Located in Vista - Serving Clients in San Diego Phone: (760) 941-1763

Services for Individuals

We prioritize serving your specific needs.

Our tax preparation and financial services for individuals are meant to be comprehensive and relationship driven. Developing long and trusting relationships with our clients helps us understand their situation and find ways to reduce their tax burden.

Tax Preparation & Planning
Audit Representation
Trust Administration

Tax Planning & Tax Preparation

Whether you are self-employed, you own rental properties, or your tax situation is less complex, our goal is to make filing your personal tax returns as easy and painless as possible. During our consultation we conduct a thorough interview to uncover every possible tax saving possibility. From there we employ sophisticated procedures and technology to ensure an accurate and fast filing process.

Evening, weekend, and virtual appointments available.

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What sets us apart?

  • Our professionals are available the entire year for “quick questions.”
  • We provide clients with pro-active tax savings ideas.
  • We understand the complex tax law changes related to “Obamacare”
  • You’ll be working with an Enrolled Agent (What is an EA?)