Roosevelt & West Santa Monica
Tax & Accounting Services for Santa Monica Businesses
Bookkeeping & Tax Services in Santa Monica
Accounting
Monthly bookkeeping, reconciliations and financial reporting for Santa Monica businesses, so you always know where your numbers stand.
Tax Preparation
Accurate federal and California tax preparation and filing for Santa Monica individuals, businesses and nonprofits.
Consulting
Advisory support to help Santa Monica owners plan ahead, tighten processes and make confident financial decisions.
Get Funding-Ready
Lenders and investors want clean, current books. We get your financials in shape so you can apply for an SBA loan, line of credit or investment with confidence.
1. Clean Up Your Books
We catch up and reconcile every account so your books are accurate and current.
2. Lender-Ready Reports
Profit & loss, balance sheet and cash-flow statements you can hand to a bank.
3. Apply with Confidence
We help you prepare the financial documents lenders and investors ask for.
Roosevelt & West is committed to empowering and encouraging Santa Monica business owners through reliable accounting, tax, and consulting support. Our promise is to safeguard your accounting and tax needs with the utmost reliability and care.
Newsletter
At Roosevelt & West, we go beyond providing services—we build lasting relationships rooted in reliability, discretion, and financial clarity.
Meet the CEO
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Roosevelt & West provides specialized accounting, tax, and advisory services for Santa Monica clients across the following areas:
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Nonprofit Organizations – Form 990, 990-EZ, and 990-PF preparation, bookkeeping, financial reporting, tax-exempt compliance, and IRS support.
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S Corporations – Business tax preparation, reasonable compensation guidance, payroll coordination, bookkeeping, tax planning, and shareholder reporting.
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Service-Based Businesses – Accounting, bookkeeping, tax preparation, cash-flow management, and financial reporting for professional and service businesses.
SaaS & Technology Companies – Accounting, tax compliance, revenue and expense tracking, financial reporting, and scalable accounting support.
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Real Estate – Tax preparation and planning for real estate professionals, investors, landlords, and property owners, including rental properties, depreciation, Schedule E reporting, entity structuring, and property transactions.
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Individual Tax Law & Compliance – Individual income tax preparation and planning, complex deductions, investment and self-employment income, IRS notices, prior-year filings, and federal and multi-state tax matters.
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Welcome
“A formal education will make you a living; self-education will make you a fortune.”
— Jim Rohn
