Business Details
33 Years
experience
Trusted Accounting & Tax Services in San Diego
Since 1993, Shapiro & Co. & Co. has provided personalized accounting, tax, and financial guidance to individuals and businesses. Our team of certified professionals combines expertise in tax compliance, financial planning, and business advisory services to help clients navigate complex regulations and achieve long-term success. With a focus on responsiveness and client-centric solutions, we serve diverse industries including restaurants, retail, professional services, and non-profits.Our commitment to quality and ethical standards ensures clients receive accurate financial reporting, strategic tax planning, and tailored advisory services. We prioritize prompt communication and maintain a network of trusted local professionals to support clients' broader business needs. By leveraging decades of combined experience, we deliver actionable insights that empower informed financial decisions.
Services
Small Business Accounting
Bookkeeping Services
Tax Preparation
Cryptocurrency Accounting
Financial Statement Analysis
Business Formation Advising
QuickBooks Training
Tax Relief Services
Compilations
Payroll Processing
Details
- Year established: 1993
Highlights and features
- We have over 30 years of experience serving San Diego businesses.
- Our team includes CPAs with expertise in multi-state tax compliance.
- We offer personalized QuickBooks consulting and implementation.
- Our client-first approach ensures 24/7 emergency support for critical needs.
- We provide industry-specific financial strategies for restaurants and retailers.
Associations and certifications
- CPA (Certified Public Accountants)
What people say
Excellent service
Knowledgeable staff
Prompt responses
Trusted advisors
Industry expertise
Services
Small Business Accounting
We provide comprehensive accounting solutions tailored for small businesses, including financial statement preparation, cash flow analysis, and budget forecasting. Our services help business owners maintain accurate records, ensure compliance with tax regulations, and make informed financial decisions. With customized reporting and strategic tax planning, we enable clients to focus on growth while we handle financial complexities.
Cryptocurrency Accounting
Our cryptocurrency accounting services address the unique challenges of digital currency transactions. We assist businesses and individuals with tax compliance for Bitcoin, Ethereum, and other cryptocurrencies, including Schedule D reporting and FBAR requirements. By staying current with evolving regulations, we ensure accurate tax filings and minimize compliance risks for clients engaged in blockchain-based financial activities.
Tax Preparation
We offer expert tax preparation for individuals and businesses, including multi-state filings and entity selection advice. Our team maximizes deductions while ensuring compliance with federal, state, and local regulations. From basic returns to complex corporate tax planning, we provide thorough preparation and strategic guidance to minimize tax liabilities and avoid penalties.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records through bank reconciliations, inventory management, and payroll processing. We help businesses establish efficient accounting systems and clean up existing records to ensure financial clarity. By providing reliable recordkeeping, we enable clients to track performance metrics and make data-driven business decisions.
Financial Statement Analysis
We analyze financial statements to assess business performance and identify growth opportunities. Our services include balance sheet reviews, profit and loss analysis, and cash flow evaluations. By interpreting financial data, we help clients understand their financial position and develop strategies for improved profitability and long-term stability.
People
Ron Shapiro
President and Managing Shareholder
CPA with over 30 years of experience in audits, tax planning, and business advisory services. Specializes in multi-state tax compliance and business succession planning for diverse industries including restaurants and entertainment.
Tam Dang
Vice President
CPA with 25+ years of experience in small business accounting and tax planning. Focuses on QuickBooks consulting and family business advisory services. Holds a Master of Science in Taxation from San Diego State University.
Vy Pham
CPA
Accounting professional with 20+ years of experience in corporate tax preparation and financial reporting. Specializes in restaurant and property management industries. Graduated Summa Cum Laude from San Diego State University with accounting emphasis.
Leah Morales
Shareholder, EA
Enrolled Agent with decade of tax expertise, specializing in complex corporate and individual returns. Skilled in QuickBooks troubleshooting and financial statement preparation. Provides strategic tax solutions for diverse business structures.
Sloane Briles
CPA
Tax specialist with experience in small business accounting and mortgage industry background. Focuses on tax preparation and financial services for trusts and personal clients. Former U.S. Marine Corps member with CPA certification since 2018.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including financial statements, cash flow management, and payroll processing tailored to your specific needs.
Do you handle cryptocurrency tax reporting?
Yes, we specialize in cryptocurrency tax services including Bitcoin and Ethereum transaction reporting, FBAR compliance, and Schedule D preparation.
What tax preparation services are available for individuals?
We prepare individual tax returns, optimize deductions, and ensure compliance with federal/state regulations while providing personalized tax planning advice.
How do you help businesses with QuickBooks?
We offer QuickBooks setup, training, and troubleshooting services to help businesses implement efficient accounting systems and improve financial management.
What industries do you specialize in?
We serve restaurants, retail, professional services, non-profits, and entertainment industries with tailored accounting and tax solutions.
How can I schedule a consultation?
Contact us via phone or our website contact form to schedule a free consultation with our accounting professionals in San Diego.
