Tax Preparation & Tax Problem Resolution

About Us

We are a financial services company based out of Southern California. We provide a wide range of services to clients throughout the United States, including, but not limited to tax preparation, planning and problem resolution.

How we Started

Originally operating as the Tax Doctor, Harvey Flam began a tax practice with a simple, yet often overlooked goal: make customer service the focal point of financial services. To accomplish this, Harvey focused on ways to make tax preparation more convenient for his clients. He worked flexible hours and prepared the majority of clients' tax returns in the comfort of their own home. Harvey still makes house calls, albeit to a smaller percentage of clients now due to the increased efficiency of electronic options.

Customer service is more important to us than ever before, and we continually strive to make our clients best interests our top priority. We do this by establishing partnerships with other industry professionals, and by adding additional services to fit our clients' needs. Whether our clients are looking to purchase a new home, refinance a mortgage or set up an insurance policy, we have the resources and professional connections to address their needs. Flam Financial acts as a one-stop shop for our clients to access top-notch the financial services.

Harvey S. Flam, E.A.

Harvey Flam began his career in accounting in the 1970's working for Xerox Corporation, where he helped develop and implement their accounting information systems. After a few years, Harvey started a small tax practice. While he enjoyed accounting, Harvey's true passion at the time was sales and marketing. This led him to the hardware and software industry. In 1989, Harvey was named one of the top 10 executives in the microcomputer industry by Computer Reseller News. In the 1990's Harvey's accounting background converged with his knowledge of the software industry when he became a part-owner of CharterHouse Software Corporation, which specialized in developing bookkeeping software.

After a brief retirement, Harvey began a small tax practice focused on delivering unparalleled customer service. Instead of requiring his clients to visit him at his office, Harvey made tax preparation house calls. While the majority of Harvey's clients now visit him, Harvey still enjoys making several house calls every tax season.

Harvey graduated from Cal State University at Northridge with a Bachelors of Science degree in Accounting. is an Enrolled Agent, enrolled to practice before the Internal Revenue Service, a Certified Tax Resolution Specialist and a Certified QuickBooks ProAdvisor. Harvey also holds licenses as a Real Estate Broker and Insurance Agent.

CA Department of Real Estate Broker License: #01729339
CA Department of Insurance License: #0F43076

Justin L. Flam, E.A.

Justin started his professional career at DAVIES, a public affairs agency based out of Santa Barbara. Justin worked on dozens of large scale energy, real estate entitlement and health care projects. After three years, and a relocation to help start the DAVIES Washington D.C. office, Justin moved back to California to work at Flam Financial.

Justin's primary role at Flam Financial is assiting with small business clients with tax planning and financial strategies. Justin also prepares taxes, manages bookkeeping operations, and runs the practice's public/client relations activities.

Justin is a graduate from the University of California at Santa Barbara, with a Bachelors of Arts in Business Economics and a Minor in Professional Writing with an emphasis on business communication. Justin is an Enrolled Agent, enrolled to practice before the Internal Revenue Service.

What Our Clients Are Saying

"For many years I lived in fear knowing someday I would have to face the problems I created by not filing my taxes with the IRS. When that day finally came, I was in no position to pay the large amount of debt I had amassed. After discussing my predicament with a friend I was referred to Harvey Flam. Harvey negotiated with the IRS on my behalf and reduced my five-figure tax debt substantially through an offer in compromise. Harvey's diligence and expertise in tax problem resolution changed my life entirely, and now I live much more responsibly and nearly debt free." – Mark B.

"My husband and I owed a large amount of money to the IRS, but we were living on a fixed income due to my husbands illness. Harvey filed an Offer in Compromise with the IRS and lowered my tax liability to a much more manageable amount. What impressed us the most about Harvey was the way he kept us informed every step of the way, so there was never any uncertainty about what was going on with our issue." – Rose P.

"My wife and I had previously filed our tax returns with a big conventional tax services firm but eventually found out that the papers were erroneously filed with the IRS. We then approached Harvey (Flam Financial) to help us get this issue resolved which he gladly did. We were extremely pleased with the high quality service and excellent customer care that was provided to us and we will continue to use Flam Financial services for all our tax related needs for years to come." – Santosh S.

"I had avoided paying my taxes for several years because I was not making enough income. Harvey helped me file my outstanding returns and set up an installment plan to spread out my tax debt. Within a year I had been diagnosed with a chronic health condition preventing me from holding a steady job. Once again I came back to Harvey for assistance, and he worked with the IRS to place me on non collectible status."
– Tomas C.

"Harvey has filed my taxes for several years. My wife and I appreciate how he stays in contact with us frequently throughout the year, not just tax season. Taxes can be frustrating, which makes it that much more meaningful to have an accountant that is accessible whenever we need his help." – Hector L.

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