Business Details
33 Years
experience
Your Trusted Partner for Accounting Solutions in San Diego
Since 1993, Shapiro & Co. & Co. has been delivering personalized accounting and financial guidance to individuals and businesses. Our expertise spans from fundamental tax management and bookkeeping to advanced financial planning, strategic consultation, and financial statement analysis. By combining decades of industry experience with a dedicated team approach, we ensure every client receives meticulous attention and tailored solutions. Our mission is to become a trusted partner, prioritizing responsiveness and high standards to meet our clients' evolving needs.Located in San Diego, we maintain strong local connections across legal, insurance, and banking sectors to provide comprehensive referrals when needed. Our firm's dedication to professionalism and client-centric service has fostered long-term relationships, with a track record of helping clients navigate complex tax codes, maximize deductions, and achieve financial clarity.
Services
Small Business Accounting
Bookkeeping Services
Tax Preparation
Financial Planning
QuickBooks Training
Business Advisory
Cryptocurrency Accounting
Tax Relief Services
Succession Planning
IRS Audit Support
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of specialized expertise in accounting and tax compliance.
- Our team provides personalized guidance tailored to individual and business needs.
- We implement comprehensive solutions for tax planning and financial statement analysis.
- Our San Diego-based firm maintains strategic partnerships across local industries.
- We prioritize prompt, transparent communication for all client inquiries.
Services
Small Business Accounting
We offer comprehensive accounting solutions for businesses, including bookkeeping, financial statement preparation, and cash flow management. Our services help businesses maintain accurate records, comply with tax regulations, and make informed financial decisions. With decades of experience, we tailor our approach to each company's unique needs and industry requirements.
Tax Preparation
Our tax preparation services cover individual and business returns with meticulous attention to compliance. We help clients maximize deductions, avoid penalties, and stay current with changing tax laws. With expertise in both standard and complex tax situations, we ensure accurate filings and proactive planning for future tax obligations.
QuickBooks Training
We provide hands-on QuickBooks training for businesses transitioning to digital accounting systems. Clients learn to manage cash flow, generate reports, and maintain organized financial records. Our training covers both desktop and cloud-based versions, ensuring businesses can efficiently track income, expenses, and overall financial health.
Tax Relief Services
Our tax relief services assist individuals and businesses facing IRS compliance issues. We negotiate payment plans, resolve back taxes, and provide guidance for tax debt management. With deep knowledge of IRS procedures, we work to reduce penalties and create sustainable solutions for clients' tax-related challenges.
Business Advisory
We provide strategic advisory services covering business formation, succession planning, and operational optimization. Our team helps clients structure their businesses for tax efficiency, plan for leadership transitions, and implement systems for long-term financial stability. Our guidance supports informed decision-making aligned with business goals.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, financial statements, cash flow management, tax compliance, and advisory services tailored to specific industry needs.
How can you help with complex tax situations?
Our team specializes in navigating complex tax laws, maximizing deductions, resolving IRS issues, and implementing strategic tax planning for both individuals and businesses.
Do you offer QuickBooks support for businesses?
Yes, we provide QuickBooks training and implementation services to help businesses transition to digital accounting systems and optimize software usage for financial management.
What industries do you specialize in?
We work with clients across healthcare, real estate, restaurants, professional services, retail, and technology industries, providing tailored accounting solutions for each sector's unique requirements.
How do you ensure client confidentiality and data security?
We maintain strict confidentiality protocols and use secure systems for all client communications and financial data handling to protect sensitive information.
What sets your tax preparation service apart from software programs?
Our professional expertise ensures accurate filings, maximized deductions, and personalized guidance that software alone cannot provide, especially for complex financial situations.
Reviews (6)
Brogen J.
May 15, 2020
Report
Working with Tam and the Shapiro team has been incredible!!! I recently switched over to an LLC and Tam is very patient and provides insight and education. He makes previous Cpas look like jokes and has already helped me tremendously.
Naomi K.
Nov 04, 2017
Report
Tam Dang at Shapiro & Co is as good as they come. I have utilized the services of a few CPAs in the past 10 years but Tam is simply the best. He is always professional, courteous, prompt, highly qualified, willing and gets things done! I highly recommend Tam!
Bonnie N.
Mar 29, 2017
Report
Tam Dang did my taxes this year, and I highly recommend him. I'd used another tax service for a few years, and I decided to switch after they bungled things too many times. Tam is friendly, professional, and provides a great service. I run a small business, and my father passed away last year, so there were some complexities to work out. One final perk: At the end of it all, I received my tax return documents in a spiral-bound notebook with tabs. Estimated tax payment coupons were also provided with pre-addressed envelopes to the IRS. I'll definitely be using Tam next year. Nice work
Angela E.
Dec 28, 2014
Report
Ron and his office did a great job.Very upfront and honest, and has a great sense of humor. Great connection to have .
Teddy T.
Apr 07, 2014
Report
Tam Dang at Shapiro & Co. is an exceptional accountant. During the day, he is able to e-mail me back in under an hour, and almost always within the day. Tam's service matches up very well with my way of doing business as he is straight forward, very ethical, and tells me exactly what I need to do and how to prepare my business structure as I grow my business. Working with Tam is not intimidating at all either. I wish to understand the taxes I am paying for and sometimes ask him the same question two or three times. He doesn't hesitate to re-explain things to me or draw out scenarios
Jeff L.
Apr 12, 2012
Report
Tam is awesome! Truth be told, I probably wouldn't be writing this review if we hadn't gotten a refund. We even got our copy bound for us. His prices were reasonable, considering we had a lot of special circumstances that he had to file with us moving and all. He got in touch with us when he said that he would and everything was simple. Best of all, he filed everything and we didn't have to worry at all. He probably can't control whether or not you get a refund, but he sure is good at getting you everything you deserve.
