Helping You Plan, Invest, and Retire with Confidence
Lamia Financial Group provides expert tax and financial planning services to individuals, businesses, and trusts in Thousand Oaks and beyond.
Call Us
(805) 494-3416Business Hours
Mon-Fri: 8AM-5PM
Our Services
Our tax professionals have over 75 years combined experience providing the following types of tax preparation and tax advisory services to Individuals, Businesses and Trusts:
Tax Preparation
Federal and State Individual, Entity, and Fiduciary Tax Returns
Tax Planning
Individual and Entity Tax Planning, Real Estate transactions
Financial Planning
Personal Financial Planning for Individuals and Executives
Investment Planning
Investment strategies and retirement planning programs
Tax Representation
Representation of clients in tax matters with Taxing Authorities
Trust Services
Preparation of Trust Accountings and Fiduciary services
What Our Clients Say
We're proud to have helped hundreds of individuals and businesses with their financial needs.
"Lamia Financial Group has been handling my taxes for over 10 years. Their expertise and attention to detail have saved me thousands in taxes while keeping me compliant."
John D.
Small Business Owner
Meet Our Team
Our experienced professionals are dedicated to providing you with the highest level of service.
Kathleen M. Inman, CPA
CPA
Joined Lamia Financial Group in 2008 after a 20-year career in a local accounting firm, specializing in Individual, Fiduciary, and Entity tax returns.
Lucia Toledo, EA
Enrolled Agent
Joined in 2017 after graduating with honors from California Lutheran University with a B.S. in Accounting and a B.A. in Spanish.
Jeffrey A. Borenstein
Retired
Joined in 2008 after a 30-year career as a Partner in a local accounting firm. Retired as of 12/31/2023.
Cathy Birch
Financial Professional
Joined in 2018 after a 26-year career with Prudential Mortgage Capital Company in Accounting, Corporate Reporting, and Project Management.
Ann Strum
Financial Professional
Joined in 2024. Two-time stage 3 cancer survivor. Former Mortgage Loan Officer in Orange County and Education Representative.
Professional Affiliations
Financial Resources at Your Fingertips
Access our comprehensive collection of financial tools, calculators, and resources to help you make informed decisions about your financial future.
- Financial Calculators and Tax Tracking Tools
- Government Links (IRS, SBA, SSA)
- New Employee Forms and Tax Publications
- Retention Guide and Donation Value Calculator
Latest News & Tips
Stay informed with our latest articles and financial insights.
Make Saving Easy With These Expert Tips
Practical strategies to build your savings without feeling the pinch.
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Should You Be Worried About an Audit? Here's the Truth
Understanding what triggers an audit and how to prepare if it happens.
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9 Ways to Fund Your Child's College Education
Explore different strategies to save for your child's educational future.
Read MoreGet In Touch
Have questions or need assistance? Our team is here to help. Reach out to us using the contact form or the information below.
Phone
(805) 494-3416Business Hours
Monday - Friday: 8AM - 5PM
Saturday or Evening: By Appointment
Our Location