Certified public accountant in San Jose, CA (show on map)
Stevens, Sloan & Shah CPAs is a boutique accounting firm in Salinas and San Jose, California, specializing in farming, real estate, family businesses, estates, and churches.
Stevens, Sloan & Shah CPAs is a professional accounting corporation established by Mr. Stevens, Mr.
Sloan and Mr. Shah. We are a certified public accounting and tax firm, serving Salinas, Monterey, Carmel, King City, Soledad and Gonzales since 1948. Although based in Monterey County, we also serve San Luis Obispo County, Santa Clara County, other parts of California and other states across the United States. We now have an office in San Jose, California serving the Silicon Valley and the Greater Bay Area. We continue the tradition of providing high-quality accounting, tax and consulting services tailored to our clients' individual and business needs.
Over 75 years of experience (since 1948)
Boutique firm with personalized attention
Offices in Monterey County and Silicon Valley
Specialized in farming, real estate, family businesses, estates and churches
Client-centric approach focused on exceptional service
Services
Estate Planning
We want you to leave a legacy and pass on your hard-earned wealth to the next generation as effortlessly as possible.
Estate transferWealth preservationTrust planning
Taxation
We help you understand and plan your taxes so that there are no surprises at year end or years later.
Tax planningTax complianceStrategic planning
Wealth Creation
We aren't only tax accountants; we are business accountants. We help you grow and preserve your wealth.
Business accountingWealth growthPreservation strategies
Consulting
We find solutions to problems so that you can focus on the more important things in life.
Problem solvingStrategic guidance
Virtual CFO & Outsourced Accounting
We work together with your accounting staff to make sure you reach your business goals and objectives.
Staff collaborationGoal alignment
Technology & Systems Implementation
We want your business to be efficient, organized and productive by implementing the right accounting systems.
Systems setupProcess optimizationProductivity improvement
Credentials & Certifications
Certified Public Accountant (CPA)
California Professional Corporation
Frequently Asked Questions
What services does Stevens, Sloan & Shah CPAs offer? +
The firm offers estate planning, taxation, wealth creation, consulting, virtual CFO services, and technology systems implementation for individuals and businesses.
What areas does Stevens, Sloan & Shah CPAs serve? +
The firm serves Salinas, Monterey, Carmel, King City, Soledad, Gonzales, San Jose, San Luis Obispo County, Santa Clara County, and other parts of California and the United States.
How long has Stevens, Sloan & Shah CPAs been in business? +
The firm has been serving clients since 1948, making it over 75 years in operation.
What industries does Stevens, Sloan & Shah specialize in? +
The firm specializes in Agriculture & Farming, Real Estate & Construction, Faith-Based Institutions, High Net-Worth Individuals, Family Businesses, and Banks & Financial Institutions.
Does Stevens, Sloan & Shah offer virtual CFO services? +
Yes, the firm offers Virtual CFO & Outsourced Accounting services, working together with clients' accounting staff to help reach business goals.
