Business Details
9 Years
experience
Trusted Tax Planning & Accounting Services in San Diego
Chakarian & Associates is a dedicated accounting firm specializing in tax planning and financial services for businesses, physicians, and high-net-worth individuals in San Diego. With over 30 years of experience, Robert Chakarian leads our team in delivering personalized, transparent service designed to eliminate surprises and optimize financial outcomes. Our expertise spans tax planning, business financial reporting, trust and estate tax preparation, dental practice acquisition assistance, and retirement planning.We prioritize understanding client goals to tailor strategies that align with their unique needs, ensuring compliance and long-term success. Our commitment to excellence is reflected in our community involvement, including partnerships with local organizations like the Children's Dental Health Association and Mountain Shadows Community Homes. By combining technical proficiency with a client-centric approach, we empower clients to navigate complex tax landscapes with confidence.
Services
Tax Planning
Financial Statements
Estate Tax Prep
Dental Practice Acquisition
Retirement Planning
Details
- Year established: 2017
Highlights and features
- We offer 30+ years of specialized tax planning expertise for medical professionals.
- Our team provides personalized financial strategies tailored to client goals.
- We emphasize transparency and eliminate unexpected tax liabilities.
- Our firm supports local community initiatives through board memberships.
- Clients access secure online tools for tax information and payments.
Associations and certifications
- Certified Public Accountants
Services
Tax Planning
Our tax planning services help businesses and high-net-worth individuals optimize financial strategies to minimize liabilities. We analyze income, investments, and business structures to create actionable plans. Clients benefit from proactive adjustments that ensure compliance while maximizing savings.
Financial Statements
We prepare detailed financial statements for businesses, including quarterly and annual reports. These documents track performance, support decision-making, and align with tax strategies. Clients receive benchmarking insights to evaluate profitability and operational efficiency over time.
Estate Tax Prep
Our estate and trust tax preparation addresses complex filing requirements for estates and non-grantor trusts. We navigate elections, distribution rules, and deadlines to ensure compliance. Clients receive guidance to simplify administration and avoid penalties during sensitive transitions.
Dental Practice Acquisition
We assist dental professionals in evaluating practice purchases through financial analysis and due diligence. Our services assess profitability, cash flow, and debt repayment capacity. Clients gain clarity on valuation accuracy and long-term viability before finalizing acquisitions.
Retirement Planning
Our retirement planning services design tax-efficient strategies to maximize savings for individuals and businesses. We review retirement accounts, income goals, and tax deferral opportunities. Clients receive customized plans to build financial security for their post-career years.
People
Robert Chakarian
CPA
Robert Chakarian has over 30 years of public accounting experience, specializing in tax planning for businesses and high-net-worth individuals. He serves on nonprofit boards and mentors accounting students while maintaining active CPA licensure in California.
Erin McCabe
CPA
Erin McCabe brings 20+ years of experience in public accounting and corporate finance. Certified since 2001, she specializes in corporate, partnership, and trust taxation. Her expertise ensures precise compliance with federal and state tax regulations.
Melissa Kroeger
Office Manager
Melissa Kroeger manages office operations and client communications with 20 years of marketing and administrative experience. Her background in high-tech marketing ensures efficient service delivery and organized financial record-keeping for clients.
Questions
What tax planning services do you offer for medical professionals?
We specialize in tax strategies for physicians and dental practices, including income optimization, practice structure analysis, and retirement planning tailored to healthcare professionals' unique needs.
How do you help businesses with financial reporting?
We prepare quarterly and annual financial statements, benchmark performance metrics, and align reports with tax strategies to support informed business decisions and long-term growth.
Can you assist with trust and estate tax filings?
Yes, we handle complex estate and trust tax returns, navigating elections, distribution requirements, and deadlines to ensure compliance while simplifying administration for executors.
Do you provide dental practice acquisition support?
We evaluate practice profitability, cash flow, and debt repayment capacity through due diligence services to help dentists make informed purchase decisions.
What retirement planning options are available?
We design tax-deferred retirement plans for individuals and businesses, maximizing contributions while aligning strategies with long-term financial goals and tax efficiency.
