Business Details
Trusted CPA Services in Westlake Village
At Reader Mark D Cpa CPA, we combine Big Four accounting firm experience with personalized small firm attention. Our approach centers on viewing clients as partners, prioritizing availability to meet individual needs and deadlines. Accounting transcends numbers and financial statements for usit represents a passion for delivering exceptional quality work. What truly distinguishes us is our commitment to customer service as a core principle, recognizing the human element behind every business and family. With expertise in S corporation taxationa complex, highly-litigated areawe provide nuanced solutions that less experienced professionals might overlook. Our holistic perspective integrates both public and private accounting backgrounds, enabling comprehensive short- and long-term strategies.Mark Reader, a CPA licensed professional with advanced credentials including CGMA and PFS designations, brings over two decades of experience from KPMG and private sector tax director roles. Our client-centric philosophy ensures businesses receive tailored support from inception through divestiture, backed by a robust network of professional contacts. This dedication to personalized service, technical excellence, and client success has sustained relationships with businesses like Claro's Italian Market and The Law Office of Robert L. Starr, APC for over a decade. Our Westlake Village-based practice serves small to mid-size businesses across diverse industries including law firms, logistics, restaurants, and retail sectors.
Services
Business Consulting
Tax Planning
Estate Planning
Financial Forecasts
Audit Representation
Payroll Services
Retirement Planning
Highlights and features
- We offer 20+ years of experience from Big Four accounting and private sector tax roles
- Our team provides personalized service with direct access to senior professionals
- Specialized expertise in complex S corporation taxation matters
- We maintain active memberships in California Society of CPAs and AICPA
- Our holistic approach combines public accounting and corporate tax experience
Associations and certifications
- Certified Public Accounting (CPA)
- Chartered Global Management Accounting (CGMA)
- Personal Financial Specialist (PFS)
What people say
Unparalleled financial structure
Responsive and direct
Tax expertise
Long-term partnership
Holistic perspective
Services
Business Consulting
We provide comprehensive business consulting services tailored to small and mid-size companies. Our expertise covers entity selection, succession planning, and operational strategy. With deep industry knowledge across law firms, logistics, and retail sectors, we help businesses navigate complex financial decisions while maintaining compliance with regulatory requirements.
Tax Planning
Our specialized tax planning services focus on S corporation taxationa complex area where experience matters. We develop customized strategies for businesses and individuals, covering entity structuring, compliance, and dispute resolution. Our approach considers both immediate needs and long-term financial objectives while leveraging our Big Four accounting background.
Estate Planning
We offer comprehensive estate and trust planning solutions that protect assets and ensure smooth wealth transfer. Our services address individual, business, and family needs while considering tax implications. With expertise in trust structures and estate taxation, we create strategies that align with clients' personal and financial goals.
Financial Forecasts
Our financial forecasting services help businesses create accurate budgets and projections. We develop models that support strategic decision-making for growth, succession planning, or business transitions. These tools enable clients to anticipate challenges, allocate resources effectively, and measure financial performance against objectives.
Audit Representation
We provide expert representation during tax audits and regulatory examinations. Our team advocates for clients while ensuring compliance with tax laws. With experience handling complex audits from initial contact through resolution, we minimize disruptions to business operations and work to achieve favorable outcomes.
People
Reader Mark D Cpa
CPA, MST, PFS, CGMA
Mark Reader is a certified public accountant with advanced expertise in taxation and financial planning. He specializes in serving small to mid-size businesses, leveraging 20+ years of experience from KPMG and private sector roles. His focus areas include S corporation taxation, business consulting, and strategic financial planning.
Questions
What accounting services do you specialize in?
We specialize in business consulting, tax planning (particularly S corporation taxation), estate planning, financial forecasting, and audit representation for small to mid-size businesses.
How long has Mark D Reader CPA been in business?
Mark Reader has over 20 years of experience in accounting, including roles at KPMG and as a private sector tax director, though the firm's specific establishment date isn't disclosed.
What industries do you work with?
We serve diverse industries including privately held businesses, law firms, logistics & distribution companies, restaurants, and retail operations.
What makes your tax services unique?
Our unique value comes from specialized expertise in complex S corporation taxation matters combined with both public accounting and corporate tax experience to provide comprehensive solutions.
How do you approach client relationships?
We view clients as partners, providing personalized attention with direct access to senior professionals while maintaining a commitment to exceptional service quality.
