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Spector & Associates LLP


Spector & Associates, LLP was founded in 1980 to provide financial services to high net worth individuals and families, and closely held businesses located in Northern California. The firm offers tax planning and preparation, estate planning, investment planning and management, and other value added services that are tailored to clients desiring a high level of timely service and customization. Spector & Associates is recognized throughout Silicon Valley for its expertise in planning for individuals, estates, and small businesses. Their philosophy is focused on building strong and meaningful relationships with clients, and working with them to develop unique strategies for minimizing their taxes and preserving the wealth they have worked hard to create.
 
Spector & Associates provides a wide array of financial services tailored to clients desiring a high level of timely service and customization. They help simplify their clients’ lives by delivering clear solutions to meet their financial goals, and by developing unique strategies for minimizing taxes and preserving wealth.
 
The Company focus is on preserving the wealth their clients have worked hard to create. Estate planning provides the foundation for a sound overall financial future for their clients and their loved ones. Their professionals have been advising clients on estate plans, trust structures, trust tax returns, gift tax returns, and gifting strategies for more than 40 years. Their team can develop an estate plan, or modify an existing plan, by working directly with the client and their estate attorney. 

The Company accounting and bookkeeping services are tailored to handle all of the tedious functions of bill payment and record keeping for clients, whether they are individuals, families, or businesses. As part of their bookkeeping services, Processes bills for payment, writes checks for client approval, And Reconciles Bank Accounts. As part of their accounting services, they provides semi monthly and monthly reports, Prepares financial statements, Provides for a seamless transition to year end tax planning and income tax return preparation. Spector & Associates offers multiple levels of service, allowing them to adapt their accounting and bookkeeping services to meet their clients changing needs, now as well as in the future.

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