TOP 30 Tax software in San Diego, California
24 results found
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Wealth Alliance Tax & Investment Services
● ClosedWealth Alliance Tax & Investment Services is a financial institution located at 1870 Cordell Court in El Cajon, California, United States. Specializing in accounting and finance, we offer personalized investment guidance tailored to each client's unique goals. Our team of qualified professionals provides friendly and personal assistance with all areas of financial affairs. Headquartered near Del Mar, California, Wealth Alliance offers fee and commission-based wealth management and planning services, operating as both a Registered Investment Advisor and through Independent Financial Group’s Broker Dealer. Clients benefit from our proprietary financial planning software and superior service. Our founder, Kevin, graduated magna cum laude with a Bachelor of Arts in Accounting from the University of San Diego. Michael, another team member, assists with investment modeling and analysis. If you would like to speak with one of our financial advisers or check our background on FINRA’s Broker Check, please contact us. Wealth Alliance, LLC is a CA Registered Investment Advisor, offering advisory services, while securities are offered through Independent Financial Group, LLC (IFG). We are licensed to sell securities and offer advisory services in several states. Member FINRA/SIPC.
1870 Cordell Ct #106, El Cajon, CA 92020, United States -
Tax Preparation Service
● OpenWelcome to our Tax Preparation Service located at 1835A South Centre City Parkway in Escondido, California, United States. Our dedicated team is committed to keeping you out of the IRS office by staying up to date on all changes in the tax code. Our goal is to help you pay the least amount of taxes allowed by law, maximizing your refund and reducing your tax debt. We use professional software approved by the IRS and all States, and we are authorized eFile Providers. With over 20 years of experience, we specialize in preparing 1120-H tax forms for qualified Homeowner Associations, ensuring compliance with IRS rules on exempt income and expenses.
1835A S Centre City Pkwy, Escondido, CA 92025, United States -
Redbulb Financial and Tax Service
● OpenRedBulb Financial & Tax Service, located at 7490 Opportunity Road in San Diego, California, is a trusted and licensed tax preparation service with over 5 years of experience. Our team of certified tax professionals specializes in tax planning, preparation, and resolution for individuals and businesses of all sizes. We offer a wide range of services including tax preparation, planning, bookkeeping, and payroll, with the option for remote tax filing for our clients. Our goal is to help minimize tax liability and maximize financial success. We prioritize confidentiality and privacy, using professional tax software to keep all client data secure. Our mission is to provide reliable and trusted tax preparation services for individuals, households, married couples, small businesses, and organizations. Our vision is to become the top choice for tax preparation in San Diego County. Visit us at RedBulb Financial & Tax Service for expert tax services tailored to your needs.
7490 Opportunity Rd ste 2346, San Diego, CA 92111, United States -
Better APC
● ClosedBetter APC is a reputable institution located at 2031 Commercial Street in San Diego, California. We pride ourselves on providing high-quality services to our clients, including accounting, tax preparation, and financial consulting. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on accuracy, efficiency, and personalized attention, Better APC is committed to delivering superior results for our clients. Contact us today to learn more about how we can help you succeed financially.
2031 Commercial St, San Diego, CA 92113, United States -
Plumb
● ClosedPlumb, located at 1227 Prospect Street in San Diego, California, is a leading institution specializing in accounting and finance. Our team of expertly trained accountants have a deep understanding of various industries and utilize the right software tools to provide outsourced bill pay solutions, cash flow reporting, and expense tracking services. We focus on key industries to offer industry-specific insights and customized accounting solutions. From migrating accounting software platforms to providing part-time, project, or fully outsourced accounting support, Plumb is dedicated to helping businesses gain financial clarity and grow. Contact us today to learn more about how we can support your business's financial needs.
1227 Prospect St Suite #200, La Jolla, CA 92038, United States -
The Financial Planning Company
● ClosedThe Financial Planning Company is a leading finance institution located at 2761 Teresita Street in San Diego, California, United States. Our team of experienced financial advisors specializes in creating personalized financial plans to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
2761 Teresita St, San Diego, CA 92104, United States -
Premier Wealth Advisors, LLC
● ClosedPremier Wealth Advisors, LLC is a top-tier financial institution located in San Diego, California. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and strategic planning, we provide our clients with the tools and resources they need to build and protect their wealth. Visit us at 12531 High Bluff Drive to see how Premier Wealth Advisors, LLC can help you secure a brighter financial future.
12531 High Bluff Dr #110, San Diego, CA 92130, United States -
Sentry Pacific Financial Group, LLC
● ClosedSentry Pacific Financial Group, LLC is a leading finance and insurance agency located at 3160 Camino del Rio South in San Diego, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management, Sentry Pacific Financial Group, LLC is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.
3160 Camino del Rio S UNIT 313, San Diego, CA 92108, United States -
CPA CALINI
● ClosedCPA CALINI is an accounting and tax firm located at 11332 Trillium Way, San Diego, California. Specializing in services for individuals and small businesses with revenues ranging from $0 to $100 million, we understand that each client has unique financial needs and goals. Our goal is to build long-term relationships based on trust and integrity, providing personalized service whether you are just starting out, have been in business for years, or are entering retirement. Our core tax services include the preparation of federal and state personal tax returns for single, head of household, and joint filers, as well as business tax returns for LLCs, self-employed individuals, partnerships, and corporations. Using LACERTE Professional Tax Software, we offer timely technical expertise and do not subcontract out tax preparation to foreign countries. With authorization for E-filing since the 1990s, we ensure secure and confidential data collection through INTUIT LINK and VERIFYLE, helping individuals and businesses minimize tax impact and take advantage of opportunities to save money.
11332 Trillium Way, San Diego, CA 92131, United States -
Gerald P. Côté, CPA, APC
● ClosedGerald P. Côté, CPA, APC is a reputable accounting and finance institution located at 11650 Iberia Place in San Diego, California. Serving clients throughout San Diego County, including areas such as San Diego, Rancho Bernardo, Poway, and Carlsbad, Gerald offers professional and accurate end of year financial filings. With a commitment to their clients' fiscal well-being, Gerald provides thorough and reliable services that make year-end financial tasks a breeze. Clients praise Gerald for his professionalism and dedication, likening his services to having a trusted employee to help with financial needs. Whether you have a small business or personal financial matters, entrusting Gerald P. Côté, CPA, APC can provide peace of mind and expert financial assistance.
11650 Iberia Pl Suite 225, San Diego, CA 92128, United States -
Hernandez Madahar Associates, Inc
● ClosedHernandez Madahar Associates, Inc. is a reputable finance institution located at 310 South Twin Oaks Valley Road in San Marcos, California. As a full-service CPA firm in San Diego, they specialize in providing tax, bookkeeping, and consulting solutions to individuals and businesses. With a focus on professional and personal attention, they offer customized accounting and tax services to meet the unique needs of each client. Whether you are a new startup or an established corporation, Hernandez Madahar Associates, Inc. can assist with business planning, set-up, and maintenance support. They utilize high-tech solutions and efficient accounting and tax software systems to ensure accurate and timely financial management.
310 S Twin Oaks Valley Rd ste 107-351, San Marcos, CA 92078, United States -
BooXkeeping
● ClosedBooXkeeping, located at 11835 Carmel Mountain Road in San Diego, California, is a leading provider of outsourced bookkeeping services for businesses of all sizes. Our team of cool bean counters is dedicated to redefining the bookkeeping industry by offering top-notch services at affordable prices. We have earned the 2022 Best of Accounting award for our remarkable service to clients. With BooXkeeping, you can enjoy all the benefits of a fully staffed in-house bookkeeping team without the headaches of managing the staff. Our bookkeepers handle all bookkeeping tasks, from tracking expenses to preparing financial statements, allowing you to focus on your business's goals.
11835 Carmel Mountain Rd, San Diego, CA 92128, United States -
Balanced Bookkeeping
● ClosedBalanced Bookkeeping is a trusted accounting and finance institution located on San Elijo Road in San Marcos, California, United States. Specializing in Quickbooks, we understand that managing finances can be daunting, which is why our team of honest and positive professionals are here to help alleviate the burden. Our top priority is always the best interests of our clients, offering capability, adaptability, and scalability in our services. Serving loyal clients in the San Diego area since 2003, our experienced team is ready to assist you in managing your finances effectively. Contact us today to start benefiting from our reliable services.
San Elijo Rd, San Marcos, CA 92078, United States -
H&R Block
● ClosedH&R Block is a trusted institution located at 1935 El Cajon Boulevard in San Diego, California, United States. Specializing in accounting and finance services, H&R Block is known for its expertise in tax preparation, financial planning, and other financial services. With a team of experienced professionals, H&R Block is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax filing or financial consulting, H&R Block is here to provide reliable and personalized solutions to meet your needs.
1935 El Cajon Blvd, San Diego, CA 92104, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 4018 30th Street in San Diego, California, United States. With a strong reputation for providing top-notch tax preparation services, financial advice, and accounting solutions, H&R Block is a trusted partner for individuals and businesses alike. Their team of knowledgeable professionals is dedicated to helping clients navigate the complexities of tax laws and financial management, ensuring they maximize their returns and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is here to provide expert guidance and support. Visit their San Diego location today to experience the difference firsthand.
4018 30th St, San Diego, CA 92104, United States -
Greg Herrman, CPA
● ClosedGreg Herrman, CPA is a next-generation accounting firm located at 16496 Bernardo Center Drive in San Diego, California. Specializing in accounting and finance services, we cater to the next generation of individual and small business tax clients. Our services are designed to provide maximum convenience and flexibility for today's business owners, allowing them to access and manage their financial documents securely from anywhere. At Herrman and Associates, we offer full-service tax and accounting solutions that go beyond the basics to support the success of your small business. Our team of professionals works closely with you to create a personalized service package that meets your specific business needs. We also incorporate the latest technologies into our client services, providing real-time access to your financial documents and QuickBooks software through secure web portals.
16496 Bernardo Center Dr, San Diego, CA 92128, United States -
I AM Bookkeeper
● ClosedI AM Bookkeeper is a reputable accounting and finance institution located at 16776 Bernardo Center Drive in San Diego, California, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping services to individuals and businesses alike. Whether you need help with managing your finances, preparing tax returns, or creating financial reports, we are here to assist you every step of the way. Trust I AM Bookkeeper to handle all of your accounting needs with precision and efficiency.
16776 Bernardo Center Dr #203, San Diego, CA 92128, United States -
Logica Accounting Services
● ClosedLogica Accounting Services is a professional accounting and finance institution located at 5150 Pacific Coast Highway in Long Beach, California. Specializing in accounting, bookkeeping, payroll, tax preparation, and business advisory services, Logica Accounting Services is dedicated to providing top-notch financial solutions for non-profits and small business owners. With expertise in QuickBooks and Sage accounting software, the institution ensures that all financial transactions are managed accurately and efficiently. Clients from various cities across California, including Lancaster, Los Angeles, San Diego, Irvine, and Newport Beach, have praised Logica Accounting Services for their white-glove approach to accounting services. The institution's commitment to responsiveness, reliability, and excellent customer service has earned them high recommendations from satisfied clients.
5150 Pacific Coast Hwy # 200, Long Beach, CA 90804, United States -
KPI Accounting
● ClosedKPI Accounting, located at 5858 Dryden Place, Carlsbad, California, is a specialized institution offering accounting and finance services, with a focus on restaurant owners in San Diego. With over 15 years of experience in restaurant accounting, KPI Accounting is dedicated to helping restaurant, bar, and bistro owners overcome financial challenges and achieve their goals. Led by David Lyashevskiy, the team at KPI Accounting serves as more than just bookkeepers, but as strategic partners in financial growth and sustainability. By outsourcing restaurant bookkeeping, accounting, tax, payroll, and cash management to KPI Accounting, restaurant owners can benefit from expert guidance, accurate financial reporting, and insights for business improvement. The institution offers tailored solutions to meet the unique needs of each client, utilizing software like QuickBooks, Xero, and Restaurant365 for seamless integration with POS systems and restaurant operations.
5858 Dryden Pl #211, Carlsbad, CA 92008, United States -
Hara Chaudhuri CPAs PC
● ClosedHara Chaudhuri CPAs PC is a reputable accounting and finance institution located at 9909 Mira Mesa Boulevard in San Diego, California. As a full-service CPA firm licensed in California, we offer tax, accounting, and advisory services to a diverse clientele of businesses and individuals. Our team provides personalized attention and customized solutions to meet the unique needs of each client, whether they are new startups or established corporations seeking business planning and support. At Hara Chaudhuri CPAs PC, we leverage high-tech accounting software systems and cloud platforms to deliver efficient and integrated services. We understand the complexities of tax and accounting, which is why we offer fixed pricing plans and combination services packages to provide clients with predictability and peace of mind when it comes to fees. Schedule a free consultation with us to discuss your needs and let us create a tailored solution that works for you.
9909 Mira Mesa Blvd #100, San Diego, CA 92131, United States -
Accounting Insight
● ClosedAccounting Insight is a premier institution located at 8334 Clairemont Mesa Boulevard in San Diego, California. Specializing in accounting and finance, we offer top-notch education and training to help individuals excel in the financial industry. Our experienced faculty and comprehensive curriculum provide students with the knowledge and skills needed to succeed in the competitive world of accounting. Whether you are looking to start a career in finance or advance your current skills, Accounting Insight is the perfect place to achieve your goals. Join us today and gain valuable insights into the world of accounting and finance.
8334 Clairemont Mesa Blvd #201, San Diego, CA 92111, United States -
SecureSpace Self Storage West Carson Torrance
● OpenWelcome to SecureSpace Self Storage West Carson Torrance, your trusted partner for all your moving and storage needs. Conveniently located at 722 West 220th Street, Torrance, California, our facility offers a variety of storage solutions tailored to meet your specific needs, whether you're downsizing, relocating, or simply seeking extra space for your belongings. Our facility boasts a range of storage unit sizes, starting from our compact 5x5 units, ideal for storing seasonal items or small furniture, to our spacious 10x15 units, perfect for housing the contents of a larger residence. Whether you're storing a few boxes or an entire household, our friendly and knowledgeable staff are here to help you select the perfect unit and provide expert advice on packing and storage.
722 West 220th Street, Torrance, California 90502, United States -
BOH Services | Restaurant Accounting, Bookkeeping, Payroll, Human Resources, Consulting
● ClosedAbout BOH Services Welcome to BOH Services, your trusted partner in restaurant accounting and financial management, located at 1000 Business Center Circle, Thousand Oaks, California. Specializing exclusively in the hospitality industry, we provide comprehensive bookkeeping, payroll, human resources, and consulting services tailored to the unique needs of independent restaurants. Our mission is to deliver two invaluable resources to restaurant owners: Time and Information.
1000 Business Center Circle, Thousand Oaks, California 91320, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States
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