Stevens, Sloan & Shah CPAs
Stevens, Sloan & Shah CPAs
  • Home
  • Our Firm
    • Mr. Stevens
    • Mr. Sloan
    • Mr. Shah
  • Our Team
    • Mr. Shah
    • Michael Shah
    • Neil Shah
    • Dennis Shaler
  • Our Expertise
    • Agriculture & Farming
    • Real Estate & Construction
    • Faith-Based Institutions
    • High Net-Worth Individuals
    • Family Businesses
    • Banks & Financial Institutions
  • Our Services
    • Wealth Creation
    • Consulting
    • Estate Planning
    • Taxation
    • Virtual CFO & Accounting
    • Technology & Systems Implementation
  • Blog
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    • Forms & Templates
    • File Share
    • Online Resources
    • Client Portal
    • Client Portal Signup
  • Contact Us
    • Monterey County
    • Silicon Valley
  • Home
  • Our Firm
    • Mr. Stevens
    • Mr. Sloan
    • Mr. Shah
  • Our Team
    • Mr. Shah
    • Michael Shah
    • Neil Shah
    • Dennis Shaler
  • Our Expertise
    • Agriculture & Farming
    • Real Estate & Construction
    • Faith-Based Institutions
    • High Net-Worth Individuals
    • Family Businesses
    • Banks & Financial Institutions
  • Our Services
    • Wealth Creation
    • Consulting
    • Estate Planning
    • Taxation
    • Virtual CFO & Accounting
    • Technology & Systems Implementation
  • Blog
  • Resources
    • Forms & Templates
    • File Share
    • Online Resources
    • Client Portal
    • Client Portal Signup
  • Contact Us
    • Monterey County
    • Silicon Valley

"TAILORED SERVICES"

A unique focus for a personalized experience. ​

High-Net-Worth Individuals


Discretion, access and care are important qualities that our high-net-worth clients seek and appreciate. We act as a family office and as a sounding board for our clients - a place where our clients can discuss financial problems, family issues and business needs without worries or concern. We use our experience to provide honest advice and prompt feedback.  In addition to income taxation and consulting services, we help our high-net-worth clients with complex estate and life planning such as planning for marriage, children, business, divorce, college, retirement and a legacy for the next generation from an accounting and tax perspective.

Agriculture & Farming

Farmers need an Ag. accountant.

Real Estate & Construction

Property transactions require careful planning and consideration.

​Faith-Based Institutions

Non-profits should perform like for-profits.

Family Businesses

As a family run business, we bring unique perspective into the family boardroom.

Banks & Financial Institutions

We help troubled financial institutions right the ship.

Privacy Policy and Disclaimer
© Copyright 2015 - Stevens, Sloan & Shah CPAs - A California Professional Corporation
975 West Alisal Street, Suite D, Salinas, CA 93901  ||  1631 Willow Street, Suite 110, San Jose, CA 95125
Serving Salinas, Monterey, King City, Soledad, Carmel, the greater Monterey County Area, Silicon Valley and the Greater Bay Area