Folk Williams Financial Management

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14724 Ventura Blvd Ste 401
Sherman Oaks, CA 91403

Folk Williams Financial Management, Inc. is a reputable tax and accounting firm based in Sherman Oaks, CA, with a rich legacy dating back to 1958. With a recent rebranding and upgraded services, they offer a wide range of comprehensive financial management solutions to cater to their diverse clientele, including personal and business affairs. Their best-in-class system ensures accurate record-keeping and efficient tax planning, while their multi-faceted approach helps clients build, manage, and protect their wealth for a lifetime.

At Folk Williams, clients are treated as CEOs, maintaining ownership of their affairs while receiving expert guidance to make informed decisions. With a focus on cash preservation and a balanced scorecard approach, they help clients extend the longevity of their wealth and foster independence within their families. With a commitment to quality, understanding, education, strategy, and trust, Folk Williams provides personalized financial services, including bookkeeping, tax advisory, investment planning, business advisory, risk management, and estate planning, serving a diverse range of clients such as professional athletes, entertainers, business owners, medical professionals, real estate investors, and families.

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5.068 reviews
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Quentin J.
7/15/2025

Best financial management service out there! Very warm and professional! Service is top notch.

Denise W.
4/15/2024

Amazing !! Love Jackie Folk! Been with them for almost 20 years . They are so efficient .

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Stephanie G.
6/3/2022

Jade Folk, prepared my business & personal taxes. Jade was super efficient and communicative throughout the process. she answers all questions and makes sure to cover all categories. thank you for...

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Bianca M.
6/15/2019

KIRK IS THE BEST! I was super stressed as I worked in multiple states over the course of three years and didn't file in those three years. My previous tax guy got me audited by the IRS and I was...

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Alan B.
3/7/2017

I found Derek thanks to my fellow Yelpers. It was actually quit a challenge considering the fact that there was a lot of options to sort thru. But in the end, I decided to go w someone without...

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