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Accounting Firm

Berkson Asset Management

Woodland Hills CPA practice providing tax, estate and business accounting services to individuals and companies

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About Berkson Asset Management

Berkson Asset Management is linked to the practice of Steve Berkson, a certified public accountant and financial adviser whose firm is based in Woodland Hills, in the San Fernando Valley area of Los Angeles. It serves both individuals and businesses with a broad set of accounting services.

Products and services

  • Tax planning and preparation: planning ahead and preparing income tax returns.
  • Estate planning: arranging how assets pass on.
  • Financial statements: preparation of statements for businesses.
  • Business management advice: counsel for owners on running their companies.
  • IRS representation: acting for clients before the IRS and other tax authorities.
  • Planning for widows and widowers: financial planning after the loss of a spouse.

Who it works with

Its clients are individuals and businesses in the Los Angeles area.

Key facts

  • Based in: Woodland Hills, California, United States
  • History: predecessor firm Berkson & Berkson was co-founded in 1987 by Steve and Sherri Berkson

Profile written by TrustList from the business's own published information, Sep 2026.

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