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Natalie C. Papagni, CPA is the Founder & Principal of Natalie C. Papagni, CPA - Tax, Planning & Advisory Services located at 4275 Executive Square Suite 200, La Jolla, CA 92037.
Natalie C. Papagni, CPA provides strategic tax planning, tax preparation and advisory services for high-income individuals, physicians and healthcare professionals, business owners - entrepreneurs and businesses in La Jolla, greater San Diego, California and the Pacific Northwest.
Natalie C. Papagni is a Certified Public Accountant (CPA) licensed by the California Board of Accountancy in 2006. Natalie's career includes leadership roles with CLA, Singer Lewak LLP, Armanino LLP, and UBS.
At Natalie C. Papagni, CPA - Tax, Planning & Advisory Services, clients work directly with Natalie - and are not delegated to junior staff. Client's chose to work with Natalie as she provides the technical expertise found at leading firms coupled with the personalized service, responsiveness and unhurried attention found at boutique firms - without the elevated fees.
CREDENTIALS
Certified Public Accountant (CPA) - California Board of Accountancy
PROFESSIONAL AFFILIATIONS
AICPA
EDUCATION
University of California, Irvine
CLIENT FOCUS
◆ High Income Earners
◆ Physicians & Healthcare Professionals
◆ Business Owners - Entrepreneurs
◆ Businesses & Medical Practices
What does Natalie C. Papagni, CPA specialize in?
TAX STRATEGY & PLANNING
◆ Tax Strategy & Planning
◆ Multi-year federal and state tax projections
◆ S corporation structuring and compliance
◆ California PTET elections
◆ RSU / ISO / NSO equity compensation planning
◆ MAGI Management and NIIT reduction
◆ QBI S199 optimization
◆ Roth Conversions
◆ Capital gains timing and management
◆ Real estate & 1031 exchanges
◆ OBBBA 2025 - 2029 provisions
◆ Retirement Plan Layering (Solo 401(k), DB/CB plans)
◆ Individuals
◆Corporations
◆ S corporations
◆ Partnerships
◆ Limited Liability Companies (LLCs)
◆ Sole Proprietorships
◆ Trusts & Estates and Gift Tax Returns
◆ Amended Returns & IRS Correspondence
◆ FBAR Filings
◆ Physician Tax Planning (W-2 + 1099 + K-1 + private practice)
◆ Business entity selection & formation
◆ ISO / RSU / NSO equity compensation planning
◆ Late S corporation elections
◆ Limited Liability Companies (LLCs)
◆ Business Planning
◆ Financial & Retirement Planning
◆ Custom Advisory Engagements
TAX PREPARATION
ADVISORY SERVICES
Let's Stay Connected
Natalie C. Papagni, CPA
Tax, Planning & Advisory Services
4275 Executive Square Suite 200
La Jolla, CA 92037
(858) 754-8277
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