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Client Reviews
M. and L. Ottosson
If you are a professional earning RSUs and bonuses, have multiple income streams, complex investments and rentals and haven't received the tax planning expertise you need to fill comfortable to aren't overpaying taxes, you need to call Natalie. In short order, Natalie will develop a plan and projections that will cut wasted tax dollars and keep you on track to achieve our year end targets.
S. and K. Kohler
Since working with Natalie, I have thoroughly enjoyed tax planning and filing my individual, business and trust returns the last 6 years. Natalie is an expert in tax planning with tax projections and mapping out how, where and why we can cut excess taxes. Returns are promptly prepared, reviewed and filed. We are delighted with our tax outcomes and have peace of mind.
P. and S. Abrams
Natalie is the go-to CPA for financial and tax matters in San Diego. Her understanding of complex tax matters, planning abilities and ability to articulate what I need to do to achieve the best tax results possible exceeds all CPAs I have worked with previously. Natalie makes filing my tax returns simple, and easy. She clearly care about her clients, and it shows. Thanks, Natalie
M. & S. Margolis
Natalie is thorough and responsive and understands the complexities of dual physician households with W-2, 1099 and private practice income better than any CPA we have worked with previously. Highly recommended.
D. and L. Luxemburg
Natalie redesigned my practice's financial structure, cleaned up our financials and accounting records. I am now properly structured, making money and enjoying all of the benefits of ownership. I've separated my medical service income from retail and consulting income, tripled retirement contributions, benefited from bonus depreciation, PTET, QBI, business use of my home, company automobile and more. Five stars.
M. and L. Stein
We engaged Natalie for in-depth tax planning, and she delivered beyond our expectations. Working with Natalie we set up two S-corps, maxed our solo 401ks, QBI deduction and took advantage of the PTET - saving over $28k.
