Who Are We

About Spatola CPA

A Note from Shonty

When I started Spatola CPA, the goal was simple.

As a small business owner myself, I understand how many responsibilities end up on your plate. Running a business means juggling clients, operations, decisions, and a constant stream of details that all seem to require your attention.

Over the years, I saw how often the financial side of a business becomes one more thing owners are forced to carry on their own. Numbers need to be organized, taxes need to be planned for, and important financial decisions need clear information behind them.

I built this firm to help take that weight off the shoulders of the business owners we work with.

Our role is to bring clarity, organization, and steady guidance to the financial side of your business so you can focus more of your energy on the work you actually care about.

Shonty Spatola, CPA, CFP

Founder & Principal

Our Values

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Accountability

You can count on us to meet deadlines, stand behind our work, and take responsibility for the financial systems we manage.

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Proactive Service

We focus on planning ahead rather than reacting after the fact so clients can make informed decisions throughout the year.

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Transparent Communication

We believe financial guidance should be clear and understandable, without unnecessary jargon or complexity.

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Client‑First Mindset

Our work is guided by the long‑term success of the business owners we serve.

Specialization

Spatola CPA works primarily with independent professionals and small practices where the owner is the primary driver of the business.

This often includes attorneys, consultants, medical and dental professionals, and other service‑based firms built around the expertise of one practitioner or a small team.

Our firm is designed for businesses that earn strong income but want more clarity, organization, and financial discipline behind the scenes.

Credentials Behind Spatola CPA

Shonty Spatola is a California-licensed CPA and a Certified Financial Planner, which means your tax work and your long-term financial plan are looked at by the same person. Spatola CPA is an Intuit QuickBooks ProAdvisor Platinum firm and a Gusto partner, and Shonty is a member of the AICPA and the Financial Planning Association. In practice, that combination lets us connect clean monthly books, business tax planning and personal financial decisions instead of treating them as separate jobs.

About Us

Shonty Spatola, CPA, CFP

Founder & Principal

Shonty founded Spatola CPA to help business owners gain clarity and confidence around their finances. A California-licensed CPA and Certified Financial Planner with nearly two decades of experience in tax and audit, he has helped hundreds of businesses organize their financial systems, identify tax opportunities, and navigate complex tax situations.

His experience includes working with both independent professionals and ultra‑high‑net‑worth individuals, giving him perspective on how disciplined financial systems translate into long‑term wealth.

Our Team

At Spatola CPA, we believe in providing personalized service backed by a collaborative team of professionals. We work with experienced bookkeepers, Enrolled Agents (EAs), CPAs, and tax attorneys to support our clients’ accounting, tax compliance, and tax planning needs.

Our approach combines personal attention with the resources and expertise needed to help business owners stay organized, make informed decisions, and plan confidently for the future.

Ready to Talk?

If you're looking for a more organized and proactive approach to the financial side of your business, we would be happy to start a conversation.