Minimize Your Tax Liability and Plan for the Future

I know you put a lot of time into your work or business—so let’s protect your earnings

Income Tax and Retirement Planning is Important for your Financial Future. It’s not just about the numbers, I want to get to know you and your business.

INCOME TAX
PROJECTIONS/PLANNING

Let’s Plan and minimize your tax bill.
So there will not be any Surprises;
This includes review and Negotiation of Business contracts.

INCOME TAX RETURNS

Individuals
Businesses-Partnerships Corporations
Estates
IRS Audit Representation

PLANNING FOR THE FUTURE

I can assist you with your goals;
Perhaps you want to purchase a business
Or retire by a certain date

Financial Future Planning With A Free Consultation

Make your free initial appointment today.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an accountant-client relationship. Confidential or time-sensitive information should not be sent through this form.

“Shirley Kamen has been my accountant for over 25 years, both for businesses with which I was involved and my own personal tax needs, accounts involving millions of dollars. Most importantly, Shirley has both integrity and great communication skills. I think there is a danger in accounting to miss the “forest from the trees” and get caught up–and spend time–on things that ultimately don’t matter. Shirley has both integrity and great communication skills… Shirley understands the value of her time and that of her client’s time–and money! ”

– Ed

“Shirley assisted me after my divorce with record-keeping and accounting for my business; I would have felt lost without her help! She assisted me with all deductions and tax benefits and financial decisions for my business to minimize my tax liability. I felt assured that she was handling my account in the best way possible, as she pays attention to details and is very patient person. ”

– Marty

About Shirley

BA in Economics and an MBA with an emphasis in accounting. Over 5 years of experience in Corporate Banking, Loans and Financial Analysis; Notable experience with real estate transactions, investments and hard money lending. Over 25 years of experience assisting individuals with finances, income tax & retirement planning. For Businesses, assistance with management review and contract pricing negotiations. Assist you with the understanding of the tax laws associated with your business entity of choice. It is not just about the numbers; I want to get to know you or your business

Learn More About Taxes and Your Financial Future 858-335-7402

Learn More About Taxes and Your Financial Future 858-335-7402

Minimize Your Tax Liability and Plan for the Future

INCOME TAX
PROJECTIONS/PLANNING

INCOME TAX RETURNS

PLANNING FOR THE FUTURE

Financial Future Planning With A Free Consultation

“For over 25 years my business partner and I have relied on Shirley’s expertise for both our business and personal accounting and tax requirements. Her serene patience and attention to detail have been invaluable. Frankly, I don’t know what we would have done without her!”

-Diane

About Shirley

Call To Plan Your Financial Future With a CPA

Serving San Diego and Los Angeles

Minimize Your Tax Liability and Plan for the Future

INCOME TAX PROJECTIONS/PLANNING

INCOME TAX RETURNS

PLANNING FOR THE FUTURE

Financial Future Planning With A Free Consultation

“For over 25 years my business partner and I have relied on Shirley’s expertise for both our business and personal accounting and tax requirements. Her serene patience and attention to detail have been invaluable. Frankly, I don’t know what we would have done without her!” -Diane

About Shirley

Call To Plan Your Financial Future With a CPA

INCOME TAX
PROJECTIONS/PLANNING

“For over 25 years my business partner and I have relied on Shirley’s expertise for both our business and personal accounting and tax requirements. Her serene patience and attention to detail have been invaluable. Frankly, I don’t know what we would have done without her!”

-Diane