Paul B Shane CPA Apc

Paul B. Shane, CPA, APC, has been serving the Westlake Village area for over 40 years. Our Certified Public Accountant firm has a proven track record of working closely with a wide variety of professional clients and their team of key advisors, including attorneys, financial advisors, insurance professionals, bankers/lenders, and pension administrators.

Our Mission

Our goal is to assist the client by using their team of professionals to maximize profitability, achieve their financial and professional goals, and minimize income and estate taxes. We proactively and creatively work with clients to improve their professional practices, including their profitability, billing and collection systems, buy-in and buy-out strategies, practice purchase and sales transactions, and associate agreements. We become experts in our clients' businesses, helping them to maximize their profits and achieve their financial goals.

Our Team

At Paul B. Shane, CPA, APC, we believe that our team is the key to our success. With decades of combined experience in the industry, our team of professionals is dedicated to providing exceptional service to our clients. Our team includes:

• Paul B. Shane, CPA - With over 40 years of experience in the industry, Paul is a highly respected CPA with a proven track record of delivering exceptional results to his clients.
• Daunne M Fraley, CPA - With 25 years of experience in public accounting, Daunne brings a strong background in accounting and tax compliance to our team.
• Alla Tok, Senior Accountant - With over 30 years of experience in accounting, Alla has a strong background in QuickBooks accounting and works closely with our business clients for accounting and tax needs.
• Marcia Keyes, Assistant - With over 20 years of experience in the industry, Marcia has a background in personal and commercial property management and is an integral part of our team during tax season.

Specialties

At Paul B. Shane, CPA, APC, we specialize in providing a wide range of accounting and tax services to our clients. Our areas of specialization include:

• Professionals (healthcare and financial professionals)
• Probate Administration (estates, trusts, and conservatorship)
• Elder Issues (retirement planning and elder law)
• Retirement Plans (accounting and administration of small plans)
• Real Estate (accounting, tax, and management)
• Entertainment (accounting, tax, and management)

Our Services

At Paul B. Shane, CPA, APC, we offer a wide range of services to our clients, including:

• Accounting and Bookkeeping Services
• Tax Preparation and Planning
• Financial Planning and Management
• Estate Planning and Trust Administration
• Probate Administration and Conservatorship
• Real Estate Accounting and Tax Services
• Retirement Plan Services

Contact Us

If you are looking for a professional and reliable accounting firm to help you achieve your financial goals, look no further than Paul B. Shane, CPA, APC. Please feel free to contact us to learn more about our services and how we can help you.