Full-service CPA firm offering wealth creation, consulting, estate planning, and tax services
Team · CPA · Buffalo, New York, United States
3
Services
Monterey County and Silicon Valley
Service area
Stevens, Sloan & Shah CPAs (operating as Schaefer Sciarrino Schulenberg) is a full-service accounting and consulting firm serving clients in Monterey County and Silicon Valley. The firm offers comprehensive services spanning wealth creation and family financial planning, tax consulting and estate planning, virtual CFO and accounting services, technology systems implementation, and specialized industry consulting. The firm has developed deep expertise across multiple sectors including agriculture and farming, real estate and construction, faith-based institutions, high net-worth individuals, family businesses, and banking and financial institutions. Services address the full lifecycle of client needs from wealth optimization to succession planning. The firm maintains a team of experienced CPAs and professionals who deliver integrated solutions combining accounting expertise with strategic advisory. Available resources include forms and templates, file sharing, online resources, and a secure client portal for seamless engagement and document exchange.
Credentials: CPA
Languages: English
Serves: Monterey County and Silicon Valley
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