Mission Statement


Achieving client goals and ensuring their satisfaction above all else is our focus and ultimate passion.

History of Our Firm


Originally established in 1962 by Bernard H. Liptz, CPA, as a tax and accounting firm dedicated to serving the needs of small business and individuals, the firm grew over time to handle more and more tax matters as tax law grew more complex. In response, the firm developed its focus on more income, estate, gift and business tax matters and Marc L. Edwards joined the firm in 1994 as an attorney and CPA, estate planning, trust, probate, elder law and LLC and corporate formation services were added to serve the firms existing clients as well as attract new clients. Today, the firm remains a small, highly focused niche player in the specialized field of trusts and estates, probate, elder law, tax and business matters.

Areas of Expertise


  • Estate planning, Trusts and Wills
  • Probate and Trust Administration
  • Elder law (Medi-Cal planning, Conservatorships and Guardianships)
  • Federal and Multi-State Tax Return Preparation
  • Business Entity Formation (LLC and Corporations)

    •  

    Marc L. Edwards, Esq., CPA


    Mr. Edwards concentrates his practice on probate, trust and estate planning in addition to all types of tax return preparation. He has published articles in various professional newsletters and journals on various income and estate taxation issues. Prior to practicing law, Mr. Edwards, who is a Certified Public Accountant licensed in California, practiced accounting in Los Angeles. He graduated cum laude from the University of California, Santa Barbara, in 1989 with a Bachelor of Arts and earned his Juris Doctor from Loyola Law School in 1994. He has lectured at various banks and brokerage firms including Charles Schwab, Citibank and Wells Fargo and has provided numerous private seminars for clients and colleagues. He currently lives with his wife and young son in the San Fernando Valley.


    Bernard H. Liptz, CPA


    Mr. Liptz graduated from UCLA in 1959 with a bachelor’s degree in accounting. After passing the California CPA exam in 1962, Mr. Liptz worked as a controller in private industry. Two years later, he opened his own practice in Sherman Oaks. Having continually served individuals and small businesses for over 40 years in meeting their tax return preparation and financial accounting needs, Mr. Liptz has the depth and breadth of experience that today’s marketplace requires. Holding a real estate broker’s license, Mr. Liptz is fully knowledgeable in real estate taxation and can advise, assist and represent you in the sale or purchase of your home or income property.