Certified Public Accountant and
Personal Financial Specialist
Serving Ventura County and the Greater Los Angeles area.
Mobile services available.
Mobile services available.
What makes our firm unique?
We hold multiple professional designations designed to help you with your accounting, tax and financial needs.
Certified Public Accountant
Member of an officially accredited professional body of accountants.
Tax Specialist
We are experts in tax related issues.
Personal Financial Specialist
Credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in helping individuals plan all aspects of their wealth.
MEET THE OWNER
Steve M. Spector, CPA, PFS
Certified Public Accountant and Personal Financial Specialist
Steve has worked as a licensed CPA for 25+ years. In addition to working with privately held businesses and high net worth individuals, for 11 years Steve served on the Board of Directors of a California based Community Bank. Steve chaired the Executive Compensation Committee and was a member of the Audit and Loan committees.
Looking for accounting and tax services for yourself or business?
Our Services
Budgeting
We create budgets for both individuals and businesses to prepare for both the expected and unexpected.
Income & Sales Tax
A CPA will help you with your year-end projection, tax return preparation and tax planning.
Investment Analysis
We will review your investments and work with your financial advisor to accomplish your financial goals.
Risk Management
We work with clients to minimize their risk and prevent potential financial burdens.
Retirement Planning
We address concerns such as saving for retirement, strategizing in retirement and avoiding shortfalls.
Estate Planning
We work with your attorney once a year to discuss potential modifications to your estate plan.