Hire the Best Tax Preparers in San Diego, CA

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Ivan K.

San Diego, California

$125/hr
5.0
36 jobs

I am a Certified Public Accountant (CPA) licensed by the California State Board. I am experienced with all aspects of financial reporting, tax and audit, US GAAP reporting, federal contracts cost accounting and reporting. I have over 18 years of experience at public and private companies, including high growth FinTech, Software, HealthTech, BioTech/Pharma, where I had various hands-on and manager level roles. I am authorized to practice before the IRS and state tax agencies. I can prepare and e-file your returns or resolve any notices and problems. I specialize in the new CARES Act relief, the ERC Employee Retention Tax Credit / ERTC / claims to the IRS for businesses which suffered due to the pandemic downturn. I am experienced tax professionals, who is dedicated to providing my clients with the most up-to-date and accurate tax advice. I understand the complexities of the tax code and the importance of minimizing tax liabilities while ensuring compliance with all applicable laws and regulations. My goal is to provide my clients with the peace of mind that comes from knowing that their taxes are in good hands. The services I am offering include the following: -Tax planning: I will work with you to develop a tax plan that takes into account the company's unique circumstances and goals. This plan will help minimize the company's tax liabilities while ensuring compliance with all applicable laws and regulations. -Tax preparation: I will prepare all necessary federal, state, and local tax returns for my client. I will ensure that all returns are filed accurately and on time to avoid any penalties or interest charges. -Tax representation: If you are audited or receive a tax notice, I will represent the company in all dealings with the tax authorities. I will handle all negotiations and communications with the tax authorities on the company's behalf, ensuring that the best outcome is achieved for the company.

  • Certified Tax Preparer
  • Intuit QuickBooks
  • Payroll Accounting
  • Financial Audit
  • SAP
  • GAAP
  • Financial Reporting
  • CPA
  • Bookkeeping
  • International Financial Reporting Standards
  • Sage Intacct
  • Xero
  • Financial Modeling
Lucille S.

San Diego, California

$95/hr
5.0
1 jobs

I'm an Enrolled Agent (EA) licensed by the U.S. Department of the Treasury. I help business owners with tax planning, tax resolution, business tax returns, tax-ready bookkeeping, and payroll compliance. Before becoming an EA, I spent more than 15 years building and operating businesses in the manufacturing and e-commerce industries. Because I've sat on both sides of the table - as a business owner and as a tax professional - I understand the real-world challenges business owners face, including cash flow pressure, payroll compliance, bookkeeping issues, tax planning, and business growth. Services I provide: • Business Tax Returns (Forms 1120-S, 1065, and 1120) • Individual Tax Returns (Form 1040) • Tax Planning & Strategy • Tax Resolution & IRS Representation • IRS & State Tax Notices • Payroll Compliance & Payroll Tax Issues • S-Corporation Elections & Owner Compensation Planning • Bookkeeping Cleanup & Tax-Ready Financials • QuickBooks Online Cleanup & Reconciliation • Business Entity Formation & Optimization I primarily work with service-based businesses, contractors, professional service firms, hospitality, and growing small businesses that need more than basic tax preparation. Clients appreciate that I bring both technical tax expertise and practical business experience. My approach is proactive, responsive, and focused on helping business owners make better financial decisions - not just preparing tax returns after the fact. Whether you need help preparing business tax returns, resolving an IRS issue, getting your books tax-ready, or building a more tax-efficient business structure, I'd be happy to discuss your project.

  • Tax Preparation
  • Tax Accounting
  • Tax Strategy
  • Tax Planning & Advisory
  • Intuit Proconnect Tax
  • US Taxation
Dustin D.

San Diego, California

$145/hr
4.8
9 jobs

About Me: Hi, I’m Dustin DeCusatis, a licensed CPA with a Big Four audit background, and over 20 years of experience in accounting, FP&A, and corporate finance. Since 2022, I’ve been providing fractional CFO and Controller services to small to medium-sized businesses, including 501(c)(3) not-for-profits. My passion is helping businesses gain visibility into their financial operations so that they can make smart financial decisions that drive long-term success. I work closely with each client to deeply understand their business, build trust, and drive meaningful results. What I Do: I offer hands-on, personalized fractional CFO and Controller services that go beyond surface-level support. I specialize in reviewing, refining, and optimizing accounting processes and systems to establish a solid financial foundation. From there, I help implement or improve processes for budgeting and forecasting (including three-statement models and cash flow projections), financial analysis, unit economics analysis, month-end close, and internal reporting; and then I own these processes going forward. Every deliverable and recommendation is tailored; no cookie-cutter models, no one-size-fits-all advice. I bring a dual background in accounting and finance, meaning you get a single trusted partner for all your financial needs. Whether you need help with bookkeeping oversight, financial reporting, FP&A, strategic pricing analysis, or internal controls, I’m here to guide your business forward. Depending on your needs, I can either lead and mentor internal staff or directly handle day-to-day operations. While I don’t prepare taxes, I have a solid understanding of the tax landscape and can partner effectively with your tax preparer to ensure smooth filings and identify tax minimization strategies. My Unique Approach: I believe that effective financial support starts with clarity around your goals. Whether you're focused on short-term profitability or long-term growth, I prioritize what matters most to you and help avoid distractions that don’t add real value. Unlike many fractional CFO firms, I operate as a sole practitioner and do not subcontract or outsource any work. This allows me to provide consistent, high-quality service and have direct knowledge of everything being prepared and delivered for your business. You’ll always work with me directly, ensuring personalized attention and the highest level of trust. Many fractional CFO firms prioritize growth and giving the appearance of scaling their business so that they become attractive acquisition targets. This looks good on paper but often can lead to the quality of deliverables suffering due to not having enough staff with the right depth and expertise, CFO leaders of the firm being pulled in too many directions to give sufficient attention to their clients, and/or outside investors having differing priorities from the operating practitioners (where investors are usually aimed at growth over quality). My approach is different. I’m not looking to scale for acquisition; rather, I do this because it is my passion. My focus is on performing meaningful work and providing hands-on strategic guidance to my clients as if I were part of the ownership team. By staying independent, I have fewer distractions and can dedicate my full attention to what I thrive on - helping you achieve your business goals by serving as the strategic bridge between the financials and the leadership team, and presenting actionable recommendations to help you to achieve your business goals. Why Work With Me: • No Outsourcing, No Subcontracting: You’ll always work with me directly. No revolving doors of service providers. 100% ownership and understanding of every detail of each deliverable. • Tailored Financial Solutions: I create customized recommendations based on your business goals, not generic advice. • Comprehensive Expertise: With over 20 years in accounting and finance, I can help with everything from day-to-day operations to high-level strategic decision-making. • Focused on Your Success: I’m here to drive results, not just scale a firm. Let’s work together to achieve your long-term goals. If this sounds like what you need, let’s connect! I’d love to learn about your business and discuss how I can help you streamline your financial processes, improve decision-making, and grow with confidence.

  • Finance & Accounting
  • Forecasting
  • Budget Management
  • GAAP
  • Financial Modeling
  • Pro Forma Statement
  • Financial Policies & Procedures
  • Financial Reporting
  • Financial Analysis & Valuation
  • Strategic Planning
  • Audition Preparation
  • Microsoft Excel
  • Account Reconciliation
  • Presentations
  • Internal Control
Estefania P.

San Diego, California

$60/hr
4.7
26 jobs

I am a passionate individual with a vast knowledge in different sectors within Accounting, auditing, and personal and corporate taxes. I have an accounting degree that I’ve utilized in the corporate world and now in the freelancing world. I have experience in multiple fields within accounting, I worked as an auditor for the best of 4 years at Deloitte and as a Tax Preparer for Intuit TurboTax during a few tax seasons. I stay up to date with tax regulations for both personal and corporate taxes, and I’m always aiming to get the best returns for my clients. I can help with any Bookkeeping needs, from set up to clean up, or even an audit to get you or your business ready to file taxes in time. I also have experience in accounts payable, accounts receivables, audit, tax, and payroll. I'm also familiar with multiple accounting software such as QB, QBO, XERO, etc... I look forward to working with you!

  • Intuit QuickBooks
  • Accounts Payable Management
  • US Taxation
  • Microsoft Excel
  • Administrative Support
  • Payroll Accounting
  • Intuit TurboTax
  • Accounts Receivable Management
  • Financial Audit
Kay C.

San Diego, California

$130/hr
4.9
71 jobs

Type of services: . Tax return preparation, planning and review - Individual, Corporation, Partnership, LLC, Trust and Non-Profit Organization, International Taxation(Expats, CFC, US Corp with Fn Shareholders) . Accounting & Bookkeeping Review Services . Tax Notice Resolution and Audit Representation. . Consultation on QuickBook Desk and QuickBook Online. - 20+ years of experience in private industry and public accounting firm combined.

  • Intuit QuickBooks
  • Intuit Lacerte Tax

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