Flam Financial Services

Westlake Village, United States

5

9 reviews

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Description

Specialties

Flam Financial is a financial services company based out of Southern California that provides a wide range of services to clients throughout the United States, including, but not limited to tax preparation, planning and problem resolution. We provide these services for individuals, businesses (including Sole Proprietors, Partnerships and Corporations), estates and trusts.

Customer service is very important to us, and we continually strive to make our clients best interests our top priority. We remain accessible to our clients all year round, and even insist that our clients reach us on our personal mobile phone numbers if necessary. We also provide free general tax planning services to all of our existing clients.

Meet the Business Owner

Harvey F.

Business Owner

Harvey began his career in accounting in the 1970’s working for Xerox Corporation, where he helped develop and implement their accounting information systems. After leaving Xerox, Harvey spent several years in the computer hardware and software industries. In the 1990’s Harvey’s accounting background converged with his knowledge of the software industry when he became a part-​owner of CharterHouse Software Corporation, which specialized in developing bookkeeping software.

After a brief retirement, Harvey began a small tax practice focused on delivering unparalleled customer service. This practice eventually grew to become Flam Financial Services.

Harvey graduated from Cal State University at Northridge with a Bachelors of Science degree in Accounting. is an Enrolled Agent, enrolled to practice before the Internal Revenue Service, a Certified Tax Resolution Specialist and a Certified QuickBooks ProAdvisor. Harvey also holds licenses as a Real Estate Broker and Insurance Agent.