Best Tax Services in San Diego, CA

MW Orlando CPA Inc. in San Diego serves individuals and small businesses from industries like dental, medical, e-commerce, and entertainment with tax solutions. Its staff members prepare and electronically file clients' tax returns. They consider various ways to minimize tax liabilities. The team also handles estate, non-profit, and expatriate returns. In addition, it provides multi-state and business succession planning, as well as IRS problems resolution. Founder Mark Orlando is a CPA with over 15 years of industry experience.

San Diego-based Courtney Anderson EA Tax serves entrepreneurs, S Corporations, and LLCs across the U.S. The accounting firm provides tax planning and preparation, and financial guidance to help clients reduce tax liabilities and manage their finances. The firm also specializes in assisting startups with business formation and training for industry-appropriate accounting practices. It provides tax advice and bookkeeping support throughout the year, adapting to the startup's changing needs. Courtney Anderson has been an Enrolled Agent since 2021 and a Certified Management Accountant since 2017.

Morey CPA & Associates, Inc., is a firm that meets the needs of clients in San Diego. It provides tax planning and accounting services. Its team reduces small business owners' tax liabilities to help them increase their profits and grow their business. It also serves small businesses, such as S corps, LLCs, and C corps, by preparing their annual tax returns. The company's other areas of expertise include business valuations, outsourced accounting, and payroll services.

Taxlana is an accounting firm based in San Diego. It offers a wide range of services, from tax planning to tax preparation for individuals and businesses. Its team also prepares taxes for estates and trusts. In addition, the professionals help clients with matters concerning business valuation, new business formation, and business planning. They also offer cash flow management and bookkeeping services. Taxlana has employees, who speak Hebrew and Russian. Its owner, Svetlana Vakaeva, is part of We Saved a Puppy Animal Rescue's board of directors.

CKYFS Inc. is a service provider catering to the tax and accounting needs of individuals and small businesses in San Diego. It provides a variety of tax services, including consulting, personal tax preparation, and business payroll or sales taxes preparation. The company also assists with the tax return preparation of US military personnel, disabled persons, estates, and senior citizens. CKYFS Inc. was established by Jane Chou in 2009. She is a member of the CSTC and the Veteran Mentor Network.

Victoria Tax Services has been serving clients in San Diego and nearby areas since 2010. It provides a wide range of financial solutions for individuals and small businesses. It helps with a variety of tax and accounting needs, including tax planning, business structure development, and audit representation. It is licensed to notarize various documents, including contracts, affidavits, trusts, mortgage notes, and certificates. It also offers payroll, educational, and electronic filing services and in-person or virtual consultations.

Rutman Corporation is a San Diego-based firm that serves both individuals and corporations. The firm has more than 30 years of experience preparing tax returns for nonprofits, partnerships, LLCs, and individuals. Its team of professionals prepares numerous drafts for accuracy. They also provide bookkeeping services, which involve recording business and personal financial transactions. Additionally, Rutman Corporation offers financial planning and investment management assistance. Its owner, Peter Rutman, manages the tax liability of high-net-worth individuals.

Golden Hill Tax Solutions has been catering to customers in the San Diego metro and the surrounding areas since 2014. It helps prepare tax returns for individuals and small businesses. It has experience handling regular returns with itemized deductions and complex ones with business, rental, and investment incomes. Its team of professionals also provides audit representation, tax debt resolution, and tax planning solutions. Edwin R. Sherman, the founder, serves as the company's enrolled agent. He has been preparing taxes since 2009.

Janice Talleur is an accounting professional who serves business owners and individuals in San Diego and nearby locations. She provides tax preparation solutions to help clients avoid penalties and fees that can reduce their profitability. She also handles tax planning and addresses IRS issues. In addition, the agent offers new business formation, succession planning, and small business accounting. Talleur has been in the industry for over 25 years. She is a CPA and a Certified QuickBooks ProAdvisor.

Wilson and Associates Certified Public Accountants is a CPA firm that serves clients in San Diego. It provides various tax services, such as tax preparation, trust and estate tax returns, and high-net-worth tax. In addition, the company offers HUD audits, compilations and reviews of financial statements, Quickbooks bookkeeping, and single audits. The firm has over 35 years of experience in the industry. Gregory K. Wilson, its founder, has been in public accounting since 1980.

San Diego, CPA offers tax services for individuals and businesses in the area. Its team prepares clients' tax returns. The process involves the use of computer software to check tax returns, which in turn, identifies possible issues the IRS may inspect. The professionals also teach clients how to adjust payroll withholdings and show possible deductions that may limit tax liabilities the following year. They also develop tax-saving strategies and file expats' state and US tax returns.

Nathan Medina Tax Services caters to clients in San Diego. The company works with professionals such as healthcare workers, firefighters, educators, and airline industry employees, helping reduce their tax burdens and providing advice on other areas of their financial situation. Its team of accountants and tax preparers assists individuals who have recently sold or purchased real estate, who own a rental property, or who use part of their home for business, in optimizing their tax preparation and returns. Nathan has CFP, CEP, and CRPC designations.

Leiman and Associates is a tax preparation service firm in San Diego, California that has been in the industry for more than 25 years. Some of their services include tax planning/tax projections, corporate tax return preparation, small business/sole proprietorship, return preparation, filing back tax returns, amendments, and more. Leiman and Associates is a member of the California Tax Education Council.

Office Tax Services caters to individuals and small business owners in San Diego and nearby locations. It helps clients organize their finances through its various tax-related solutions. The company offers corporate, non-profit, partnership, and business amended tax return filing assistance. It also provides bookkeeping services, which cover payroll and accounts payable and receivable creation. Additionally, it handles bookkeeping software maintenance, business formation and cancellation, and immigration consultations. Office Tax Services has been in operation since 2016.

ADACI is a tax consulting firm with offices in San Diego, California, and Cincinnati, Ohio. They specialize in taxes, accounting, and business development. ADACI offers tax preparation and tax planning. Their strive to make sure that their expertise in business development alongside their knowledge in taxes and accounting will help to get their clients there. The company offers financing.

East Village Tax serves individuals and corporations in San Diego. It provides tax services aimed at reducing clients' liabilities and increasing their cash flow. The company helps clients meet the deadlines for both the IRS and the Franchise Tax Board by preparing and e-filing 1040, 1120, and 1065 tax forms. The team stays current on tax laws and codes and new tax regulations in order to improve the quality of its tax services. East Village Tax has been providing tax filing services for four years.

Carlson Tax Service works for clients in San Diego and the nearby areas. It helps individuals, small businesses, partnerships, and corporations with their tax planning and preparation needs. Its team also provides clients with tax consultations. Other services of the company include accounting, budgeting, setting up payroll, and business planning. The firm was established in 2002 by Kathryn J. Carlson E.A. Carlson, who has more than 20 years of experience in the field of accounting and tax preparation.

Founded in 1984, Thefeld & Associates is an accounting firm serving clients in San Diego. It provides tax preparation and planning services for individuals, partnerships, corporations, and non-profit organizations. The firm also offers IRS/BOE/FTB audit and appeals representation, business consulting, bookkeeping, and payroll processing services. Owner Warren Thefeld has more than 30 years of accounting experience. He serves as a business consultant, succession planning adviser, and retirement planner. Warren is also a member of the California Society of Certified Public Accountants.

San Diego Certified Public Accountants is a local firm that caters to clients in the metro. It offers a wide variety of tax services, which include business tax preparation, planning, and consulting. It handles various matters, such as corporate taxation, small business tax return, and trust and estate tax return preparation. The firm provides business advisory and tax consulting services to help clients in business startup, development, and exit. The company has been in the industry since 2017.

O'Connor's Tax Service provides services to individuals, businesses, and corporations in San Diego and nearby areas. It offers a variety of tax solutions for investment and retirement income, charitable contributions, and mortgage interest. The company handles board of equalization tax filings, disclosure and financial statement creation, and LIFO request filings. Its agents also perform budgeting and planning, job costing, invoicing, and bank account reconciliation tasks. O'Connor's Tax Service has been in the industry for five decades.