Business Details
Your Trusted San Diego CPA Firm for Accounting & Tax Services
For decades, Shaw James A has delivered quality financial guidance to individuals and businesses in San Diego. Our expertise spans tax management, accounting services, audits, financial statements, and comprehensive financial planning. Our mission is to help clients maintain financial viability today while proactively achieving future goals through open communication, thorough research, and sound analysis. We uphold high standards of excellence and professionalism, ensuring personalized service tailored to each client's unique needs.Our team combines deep local market knowledge with advanced certifications, including CPA licensure and membership in the American Institute of Certified Public Accountants. We are committed to community service, demonstrated through roles like Treasurer of the Gaslamp Business Improvement District and coaching at St. Augustine High School. Our focus remains on building long-term client relationships grounded in trust, transparency, and measurable results.
Services
Tax Management
Accounting Services
Assurance and Advisory
Audits
Estate and Trust Planning
Financial and Retirement Planning
IRS Representation
Bookkeeping
Entity Selection
QuickBooks Help
Highlights and features
- We offer decades of experience in accounting and tax services.
- Our team provides personalized financial guidance tailored to individual needs.
- Deep understanding of San Diego's local business environment.
- Led by a certified CPA with advanced education in taxation.
- Commitment to community service and client satisfaction.
Services
Tax Management Services
Our Tax Management Services guide clients through complex tax planning and preparation. We optimize financial opportunities using updated knowledge of tax laws to minimize liabilities and maximize cash flow for individuals and businesses. Our approach ensures compliance while supporting long-term financial goals.
Accounting Services
We provide accurate record-keeping, financial statement preparation, and accounting system support for startups and established businesses. Our services include payroll processing, cash flow budgeting, and corporate tax planning to maintain profitability and regulatory compliance.
Audits and Financial Statements
Our audit services offer high-level assurance through in-depth examination of financial records. We ensure transparency and reliability in financial reporting, helping businesses build trust with stakeholders and meet regulatory requirements.
Estate and Trust Planning
We assist in creating estate plans that minimize tax liabilities and ensure smooth asset transfer. Our services include trust planning, probate guidance, and strategies to protect beneficiaries' financial interests.
QuickBooks Assistance
We offer QuickBooks setup, training, and support to streamline financial management. Our experts help businesses maximize software efficiency for accurate reporting and informed decision-making.
People
James A. Shaw
CPA
Jim Shaw is a fourth-generation San Diegan with a Master's in Taxation and CPA certification since 1983. He actively contributes to the Gaslamp Business Improvement District and community youth programs.
Questions
What accounting services do you offer?
We provide tax management, bookkeeping, audits, financial statements, payroll services, and QuickBooks assistance for individuals and businesses.
Do you specialize in tax planning for businesses?
Yes, we offer strategic tax planning, entity selection, and IRS representation to minimize liabilities and ensure compliance.
Can you help with financial planning for retirement?
Our financial planning services include retirement strategies, investment analysis, and estate tax optimization tailored to your goals.
Are you available for urgent tax issues?
We prioritize client needs and offer timely support for tax disputes, audits, and deadline-related concerns.
