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Outside the San Diego Tax and Accounting

San Diego Tax & Accounting Consultants

An association of certified public accountants providing exceptional service throughout San Diego

About

Looking For Tax or Accounting Help?

The San Diego Tax & Accounting Consultants (SDTAC) support individuals and business owners with all of their tax, accounting, and financial needs.

As an association of certified professionals with individual small business practices, we're proud to offer intimate, individualized service backed by the combined expertise of all our association members.

When you come to SDTAC, you'll get the complete financial services package with a personal touch.

Services

Our Services

Tax Preparation

Our Certified Public Accountants (CPAs) help individuals and business owners with preparing taxes, finding ways to minimize tax liability, and reviewing how new tax laws may impact your situation.

Tax Planning & Strategies

We plan for simple things, like quarterly and annual taxes, as well as big things, like buying property, starting a business, or sending a child to college, so you can always make the best decisions for your tax situation.

Bookkeeping and Accounting Services

When you need a hand with your company's finances, we have certified bookkeepers who can keep track of your income, assets, and expenses, and reconcile all of your business transactions.

CFO Services

For full-service finance and accounting support for your business, we assist in preparing monthly accounting records, implementing forecasts and budgets, and providing ongoing advice and recommendations.

Business Entity Consulting

If you'd like to start a company, we can help you evaluate your entity options, determine which would be most efficient, and assist in preparing and filing the necessary paperwork to establish your business.

Ready to connect with us?

We'd love to connect you with the member who can best help with your unique tax, accounting, and financial needs.

Trusted Members of SDTAC

If you are interested in becoming a member of SDTAC, please contact us for more information.

San Diego Tax and Accounting Consultants team - William, Jeanne, Pamela, Michael, and Jeremiah

The team at San Diego Tax & Accounting Consultants is ready to help with all your accounting and financial needs.

Members

Shannon & Marquard, APC

As a family-owned tax and accounting firm, Shannon & Marquard, APC has over 35 years of experience helping individuals and small business owners.

MTS Financial and Tax Advisors

MTS Financial and Tax Advisors has over 30 years of experience to help even the smallest business achieve a high level of financial and accounting management.

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