Contact

Question 1

How do I schedule a consultation with Natalie C. Papagni, CPA?

Accepted Answer

Schedule a complimentary 30-minute consultation through the Schedule a Consult link on the website, call (858) 754-8277 or email service@lajollataxcpa.com. Consultations are available by phone, Zoom or in person. After the conversation, Natalie will let you know whether there is a strong fit between your situation and objectives and the firm's approach.

Question 2

Where is the office located?

Accepted Answer

The office is at 4275 Executive Square, Suite 200, La Jolla, CA 92037. In-person meetings are by appointment, and many clients meet by phone or Zoom.

Question 3

Are evening and weekend appointments available?

Accepted Answer

Yes. The firm frequently schedules early evening, Saturday and Sunday appointments, by appointment only, for busy professionals by phone, Zoom or in person.

Question 4

How quickly will I hear back?

Accepted Answer

If Natalie is in a meeting and unable to answer your call, she follows up within 24 hours.

Question 5

What should I have ready for the first meeting?

Accepted Answer

For a consultation, a general picture of your income sources, any business or equity compensation, and the questions most important to you is enough. If you decide to engage the firm, you will be asked for your last two years of tax returns and information about current-year income and any major financial decisions.

Question 6

Can I work with the firm if I don't live in San Diego?

Accepted Answer

Yes. The firm serves clients throughout California and works regularly with clients by Zoom, phone and email, supported by a secure client portal with bank-level encryption, so location is never a barrier.

CONTACT