Shonty Spatola Email & Phone Number

Los Angeles, Ca, Us

Greater Los Angeles Area

As the owner of Spatola & Company CPA, I have been providing expert accounting and tax services to small businesses in the Greater Los Angeles area for over a decade. Highlights of my experience include:• Establishing the organization from the ground up, with a focus on delivering high-quality tax planning, finance, and accounting services to a range of clients and organizations.• Building and maintaining strong relationships with clients and colleagues at all levels of management, fostering open communication and collaboration to drive mutual success.• Demonstrating my strong financial expertise and attention to detail by reviewing tax engagements prepared by other team members, ensuring 100% accuracy and compliance with all relevant regulations.• Expanding a growing book of business and generating annual revenue through the delivery of high-quality advisory services.At Spatola & Company CPA, our mission is to help small businesses achieve their financial goals through expert guidance and personalized support. Whether you need help with tax planning, accounting, or finance, we have the knowledge and experience to help you succeed. Contact us today to learn more.

Greater Los Angeles Area

As the owner of Pacific Oak Financial Planning, I have been delivering expert financial planning and portfolio management services to clients in the Greater Los Angeles area for over eight years. Highlights of my experience include:• Building and maintaining strong, long-term relationships with clients by identifying their unique financial needs and offering strategic solutions to help them achieve their goals.• Leveraging my extensive knowledge of finance and capital markets, as well as my exceptional communication skills, to understand client objectives, translate complex financial concepts, and guide risk management decisions.• Partnering with clients to create appropriate asset allocations for multi-asset class portfolios, and facilitating the development of innovative financial plans through in-depth discussions.At Pacific Oak Financial Planning, we understand that every client's financial situation is unique. That's why we take a personalized approach to financial planning and portfolio management, working closely with each client to develop a customized strategy that meets their specific needs. Contact us today to learn more about how we can help you achieve your financial goals.