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SERVICES
STRATEGIC TAX PLANNING
INDIVIDUALS, BUSINESSES AND TRUSTS
Strategically minimizing ​single and multi-year taxes, keeping more of your income and significantly improving cash flow may be easier than you think with our proven system. Ask us how.
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Multi-year and multi-scenario tax projections identify the best path forward to achieve your goals while minimizing federal and state tax liabilities and effective tax rates to the lowest levels possible
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Improve cash flow predictability by anticipating tax obligations and avoid year-end surprises
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Optimize financial and tax efficiencies, transform financial complexity into clarity with confidence, and peace of mind
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Strengthen long-term financial outcomes by integrating tax-smart strategies into retirement, savings, and business growth plans
TAX RETURN PREPARATION
INDIVIDUALS, BUSINESSES AND TRUSTS
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Work with us to minimize tax season stress, capture all deductions, credits and tax savings opportunities planned for, earned and deserved.
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​We accurate and efficiently prepare and e-file tax returns to compliance with federal and state tax laws
for the following individuals and entities:
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Individuals and high-income earners
Physicians and healthcare professionals
Business owners - entrepreneurs
Corporations
S-corporations
Limited liability companies (LLCs)
Professional medical practices
Partnerships
Trust & Estates
FBAR filings
CPA-LED FINANCIAL & RETIREMENT PLANNING
​Work with us and transform uncertainty and financial complexity into clarity, and plan for your future - with confidence​
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Our financial and retirement planning services include:
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Multi-year cash flow and retirement projections that integrate income, expenses, and long-term lifestyle goals into one cohesive plan.
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Retirement readiness planning including Social Security timing, pension analysis, distribution strategies, and long-term income sustainability.
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Goal-based planning for major life milestones such as home purchases, education funding, career transitions, and practice ownership changes.
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Risk and protection analysis reviewing insurance needs, disability planning, emergency reserves, and overall financial resilience.
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Ongoing monitoring and semi-annual plan updates to keep your plan aligned with life changes, economic shifts, and your evolving personal priorities.
SERVICES FOR BUSINESSES
Build and Scale the Business You Envision - and Deserve
Whether you are an entrepreneur, business owner or physician - healthcare professional launching a new business or own an established business benefit from our 15+ years of financial oversight and consulting, tax and accounting experience and expertise to assist you successfully build, manage and control financial growth and profitability, increase financial and tax efficiencies, minimize tax liabilities, file accurate and efficient business tax returns and optimize the benefits of business ownership.
Let's Stay Connected
Natalie C. Papagni, CPA
Tax, Planning & Advisory Services
4727 Executive Drive Suite 300
San Diego, CA 92121
(858) 754-8277
