Welcome to San Diego Tax & Financial Associates, a full-service financial company specializing in Taxes, Investments and Insurance. Our goal is to provide personalized and affordable financial solutions while delivering world-class service. You deserve nothing less! Everything we do starts with understanding our client's inside and out. It's the key to providing creative, forward looking advice and building long-term relationships.
It helps us anticipate our client's unique needs and to present new and different opportunities. We are EXPERTS in Tax Planning and Tax Preparation. Our Enrolled Agents can help you navigate the challenging Tax Code, and provide advice to help you legally minimize your tax liabilities. As independent financial advisors, we are not beholden to "sales quotas" or proprietary products.
We create tax efficient investment strategies, which help our clients achieve their financial goals. Whether it is Life, or Long-Term Care Insurance, San Diego Tax & Financial Associates can help you find the right type of policy.
It helps us anticipate our client's unique needs and to present new and different opportunities. We are EXPERTS in Tax Planning and Tax Preparation. Our Enrolled Agents can help you navigate the challenging Tax Code, and provide advice to help you legally minimize your tax liabilities. As independent financial advisors, we are not beholden to "sales quotas" or proprietary products.
We create tax efficient investment strategies, which help our clients achieve their financial goals. Whether it is Life, or Long-Term Care Insurance, San Diego Tax & Financial Associates can help you find the right type of policy.
Services
Our firm specializes in reducing your lifetime tax liabilities.
Our Tax Code is one of the most complex in the world, and changes every year.
For many people, there are many steps that can be taken today, to reduce their tax liabilities tomorrow.
One area we add value is providing tax advice on your investment strategies.
Our tax experts can provide guidance on your Rental Properties, IRA/401k Accounts, Non-Qualified (after-tax) Investment Accounts, Life Insurance and your Business.
If your Real Estate and/or Investment Professional tells you they "don't provide tax advice", it may be time for a change.
Our Tax Code is one of the most complex in the world, and changes every year.
For many people, there are many steps that can be taken today, to reduce their tax liabilities tomorrow.
One area we add value is providing tax advice on your investment strategies.
Our tax experts can provide guidance on your Rental Properties, IRA/401k Accounts, Non-Qualified (after-tax) Investment Accounts, Life Insurance and your Business.
If your Real Estate and/or Investment Professional tells you they "don't provide tax advice", it may be time for a change.
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!
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.
We Provide Audit Representation - Our office is open year-round to support your tax needs.
Our goal is to find ways to reduce your current and future tax liabilities.
Most firms simply prepare taxes - we do a lot more!
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.
We Provide Audit Representation - Our office is open year-round to support your tax needs.
Enrolled Agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
We know the tax code.
Going into an audit without proper representation is akin to defending yourself in a criminal court.
Client had self-prepared his 2014 tax return.
He had neglected to input his Form 1095-A, which reconciles the Premium Tax Credit for his family's health insurance.
The IRS sent a notice assessing an additional $8,000 in tax.
We know the tax code.
Going into an audit without proper representation is akin to defending yourself in a criminal court.
Client had self-prepared his 2014 tax return.
He had neglected to input his Form 1095-A, which reconciles the Premium Tax Credit for his family's health insurance.
The IRS sent a notice assessing an additional $8,000 in tax.
One big consideration with both elements is how taxes will impact your results.
Most investment professionals do not provide tax advice.
The professionals at San Diego Tax & Financial Associates DO!
The ability to incorporate tax planning and advice with our client's Financial Plans and Investment Management decisions is a key contributor to helping them achieve their goals.
Choosing the right investment mix for your risk tolerance can help you reach your financial goals.
There are a lot of resources on the internet to help you find a prudent investment mix.
Most investment professionals do not provide tax advice.
The professionals at San Diego Tax & Financial Associates DO!
The ability to incorporate tax planning and advice with our client's Financial Plans and Investment Management decisions is a key contributor to helping them achieve their goals.
Choosing the right investment mix for your risk tolerance can help you reach your financial goals.
There are a lot of resources on the internet to help you find a prudent investment mix.
Insurance provides the foundation for a comfortable retirement by protecting important assets during your life and after you pass.
The lack of insurance can be a wealth destroyer.
It wasn't too long ago that individuals purchased Life Insurance from a door-to-door salesman.
The industry has come a long way.
With the Internet, finding Life Insurance can be easy--and cheap.
However, many policies have "holes" which may not protect you and your family when you need it most.
Life Insurance should always be purchased through a professional.
The lack of insurance can be a wealth destroyer.
It wasn't too long ago that individuals purchased Life Insurance from a door-to-door salesman.
The industry has come a long way.
With the Internet, finding Life Insurance can be easy--and cheap.
However, many policies have "holes" which may not protect you and your family when you need it most.
Life Insurance should always be purchased through a professional.
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