TAX, PLANNING & ADVISORY SERVICES 
 
Assisting individuals, professionals and executives, physicians and healthcare professionals,  business owners - entrepreneurs, businesses and medical practices strategically minimize taxes, file accurate tax returns, plan for their financial future and live their best lives.

Natalie C. Papagni is a Certified Public Accountant licensed by the California Board of Accountancy (2006).

In addition to her role of Principal of Natalie C. Papagni, CPA Natalie's career has included leadership roles with tax, planning and advisory services firms CLA, Armanino LLP,  SingerLewak LLP and UBS.

 

​Natalie is passionate about understanding the unique goals, interests and concerns of her clients, and leveraging her expertise in high-income tax planning to design strategies, solutions and opportunities to assist her clients achieve their tax minimization goals, file meticulous tax returns and plan for their futures at levels turning complexity into financial clarity and peace of mind.

 

Natalie obtained her B.A. in economics from the University of California, Irvine.

 

 Natalie is an active member of the AICPA, California Society of CPAs and San Diego Regional Chamber of Commerce.

Away from the office, Natalie enjoys swimming, running and hiking, travelling, attending conferences, reading, staying up to date with global affairs, financial events and tax laws, and spending time with her family.