Tax Prep and Planning

Don't pay more tax than you legally owe.

San Diego Business Advisors has the expertise to provide you with the tax services you need. The tax code is complicated and constantly changing but we’re dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year and we’re highly qualified to prepare tax returns for all 50 states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. We can meet virtually or in person to discuss how we can be of service, from preparing your current year returns to planning for retirement or your child’s education.

The tax services we offer include:

  • Individual tax preparation
  • Business tax return preparation
  • Gift and estate tax return preparation
  • Partnership and corporate tax preparation
  • Estate and succession planning
  • Tax and education planning
  • Out-of-state returns
  • Business start-ups

In addition to helping you correct or update your information, we'll also go out of our way to find every last dollar that’s rightfully yours.

“Steven & team are highly skilled, work thoroughly and quickly, and are friendly. They respond quickly to questions and we trust them with all of our tax needs. His proactive advice helps us make tax-smart decisions throughout the year, not just at filing.”

—Myka K.

“Highly professional and competent. For years Steve has completed an excellent tax package in a timely manner and advised on my personal needs. Easy to work with.”

—Rick W, San Diego CA