Goodfriend & Jacobs Your Partner in Financial Success

Accounting, Financial Reporting, Tax Planning & Preparation, Bill-Paying, Bookkeeping,

Estate/Retirement Planning and Investment Management

Our Mission is Simple

We forge lifelong relationships with our clients by working together towards helping them achieve their financial goals, through a trusting, proactive, and hard-working approach.

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What We Do

At Goodfriend & Jacobs, we are involved in all aspects of our clients’ financial lives. Our services include accounting and financial reporting, tax planning and tax preparation, bill-paying and bookkeeping, estate/retirement planning, and investment management.

We also assist and advise our clients in many other areas including, auto and home purchases, insurance, and investments.

Entertainment Business Management

Our Goal

We provide a unique service, geared toward individuals and companies in the entertainment industry who never quite know how long or lucrative their careers may be.

Our mission is to set realistic goals with our clients, to budget their monthly expenses accordingly, keep taxes to a minimum, set aside funds for personal and retirement savings, and grow those funds over time, so our clients are financially comfortable well after their careers have ended.

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Clients First

Long-lasting Relationships

Our clients range from actors, writers, directors, talent agents, managers, comedians, podcasters, executives, and everything in between. We pride ourselves on the long-lasting relationships we have with our clients. To put it simply, we care.

(We do not list our clients’ names as our clients’ privacy is of the utmost importance to us)

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Podcasters & Comedians

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Music Composers and Performers

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Actors and Actresses

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Influencers

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Behind the Camera

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Talent Agents and Executives

Services

What We Do

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Taxes

  • Custom tax planning to fit your needs and keep your taxes to a minimum

  • Formation of new entities and maintenance of corporate filings

  • Handling of cross-border tax issues, multi-state issues, and international tax issues

  • Tax planning and compliance

  • Analysis of tax impacts on financial transactions

  • Tax preparation of corporate, partnership, nonprofit returns, and individual tax returns

Bill Payments and Cash Flow Managemen

Bill Payments and Cash Flow Management

  • Bookkeeping Services

  • Receipt and deposit of your income

  • Cash flow management and planning

  • Debt planning

  • Household staff payroll

  • Managing and monitoring of check receipts and bill payments

Financial Reporting

Financial Reporting

  • Monthly reporting

  • Financial record-keeping

  • Account services – including budgeting, projection of expenses, accounting of revenue, insurance, and payment of bills

We Are on Your Team

We Are on Your Team

  • Personal CFO services catered to you

  • Review of contracts in coordination with legal counsel

  • Utilization of relationships with bankers, insurance brokers, etc.

  • Secured safe storage of personal items like deeds, wills, spare car keys, etc.

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Insurance

  • Risk management → Protecting your assets

  • Obtaining insurance coverage in consultation with insurance professionals

  • Securing financing and specialty insurance for your luxury items

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Special Ops

  • Risk management → Protecting your assets

  • Obtaining insurance coverage in consultation with insurance professionals

  • Securing financing and specialty insurance for your luxury items

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Wealth Management

  • Review, advise, and direct investment of client assets

  • Budget for personal and retirement savings

  • Growth of retirement savings

  • Estate planning in coordination with legal counsel

  • Effective strategies for the transfer of wealth from generation to generation

Who We Are

Principal Partners

For over 20 years the two principal partners, Jeffrey Jacobs and Lawrence Goodfriend, have grown the firm and its reputation.

Goodfriend & Jacobs solely represents high net-worth clients and companies in the fields of entertainment, sports, and music.

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Jeffrey Jacobs, CPA

Jeff is the co-managing partner at Goodfriend & Jacobs. Jeff is a CPA and has over 25 years of professional experience in the tax and financial services industries, advising high-net-worth clients on a variety of financial planning, investment, and tax-related issues.

Jeff is also a managing director with Miracle Mile Advisors, providing investment advice to his business management clients.

Lawrence Goodfriend, CPA

Lawrence is the co-managing partner at Goodfriend & Jacobs, with over 25 years of professional experience in the tax and financial services industries, advising high net-worth clients on a variety of financial planning, investment, and tax-related issues.

He is also a managing director with Miracle Mile Advisors, providing investment advice to his business management clients.

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Kyle Breslow, CPA

Kyle Breslow is a CPA and partner at Goodfriend & Jacobs. Kyle has a background in entertainment taxation and business management. Kyle is also a director with Miracle Mile Advisors providing investment advice to his business management clients.

As a graduate of Cal Poly SLO, he began his career auditing financial statements of public companies with Grant Thornton in San Francisco. He then became a financial controller and eventually transitioned to business management, running a tax department for a small business management firm. It was during this time that he discovered his love of helping entertainment clients with their finances.

David Bleeck, CPA

David is a CPA and partner at Goodfriend & Jacobs and has spent over a decade in entertainment business management and taxation. David is also a director with Miracle Mile Advisors providing investment advice to his business management clients. Prior to joining Goodfriend & Jacobs, David worked at an international entertainment business management firm in Los Angeles, servicing clients in the music, film, tv, and new media content industries.

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Rick Valdez , CFP®

Rick is a CPA CFP and senior manager at Goodfriend & Jacobs. Rick had been with the firm for over a decade and has over 30 years of experience in business management. A primary focus for Rick had been helping individuals working in the film and television business.

Contact Us

Goodfriend & Jacobs

1299 Ocean Ave Ste 333

Santa Monica CA 90401

[email protected]

(310)451-0744

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