Herbert Financial GroupAccounting & Tax ConsultantsUpdated on Sep 10, 2025 View more like this | Visit MONROVIA, CA | Contact Herbert Financial Group |

Description:
Herbert Financial Group is a Los Angelesbased 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.
List of Services:
Tax Mitigation Strategies
Retirement Planning
IRS Representation
Deferred Sales Trust
Cash Balance Plan
Number of Employees:
25
Date of Company Formation:
2021
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
For more information, please contact us with the details below:
Contact Telephone:
+1 818-213-1388
Contact Email:
[email protected]
Herbert Financial Group is a Los Angelesbased 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.
List of Services:
Tax Mitigation Strategies
Retirement Planning
IRS Representation
Deferred Sales Trust
Cash Balance Plan
Number of Employees:
25
Date of Company Formation:
2021
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
For more information, please contact us with the details below:
Contact Telephone:
+1 818-213-1388
Contact Email:
[email protected]



Herbert Financial Group
635 West Foothill Boulevard, Monrovia, California 91016