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Services
Natalie C. Papagni, CPA provides expert-level tax, planning and advisory services for individuals, physicians, business owners - entrepreneurs and businesses intent on minimizing taxes, filing accurate and efficient tax returns, planning for their future and achieving their financial goals.
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Our approach combines deep technical expertise with personalized single & multi-year financial and tax planning at levels transforming financial complexity into clarity, proactive year-round professional insight and guidance at levels providing confidence and peace of mind, and a commitment to delivering high-impact value and results.
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Strategic Tax Planning
​for Individuals, Businesses & Trusts
In-depth Tax Planning to Strategically Minimize Tax Liabilities
Transform Financial Complexity into Clarity
​Our tax planning services are rooted in best-practices effective in assisting individuals and businesses keep more of their income by reducing avoidable taxes, improving cash flow, and aligning financial decisions with long-term goals.
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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 Preparation
for Individuals, Businesses & Trusts
Accurate and Efficient Tax Return Preparation and Tax Return Filings
Providing Confidence and Peace of Mind
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Accurate and efficient preparation of your individual, business and trust tax returns prepared in full compliance with federal and state tax laws. Your tax returns will capture all deductions, credits and tax savings opportunities planned for, earned and deserved.
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Individual tax returns
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C and S-Corporation tax returns
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Limited liability company (LLC) tax returns
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Professional medical practice tax returns
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Partnership tax returns
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Trust & estate returns
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Gift tax returns
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FBAR filings
CPA-led
Financial Planning and Retirement Planning Services
Plan for and Achieve the Financial Future You Envision - and Deserve
​Comprehensive, CPA-led financial and retirement planning designed to help high-income professionals build, protect, and transition wealth with confidence.
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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.
CPA-led
Financial Planning and Retirement Planning Services
Plan for and Achieve the Financial Future You Envision - and Deserve
​Comprehensive, CPA-led financial and retirement planning designed to help high-income professionals build, protect, and transition wealth with confidence.
​
-
Multi-year cash flow and retirement projections that integrate income, expenses, and long-term lifestyle goals into one cohesive plan.
-
Retirement readiness planning including Social Security timing, pension analysis, distribution strategies, and long-term income sustainability.
-
Goal-based planning for major life milestones such as home purchases, education funding, career transitions, and practice ownership changes.
-
Risk and protection analysis reviewing insurance needs, disability planning, emergency reserves, and overall financial resilience.
-
Ongoing monitoring and semi-annual plan updates to keep your plan aligned with life changes, economic shifts, and your evolving personal priorities.
Financial Oversight, Tax, Financial Consulting & Accounting Services for Businesses and Private Practices
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 a successful corporation, s-corporation, partnership, LLC or sole proprietorship, our financial oversight, tax, consulting, business entity selection and formation and accounting services are designed to assist you build, manage and control business financial affairs, increase cashflows and financial efficiencies and optimize the benefits of business ownership at levels envisioned - and deserved.​
Saving taxes, increasing your financial and tax efficiencies, efficiently filing your individual, business and trust tax returns and planning for your future
intelligently may be easier than you think.
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Let's talk.
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Let's Stay Connected
Natalie C. Papagni, CPA
Tax, Planning & Advisory Services
4727 Executive Drive Suite 300
San Diego, CA 92121
858.754.8277
