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Address:  4747 Morena Blvd., Suite 250 
  San Diego, CA 92117
Phone: 858-270-4360
Fax: 858-270-4362


We offer services that are geared primarily toward business owners and other individuals with complex tax situations.  We offer assistance with financial planning; personal conduct that meets the highest standards for professionalism and integrity; and expertise that is reliable and thorough.  Our staff is knowledgeable and experienced in: 


  • Comprehensive tax services for individuals and businesses
  • IRS representation
  • Corporate structures and reporting
  • Financial and tax planning
  • Financial statements
  • Accounting, bookkeeping and QuickBooks training
  • Sales and payroll tax returns


You can rely on us for the highest level of expertise with personalized attention to your circumstances.