Accounting, advisory & tax
Larson CPA is a boutique firm guiding founders and growing families through tax, bookkeeping, and long-range financial planning with a personal touch.
2,400+
Clients served
18 yrs
In practice
$1.2B
Assets guided
What we do
Proactive planning across individuals, trusts, and entities — not just year-end compliance.
Learn more →Clean monthly close, cash-flow forecasting, and board-ready reporting for growing teams.
Learn more →Entity structuring, succession, and multi-generational wealth planning for families.
Learn more →
About the firm
Since 2006, our team has worked hand-in-hand with a small group of clients we know by name. We keep our roster deliberate so every engagement gets senior attention and genuinely good advice.
Same partner
Every client has a named lead — no hand-offs.
Plain language
We explain the why, not just the what.
Client voices
“Larson restructured our entity and cut our tax bill by 22%. They feel like part of our own team.”
Marcus Delgado
Founder, Northbeam Co.
“Finally, accountants who actually pick up the phone and explain things I can understand.”
Priya Raman
Owner, Raman Dental
“Their estate planning helped us protect three generations of assets with real peace of mind.”
Eleanor Whitfield
Whitfield Family Trust
Get started
Book a free 30-minute consult. No jargon, no pressure — just a clear read on where you stand.
Book a callCall us
(415) 555-0142
hello@larson.cpa
Office
412 Meridian Ave, Suite 9