Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

How To Manage Money For San Diego Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Big Employee Retention Credit Update For San Diego Businesses

With the passage of the American Rescue Plan Act AND the CARES Act, the government is seemingly trying to go "full Oprah" with all of the credits, grants, and such that they are slinging out to San Diego small businesses...And while the media headlines are dominated...

A 12-Point Financial Health Check For San Diego Families And Individuals

We are now fully engaged in our tax "off season" here in San Diego. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

How San Diego Businesses Can Market More Effectively In This New Normal

I have some ideas for San Diego small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans (under...

Identifying Your Target Prospect by Daniel Yowell

With the business deadline (9/15) behind us, we're in tax planning season.Though the IRS (and Congress) haven't yet definitively made a statement about it (that we know of), here at San Diego Tax Center we are operating according to the fact that the filing deadline...

3+ Reasons Why San Diego Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our San Diego office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

About That PPP Forgiveness Application for San Diego Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my San Diego business owner friends and clients don't really take time off for that).(You can't really take a vacation in the same way...

PPP Forgiveness Reminders For San Diego Businesses

Doing business in the summer of 2020 sure ain't easy.I have San Diego clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many...

Six Options For San Diego Small Business Aid And Tax Savings

My goal today is to simplify your options.There is so much noise, and so many conflicting voices about all of this, that I wanted to give you an authoritative, basic rundown of what's being made available to you and other San Diego small business owners by the federal...

Passing Down Your San Diego Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for San Diego small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong consideration.And,...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!