Business Details
Your Trusted Accounting Partner in Westlake Village
Our firm has served clients in Westlake Village and across the United States for over four decades. We specialize in providing comprehensive accounting, tax, and financial planning services tailored to professionals, estates, and trusts. Our approach centers on collaborating with clients and their existing advisorsincluding attorneys, financial planners, and insurance professionalsto create integrated strategies that maximize profitability, minimize tax liabilities, and achieve long-term financial goals. With expertise in retirement planning, estate administration, and business succession, we help physicians, dentists, entertainment industry professionals, and other high-net-worth individuals navigate complex financial landscapes.Our team maintains deep familiarity with evolving tax regulations and leverages this knowledge to optimize client outcomes through proactive planning and meticulous compliance. We prioritize transparency, personalized service, and long-term relationships built on trust and technical excellence.
Services
Tax Management
Accounting Services
Estate Planning
Retirement Planning
IRS Representation
Bookkeeping
Entity Selection
Payroll Services
Cash Flow Analysis
Mergers & Acquisitions
Highlights and features
- We offer 40+ years of specialized expertise in tax and accounting for high-income professionals.
- Our team collaborates with your existing advisors to create integrated financial strategies.
- We provide proactive tax planning to minimize liabilities and maximize retirement contributions.
- Our IRS representation services ensure confident resolution of audit-related matters.
- We maintain active involvement in professional and community organizations to enhance service quality.
Associations and certifications
- California Society of CPA's
- State of California (Trustee/Conservator Approval)
Services
Tax Management Services
Our tax management services combine strategic planning with compliance expertise to minimize liabilities for individuals and businesses. We analyze evolving tax codes to implement savings strategies while ensuring accurate filings. Clients receive proactive guidance on deductions, credits, and international reporting requirements.
Estate and Trust Planning
We develop comprehensive estate plans to facilitate smooth asset transfers while reducing tax exposure. Our services include trust administration, probate court reporting, and succession planning for family-owned businesses. We ensure compliance with changing estate tax regulations.
Retirement Planning
Our retirement planning covers defined contribution and benefit plans for businesses, along with individual strategies. We help maximize tax-advantaged savings vehicles and coordinate Social Security optimization with overall financial goals.
IRS Representation
We provide audit defense and representation before federal and state tax authorities. Our team handles documentation requests, negotiation, and appeals to resolve tax controversies efficiently while protecting client interests.
Accounting Services
From bookkeeping to financial statement preparation, we deliver accurate accounting solutions for businesses. Services include payroll processing, cash flow forecasting, and system implementation to support informed decision-making and regulatory compliance.
People
Paul B Shane CPA Apc
CPA
With over 40 years in public accounting, Paul specializes in tax planning for professionals and estate administration. He holds California trustee/conservator certifications and actively participates in professional organizations.
Daunne M Fraley
CPA
Daunne brings 25 years of public accounting experience, focusing on tax compliance and accounting services for businesses and high-net-worth individuals.
Alla Tok
Senior Accountant
Alla has 30 years of accounting experience, specializing in QuickBooks-based financial reporting and tax preparation for business clients.
Marcia Keyes
Assistant
Marcia manages trust accounting and probate filings with 20 years of experience, supporting both tax and estate administration processes.
Questions
What accounting services do you offer for professionals?
We provide tax planning, financial reporting, retirement strategy development, and IRS representation tailored to physicians, dentists, and other high-income professionals.
Do you handle estate and trust tax preparation?
Yes, we specialize in estate and trust administration, including probate court reporting and tax-efficient asset transfer strategies.
How do you support business owners with tax planning?
We offer entity selection guidance, cash flow analysis, merger/acquisition consulting, and employee benefit plan administration to optimize business tax positions.
Can you assist with retirement plan optimization?
Our team designs and administers customized retirement plans—including 401(k), profit-sharing, and defined benefit plans—to maximize tax advantages and long-term savings.
What geographic areas do you serve?
While based in Westlake Village, CA, we serve clients nationwide with virtual consultations and document management systems.
How do you coordinate with other financial advisors?
We collaborate directly with your attorneys, investment managers, and insurance professionals to ensure cohesive financial planning and execution.
