Frequently Asked Questions

Spatola & Company CPA is located at 6303 Owensmouth Ave, 10th Floor, Woodland Hills, CA 91367, in the San Fernando Valley region of Los Angeles. The office serves business owners across the Valley and greater LA, and clients can also work with the firm remotely through its secure cloud-based system.

From its Woodland Hills office, Spatola CPA serves independent professionals and small businesses throughout the San Fernando Valley and greater Los Angeles. This includes Encino, Sherman Oaks, Studio City, Tarzana, Calabasas, Burbank, Canoga Park, Reseda, West Hills, and the wider Los Angeles area.

Spatola CPA works primarily with independent professionals and small, owner-led practices where the owner is the main driver of the business. This often includes attorneys, consultants, medical and dental professionals, and other service-based firms in Woodland Hills, the San Fernando Valley, and greater Los Angeles. The firm is built for businesses that earn strong income but want more clarity, organization, and discipline behind their finances.

Yes. Spatola CPA uses a secure, cloud-based system that lets clients upload documents and review reports from anywhere, so businesses across Los Angeles can work with the firm without visiting the Woodland Hills office. Communication happens by phone, email, and video, so your location within the LA area does not limit the level of service you receive.

Spatola CPA offers two main engagements. The Core Accounting System starts at $850 per month and provides a complete monthly accounting foundation for solo professionals and small teams. The CFO Advisory engagement is $5,000+ per month for businesses that need deeper financial strategy and oversight. Pricing can increase with more complex structures, multiple entities, or higher transaction volume, and some items such as additional payroll and owner personal tax returns are billed separately. Full details are on the pricing page.

The Core Accounting System includes monthly bookkeeping and financial management, a monthly close with financial reporting, proactive tax planning with year-end tax preparation, payroll processing for up to three employees, and ongoing communication and financial guidance. It is designed for solo professionals and micro-businesses with small teams, typically one to five employees, who want the core financial support they need without the cost of systems built for larger firms.

The difference is coordination. With separate providers, each one handles their own piece and no one is responsible for making the whole financial picture work together, which often leaves the owner acting as the go-between. Spatola CPA integrates bookkeeping, payroll, and tax planning under one CPA-led system, so the numbers feeding your tax strategy are the same numbers in your monthly reports. Because the firm is led by a CPA and Certified Financial Planner, the work is approached with a financial-planning perspective rather than compliance alone.

Yes. Spatola & Company CPA is a licensed California CPA firm founded by Shonty Spatola, who holds both the CPA and CFP (Certified Financial Planner) designations. He has nearly two decades of experience in tax and audit and has helped hundreds of businesses organize their finances and navigate complex tax situations, including reducing a client's $1 million IRS assessment to under $100,000 during an audit.

Onboarding begins with a consultation to understand your business, followed by two to three focused meetings that set up your accounting system. These typically cover an owner's compensation analysis to confirm you are paying yourself tax-efficiently, a recordkeeping and systems review, a forward-looking tax projection and strategy, and a financial statement review to establish a clear baseline. From there, the firm organizes your books and moves you into the ongoing monthly system.

Yes. Because business income and an owner's personal taxes are connected, Spatola CPA can prepare both so they are planned together rather than in isolation. Business tax filings are part of the core engagement, and individual tax preparation services are prepared as a separate add-on, typically ranging from $1,500 to $3,500 or more per year depending on complexity.

Clients work with Spatola CPA year-round, not just at tax time. Email and phone communication are part of the relationship, so questions can be answered as they come up rather than waiting for a formal meeting or extra billing. Tax planning conversations happen throughout the year, which is how the firm keeps your strategy proactive instead of reactive.

The best first step is to schedule a consultation, where the firm reviews your current setup and explains how the system would work for your business. You can book directly through the Spatola CPA website or reach the Woodland Hills office through the contact page.