San Diego CPA serving individuals and businesses with tax preparation and tax planning services
We advise clients on federal and state income taxes. Such matters include, by way of example:
· How the tax law applies to their reportable transactions
· Documentation needed to demonstrate tax complance if examined
· Bookkeeping practices to correctly reflect material transactions
· Adjustments as needed to client prepared books of account
· Consultation on probable tax treatment of planned transactions
· Representation in administrative inquiries from the IRS and FTB
My practice includes:
· Business owners
· Multi-generational family owned and operated businesses
· Real estate investors
· Professionals such as physicians and attorneys
· Individuals earning a living who want someone to pay attention to them
Our process begins with obtaining an understanding of what is important to you and with inquiries about what specific issue brought you to our door. We carefully listen to your concerns. Traditionally our clients are seeking an accountant that pays attention to them and who timely alerts them to reporting and tax payment due dates so they may properly plan for these events.
I understand that you are busy and need help with managing your tax matters. We strive to work within your schedule subject to regulatory deadlines.
If you would like to know more about my practice and how we may possibly help you, please call me at the telephone number listed above.