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Welcome! To SHM Tax Advisors Online…

It’s not difficult to like what we do when we receive the reaffirming feedback of many clients who have entrusted their financial independence in our capable guidance. Still, the prevalent motivator for building pride in what we do remains in liking how we do it - a distinctive application of skills and knowledge, balanced by a personal approach to service delivery that differentiates us from most tax advisory firms.

SHM Tax Advisors is dedicated to providing our clients with professional services and guidance in a wide array of financial and business needs. We customize our planning strategies to meet a client’s business and personal goals while preserving affordability. We’re trusted and approachable advisors who mentor clients on protecting their assets, building wealth and remaining compliant to the ever-changing tax laws.

For those clients that require the skills and expertise of a large tax advisory firm, but would rather avoid the perils of getting lost in the maze, SHM Tax Advisors is the ideal partner. This is who we are. We’re eager to learn more about you.

Mission Statement

That all who contact this office enjoy a better financial status because of that contact.

Vision Statement

To give every person the highest return on investment when entrusting me to partake a role in their financial goals. To validate every person I meet.

In The Community

Memberships:

• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants
• Habitat for Humanity of Ventura County
• Padres Contra El Cancer
• Sunrise Rotary Club of Westlake Village

Testimonials

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Contact Us Today

To schedule a free, no obligation initial consultation!

5706 Corsa Avenue
Westlake Village, CA 91362-4057
Office: (818) 707-1112
Fax: (818) 707-1133
Mobile: (818) 632-3201