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Calm, responsive guidance
A direct line to your advisor — emails returned the same day, calls scheduled within the week, conversations that happen on your timeline, not ours.
Calabasas, California · Est. trusted advisory
Personalized tax & financial guidance for modern California lives.
Barry Kritz & Associates is a boutique Calabasas practice serving families, entrepreneurs, and business owners with proactive tax strategy, multi‑state planning, and the calm, year‑round attention of a trusted long‑term advisor.
Decades
Of trusted guidance
Multi‑state
Tax expertise
Year‑round
Personal attention
A different kind of relationship
Financial complexity rarely waits for tax season. Neither do we.
Life moves — a new business, a property sale, an inheritance, a move across state lines. Our clients trust us to be the steady, proactive voice guiding them through every meaningful financial decision, well before April.
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Proactive year‑round planning
Mid‑year and Q4 strategy sessions so every meaningful decision — sale, hire, move, gift — is made with the full tax picture already in front of you.
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Life‑event awareness
Marriage, business sale, inheritance, a move across state lines. We anticipate the financial complexity life brings, before it becomes urgent.
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Personal attention
A boutique client load by design. You'll always work with the same advisor — one who knows your family, your business, and your long‑term goals.
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Multi‑state expertise
California, the Pacific Northwest, the East Coast — we navigate the residency, allocation, and credit complexity that follows successful clients.
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Quiet, discreet professionalism
Sensitive information stays sensitive. Communication is calm, confidential, and built on the long‑term trust our clients have come to expect.
What we do
Tax preparation is where most firms stop. It's where we begin.
Every engagement is anchored in a long‑term relationship — designed to bring clarity to your finances, strategy to your taxes, and confidence to the decisions ahead.
Personal Tax
Individual tax returns & planning
Thoughtful, accurate preparation paired with year‑round strategy — for professionals, executives, and families with complex returns.
Learn moreBusiness Tax
Business returns & entity strategy
S‑corp, partnership, and LLC returns, with owner compensation, entity structure, and long‑term tax positioning built in.
Learn moreEstate & Trust
Estate & trust tax returns
Discreet, careful handling of fiduciary returns — coordinating with attorneys and beneficiaries through sensitive transitions.
Learn moreMulti‑State
Multi‑state tax planning
California residency, allocation, and credit strategy for clients with property, business, or family across state lines.
Learn moreTax Planning
Proactive tax planning
Mid‑year projections, year‑end strategy sessions, and the quiet ongoing planning that turns tax filing into a non‑event.
Learn morePayroll
Payroll & sales tax reporting
Quiet, dependable handling of recurring filings — so the operational side of your business stays organized and on time.
Learn moreAdvisory
Year‑round advisory support
A trusted voice for the moments between filings — life events, business decisions, and the questions that come up in between.
Learn morePortal
Secure client portal
Modern, encrypted document exchange and e‑signature — so working together feels as polished as the advice itself.
Learn more
Our office
23945 Calabasas Rd., Ste. 106
Calabasas, California 91302
Rooted in Calabasas
A practice shaped by the community it serves.
For decades, we've been the trusted advisor to Calabasas families, entertainment‑industry professionals, entrepreneurs, and business owners — the kind of relationship‑driven practice that becomes part of a family's long‑term financial life.
From the canyon roads to the home offices tucked against the Santa Monica foothills, our clients lead full, successful, complicated lives. Our work is to bring quiet financial order to all of it.
Families & multi‑generational householdsEntrepreneurs & foundersEntertainment‑industry professionalsReal estate investorsHigh‑earning professionalsBusiness owners & operators
Our approach
A trusted advisor who understands your life, your business, and your long‑term picture.
Most clients have worked with us for years — often decades. The relationship compounds: every conversation builds on the last, every plan is rooted in real context, and tax season becomes the calmest part of the year, not the hardest.
Meet Barry Kritz →Relationships first
We take on a limited number of new clients each year. The work stays personal, the advisory stays strategic, and you always speak with someone who knows you.
Proactive, not reactive
Planning conversations happen mid‑year, in Q4, and any time a meaningful decision is on the horizon — not in a March scramble.
Long‑term thinking
We think in decades, not deadlines. Decisions are weighed against where your life and your business are headed five and ten years out.
Discreet & responsive
Sensitive matters are handled with care, communication is calm and direct, and you'll always know exactly where things stand.
The client experience
Working together feels seamless, secure, and quietly modern.
A polished, digital‑first experience built around the human relationship. Secure document exchange, e‑signature, and direct communication — without ever losing the personal attention that defines the practice.
- Secure encrypted client portal
- E‑signature on every return
- Document upload from anywhere
- Same‑day response standards
- Year‑round availability
- Discreet, confidential handling
Insights
Quiet, thoughtful guidance — written by an advisor, not a marketer.
Occasional notes on tax planning, life events, and the financial decisions that come up between filings — written in plain language by an advisor who guides California families and business owners every day.
A few times a quarter. Always practical. Never spam.
Multi‑state
California residency & the tax cost of moving states
What the FTB looks at, what catches successful clients off guard, and how to plan a move strategically.
Read insight →Estate & trust
When to bring a trust into the conversation
Quiet signals that estate planning belongs at the top of this year's financial agenda.
Read insight →Life events
Selling a business: the planning that happens before the offer
Why the most valuable tax work on a sale happens years before the closing date.
Read insight →Year‑end
A calm Q4 tax planning checklist
Five conversations worth having before December 31 — and the one most people skip.
Read insight →
Barry Kritz
Founder · Trusted Advisor
Personal · Business · Estate & Trust
The advisor
Calm. Experienced. Deeply familiar with the life you've built.
Barry has spent his career guiding California families, entrepreneurs, and business owners through the financial complexity that successful lives bring. The relationships are long. The conversations are direct. The work is built around trust, attention, and a quiet kind of expertise.
Clients come for tax preparation. They stay because they finally have someone who knows the full picture — and who calls before the decision, not after.
It is, quite simply, the kind of advisory relationship most successful clients wish they'd had years ago.
- Based in
- Calabasas, CA
- Serving
- California & nationwide
- Approach
- Personal · Proactive
What guides the practice
- Trust
- Personal attention
- Proactive planning
- Long-term relationships
- Discretion
Get in touch
Financial guidance should feel personal, proactive, and built around your life.
A short conversation is the easiest way to see if the practice is the right fit. We'll listen first — and take it from there.
23945 Calabasas Rd., Ste. 106 · Calabasas, CA 91302