“The hardest thing in the world to understand is the income tax.”–Albert Einstein
Contact Details
Company Name
San Diego Tax & Financial Associates
Location
5900 Pasteur Court Suite 115 Carlsbad, 92008
Professional Background
Year Established
2008
Accepted Forms of Payments
National Association of Tax Professionals
National Society of Accountants
California Society of Tax Consultants
About San Diego Tax & Financial Associates
For over 19 years, I have been helping clients minimize their tax liabilities and prepare for a strong financial future.
I created San Diego Tax & Financial Associates to provide affordable tax preparation and retirement planning services. Many financial advisors don't much about their own client's tax situation, and many tax professioanls don't have a clue what investment decisions their clients make. Yet taxes and investing go hand-in-hand. At San Diego Tax & Financial Associates, we understand the multitude of tax implications of investment strategies, and work with our clients to minimize their LIFETIME tax obligations.
*Securities and Advisory services offered through Sagepoint Financial, Inc., member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through SDTF Insurance Services. Tax services offered through San Diego Tax & Financial Associates, Inc., SDTF Insurance Services and San Diego Tax & Financial Associates are not affiliated with Sagepoint Financial, Inc.
