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San Diego Business Advisors

Tax Preparer
San Diego United States of America

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Contact Details

Company Name
San Diego Business Advisors
Location
3517 Camino Del Rio South
Ste 406
San Diego, 92108

Professional Background

Year Established
2002
Accepted Forms of Payments

California Society of Enrolled Agents
National Association of Enrolled Agents
National Society of Accountants
National Association of Tax Professionals

About San Diego Business Advisors

For over a decade, Steven Leibold has dedicated his career to the tax and accounting field. Steven takes pride in advising, representing and preparing returns throughout the year for individuals and business owners. His expertise in business tax and accounting make him a valued resource and trusted advisor for his clients.

The professional staff of San Diego Business Advisors are highly skilled with income tax preparation. Our staff spends days enhancing their skills at preparing all types of tax returns, including Individual/personal tax returns, Corporate tax returns, Partnerships tax returns, LLC tax returns, LLP tax returns, Non-Profit tax returns and Amended Tax Returns. We're qualified to prepare tax returns for all fifty states. We can conduct your tax preparation interview either in person, by mail, or e-mail - whichever is most convenient for you.

Whether you need current year tax service, or happen to be a few years behind, the professional team at San Diego Business Advisors can assist you with your tax preparation needs.

Want to reduce the amount of taxes you pay? Who doesn't! Tax planning is how you accomplish this. Most business owners and individual taxpayers in San Diego aren't aware that there are a variety of methods that can greatly reduce your income taxes. At San Diego Business Advisors, Tax Planning is not a service we simply "do", we emphasize the importance of tax planning.  San Diego Business Advisors makes tax planning the most important service we provide you each year.  We personally meet with you to discuss, review and evaluate your income tax return and find your missed opportunities that resulted in a higher tax liability than you wanted!

With more than 15 years industry experience, our clients are confident in our ability to assist them with a variety of financial matters. Our core business philosophy is based on developing long-term professional relationships with our clients, and earning their trust as their number one source for tax and financial concerns.

Tax preparation is just part of the equation. Proper planning, including tax planning and financial planning remains key to your overall financial health. As they say, "people don't plan to fail, they fail to plan". Poor planning - or failure to plan at all - can cost taxpayers thousands of dollars each year. Our goal is to reduce your income tax liability by ensuring that you pay only what you need to, and nothing more. Shouldn't that be your goal too?

Personal Specialties:

Withholding Allowance Review (W-4 re-calculation)
Using Pre-Tax dollars to pay for expenses instead of after tax dollars (Use of Health Savings Accounts to SAVE MONEY)
Proper Retirement Plan contributions to maximize tax savings
Buying/Re-financing a home
Starting A Business (See Business Section for additional info)
Buying/Selling Rental Property
Effective Tax Savings Strategies for Parents with young children
Effective Tax Savings Strategies for Parents with older/college age children

As trusted advisors, we work closely with our clients to develop planning strategies that help them achieve their short and long-term financial goals. More importantly, they depend on our knowledge and commitment to helping them obtain and maintain the financial freedom and security they deserve. We serve a broad client base in a variety of industries, including:

  • Real Estate Professionals
  • Real Estate Investors
  • Contractors
  • Teachers
  • Consultants
  • Home-based Businesses
  • Engineering
  • Medical (independent physicians)
  • Retail
  • And Others!

San Diego Business Advisors Member Articles


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