Work.
Play. Live.

Let us connect your financial life.

OUR SERVICES

Bills & Stoll provides accounting and advisory services tailored to the professional entertainment services firm, the entrepreneur, and the family business. From day-to-day cash management to long term planning and everything in between, let us customize our services to fit your unique lifestyle and requirements.

BUSINESS MANAGEMENT SERVICES

As business managers, we manage and represent our clients in all things financial: bookkeeping, bill paying, depositing income, paying taxes, buying and selling major assets, risk management, and planning for the future. If it involves money, there will be a smart and efficient way to handle these affairs and that’s where we can help.

We follow professional accounting and tax practices and provide access to world-class experts in the business of investment advisory, estate and retirement planning, risk management, real estate, corporate structure, and employee benefits.

Business Consulting
Business Consulting

Business Consulting

We are here to assist and advise on a variety of personal and business transactions and future planning. We have considerable experience to share and are pleased to tailor our services to your unique needs.

Our experience gives us much to draw upon during client consultations and most likely we will have seen it before and understand the risks and opportunities you’re facing. We provide a forum to rationally examine your options and will offer professional advice and guidance based on your circumstances. When called for, we will arrange access to our network of tried and tested world-class experts in law, estate planning, real estate and construction, investments and other aspects of your financial life.

Business & Personal Accounting
Business & Personal Accounting

Business & Personal Accounting

Many clients are seeking a day-to-day manager of their financial life. Cash management activities such as paying your bills, depositing your income, keeping your financial commitments, and managing your credit are among the daily details we can manage for you.

Financial Analysis & Reporting
Financial Analysis & Reporting

Financial Analysis & Reporting

Keeping accurate books is essential for planning and tax purposes and our periodic reporting is based on your desire for feedback. The data we collect and organize provides you with valuable insight on your spending and savings trends that will help guide you in your financial decision making. Our goal is to deliver information to our clients that conveys security, comfort, and understanding.

Negotiations
Negotiations

Negotiations

Contract negotiations, family law matters and business disputes are among many complex issues where a client may benefit from outside support. Working in conjunction with your legal representation, we can provide valuable input concerning impacts on your finances and your tax obligations. When there is a considerable amount at stake, it is essential to have an advocate looking out for your best interests.

Risk Management
Risk Management

Risk Management

Protecting your loved ones and your hard-earned assets is critical in a world full of risks. Planning for these risks is the best course to peace of mind for your entire family. We work closely with a dedicated team of insurance brokers who are experts at arranging specialized policies for high net-worth individuals and their families. They will provide you with comprehensive and efficient insurance coverage customized to your unique needs. When the time comes to utilize these policies, the support and attention will be there.

Estate Planning Support
Estate Planning Support

Estate Planning Support

Planning for the time when you will no longer be here is a cornerstone of long-term financial planning. Our experts will guide you in the choices to be made to ensure your wishes are carried out for the distribution of everything you own: your home, bank and investment accounts, automobiles, furnishings and personal possessions. The planning includes insurance products to provide for those after your death and to protect against the unforeseen. Bills & Stoll works with other professionals on your team to ensure all aspects of your estate are considered and that you are getting what you need from these services.

Tax Planning & Filings
Tax Planning & Filings

Tax Planning & Filings

Tax law is a complex and constantly evolving landscape. Our tax professionals are very knowledgeable and experienced and will help develop a tax strategy to minimize your tax obligations, maximize your long-term investments and ensure you are receiving all tax advantages due to you under the law.

Our tax team can manage the preparation of individual, corporate, partnership, and trust returns, in addition to other types called for by your situation. Our firm will coordinate all payments and when required, will represent you before federal and state tax authorities.

Wealth Management
Wealth Management

Wealth Management

Wealth management encompasses all parts of an individual’s financial life including investments, long term planning, accounting and tax services, retirement, and estate planning. Our clients find benefits in the holistic approach offered by Bills & Stoll which provides access to world-class resources to develop a wealth management plan guided by your personal objectives. We assist in navigating the complex investment and banking needs of wealthy individuals and their families. At each juncture in the process, the firm is there as your financial advocate to create a plan that fits you, even as your needs and goals change.

FAMILY OFFICE

We have a deep understanding of the relationship between business and multi-generational families and its individual members. Our family office services are built around the knowledge that each family is unique and requires an approach appropriate for its members.

Wealth Management
Wealth Management

Wealth Management

Bills & Stoll takes a comprehensive and holistic approach to managing family wealth to meet your short and long-term goals. We have expert resources at hand to help grow, protect and transfer family wealth. From asset, cash, and risk management to financial planning and family lifestyle issues, we have the services you need.

Personal Accounting & Reporting
Personal Accounting & Reporting

Personal Accounting & Reporting

From day-to-day cash management and bill paying to cash-flow reporting and budgeting, we tailor our services to your family’s needs. The nature and cadence of reporting will be designed around your desire for information and feedback.

Asset Management
Asset Management

Asset Management

A family’s financial assets include its investment portfolio, real estate, insurance products and any high value personal assets such as luxury automobiles, aircraft and watercraft. These assets are the backbone to a wealth management plan and we offer specialized financial guidance for managing these assets that fits within an overall strategy.

Estate Planning Strategies
Estate Planning Strategies

Estate Planning Strategies

Estate planning is about the distribution of personal wealth and assets according to your wishes. This involves a disciplined approach to the decision-making families must wade through to achieve their goals about the transfer of wealth and family assets. We help you to minimize the impact of estate taxes and can assist if your plans include charitable giving or the creation of foundations. Together with our experts, we provide a roadmap to guide you towards the best decisions for your family.

Financing family needs for Education and Healthcare
Financing family needs for Education and Healthcare

Financing family needs for Education and Healthcare

Providing a college education for your children is an important foundation for their future success. We can help plan for this large expense without compromising your other important financial goals.

Healthcare costs continue to rise but with smart planning and the right insurance products we can help minimize the risks and provide comfort that your family’s healthcare services are there when you need them. Included in our services are the submission of your family’s medical expenses to your insurance carrier for processing of reimbursements due to you.

Lifestyle Management
Lifestyle Management

Lifestyle Management

A family office is designed to organize the specialized needs of high net-worth families in addition to the traditional wealth management services. This may include the coordination of background checks on personal and business staff, personal security, aircraft and yacht management, and assisting in business affairs.

TAX SERVICES

Tax planning is a core component to any sound financial strategy and Bills & Stoll provides comprehensive personal and corporate tax services to meet your every need. Our tax planning is designed to minimize the impact of your tax obligations, maximize the benefits of your investment plans, and ensure you are taking advantage of every available tax strategy.

Our tax specialists keep up with the changes in tax law and regulations and will revise tax strategies as the changing landscape requires. We manage the preparation of domestic individual, corporate, partnership, trust, and other types of tax returns as well as coordinate as necessary with international tax advisors. We schedule your tax payments and will also represent you before federal and state authorities as required.

ABOUT

Bills & Stoll has a deep foundation of delivering business management and family office services in Southern California. Our long history is built on the trust and confidence that our clients have given to us and the success that those relationships have shaped over decades of service.

FIRM

Bills & Stoll, LLP has its roots in the pioneering business management firm, Philpott Bills & Stoll, founded in the 1990s in the Encino neighborhood of Los Angeles. Steve Bills and Peter Stoll hold in high regard the core principles from that original team that form their commitment to client service, discretion, proficiency, and utmost care. In 2016, Steve and Peter and a dedicated group of Senior Managers, Account Executives and support staff left to form their own company. With a staff size of around 25, Bills & Stoll operates in customary effectiveness due to our well-honed practices. We are adept at attending to the details of our clients’ financial lives and at helping them make smart decisions guided by our considerable experience.

We have many clients who have been with us for decades and others who have recently enlisted our services. Each one, new and old, has a dedicated team of professionals looking out for their best interests and keeping them on a path towards their financial goals. Whether you are a veteran of the entertainment industry, an established professional or executive, a multi-generational high-net-worth family, or just beginning your climb towards success and recognition, we believe you will find a home with Bills & Stoll and be wholly satisfied with the personalized services we offer.

Some of life’s most memorable experiences are centered around your life’s work, the recreation you pursue with family and friends, or perhaps just the simple day-to-day moments. Living a full life is a reward unto itself and it is our desire to help you achieve and maintain that kind of satisfaction.

MISSION and VALUES

Mission Statement

We are committed to helping our clients connect and manage all the elements of their financial lives to build a lasting foundation for personal success.

Our Shared Values
  • Put the client’s best interest first in all we do
  • Create a culture of value found in exemplary service
  • Lead by example
  • Encourage professional staff development

Partners

Steve Bills

Steve graduated from Brigham Young University with a B.S. Accounting, Magna Cum Laude with High Honors. On passing his CPA exam, he received the Elijah Watt Sells award for one of the highest composite scores on the CPA exam in California. After graduation, Steve joined Price Waterhouse (now PriceWaterhouseCoopers) and from 1974 to 1980 his work led to his role as Audit Manager for the practice. During this period, one of his clients was the Academy of Motion Pictures Arts and Sciences, and for several years, Steve was responsible for supervising the counting of the Academy Awards ballots for the Oscars.

Steve left PriceWaterhouseCoopers in 1980 to work for Walt Disney Imagineering, the division of the Walt Disney Company responsible for Disney’s theme parks. Over the next ten years, he rose to the position of VP of Administration and Finance and Chief Financial Officer during a very active period for this highly creative idea factory.

Steve joined the business management firm of Philpott & Company in 1990, becoming a Partner in 1995 and helped to grow the group into a leading Los Angeles area business management firm. In 2016, he and fellow Partner, Peter Stoll, left to form Bills & Stoll, LLP, where he continues to provide business management and financial consulting services to high profile, high net-worth clients in the entertainment and other industries.

Steve is married with three children and is active in the community and his church. Steve and his wife Jan received a Community Service Award from the BYU Alumni Association, North Los Angeles Chapter in 2000. Steve and Jan enjoy music, sports, and playing with their grandchildren.

Peter Stoll

Peter attended undergraduate school at California State University, Northridge and received his master’s degree in taxation from the University of Southern California. He is a CPA and started his career at the Los Angeles firm of Arthur Andersen. In 1989 he joined Bob Philpott and in 1995 he became a founding partner of the business management firm, Philpott, Bills & Stoll where he headed the firm’s tax practice and developed his expertise in business management. Like his fellow partner Steve Bills, Peter contributed to the rapid growth of the firm and worked with some of the most successful individuals in the entertainment industry, including producers, directors, actors and writers, as well as several high net-worth individuals and families. In 2016, conditions were right for the establishment of Bills & Stoll, LLP and Peter used his considerable experience to build a foundation for success in the ongoing service of our clients.

Peter grew up in Europe, Canada and the United States, developing a unique perspective of the world around him. He is married with two children and one grandson, is active in various volunteer programs in his community, and has a particular fondness for time spent with family and friends, reading, riding his bike, enjoying vintage cars, and world travel.

Julie Krimstein

Julie attended California State University, Northridge where she received her bachelor’s degree in accountancy. Shortly before graduating, Julie began her career at the audit and tax firm Rothstein Kass, and soon thereafter became a CPA. Julie spent over seven years in the Financial Services Audit department before transferring to the Family Office group where she managed A-list entertainers and songwriters, writers, and other high-net-worth individuals.

In 2013, Julie joined the business management firm of Philpott, Bills, Stoll & Meeks where she worked closely with partner Peter Stoll on a variety of clients including highly successful entertainment industry producers, directors, actors and high-net-worth individuals. Julie transitioned with Steve Bills and Peter Stoll in 2016 when they established Bills & Stoll, LLP where she continues to be a part of the firm’s foundational leadership. Julie’s client roster continues to include high-net-worth individuals, producers, writers, directors, actors, and public speakers/thought leaders.

Julie is a Southern California native and the proud mother of a son currently serving in the United States Navy. In addition to her CPA licensure, Julie holds a master’s degree in psychology and is a Licensed Marriage & Family Therapist. Helping others address their interpersonal and mental health concerns is an area Julie is passionate about and provides her an outlet to give back to the community in an impactful and meaningful way. Julie leverages her complimentary skillset in all components of her professional life.

Alec Stoll

Alec is a graduate of the University of California, Santa Barbara, where he received his bachelor’s degree in Economics and Accounting. He began his accounting career at PriceWaterhouseCoopers (PwC) where he worked in the audit practice for three years. Alec was also involved in recruiting for PwC on local college campuses which allowed him to exercise his people skills to attract new talent to the firm.

Alec earned his CPA license while at PwC before joining Bills & Stoll, LLP in 2016. As he became familiar with the firm’s business management practices Alec began to build his network and enjoyed bringing new clients to the firm who were in the early stages of their careers. He continues to provide business management services to a wide range of high-profile clientele in the entertainment industry including actors, writers, directors, producers, entertainment companies and other high net-worth individuals.

Alec is a Los Angeles native and enjoys spending time with friends and family, attending concerts and sporting events, and exploring the best eateries in town. From time-to-time he can also be spotted showcasing his talents at the local karaoke bar.


Management

Our management team is made up of highly experienced accounting and tax professionals whose top priority is service to the client. Our leadership group is made up of senior staff, many with lengthy tenure in business management and longevity with the firm and its clients. Our management team brings with them a reputation for handling the lives of enterprising and successful people with personalized services and a high degree of professionalism and care.

We strive to create a relaxed but focused environment where all staff are engaged and motivated to perform to the best of their capabilities. We have high expectations for our team members and encourage their growth and development in the best interests of servicing our clients and their families.

Laurie Breitman

Senior Manager

Leslie Harker

Senior Manager

Nicholas Truso

Manager

Michelle Atiqi

Manager

Dawn Bey

Managing Account Executive

Tina Luffman

Tax Director


COMMUNITY INVOLVEMENT

With success, we feel responsibility and a desire to give back. We look for activities for our firm and our staff to engage in that contribute to the greater good of our community.

Walk to End Alzheimer’s

Bills & Stoll has been an active participant and fund raiser for the Walk to End Alzheimer’s since 2017. We are proud to have been the leading fundraising team for the local Thousand Oaks-Westlake Village walk three years running. With generous support from individuals, families and companies we have raised over $100,000 for this worthy cause! These funds help support important research into cures for this disease and raise awareness of Alzheimer’s care across the country. We are grateful to our many big-hearted supporters in this annual effort.

Denim Day

Peace Over Violence is a Los Angeles non-profit, volunteer organization dedicated to building healthy relationships, families and communities free from sexual, domestic and interpersonal violence. POV began an annual Denim Day campaign in 1999 to bring awareness to these issues and to develop support for community services involving education, advocacy, prevention, and emergency response.

In April of 2019 in honor of the 20th anniversary of Denim Day, Bills & Stoll organized a fund raising and awareness campaign among staff and friends of the firm. Together, we collected over $2,500 in donations to support the valuable services the Peace Over Violence organization provides.

 


Recognition

Variety Magazine’s 2023 Business Managers Elite

Firm Partners Peter Stoll, Steve Bills, Julie Krimstein and Alec Stoll were honored by Variety Magazine with selection in the magazine's 2023 Business Managers Elite. This annual honor recognizes the top professionals in the industry and 2023 marks the seventh consecutive year for firm Partners. We are very proud of the work we do for our clients and also congratulate our fellow honorees for their commitment to excellence.

Excerpt from the magazine:  Peter Stoll replies with an emphatic “Are we ever!” when asked whether they continue to invest in technology. During the pandemic, he observes, one was lucky to simply keep connected with clients and staff. Now, as “the world is getting smaller and there’s so much more information out there,” he and the partners are determined to stay ahead of the curve in terms of using the best available tech to clients’ advantage. The hybrid work model to which the firm shifted in 2022 is working “remarkably well,” he reports. Still, “we are focused on trying to build community within our firm and finding ways to get the staff together.”

“Given the strikes that have occurred this year, and general uncertainty about the economy, clients are mindful about their spending and doing things a little more conservatively,” he says. “They’re more mindful about their financial lives.”

The Hollywood Reporter Top Business Managers of 2023

Firm Partners, Peter Stoll and Alec Stoll were honored with inclusion in the 2023 list of Power Business Managers.
Excerpt: The Encino firm helps some of Hollywood’s biggest talent plan for their financial futures and avoid bad investments. That includes minimizing fallout from dual Hollywood strikes. “For some that rely on current earnings or don’t have a substantial asset base, they have become more conservative with their spending,” observes Peter Stoll, who notes that a positive trend has been “the increasing availability of technology to assist in providing clients with good and timely financial information.”

 

Trusted Advisor: 2023 “The Future of Business Management’ Honorees

Trusted Advisor is a membership organization of top business management professionals providing education initiatives and global summits for the industry. In 2023 the group announced its annual list of honorees describing them as “rising stars that are revolutionizing the field, alongside seasoned vets who are re-inventing ‘business as usual’ and those who are in between who share the vigor and excitement to improve the financial security of their clients, while knowing the ins-and-outs of building a solid financial foundation an artist can rely on for decades.” Bills & Stoll is proud that Partners Peter Stoll and Alec Stoll were among this list of honorees.

 

CONTACT US

If you are interested in learning more about how our business management and family office services can help you to connect all the elements of your financial life, let’s talk.

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Contact Information

Phone: 818-479-7450
Fax: 818-479-7460
Email: info@dev.billsandstoll.com

16633 Ventura Blvd., Suite 815
Encino, CA 91436