SERVICES

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Tax Planning, Preparation & Advisory Services 

— La Jolla, Greater San Diego & California —

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Who I Serve

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The firm provides tax planning services in La Jolla and works as a proactive tax strategist across San Diego for high-income earners, physicians, executives with equity compensation, and business owners. The vast majority of our engagements focus on proactive strategy, planning and year-end compliance.

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Tax Planning, Preparation & Advisory Services

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Services include advanced tax planning, individual and business tax preparation in La Jolla, greater San Diego and throughout California. Many of our clients are physicians and healthcare professionals with multiple income streams and S-corporations that benefit from reasonable compensation analysis, QBI and California PTET optimization, multi-layered retirement plan strategies, and strategies to maximize the benefits of business ownership, professionals and executives with equity compensation (RSUs, ISOs, NQOs, restricted stock, founder's stock) that benefit from equity compensation planning, multi-state tax preparation, retirement plan tax planning, trust tax preparation, tax projection and scenario planning, and amended return preparation and quarterly tax management.

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Serving La Jolla, Greater San Diego & California

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Recognized as one of the best firms in La Jolla (La Jolla Village News), the firm serves clients in La Jolla, greater San Diego and throughout California, bringing direct, year-round access to a tax strategist for professionals, executives, physicians and healthcare professionals, business owner -  - entrepreneurs, and businesses statewide.​