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Bakhtiari & Harrison

Bakhtiari & Harrison

Reviews Summary

David Harrison is consistently praised as an exceptional attorney with deep expertise in securities law, particularly for FINRA cases and compliance. Clients highlight his professionalism, integrity, and meticulous approach, noting his ability to simplify complex legal issues and provide clear guidance. His strategic thinking, responsiveness, and genuine care for clients stand out, often leading to favorable outcomes. Many emphasize his encyclopedic knowledge, calm demeanor, and unwavering dedication, making him a top choice for legal representation in the securities industry.

About This Listing

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.*

Contact Information

Address

12711 Ventura Blvd UNIT 315

Studio City, California 91604

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I had the privilege of working with David Harrison of Bakhtiari & Harrison on a securities-related case, and I cannot speak highly enough of his professionalism and expertise. David is always available to discuss any case-related concerns, offering clear, informed guidance that reflects his deep knowledge of securities law. His mastery of the arbitration process is evident, navigating its complexities with confidence and precision. As a retail investor, I felt reassured knowing David is not only well-respec

David Harrison and Ryan Bakhtiari provided excellent representation and achieved great results on my behalf. Throughout the process, they were professional, knowledgeable, and responsive, keeping me informed and confident every step of the way. Their dedication and expertise made a real difference in the outcome of my case, and I truly appreciate their hard work. I highly recommend them to anyone in need of strong legal support.

David is a true professional! I had amazing experience working with him and I am grateful for his help and expertise He's very knowledgeable, fair and thorough and genuinely cares about his client. His approach to issue and the process was flawless! He's really one of a kind in his line of work!

Great experience working with this team! They are knowledgeable, responsive, and truly care about their clients. I felt confident and well-represented from beginning to end. Would definitely use their services again.

I recently worked with David, and I can't recommend him enough. He's incredibly knowledgeable and always had the right answers to my questions. From the start, he made me feel confident about my case and handled everything with top-notch professionalism. What really stood out was how easy he was to talk to. He broke down all the legal jargon and made sure I understood every step of the process. Plus, his calm and confident demeanor was reassuring throughout. If you need an attorney who's not only great at

I recently consulted with Ryan Bakhtiari from Bakhtiari & Harrison regarding an investment fraud case. Although we decided not to pursue a claim through FINRA arbitration, I was thoroughly impressed with his expertise and professionalism. Ryan demonstrated exceptional knowledge in the subject matter and provided clear, confident guidance throughout our consultation. I felt assured in his competence and would definitely return to Bakhtiari & Harrison for any future legal needs. Highly recommend.

Let me start by saying that David is an exceptional attorney and is extremely well respected in his industry among his peers. I retained David for a case involving options which ultimately went to an arbitration hearing. There were a lot of facts and moving pieces around the case. Despite this, David was able to reduce the complexity to its root, which was a failure of the broker-dealer to disclose material information. With this strategy employed, David was able to masterfully deconstruct the case in a ma

David Harrison has in-depth knowledge of the securities industry and is a great resource for RIA firms and financial advisors in all areas, including compliance. He practices with integrity, is client-centered, and is outcome oriented.

David Harrison is a great attorney. He helped me to obtain an expungement of my CRD in my FINRA case against a large conglomerate Bank. David is very diligent in his craft, meticulous in his approach and thorough in the intricate nuances of the facts. He took the time to walk me through every step of the way. David is very professional and cares about me as an individual. I would hire David again and again.

I just want to say I highly recommend David Harrison for any legal needs. He was a true professional when it came to my legal issues with a major financial institution. He helped me win the expungement process and convinced our arbitrator to remove the negative blemish on my CRD license. I would recommend any client that has any legal issues to contact David Harrison. I will forever be grateful to David !!!

Mr. Harrison is the consummate professional. He is detailed, analytical and thoughtful. If you are looking for a securities attorney. I would highly recommend him without any reservation!

"I am beyond grateful for the exceptional legal representation provided by Mr. Harrison. Facing a challenging case involving intricate financial and investment laws, Mr. Harrison demonstrated unparalleled integrity and legal acumen from the initial filing to the successful mediation and settlement. Throughout the process, he patiently guided me, explaining each strategic decision with clarity and insight. Mr. Harrison's commitment to upholding the highest ethical standards was evident in every aspect of hi

Mr. Harrison is an exceptionally lawyer. He is extremely knowledgeable and professional. He spent the time listening to my concerns and developed an excellent strategy to prevail in my case. I highly recommend him.

I have had the pleasure of working with David Harrison and would highly recommend him. He is an extremely thoughtful and thorough attorney. He is able to quickly grasp the big picture of the case and explain how the details of the case fit into that picture.

David is extremely knowledgeable in his field. He is empathetic, diligent and will fight for you. I highly recommend David, he is superior attorney and you won't be sorry for using him.

David was incredibly helpful and insightful in guiding me through a difficult advisor issue. Great experience

Wonderful lawyer with a lot of integrity. Very strategic in his approach and never gets bullied by opposing lawyer. Has an encyclopedic knowledge of the law, Can't say enough good things.

David Harrison is an excellent attorney and a reliable professional.

Excellent attorney. Great outcome. Highly recommended.

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.

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