Individual, Business, Trust & Estate Tax Returns

Preparing a tax return and finding legal ways to pay less tax are totally different processes. Our goal is to find ways to reduce your current and future tax liabilities. Most firms simply prepare taxes – we do a lot more!

Regardless if we like it or not, today’s income tax laws are extremely complex that filing a relatively simple return can be challenging. It is just too easy to miss deductions and credits to which you are entitled.
Even if you use a computer program or online software there’s no replacement for the assistance of an experienced tax professional.

Why choose San Diego Tax & Financial Associates to prepare your tax return?

  1. We are Enrolled Agents – Enrolled Agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
  2. We Offer Advice – Most tax preparers are just that – tax preparers. They prepare your return and send you on your way. We take time to educate our clients on ways to reduce tax liabilities.
  3. We Provide Audit Representation – Our office is open year-round to support your tax needs. If you receive a notification from a tax agency, we are here to support you.
  4. We are Experts –Individual, Business, Estate and Trust tax returns are our focus. We know the ins and outs of proper tax preparation for all entities.
  5. We are Affordable – We have an excellent reputation for fair pricing and adding value to our client’s tax situation.

Contact San Diego Tax & Financial Associates today to schedule an appointment with one of our tax experts.