
California Pass-Through Entity Tax Election: A 2025 Guide for S-Corp Owners
If you are an S‑Corp owner in California with serious income flowing through your K‑1s, the California pass-through entity tax (PTET) is no longer a niche idea. It is one of the few tools that can claw back part of the federal SALT cap and keep more cash inside your business and family plan. The tradeoff: the rules for 2025 are strict, the deadlines are tight, and one missed payment can wipe out the benefit for the entire year.
herbert-financial.com
January 13, 2026 at 4:01 PM
End-of-Year Tax Checklist for High-Earning Households in California

You work hard, your income is high, and California taxes are not gentle. As December closes in, waiting for April can turn into an expensive habit. A clear california high earner tax checklist gives you order instead of chaos. You…
End-of-Year Tax Checklist for High-Earning Households in California
You work hard, your income is high, and California taxes are not gentle. As December closes in, waiting for April can turn into an expensive habit. A clear california high earner tax checklist gives you order instead of chaos. You see your numbers, decide what to do, and move into the new year with less tax drag and more cash to grow.
herbert-financial.com
January 11, 2026 at 7:03 PM
This holiday season, we're grateful for the trust our clients place in us. As we celebrate with family and friends, we're reminded that financial planning isn't just about numbers — it's about securing a bright future for the people you love most.
December 25, 2025 at 5:31 PM
This holiday season, we're grateful for the trust our clients place in us. As we celebrate with family and friends, we're reminded that financial planning isn't just about numbers — it's about securing a bright future for the people you love most.
December 25, 2025 at 5:19 PM
How Green Building Owners Stack 179D With Other Energy Incentives

You invest real money into high-efficiency buildings. The last thing you want is to leave federal energy incentives sitting on the table. Used well, the 179D energy deduction can turn every square foot of efficiency into a powerful…
How Green Building Owners Stack 179D With Other Energy Incentives
You invest real money into high-efficiency buildings. The last thing you want is to leave federal energy incentives sitting on the table. Used well, the 179D energy deduction can turn every square foot of efficiency into a powerful Business Tax tool. When you stack it with renewable energy credits, state programs, and utility rebates, the after-tax return on your project can shift in a big way.
herbert-financial.com
December 20, 2025 at 12:27 AM
How Real Estate Investors in Los Angeles Pair Cost Segregation With 1031 Exchanges

You buy a property in Los Angeles, it jumps in value, and suddenly the tax bill looks painful. If you hold a sizable portfolio, that pain multiplies fast. Used together, cost segregation 1031 exchange strategies can…
How Real Estate Investors in Los Angeles Pair Cost Segregation With 1031 Exchanges
You buy a property in Los Angeles, it jumps in value, and suddenly the tax bill looks painful. If you hold a sizable portfolio, that pain multiplies fast. Used together, cost segregation 1031 exchange strategies can turn that tax drag into fuel for your next deal. When you coordinate depreciation, gain deferral, and California rules, you free up real cash to grow your portfolio instead of sending it to the IRS and FTB.
herbert-financial.com
December 14, 2025 at 4:39 PM
FTB Audit Triggers California Business Owners Need to Watch in 2025

Red-flag compliance risks are mounting in 2025. The California Franchise Tax Board assessed more than $1.1 billion in penalties in 2023, and pressure has only increased. Tougher filing rules, tighter deadlines, and deeper…
FTB Audit Triggers California Business Owners Need to Watch in 2025
Red-flag compliance risks are mounting in 2025. The California Franchise Tax Board assessed more than $1.1 billion in penalties in 2023, and pressure has only increased. Tougher filing rules, tighter deadlines, and deeper data-matching mean your risk of an FTB audit or suspension is higher, even if your books are clean. Most penalties do not come from underpaid tax. They start with missed forms, wrong entity filings, or late payments.
herbert-financial.com
November 12, 2025 at 4:11 PM
Estate Planning attorney Los Angeles: 2025 Estate Tax Guide

Big changes are coming. The federal estate tax exemption is about 13.6 million dollars per person in 2025, but it may fall to around 7 million in 2026. Amounts above that can face a 40 percent tax. Smart moves now, like trusts and…
Estate Planning attorney Los Angeles: 2025 Estate Tax Guide
Big changes are coming. The federal estate tax exemption is about 13.6 million dollars per person in 2025, but it may fall to around 7 million in 2026. Amounts above that can face a 40 percent tax. Smart moves now, like trusts and strategic gifting, can preserve more of your family’s wealth. If you want help getting started, explore our…
herbert-financial.com
November 11, 2025 at 3:43 AM
Crypto Tax Strategies For 2026: How I’m Helping LA’s Biggest Winners Keep More

This was originally written by Tania Herbert on Medium. You can view the original article here. I felt compelled to write this after my team posted our beginner's guide to new crypto tax rules for 2025. This is my first…
Crypto Tax Strategies For 2026: How I’m Helping LA’s Biggest Winners Keep More
This was originally written by Tania Herbert on Medium. You can view the original article here. I felt compelled to write this after my team posted our beginner's guide to new crypto tax rules for 2025. This is my first time writing on Medium, and I want to speak directly to the outcomes that matter. I work with several high‑profile crypto millionaires in LA County, including celebrities I cannot name.
herbert-financial.com
November 10, 2025 at 3:54 AM
Tax Services Los Angeles: Expert Tax Advisors and Accountants for High‑Earning Businesses and Individuals

High-earning businesses and individuals in Los Angeles face unique tax challenges as income and assets grow. Specialized tax services in Los Angeles are essential for those earning over $5…
Tax Services Los Angeles: Expert Tax Advisors and Accountants for High‑Earning Businesses and Individuals
High-earning businesses and individuals in Los Angeles face unique tax challenges as income and assets grow. Specialized tax services in Los Angeles are essential for those earning over $5 million, especially when cutting through layers of federal and California tax laws. Whether you’re a business owner or a high-net-worth individual, working with a top-tier tax accountant Los Angeles or a skilled tax consultant Los Angeles can help protect your wealth and optimize your tax position.
herbert-financial.com
November 9, 2025 at 3:36 AM
💪 What’s the strongest muscle in wealth building?
✅ Patience beats panic.
✅ Long-term thinking wins every time.
✅ Steady investors grow lasting wealth.

👇 Schedule a consultation at no cost.
https://herbert-financial.com/contact/

#HerbertFinancial #TaxStrategy #BusinessAccounting
October 31, 2025 at 7:01 PM
Do you know what separates those who build wealth from those who don’t? 🤔
✅ Smart habits, not just knowledge.
✅ Consistent planning builds results.

👇 Schedule a consultation at no cost.
https://herbert-financial.com/contact/

#HerbertFinancial #TaxStrategy #BusinessAccounting
October 29, 2025 at 7:01 PM
🔍 Hidden Tax Deductions You're Missing
These aren't just deductions—they're wealth-building strategies!

👇 Find YOUR hidden deductions:
https://herbert-financial.com/contact/

💯 GUARANTEED: Find deductions or free consultation!

#TaxDeductions #TaxStrategy
October 29, 2025 at 5:01 PM
What’s the most expensive financial lesson you’ve learned? 💸
✅ Learn from experts, not mistakes.
✅ Smart strategy saves thousands.

👇 Schedule a consultation at no cost.
https://herbert-financial.com/contact/

#HerbertFinancial #TaxStrategy #BusinessAccounting
October 28, 2025 at 7:01 PM
Does humility really build wealth? 🤔
✅ Humility: ask for help.
✅ Discipline: save consistently.
✅ Confidence: invest wisely.

👇 Schedule a consultation at no cost.
https://herbert-financial.com/contact/

#HerbertFinancial #TaxStrategy #BusinessAccounting
October 27, 2025 at 7:01 PM
Preparation = filing what happened (backward)
Planning = strategizing for savings (forward)

Planning positions you for maximum savings.

👇 Learn strategic planning:
https://herbert-financial.com/contact/

💯 GUARANTEED: See how planning saves more!

#TaxPlanning #TaxStrategy
October 27, 2025 at 5:02 PM
🌟 What kind of legacy are you building?
✅ Real leadership is about purpose and empowerment.
✅ Build your future with strategy and clarity.

👇 Schedule a consultation at no cost.
https://herbert-financial.com/contact/

#HerbertFinancial #TaxStrategy #BusinessAccounting
October 26, 2025 at 7:01 PM
What makes a great leader unstoppable?
✅ True strength lies in collaboration.
✅ Expertise multiplies when shared.

👇 Schedule a consultation at no cost.
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#HerbertFinancial #TaxStrategy #BusinessAccountingughCollaboration
October 26, 2025 at 5:01 PM
What does it really mean to protect your legacy?
✅ Estate planning aligns your values, assets, and vision.
✅ Plan early to safeguard what matters most.

👇 Schedule a consultation at no cost.
https://herbert-financial.com/contact/

#HerbertFinancial #TaxStrategy #BusinessAccounting
October 26, 2025 at 1:01 AM
When’s the best time to build your financial future? ⏰
✅ The answer is always now
✅ Time turns consistency into growth
✅ Small steps create big results

👇 Schedule a consultation at no cost.
https://herbert-financial.com/contact/

#HerbertFinancial #TaxStrategy #BusinessAccounting
October 24, 2025 at 5:02 PM
What does real financial control feel like? 💰
✅ Smart budgeting & tax strategy
✅ Consistent, confident growth
✅ Guidance aligned with your goals

👇 Schedule a consultation at no cost.
https://herbert-financial.com/contact/

#HerbertFinancial #TaxStrategy #BusinessAccounting
October 23, 2025 at 7:01 PM
Are taxes taking too much of your legacy? 💸
✅ Protect assets from heavy taxation
✅ Plan early to maximize inheritance
✅ Build a legacy with purpose

👇 Schedule a consultation at no cost.
https://herbert-financial.com/contact/

#HerbertFinancial #TaxStrategy #BusinessAccounting
October 23, 2025 at 1:01 AM