About our Firm
Paul B. Shane, CPA APC has been in the Westlake Village area for over 40 years.
Our CPA firm works closely with a wide variety of professional clients and their team of key advisers: attorneys, financial advisors, insurance professionals, bankers/lenders, and pension administrators.
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.
We also help clients with their retirement planning by using a combination of plans (401k, money purchase, tiered profit sharing and defined benefit) to insure that the client maximizes both the total contribution and the amount that they receive.
Year-end tax planning is very important to us. No one likes surprises when they receive their tax return.
Estate planning and Financial planning are ongoing in our office. Our team of professionals constantly work with clients to make sure that their plans remain current and relevant.
We are approved by the State of California as a trustee and conservator. We prepare all reports required by the probate courts.