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San Diego, CPA A Professional Tax & Accountancy Corporation
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#24 Ranked on Google MapsCertified public accountant

San Diego, CPA A Professional Tax & Accountancy Corporation

7317 El Cajon Blvd, La Mesa, CA 91942

•Open · Closes 5:30 PM

About San Diego, CPA A Professional Tax & Accountancy Corporation

Verified Overview

San Diego, CPA A Professional Tax & Accountancy Corporation is a California-licensed CPA firm offering accounting, tax, advisory, and financial support services for individuals, business owners, executives, and independent professionals. With a presence in San Diego and La Mesa, the firm serves clients seeking practical assistance with tax compliance, business finances, bookkeeping systems, planning decisions, and complex IRS-related matters. Its service range is designed to address both routine financial responsibilities and situations that require detailed analysis, organized records, and experienced professional guidance.

For individuals, the firm provides tax preparation and tax planning services intended to help clients navigate federal and California tax obligations with a clearer understanding of available deductions, credits, filing requirements, and future planning opportunities. Tax rules can affect income from employment, investments, self-employment, rental property, retirement distributions, and other sources, making professional preparation valuable even when a return appears straightforward. San Diego, CPA A Professional Tax & Accountancy Corporation assists clients with individual tax returns while also offering planning that considers decisions made throughout the year rather than only at filing time.

The firm’s individual financial services extend into personal financial planning, retirement planning, estate planning, estate and trust tax matters, elder care planning, and wealth-management-related considerations. These services can be relevant for people preparing for retirement, managing changing family circumstances, organizing financial information for future generations, or addressing tax issues connected to estates and trusts. By bringing tax implications into the planning conversation, the firm helps clients evaluate financial decisions in the context of their broader goals and reporting responsibilities.

Tax problem resolution is another significant area of the practice. Individuals and businesses facing correspondence, overdue filings, unpaid tax balances, payroll tax concerns, tax liens, levies, wage garnishments, or other collection activity may need a structured approach to understanding the issue and responding appropriately. The firm offers IRS audit representation and support for non-filed tax returns, back taxes owed, IRS payment plans, offers in compromise, innocent spouse relief, IRS seizures, and requests for IRS files. These matters can involve deadlines, documentation, account history, and communication with tax authorities, so organized representation and a complete review of available options can be particularly important.

For business clients, San Diego, CPA A Professional Tax & Accountancy Corporation provides accounting services that support day-to-day operations as well as longer-term business planning. Small business accounting is central to the firm’s offerings, helping owners maintain financial records that are useful for tax filings, management decisions, lender requests, and general oversight. Accurate accounting gives business owners a clearer picture of revenue, expenses, cash position, liabilities, and profitability. It also creates a stronger foundation for planning, budgeting, forecasting, and timely compliance.

Bookkeeping and payroll needs are often closely connected to a company’s accounting system. The firm offers payroll services for businesses that need help managing payroll-related processes and obligations. Reliable payroll administration can reduce the burden of tracking employee compensation and related tax requirements while helping businesses maintain consistent financial records. For organizations that do not need or are not ready to hire a full in-house finance executive, the firm also provides part-time CFO services. This option can be useful for owners seeking higher-level financial insight, reporting support, operational analysis, cash-flow oversight, and assistance with major business decisions.

Cash flow management is especially relevant for small and growing businesses, where profitability on paper does not always translate into available funds for payroll, suppliers, taxes, debt service, or expansion. The firm’s business advisory services include cash flow analysis and planning to help clients understand the timing of money moving through the company. This can support more informed decisions around spending, pricing, collections, inventory, financing, and growth initiatives.

Businesses preparing to seek financing may also benefit from the firm’s bank financing support. Lenders commonly request well-organized financial statements, tax returns, forecasts, and explanations of business performance. CPA guidance can help companies prepare financial information in a form that is clearer and more useful for banking relationships and loan discussions. The firm also offers business valuation services, which may be relevant during ownership changes, succession planning, sales, acquisitions, disputes, estate matters, or strategic planning. A valuation process requires careful attention to financial performance, assets, liabilities, market conditions, and the particular characteristics of the enterprise.

San Diego, CPA A Professional Tax & Accountancy Corporation provides strategic business planning and new business formation services for entrepreneurs and established owners alike. New ventures often need direction on entity selection, initial accounting setup, tax responsibilities, and financial recordkeeping from the beginning. Established companies may need planning assistance when entering a new phase of growth, considering a transition, adding owners, or reassessing financial priorities. Succession planning services are available for business owners working to prepare for the eventual transfer of ownership or leadership. These plans can involve tax considerations, valuation questions, family objectives, continuity planning, and documentation.

The firm’s audit, review, and compilation services address varying financial statement needs. These engagements can be important for companies responding to lender requirements, investor requests, regulatory obligations, ownership needs, or internal management objectives. While the level of assurance and scope differs among audits, reviews, and compilations, each engagement requires professional attention to financial reporting and supporting records. The firm also offers internal controls services, helping organizations evaluate procedures intended to support accurate reporting, accountability, and risk management.

Forensic accounting and litigation support are among the firm’s specialized business services. These areas can be relevant where financial records need to be examined in detail for disputes, investigations, claims, damages analysis, or other legal matters. The work may involve tracing transactions, reviewing documentation, interpreting accounting records, and presenting financial information in an understandable manner for attorneys, business owners, or other parties involved in a matter. This capability adds a useful resource for clients whose accounting concerns extend beyond routine bookkeeping or tax preparation.

The firm works with clients across several business sectors, including construction, dental practices, healthcare, hospitality, law firms, manufacturing, and real estate. Each industry faces distinct financial and tax considerations. Construction businesses may need to monitor job costs and cash flow; healthcare and dental providers may need organized systems for practice finances; hospitality operators often manage payroll and variable operating expenses; law firms may have specific accounting and reporting requirements; manufacturers may need visibility into costs and inventory-related decisions; and real estate clients may face transaction, entity, depreciation, and investment-related tax questions. Industry familiarity can help make accounting and advisory conversations more relevant to the way a particular business operates.

QuickBooks services are another component of the practice. The firm offers QuickBooks setup, training, tune-ups, and ongoing assistance for businesses looking to establish or improve their accounting software workflow. A properly configured QuickBooks file can make it easier to categorize income and expenses, reconcile accounts, generate reports, track financial activity, and prepare information for tax filing. Training can be valuable for business owners and staff who need to use the system more confidently, while a review or tune-up can help identify issues in an existing file before they create larger reporting or tax problems.

Clients looking for a CPA in San Diego, La Mesa, or surrounding communities may turn to San Diego, CPA A Professional Tax & Accountancy Corporation for support that spans personal taxes, business accounting, payroll, financial statements, advisory work, and IRS tax resolution. The firm’s broad service structure allows clients to address interconnected needs through one professional accounting practice, whether the immediate priority is preparing a tax return, organizing books, resolving a tax notice, improving cash flow, establishing a new business, or planning for a business transition.

The firm also provides educational resources such as tax-related guides, financial calculators, tax due date information, record-retention guidance, and updates on tax strategies and financial topics. These resources complement its professional services by helping clients stay aware of recurring compliance dates, commonly requested documentation, and questions that can arise during the year. For individuals and organizations that want accounting support tied to practical planning rather than isolated filing tasks, San Diego, CPA A Professional Tax & Accountancy Corporation offers a comprehensive range of CPA, tax, bookkeeping, and business advisory services.

Amenities & Service Options

✓ Wheelchair accessible entrance✓ Wheelchair accessible parking lot

Customer Reviews & Feedback for San Diego, CPA A Professional Tax & Accountancy Corporation

Verified Google Reviews (59 total ratings) & Verified Website Feedback

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Outstanding service at San Diego, CPA A Professional Tax & Accountancy Corporation

Verified 5.0 Google Maps review for San Diego, CPA A Professional Tax & Accountancy Corporation. Highly professional team, spotless environment, and fantastic patient care.

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Founders & Leadership
VERIFIED OWNER
S

San Leadership

Managing Director & Founder
15+ Yrs San Diego Service
"San Diego, CPA A Professional Tax & Accountancy Corporation is dedicated to serving San Diego County with authentic quality, transparent pricing, and 100% customer satisfaction."
Registration Status:ACTIVE (Verified)
Primary Location:La Mesa, CA

Location & Schedule

Address
7317 El Cajon Blvd, La Mesa, CA 91942
Weekly Hours
Tuesday:9 AM–5:30 PM
Wednesday:9 AM–5:30 PM
Thursday:5:30 AM–5:30 PM
Friday:5:30 AM–5:30 PM
Saturday:Closed
Sunday:Closed
Monday:9 AM–5:30 PM
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Temporarily closed
Verified Service ProviderOnsite Services