Business Details
47 Years
experience
Your Trusted CPA Partner in La Jolla
Nasella Mathis & Associates has been delivering professional accounting and tax services since 1979. Our firm combines decades of experience with a personalized approach to address the unique financial needs of each client. With a team of seven certified public accountants and two additional professionals, we provide comprehensive services including tax planning, financial forecasting, and IRS representation. Our commitment to timely service ensures clients receive critical financial information exactly when needed. We prioritize individualized attention, leveraging our expertise in federal, state, and local tax regulations to minimize liabilities while maximizing savings.As members of the American Institute of CPAs and California Society of CPAs, we maintain the highest standards of professional excellence. Our long-standing presence in San Diego County reflects our dedication to building lasting relationships with clients ranging from individuals to large businesses. We invest in continuous education to stay ahead of evolving tax laws, ensuring our clients receive forward-looking guidance. From bookkeeping to complex tax compliance, our services are designed to help clients achieve financial clarity and stability. Our La Jolla-based practice remains focused on delivering value through expertise, integrity, and unwavering client service.
Services
Tax Planning
IRS Representation
Estate Tax Preparation
Payroll Services
Financial Forecasting
Audit Representation
Sales Tax Compliance
Software Implementation
Tax Return Preparation
Financial Statements
Details
- Year established: 1979
Highlights and features
- Established since 1979 with proven expertise
- Team of seven experienced Certified Public Accountants
- Personalized service for individual and business clients
- Active participation in national and state accounting societies
- Timely delivery of critical financial information
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Services
Tax Planning
Our firm provides year-round tax planning strategies to minimize liabilities. We create customized due-date compliance systems and help clients navigate complex federal, state, and local tax codes. Our expertise includes high net worth individual tax strategies and business entity optimizations.
IRS Representation
We offer professional representation during IRS audits and state tax examinations. Our team negotiates Offers in Compromise and provides documentation support. With decades of experience, we advocate for clients while ensuring compliance with audit requirements and regulatory standards.
Financial Forecasting
We create detailed financial forecasts and proforma scenarios to help businesses prepare for various contingencies. Our services include cash flow modeling and 'what-if' analysis to support strategic decision-making for long-term business sustainability and growth planning.
Payroll Services
Our comprehensive payroll solutions include federal and state tax return preparation, garnishment calculations, and compliance filings. We ensure accurate reporting while helping businesses meet all regulatory requirements for payroll tax obligations.
Estate Tax Preparation
We specialize in preparing complex estate, gift, and trust tax returns. Our services include documentation preparation, valuation support, and compliance filing for high-value estates, ensuring adherence to federal and state estate tax regulations.
People
Lawrence J. Nasella
Managing Partner
Larry founded the firm in 1979 and specializes in tax planning for high net worth individuals. He holds a B.S. from San Diego State University and maintains CPA licenses in California. Active in professional accounting societies.
Judith K. Fleer
Senior Accountant
Judy joined in 1988 and focuses on individual and trust tax returns. She graduated from Washburn University with a BBA in Accounting and brings decades of experience in tax compliance and client advisory services.
Rebeca M. Miller
Tax Specialist
Rebeca rejoined the firm in 2011 after gaining experience at a large CPA firm. She handles business and individual tax returns, payroll tax filings, and IRS audit representation. UC Riverside graduate with CPA certification.
Rick W. Turner
Accounting Professional
Rick joined in 2015 and prepares various tax returns including corporate, partnership, and nonprofit filings. He holds degrees from Western Illinois University and an MBA in accounting from Hawaii Pacific University.
Questions
What accounting services do you offer?
We provide full accounting services including financial statement preparation, bookkeeping, payroll processing, and accounting software implementation tailored to client needs.
How do you handle tax law changes?
Our team continuously monitors federal, state, and local tax law changes to ensure clients receive up-to-date guidance and compliance.
Can you assist with IRS audits?
Yes, we provide complete representation services during IRS audits including documentation preparation and negotiation of settlement options.
Do you work with business clients?
We serve businesses of all sizes with tax planning, financial forecasting, sales tax compliance, and corporate tax return preparation services.
How are your tax preparation fees structured?
Our tax preparation fees are competitive and based on return complexity. We discuss pricing transparently during initial consultations.
What makes your firm different?
Our combination of local expertise, decades of experience, and personalized service from certified professionals creates unique client value.
