Business Details
Your Trusted Partner for Accounting Services in Lakewood
Barrad & Shilling delivers outstanding business services, tax accounting, and fiduciary services in a personal, proactive, and responsive manner. With over 60 years of experience serving Southern California business owners, our CPA firm combines technical expertise with hands-on attention to help clients achieve their goals. We specialize in business accounting, tax planning, and fiduciary services for trusts, estates, and conservatorships, providing tools and knowledge to turn plans into reality.Our all-inclusive fixed monthly fee arrangement ensures year-round support without surprises, while our commitment to accessibility guarantees prompt communication and personalized service. Backed by advanced technological systems, we streamline financial processes to help clients focus on business growth while maintaining compliance and minimizing tax liabilities.
Services
Business Accounting
Tax Services
Fiduciary Services
Payroll Processing
Financial Statements
Tax Planning
Estate Tax Preparation
Court Accounting
Bookkeeping
Business Consulting
Highlights and features
- We offer 60+ years of combined experience in accounting and tax services.
- Our all-inclusive fixed monthly fee arrangement ensures no hidden costs.
- We provide proactive tax planning and year-round financial guidance.
- Our team returns calls promptly and prioritizes personalized client service.
- We employ advanced technological systems for secure document management.
What people say
Personalized service
Proactive guidance
Stress reduction
Expertise
Timely responses
Services
Business Accounting
We establish coherent accounting systems and provide comprehensive financial statement preparation, payroll processing, and business reporting. Our proactive approach ensures clients receive timely information for decision-making while maintaining compliance with regulatory requirements. With monthly accounting support, we help businesses stay organized and focused on growth.
Tax Services
Our tax planning and preparation services cover individuals, businesses, trusts, and nonprofits. We proactively manage tax obligations through strategic planning, ensuring clients minimize liabilities while complying with evolving regulations. From entity selection to audit representation, we provide year-round tax advisory support tailored to specific client needs.
Fiduciary Services
Specializing in fiduciary accounting for trusts, estates, and conservatorships, we prepare court-compliant reports and tax returns while reconciling asset inventories. Our expertise in California Probate Codes ensures fiduciaries meet legal obligations through accurate financial documentation and impartial reporting, reducing administrative burdens for trustees and executors.
Payroll Processing
We handle payroll tax filings, wage reporting, and compliance documentation while ensuring timely payment processing. Our system integrates with business accounting to maintain accurate financial records, reducing errors and administrative workload. Clients receive monthly statements and proactive support for payroll-related inquiries.
Business Consulting
Our consulting services focus on practical solutions for business challenges, including cash flow management, financial analysis, and strategic planning. We help clients interpret financial data to improve decision-making, optimize operations, and achieve long-term growth through personalized advisory support aligned with their business objectives.
People
Jeff Barrad
CPA
Jeff Barrad has provided accounting and tax services for over 60 years, specializing in business consulting and fiduciary accounting. His expertise in trust administration and proactive financial guidance has earned him long-term client relationships and industry recognition.
Mary Jane Shilling
CPA
Mary Jane Shilling delivers comprehensive tax planning and payroll services with a focus on client education. Her proactive approach to resolving tax issues and personalized attention has made her a trusted advisor for small businesses and professionals.
Christi Lynch
Accountant
Christi Lynch specializes in fiduciary accounting and business reporting, ensuring compliance with court and tax requirements. Her attention to detail and collaborative approach support clients in managing complex estate and trust accounting needs efficiently.
Lindley Chase
Payroll Specialist
Lindley Chase manages payroll processing and compliance documentation, ensuring accurate and timely submissions. Her expertise in payroll systems reduces administrative burdens for clients while maintaining seamless integration with business accounting operations.
Nancy Barrad
Accountant
Nancy Barrad provides bookkeeping and financial reconciliation services, supporting clients with accurate record-keeping and tax preparation. Her responsive service and attention to detail ensure clients maintain organized financial systems and meet compliance deadlines.
Questions
What accounting services do you offer for small businesses?
We provide business accounting, payroll processing, financial statements, tax planning, and fiduciary services tailored to small businesses, ensuring compliance and proactive financial management.
How do you handle tax planning for businesses?
Our tax planning includes proactive strategies for minimizing liabilities, entity selection, and year-round advisory support to ensure compliance with evolving tax regulations.
Can you assist with fiduciary accounting for trusts and estates?
Yes, we specialize in fiduciary accounting, preparing court-compliant reports and tax returns for trusts, estates, and conservatorships while ensuring legal compliance.
What makes your firm different from other accountants?
We combine 60+ years of experience with personalized service, all-inclusive pricing, and proactive guidance to deliver tailored solutions that prioritize client needs.
How do you support clients with payroll needs?
We manage payroll processing, tax filings, and compliance documentation while providing monthly statements and responsive support to address payroll-related inquiries efficiently.
