Paul B Shane CPA Apc

For over 40 years, our certified public accounting (CPA) firm, led by Paul B. Shane, CPA, has served a wide range of professionals, including physicians and dentists, entertainment professionals, veterinarians, insurance and financial professionals. With our expertise, we provide personalized tax and accounting services to help our clients achieve their financial goals. Our team of professionals works closely with our clients and their team of key advisors, including attorneys, bankers, financial advisors, insurance professionals, and pension plan administrators, to ensure that their financial and estate planning needs are met.

Our Mission

Our mission is to provide exceptional tax and accounting services to our clients, ensuring that they maximize their profitability, achieve their financial and professional goals, and minimize their income and estate taxes. We take pride in understanding our clients' unique needs and proactively working with them to improve their professional practices, including their profitability, billing, and collection systems. We also help our clients with their retirement planning, estate planning, and financial planning, ensuring that their plans remain current and relevant.

Our Services

We offer a wide range of services to our clients, including:

• Tax preparation and planning
• Accounting and bookkeeping services
• Financial planning and retirement planning
• Estate planning and trusts
• Conservatorship and probate services
• Insurance planning and consultation
• Business valuation and apportionment services

Our Team

Our team of professionals is dedicated to providing exceptional service to our clients. Our team includes Paul B. Shane, CPA, and his experienced staff, including Daunne M. Fraley, CPA, and Alla Tok, senior accountants. Each member of our team brings their expertise and commitment to excellence to ensure that our clients receive the highest level of service.

Our Areas of Specialty

We specialize in serving professionals, including healthcare professionals, financial professionals, and entertainment professionals. We also have extensive experience in probate administration, estates, trusts, and conservator services. Our team is well-versed in real estate accounting and tax services, as well as retirement plan administration.

Our Office Locations

We have our main office located in Westlake Village, California, and we serve clients throughout the United States, including Los Angeles, San Diego, the San Francisco Bay Area, and the desert communities.