Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Salinas, CA
Stevens Sloan & Shah Cpa's is a boutique accounting and consulting firm with a legacy of excellence since 1948. Our team of certified professionals specializes in serving farming, real estate, family businesses, estates, and faith-based institutions, providing tailored solutions across California and the United States. We prioritize quality, convenience, and personalized attention, leveraging our expertise to support clients' financial growth and long-term success. Our client-centric approach emphasizes strategic planning, tax optimization, and wealth preservation, ensuring every partnership aligns with individual and business objectives. With offices in Salinas and San Jose, we combine local market knowledge with national reach to deliver exceptional service.Our commitment to ethical standards and deep industry experience enables us to address complex financial challenges while fostering trust and transparency. By integrating technology and innovative systems, we enhance efficiency and empower clients to achieve their aspirations. Recognized for our dedication, we maintain rigorous professional standards and a focus on continuous improvement. Our success is measured by the enduring relationships and achievements of our clients, reflecting our mission to provide unparalleled accounting and advisory services.
Services
Wealth Creation
Estate Planning
Tax Consulting
Virtual CFO
Technology Implementation
Outsourced Accounting
Details
- Year established: 1948
Highlights and features
- We offer over 75 years of experience in accounting and consulting.
- Our team includes certified public accountants with specialized expertise.
- We provide personalized, client-centric financial strategies.
- We serve clients across California and the United States.
- We combine ethical standards with innovative technology solutions.
What people say
Highest possible recommendation
Incredible accountant
Honest, professional, ethical
Excellent financial guidance
Trusted advisor
Services
Wealth Creation
We help clients grow and preserve wealth through strategic planning, tax optimization, and business consulting. Our services include debt restructuring, cash flow management, and investment analysis to maximize profitability. Tailored for entrepreneurs, family businesses, and high-net-worth individuals, we focus on long-term financial objectives.
Estate Planning
Our estate planning services ensure seamless wealth transfer while minimizing tax liabilities. We collaborate with legal experts to create trusts, wills, and gifting strategies for individuals and families. This service addresses asset protection, business succession, and charitable giving for lasting legacies.
Tax Consulting
We provide comprehensive tax planning and compliance for individuals and businesses, including entity selection and international transactions. Our team specializes in high-net-worth tax optimization, real estate exchanges, and audit representation to ensure regulatory adherence and cost efficiency.
Virtual CFO
Our virtual CFO services offer strategic financial management for businesses, including budgeting, forecasting, and liquidity analysis. We support internal teams with reporting, systems implementation, and operational efficiency to drive informed decision-making and sustainable growth.
Technology Implementation
We assist businesses in adopting accounting software and internal controls to enhance productivity. Our experts evaluate existing processes, recommend solutions like QuickBooks or Xero, and implement systems to reduce risk while improving financial transparency and operational efficiency.
People
Michael Shah
Chairman & CEO
Michael Shah leads the firm with decades of experience in accounting and financial consulting. He specializes in strategic planning for high-net-worth clients and family businesses, maintaining the legacy of excellence established by the firm's founders.
Neil Shah
Partner
Neil Shah focuses on tax compliance and advisory services for corporations and individuals. With expertise in real estate transactions and international tax codes, he delivers solutions that align with clients' long-term financial goals.
Questions
What accounting services do you offer for family businesses?
We provide bookkeeping, tax planning, and succession strategies tailored to family-owned enterprises, ensuring financial stability and intergenerational wealth transfer.
Do you serve clients outside of California?
Yes, we work with businesses and individuals across the United States, leveraging virtual tools to support nationwide clients effectively.
How do you approach estate tax planning?
We collaborate with legal experts to create customized trusts, gifting strategies, and asset protection plans that minimize tax burdens and preserve family wealth.
What technology solutions do you implement?
We integrate accounting software like QuickBooks and Xero, streamline financial processes, and develop internal controls to improve business efficiency and accuracy.
How can I schedule a consultation?
Contact us through our website or office locations in Salinas and San Jose to arrange a personalized consultation with our team.
