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Personal Services We Are Enrolled Agents At San Diego Business Advisors, our staff is licensed to prepare all types of tax returns and provide valuable tax planning services. Our nationwide license also qualifies us to represent you before the Internal Revenue Service in the event of an audit. But more importantly, our preparers are Enrolled Agents, which means that your tax return is being handled by dedicated professionals who have passed an intensive 2-day exam administered by the Internal Revenue Service. |
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In order to maintain the Enrolled Agent designation,
we must successfully complete ongoing continuing education courses each
year. To find out more about Enrolled Agents, visit the California Society
of Enrolled Agents at
www.csea.org or the National Association of Enrolled Agents at www.naea.org. Tax Planning & Prep Our professional staff is skilled at preparing all types of tax returns, including Individuals, Corporations, Partnerships, LLC's, LLP's, Tax Exempt 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. Audit Representation As Enrolled Agents, we're licensed and qualified to represent taxpayers in audit situations throughout the United States. With a power of attorney, we can represent you and assist in resolving the tax issue in question. We fight hard to support your position and will work just as hard to arrive at an acceptable resolution. Tax Planning - Breadth of Experience Want to reduce the amount of taxes you pay? Who doesn't! Tax planning is one way to accomplish this. Most business owners and individual taxpayers aren't aware that there are a variety of methods that can greatly reduce your income taxes. At a nominal cost, we'll personally meet with you to discuss, review and evaluate your income tax return. With more than 10 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 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:
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:
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