Southern California CPA for Real Estate Investors, Business Owners & High-Net-Worth Families
PacificWestTax is a licensed California CPA (License #137614) with Level A attest authority, specializing in HOA reviews, real estate tax planning, multi-entity structuring, and high-net-worth advisory across Southern California. We plan before deadlines — not after.
Three areas of practice. One licensed California CPA.
Audit & Attest
HOA financial reviews under Davis-Stirling §5305. Financial statement audits and compilations. CPA-issued reports for lenders, boards, and regulators — performed independently under Level A authority.
HOA Reviews & Audit Services →Tax Planning & IRS Representation
Real estate tax planning, multi-entity structuring, the California PTE election, 1031 exchanges, cost segregation, exit planning, and IRS and FTB representation.
Tax Planning Services →Accounting & Bookkeeping
CPA-managed bookkeeping for clients where the complexity warrants direct oversight. Cleanup and reconstruction projects. Entity structuring. Nonprofit accounting.
Accounting Services →Tax complexity is California's default setting
California has the highest state income tax rate in the country at 13.3%. The Franchise Tax Board enforces aggressively. The $800 LLC franchise tax applies before you earn a dollar. And for pass-through business owners, the California Pass-Through Entity tax election — one of the most valuable planning tools available right now — goes unclaimed because most CPAs never model it.
One missed deadline or overlooked planning opportunity can cost thousands. High earners face the SALT deduction cap disproportionately. Real estate investors navigate passive activity rules and depreciation recapture. Business owners balance entity structure, payroll tax, and owner compensation to minimize total tax drag.
PacificWestTax was built specifically for this environment. We know California tax law at a structural level because our clients depend on it.
IRS and FTB Compliance
Two tax authorities, two sets of rules, two audit programs. We manage both so you never fall between the cracks or miss a California-specific requirement.
Year-Round Planning
Your tax liability is shaped throughout the year, not in April. We plan proactively before deadlines lock in your position and before elections expire.
Audit Defense Ready
When the IRS or FTB examines a return, we file Power of Attorney immediately and handle the entire process from response through resolution.
Led by Alex Gurovich, Licensed California CPA
Alex Gurovich is the founder and managing CPA at PacificWestTax, a Southern California CPA firm serving businesses and families across Temecula, Murrieta, the Inland Empire, and beyond.
With over a decade of experience in tax planning, accounting, and IRS representation, Alex combines technical depth with plain-English communication. Clients always understand their financial position and what comes next.
PacificWestTax was built to close a real gap: high-quality tax strategy, previously reserved for the largest clients at the largest firms, made accessible to businesses and families throughout Southern California. The firm is built around proactive planning and lasting client relationships.
Credentials
What Our Clients Say
Alex saved our business tens of thousands in the first year through proactive tax planning we had never considered. He explains every recommendation in plain English and we always know exactly what we are doing and why.
When we received an IRS audit notice we were genuinely scared. Alex filed Power of Attorney the same day, handled every communication, and resolved the entire examination without us ever having to speak with the IRS directly.
Our books were a disaster when we came to PacificWestTax. Alex cleaned up two years of records, caught several significant errors, and now we have clean financials we can actually use to run the business confidently.
Planning for significant wealth requires a different level of strategy
At the intersection of complex income, significant assets, and California's highest-in-the-nation tax rates, the stakes are too high for generic advice. PacificWestTax provides the specialized CPA expertise that high-net-worth individuals, executives, and families in Southern California need to preserve wealth and plan with confidence.
Why High-Net-Worth Clients Choose PacificWestTax
California taxes capital gains as ordinary income with no preferential rate. For a high earner, that is 13.3% on top of the federal rate. The right structure and timing can save six figures annually.
Our Simple Onboarding Process
Getting started is clear. No confusing intake forms, no billing before a conversation.
Schedule a Consultation
We meet to understand your situation, goals, and what is not working with your current approach.
Custom Proposal
We outline a clear scope of work and flat-fee pricing. No hourly billing surprises, no open-ended engagements.
Secure Onboarding
We collect your documents through a secure client portal and begin the engagement within one business day.
Ongoing Advisory
We become your year-round CPA team, proactively reaching out before deadlines and planning opportunities.
Frequently Asked Questions
Everything you need to know about working with PacificWestTax, from initial consultation through ongoing advisory services.
Still have questions? Ask usYour financial future deserves a clear path forward
PacificWestTax is here to help. Start with a no-obligation consultation today.