Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Facing the AI in Business Trend in Your San Diego Business

Since the release of ChatGPT in November of last year, headlines about AI in business have been incessant. One of the biggest controversies is whether or not AI is a threat to the job market. Lots of differing opinions on this one, and time will soon reveal...

4 Next Steps for Business Tax Return Review

This week marks the end of another tumultuous tax filing season.I can’t remember anything like it. With the last minute legislative changes, software update delays, and IRS service issues -- this very well might have been the most disrupted and difficult tax season in...

Accommodating State Sales Tax Changes in Your San Diego Business

Loading the dishwasher is a daily job in most households. And, to get clean dishes and not melt your plastic to-go containers, you’ll need to arrange things well. And, according to Consumer reports, there actually is a right way to load yours. While doing...

Federal Spending Impact on San Diego Businesses

I don’t know about you, but after the holidays (and I hope yours were filled with good things and happy times with loved ones), I’m always a bit tapped out on the spending. But in true governmental fashion, Uncle Sam is piling it on. Seems like Congress missed...

Manage Remote Workers Through I-9 Requirements: A How-To for San Diego Businesses

Double-checking is a motto we live by here at San Diego Tax Center. It’s just good sense when you’re dealing with complicated tax code and people’s returns. No one situation is quite the same with our clients. And you can be sure we’re giving your tax filing a...

Why a Pre-Mortem Analysis for Any New San Diego Business is a Necessity

Right about now, there are writers and analysts already preparing the articles about why the Trump campaign failed. AND right about now, they might be doing the exact same thing in regards to the Biden campaign.Obviously, as of this writing, we have no idea what's...

How San Diego Businesses Get More Done With Less Time

Would you shoot me a note?How are things going for your San Diego business right now?Doesn't have to be long ... just a little status update, is all. There might be some things we can do to help, if needed (or traps we can help you avoid if things are rolling along...

Tracking Your San Diego Company’s KPIs Effectively

Raise your hand if you or your workers, in any way, still work remotely post-pandemic. It’s a common enough reality — maybe more so now even than 2020. Working in sweatpants from the comfort of your San Diego home is infinitely better than dress shoes and...

Daniel Yowell’s Reasons for Gratitude for 2020

With all of the insanity of 2020, it seems a bit crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week in San Diego.I have some thoughts, which are perhaps a bit more meditative than normal, because of how this holiday works for...

What San Diego Business Owners Need to Know About Commercial Real Estate Mortgages

Does the thought of paying rent to your San Diego commercial landlord for eternity make you cringe?Do you get a little bit of FOMO when you hear stories about other people building empires with real estate?The decision to purchase your own space from which to operate...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!