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