Business Details
50+ Years
experience
Expert Accounting & Tax Services in Lakewood
Barrad & Shilling has been delivering comprehensive accounting, tax, and fiduciary services to Southern California businesses for over 60 years. Founded on principles of personalized service and technical excellence, we prioritize understanding our clients' unique financial goals to provide actionable insights. Our team of certified professionals combines decades of experience with proactive strategies to minimize tax liabilities, streamline accounting processes, and support long-term business growth. Operating under an all-inclusive fixed monthly fee model, we eliminate year-end surprises by maintaining continuous financial oversight and offering immediate client access. Our fiduciary expertise addresses complex estate, trust, and conservatorship requirements, ensuring compliance with California Probate Codes while alleviating administrative burdens. With a client-centric approach that extends beyond traditional accounting to include business consulting and cash-flow management, we serve as strategic partners for businesses ranging from startups to established enterprises.Our commitment to accessibility, demonstrated through prompt communication and personalized attention, has earned us enduring relationships across diverse industries including dentistry, real estate, manufacturing, and professional services. Advanced technological systems enable secure document exchange and real-time financial reporting, empowering clients to make informed decisions. Recognized for resolving prior-year tax discrepancies and optimizing financial strategies, we consistently deliver value that exceeds expectations. This dedication to excellence has resulted in an unbroken record of client retention and referrals spanning generations.
Services
Business Accounting
Tax Planning
Fiduciary Services
Payroll Processing
Court Accounting
Details
- Year established: 1963
Highlights and features
- We offer 60+ years of combined accounting expertise with personalized service.
- Our all-inclusive fixed fee model eliminates tax season surprises.
- Specialized fiduciary accounting for trusts, estates, and conservatorships.
- Proactive tax planning minimizes liabilities while maximizing savings.
- Immediate client access with guaranteed timely communication.
What people say
Proactive guidance
Personalized service
Timely responses
Expertise in tax planning
Comprehensive support
Services
Business Accounting
We establish coherent accounting systems and provide financial statement preparation, tax planning, and bookkeeping services. Our monthly reporting enables informed business decisions while maintaining compliance with regulatory requirements. Clients benefit from immediate access to detailed financial insights and strategic consulting.
Tax Services
Our proactive tax planning includes preparation for individuals, businesses, and nonprofits. We optimize tax strategies through entity selection, credit utilization, and real-time financial tracking to minimize liabilities while ensuring compliance with evolving tax codes.
Fiduciary Services
Specialized accounting for trusts, estates, and conservatorships includes probate compliance, asset reconciliation, and court-mandated reporting. We prepare fiduciary accountings per California Probate Codes and handle complex tax filings for estates and trusts.
Payroll Processing
We manage complete payroll services including tax filings and financial reporting. Our systems maintain compliance with labor regulations while providing timely wage disbursement and accurate financial recordkeeping integrated with broader business accounting.
Court Accounting
Our court-compliant accounting services include preparation of litigation support documents, business transition planning, and audit assistance. We ensure accuracy in financial reporting for legal proceedings and maintain detailed transaction records for judicial review.
People
Jeffrey Barrad
CPA
With over 60 years of combined experience, Jeff Barrad specializes in business consulting, tax planning, and fiduciary accounting. His expertise extends to complex tax situations involving real estate transactions, LLCs, and estate planning.
Mary Jane Shilling
CPA
Mary Jane Shilling brings extensive experience in fiduciary accounting and tax preparation. She manages business clients' financial needs while providing personalized tax strategies for individuals and estate planning.
Questions
What accounting services do you offer?
We provide business accounting, tax planning, payroll processing, fiduciary services, and court-compliant financial reporting under an all-inclusive monthly fee arrangement.
How does your fixed fee model work?
Our fixed monthly fee includes accounting, tax preparation, and consulting services, eliminating unexpected charges while ensuring continuous financial oversight and scheduled reporting.
Do you handle complex tax situations?
Yes, we specialize in complex tax scenarios including real estate transactions, investment partnerships, LLC formations, and estate tax planning with proactive strategies.
What fiduciary services do you provide?
We offer comprehensive fiduciary accounting for trusts, estates, and conservatorships including probate compliance, asset reconciliation, and court-mandated reporting under California Probate Codes.
How do you ensure timely communication?
We guarantee prompt responses through direct phone and email access, with team members available for meetings at client convenience during business hours.
