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Tax & Financial Services

Tax Preparation

Our firm has 70+ years of combined experience in preparing tax returns for individuals, S-Corporations, C-Corporations, Partnerships and Trusts. Our goal is to provide our clients with excellent service and tax strategies to keep your tax liabilities as low as possible.

Tax Planning

We specialize in tax planning for year-end as well as any events that come up throughout the year. Businesses as well as individuals can benefit from planning to minimize current and future years' tax impacts.

Payroll Services

We offer payroll services on a monthly, quarterly or annual basis for our clients.

Bookkeeping and Accounting

We have extensive experience in QuickBooks Online as well as QuickBooks Desktop. We provide accounting and bookkeeping services through QuickBooks for both large and small companies as well as reviewing our clients' bookkeeping at year end.

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Contact

  • 858-657-9000
  • 9404 Genesee Ave, La Jolla, CA
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