Steven M. Spector, CPA, PFS

Founded in 1991, Steven M. Spector, CPA, PFS is an accounting firm based in Thousand Oaks serving Ventura County and the Greater Los Angeles area. Spector CPA provides both in-office appointments and mobile CPA services. In addition to providing CPA services, Steven M. Spector, CPA is a Personal Financial Specialist.

Member

American Institute of CPAs

AICPA is the world’s largest accounting member association setting ethical and auditing standards.


Member

California Society of CPAs

The California Society of CPAs supports the CPA profession with advocacy, community, and top-quality CPE.


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, Steve served on the Board of Directors of a California based Community Bank for eleven years. Steve chaired the Executive Compensation Committee and was a member of the Audit and Loan committees.



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.

OUR MISSION

To help clients understand how to save taxes and create wealth.



ACCOUNTING SPECIALIST
Certified Public Accountant


TAX SPECIALIST
Expert in tax related issues.


FINANCIAL SPECIALIST
Personal Financial Specialist