Khodaverdi Financial

Khodaverdi Financial is a technology-driven accounting firm that provides tax, accounting, payroll, and business advisory services. Founded by Mohsen Khodaverdi—an Enrolled Agent admitted to unlimited practice before the IRS and a Certified Tax Coach—the firm specializes in proactive tax planning strategies for small business owners, entrepreneurs, doctors, professional athletes, and high-net-worth individuals. With over 20 years of experience in taxation and accounting, Mohsen and his team are dedicated to identifying special tax credits, uncovering hidden deductions, and leveraging legal strategies to significantly reduce tax obligations.

The firm serves a diverse range of clients, from individuals and small businesses to mid-size enterprises, with a focus on helping Iranian-American business owners and professionals navigate the complexities of the U.S. tax system. Clients consistently praise the firm for its professionalism, dedication, and ethical approach to tax planning. Beyond tax preparation, Balboa Tax & Accounting Services offers comprehensive financial tools including cloud accounting setup, user-friendly financial statements, controllership services, and business advisory to help clients control costs, maintain healthy cash flow, and achieve long-term growth.