Business Details
Your Trusted CPA in Westlake Village, CA
For over four decades, our firm has provided comprehensive accounting services to a diverse clientele across the United States. Specializing in tax and financial planning, we serve professionals in medicine, dentistry, entertainment, veterinary care, and financial services, while also managing trust and estate matters. Our approach emphasizes collaboration with clients' existing advisory teamsincluding attorneys, bankers, and insurance professionalsto ensure holistic financial strategies.With deep roots in Westlake Village and a national client base spanning major metropolitan areas, we maintain a client-centric philosophy focused solely on accounting expertise without product sales. Our commitment to accessibility is reflected in our online resources, including downloadable tax forms, financial calculators, and regular industry updates, all designed to support informed decision-making.
Services
Tax Preparation
Financial Planning
Trust Management
Estate Accounting
Retirement Planning
Business Tax Services
IRS Representation
Financial Calculators
Highlights and features
- We exclusively provide accounting services without product sales
- Our team specializes in serving medical and financial professionals
- We coordinate with your existing legal and financial advisors
- We maintain a national client network across major US cities
- We offer comprehensive online tax and financial resources
Services
Tax Preparation
Our comprehensive tax preparation services cater to both individual and business clients. We specialize in complex tax situations for medical professionals, entertainers, and financial advisors. With expertise in federal and state tax codes, we ensure accurate filings while optimizing deductions and credits to minimize tax liability.
Trust Management
As professional trustees, we administer various trust arrangements including living trusts and conservatorships. Our services include asset management, tax reporting, and distribution oversight. We work closely with legal counsel to ensure compliance with California trust laws while maintaining beneficiaries' best interests.
Financial Planning
We develop customized financial strategies integrated with estate and retirement goals. Our planning considers insurance needs, pension administration, and long-term wealth preservation. We collaborate with financial advisors to create cohesive plans that align with clients' personal and professional objectives.
People
Paul B Shane CPA Apc
CPA
Certified Public Accountant with over 40 years of experience serving Westlake Village and national clients. Specializes in tax planning for professionals and trust administration. Maintains active CPA license and collaborates with multidisciplinary advisory teams.
Questions
What professional groups do you specialize in serving?
We specialize in working with medical professionals (physicians, dentists), entertainment industry clients, veterinarians, and financial advisors.
Do you work with clients outside California?
Yes, we serve clients nationwide including major cities like Chicago, New York, Atlanta, and Phoenix in addition to California locations.
How do you coordinate with other financial professionals?
We collaborate with your existing team of attorneys, bankers, insurance professionals, and pension plan administrators to ensure comprehensive financial planning.
What online resources do you provide?
Our website offers downloadable tax forms, financial calculators, monthly newsletters, daily accounting news updates, and curated links to relevant financial resources.
