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.

Four Tips For San Diego Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in San Diego into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in San Diego who are paying attention (because let's...

Identifying Your Target Prospect by Daniel Yowell

With the business deadline (9/15) behind us, we're in tax planning season.Though the IRS (and Congress) haven't yet definitively made a statement about it (that we know of), here at San Diego Tax Center we are operating according to the fact that the filing deadline...

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...

Passing Down Your San Diego Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for San Diego small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong consideration.And,...

About That PPP Forgiveness Application for San Diego Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my San Diego business owner friends and clients don't really take time off for that).(You can't really take a vacation in the same way...

Use These Financial Reports For Business Decisions By Daniel Yowell

Just in time for the weekend, the IRS issued Friday-evening guidance about the overly-hyped (at first) payroll tax "holiday".There was initial hope that this might be a great shot-in-the-arm for San Diego businesses and employees, but given how the thing is...

The Joys Of Providing Professional Tax Services To San Diego

Well, our primary work for this tax season in San Diego has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in San Diego, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll...

Daniel K Yowell’s Tax Extension Breakdown

It's the final full week of tax season, and our office in San Diego is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around...

The Behavior Profile of Our San Diego Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

A 12-Point Financial Health Check For San Diego Families And Individuals

We are now fully engaged in our tax "off season" here in San Diego. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

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!