TAXES

Taxes can feel overwhelming and scary.
It’s understandable. There are countless details, and the tax code is consistently being updated, which can lead to penalties and missed opportunities.

That’s why we are here, to be your resource for making taxes simple and seamless.

We use our expertise and stay stay up-to-date, saving you money in ways most people never will.

Here’s how our process works:

To start: A FREE consultation. (We can meet in-person or, if remote, let’s video chat.)

After learning more about you, your goals and evaluating your finances, we can strategize, using tax break advantages, on how to trim down you and/or your company’s tax bill.

We help with both business taxes and individuals taxes; let’s break down our offerings for each type.

Here’s how our process works:

To start: A FREE consultation. (We can meet in-person or, if remote, let’s video chat.)

After learning more about you, your goals and evaluating your finances, we can strategize, using tax break advantages, on how to trim down you and/or your company’s tax bill.

We help with both business taxes and individuals taxes; let’s break down our offerings for each type.

Services for Business Tax and Finance

There’s nothing we love more than helping small business with their cash flow and maximizing dollar saved, such as with:

  • Business Taxes
  • Bookkeeping
  • Advising on & helping set up businesses structures (i.e. S-Corp, C-Corp)
  • Partnering with payroll partners for an integrated experience
  • Financial Strategy

We work with businesses across many industries, such as real estate agents, attorneys, professional athletes, marketing agencies and more. Whether S-Corp, C-Corp, LLC or otherwise, we can help.

In your FREE consultation, we’ll offer custom small business tax advice and advise on the best structure to take advantage of most business tax benefits (aka make the most money). We can set it up accordingly and also help when it comes to:

  • Self-employment tax
  • Mileage tracking
  • Home office deductions
  • And beyond

It’s never too early to start preparing for tax season, so don’t wait! If you need help with your taxes and finances, we’ve got you covered.

Have a Larger Business?

We often host financial workshops to walk firms through the tax code and industry-specific topics; this empowers your team to have better finance knowledge moving forward.

A Way to Get Money Back From IRS: Overpayment on Amended Returns!

Each year, Americans overpay on taxes an average of 2 billion dollars, yet most people don’t try and get their money back. We want to change that.

We’ll do a FREE consultation to look over filings for both businesses and individuals. If we can get money back for you, we will. Once an amount to get back is established, we’ll simply set a fee and take care of the work. (You can get amended tax returns for up to 3 years after.)

Individual Tax Services

We begin with a FREE consultation to go through your finances, offer advice and recommend how to amend your lifestyle to maximize tax deductions accordingly.

Some of the common tax worries we help address include:

  • Purchasing and selling of a home
  • Purchasing and selling of investment property
  • IRS Liens
  • IRS Debt in Collections
  • Mortgages
  • College tuition
  • Student Loans

Whether helping with your personal or business tax services in San Diego and beyond, we are here to help with end of year taxes, tax planning throughout the year and more.

Have a question about any of our individual or business tax services?

To schedule a free consultation regarding our services,
please give us a call at 619-800-6852