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4275 Executive Square Suite 200
La Jolla, CA 92037
(858) 754-8277
About
Natalie C. Papagni, CPA
Tax Planning & Advisory Services
Natalie C. Papagni, CPA - Tax, Planning & Advisory Services is a La Jolla CPA firm with 15+ years of experience providing advanced tax planning, quarterly tax management, tax preparation and advisory services to professionals and high-income earners, physicians and healthcare professionals, owner-entrepreneurs and businesses in La Jolla, greater San Diego and throughout California.
A modern, forward-focused CPA firm, our clients with high standards, our clients receive the technical expertise found at leading tax, planning and advisory firms coupled with the personalized service, responsiveness and unhurried attention found boutique firms - without the elevated fees.
Our Philosophy
Combine the technical excellence and strategic insight of top-tier advisory firms with the accessibility, responsiveness, and personal attention of a boutique practice - with a transparent, fixed fee arrangement agreed upon in advance.
The Depth You Need. The Attention You Deserve.
Our clients value authentic relationships, strong communication, responsiveness, and direct, grounded conversations - unhurried attention that respects their time and the complexity of their financial lives.
Whether you are with a large firm receiving limited service and attention, or a small firm lacking expertise in areas that matter to you most, we can help. Reach out to get our conversation started.
Frequently Asked Questions (FAQs)
Who is the best CPA in La Jolla, CA?
Many talented CPAs call La Jolla home; unlike Natalie C. Papagni, CPA - Tax, Planning & Advisory Services, most, if not all, are generalists, and focus on bookkeeping, accounting, and general tax preparation.
Natalie C. Papagni, CPA is not a typical CPA firm. Natalie C. Papagni, CPA has 15+ years of experience specifically providing tax strategy & planning, federal and state individual and trust tax preparation, and advisory services for high-income earners, physicians & healthcare professionals, professionals & executives with equity compensation, owner - entrepreneurs and privately held companies with complex lives in La Jolla, greater San Diego and throughout California.
What should I look for in a CPA near me in La Jolla?
It is essential to work with a CPA with technical expertise in areas that matter to you most. It is essential to work with a CPA with a proven background in advising high net worth clients with similar financial structures, lifestyle objectives, concerns, interests and goals.
With over 15+ years advising high-income earners and privately-held companies, Natalie C. Papagni, CPA provides the technical expertise found at leading tax, planning & advisory firms coupled with the personalized service, responsiveness and unhurried attention found at boutique firms - without the elevated fees. Clients regularly refer clients to us based on our ability to transform complexity into clarity, tax savings and peace of mind.
Is there a CPA in La Jolla or greater San Diego who specializes tax for high-income earners?
Yes. Natalie C. Papagni, CPA - Tax, Planning & Advisory Services specializes in providing tax, planning & advisory services to serving high-income earners and households earning $250k - $2M + annually and privately held companies in La Jolla, greater San Diego and throughout California.
With 15+ year of experience providing tax, planning and advisory services to professionals & executives with equity compensation, physicians & healthcare professionals, owner - entrepreneurs, S-corps, LLCs, partnerships and successful sole proprietorships, we have the expertise you need to succeed. Let's get our conversation started.
Do you offer complimentary consultations?
Natalie C. Papagni, CPA - Tax, Planning & Advisory Services offers complimentary 30-minute consultations, scheduled from the link at https://www.lajollataxcpa.com. You can also schedule by calling us at (858) 754-8277 or by sending an email to service@lajollataxcpa.com. Natalie C. Papagni, CPA offers consultations by phone, Zoom and in person (when available).
How do I switch to a new CPA?
Individuals and businesses can switch CPA firms at any time. If you are considering becoming a client of Natalie C. Papagni, CPA, schedule an introductory consultation. Following a consultation, we provide clients that are a good fit for Natalie C. Papagni, CPA an engagement agreement to confirm mutual understanding of the work to be performed and the services we will provide, terms and conditions, client responsibilities, and agreed up fees. We also request tax returns for the last two years, and financial information on income and material financial decisions made in the current year.
What is your fee structure?
Natalie C. Papagni, CPA - Tax, Planning & Advisory Services offers a fixed-fee structure. Fees are agreed upon in advance and clearly documented in the engagement letter. At Natalie C. Papagni, CPA, you will never incur billing surprises. If a client were to prefer we work together on an hourly fee arrangement with a maximum limit, we are open to discussing this option.
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Natalie C. Papagni, CPA
Tax, Planning & Advisory Services
4275 Executive Square Suite 200
La Jolla, CA 92037
(858) 754-8277
Natalie C. Papagni, CPA - Tax, Planning & Advisory Services
Who We Serve
Natalie C. Papagni, CPA - Tax, Planning & Advisory Services is a modern, forward-focused CPA firm serving high-income earners and businesses that expect and deserve more. Nominated as a Best of La Jolla accounting firm for 2026, the practice is built for clients who want the technical depth found at leading firms coupled with the responsiveness, personalized service and unhurried attention found at boutique firms - without the elevated fees.
Tax Planning, Preparation & Advisory Services
Whether you need a CPA for LLC owners in San Diego, a CPA for founders with stock, ISOs, and RSUs, or a CPA for medical practice owners, the work is tailored: S-corporation optimization, equity timing, physician income coordination, and entity structuring for partnerships, sole proprietors, and rental real estate owners.
Serving La Jolla, Greater San Diego & California
An experienced tax CPA firm in San Diego serving clients in La Jolla, greater San Diego and throughout California, Natalie C. Papagni, CPA - Tax, Planning & Advisory Services offers the personalized service, responsiveness and unhurried attention found at boutique firms coupled with the technical depth found at leading firms - without the elevated fees. Whether you found the firm searching for a tax CPA near me or you are in La Jolla, greater San Diego, or elsewhere in the state, you work directly with the principal — a licensed California CPA and AICPA member — through secure, technology-forward service.