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Abrams Garfinkel Margolis Bergson, LLP

Abrams Garfinkel Margolis Bergson, LLP

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Professional Services
Law Firms
Multi-state Experience
Years of Practice

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Professional Services
Law Firms
Multi-state Experience
Years of Practice

Contact Information

Address

3900 W Alameda Ave #2100

Burbank, California 91505

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

We've had an exceptional experience working with Abrams Garfinkel Margolis Bergson (AGMB). Their team is incredibly knowledgeable, highly professional, and remarkably reliable when it comes to managing the complex tasks we simply couldn?t handle on our own. We trust them completely to keep everything on track behind the scenes?they always have our back.

I work with Michael Kowalsky and his team at AGMB, and I cannot recommend them enough. Michael is very patient, and he and his team, including Tera and Mikyla, have helped me with several legal issues. Michael is great at making legal concepts approachable, and he makes the entire process a lot less intimidating. Tera and Mikyla are very friendly and responsive. Together, they make a wonderful legal team to work with. I would recommend Michael and his team to anyone looking for a trustworthy and knowledge

I have been working with Attorney Kenneth Spencer for all my legal needs for years. Mr. Spencer is very professional, responsive and knowledgeable. He is definitely a great and caring attorney. I always recommend him to anyone I know in the need of an attorney or legal advice. He will be with you every step of the way and make sure you feel comfortable. I highly recommend him!

As a business owner being able to feel confident in decisions or protect myself from potential legal matters is a huge priority. I can honestly say these guys are it. I was recently sued by someone in a contractual matter and Ken Spencer who is our counsel, handled it so quickly and smoothly. His associate Tera another rockstar and she constantly reassuring us and keeping us organized. Even their billing department cares, I needed a refund off of a retainer and Debbie literally walked to the bank to do a sa

Attorney Ken Spencer of AGMB, LLP is a great attorney. He has a strong command of the law and made it easy for me to understand legal concepts and processes in a way that was not at all intimidating. I've heard horror stories about "bad attorneys," and I'm grateful that my experience with Ken was just the opposite. I would highly recommend him to anyone looking for an attorney who is knowledgeable, patient, honest, and approachable.

I cannot say enough positive things about this firm and it?s team members. Specifically we have had extensive experience working with Michael Weiss on litigation, corporate and transactional matters as well as Bill Abrams on all tax related items, personal and corporate. Tera Is also an exceptional addition and makes our life easier on all fronts, which we very much appreciate with limited hours in the day. High integrity, hard-working team that feels like an extension of our own business.

I have to say that the team at AGMB are exceptional. They work tirelessly and I never feel I cannot reach out at anytime with anything. I feel extremely lucky to have been able to learn from them as I started a business.

Dealing with a legal issues is never easy! The team at Abrams, Garfinkel, Margolis, and Bergson do their best to maneuver the complicated legal system to make sure your rights and your case are a priority. My representatives, Kenneth Spencer and Joshua Webster, are second to none! At every opportunity they would go over every angle, advantage, and disadvantage of the case presented. They were honest and never told me just what I wanted to hear. They were clear and concise with our plan of action on my case

The people at AGMB were very helpful and professional. Highly recommended!

I have counted on Kenneth Spencer since 2010 for advice, consult and strategy on a wide variety of topics. No matter the issue, Ken provides through, clear and consistent guidance. If you are looking for great attorney who holds himself to the highest standards, Ken is the guy you want on your side.

There are a lot of stereotypes about lawyers, but the truth is...when you need one, they are the best friend that you'll ever have. One caveat: They must be GREAT at what they do. Ken Spencer and his team at AGMB are the Super Stars of Lawyers...and also Lawyers of the Super Stars. That being said, they have come through in spades for a mere mortal like me! More importantly, they do it with professionalism and class. Thanks AGMB.

The good folks at AGMB know the Entertainment Business laws inside out. Representing both individuals and companies, Shannon Hensley is especially gifted in making sure her clients' needs are always taken care of. Highly recommend!

Very professional and helpful group to work with. They were very knowledgeable and helped me through the entire process. Would definitely work with Michael Wise again in the future or any team members.

Great experience. Great team of people who made my experience exceptional. Very pleased and grateful.

Kenneth Spencer handled a ver difficult case for me. I thought a settlement was impossible but he handled everything beautifully and produced the impossible. He is the consummate professional.

Ken Spencer is a top notch attorney! I highly recommend him and his firm!

Professional, timely, fair priced.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.