Expert, Stress-Free Tax Preparation and Strategic Planning for Individuals and Businesses.
Our Services
Individual Tax Preparation
Accurate filing that maximizes deductions and minimizes stress.
Business Tax Preparation
Comprehensive federal and state returns for LLCs, S-Corps, and C-Corps.
Year-Round Tax Planning & Strategy
Proactive guidance to reduce liabilities and keep more of what you earn.
IRS Audit Representation
Seasoned professionals who handle every communication with the IRS on your behalf.
Bookkeeping & Payroll Support
Reliable monthly bookkeeping paired with compliant payroll processing.
Estate & Trust Tax Filing
Specialized expertise to ensure estates and trusts meet all tax obligations.
Why we are the Leading CPA Firm in San Diego
We are a team of certified tax professionals dedicated to simplifying the tax process for individuals, businesses, and fiduciaries. With decades of collective experience, we combine advanced software with human insight to deliver precise filings, strategic planning, and year-round support. Our mission is to help you keep more of your hard-earned money while staying fully compliant with ever-changing regulations.
Meet the Founder
Our firm is built on more than just numbers—it’s a reflection of our core values. We believe in providing financial clarity that truly matters, led by a shared commitment to uncompromising accuracy and client-first care.
What Our Clients are Saying
Lori is extremely knowledgeable, friendly and efficient.
-- James T.
Lori responded to my initial inquiry while on vacation and completed my personal and S Corp taxes with exceptional speed and accuracy.
-- Jeff D.
Professional, responsive, and genuinely invested in my business growth.
-- Andrew S.
She is undaunted by complexity and works quickly and accurately. Whatever your tax situation is, I would trust her with it.
-- Lionel S.
Let’s Work Together
Ready to reclaim your time and gain clarity on your tax situation? Reach out today to schedule a complimentary consultation.
FAQs
What do I do if I receive a notice from the IRS about my taxes?
1
Don't panic! the first thing to do is carefully read the notice - to determine why it was sent, what the IRS is requesting, and what they want you to do. It may be nothing of importance; it may even be a notice in your favor. After reading it you should bring it to our attention.
What documents do I need to provide for my tax return?
2
Generally, you will need your prior year’s return, income statements (W-2s, 1099s), interest statements (1098s), and records of any deductible expenses or charitable contributions. We provide a Digital Tax Organizer to all clients to make this process seamless.
Do you offer virtual appointments?
3
Yes. We offer fully encrypted, remote consultations and document uploading via our secure client portal. You can complete your entire filing from the comfort of your home.
What are your fees for tax preparation?
4
Our pricing is transparent and based on the complexity of your return. We provide a firm estimate after a brief initial discovery call, ensuring there are no surprise costs at the end of the process.
