Business Details
48 Years
experience
Trusted Accounting & Tax Services in San Diego
Established in 1978, we are a full-service CPA firm dedicated to delivering comprehensive accounting solutions tailored to individuals and businesses in the Greater San Diego area. Our team of licensed professionals brings decades of combined experience in tax preparation, financial auditing, estate planning, and business consulting. As a BBB Accredited firm, we uphold the highest ethical standards while leveraging cutting-edge technology to streamline financial processes. Our commitment to personalized service is reflected in our bilingual capabilities and community involvement. With offices in Chula Vista's Historic District, we blend professional expertise with a family-oriented approach to foster long-term client relationships.Our affiliations with CALCPA and AICPA reinforce our dedication to industry excellence. We specialize in serving diverse entities, including nonprofits, corporations, and individuals requiring complex tax strategies. By maintaining transparency and adaptability in an evolving economic landscape, we empower clients to achieve financial stability and growth. Our legacy of trust is built on consistent, reliable service that prioritizes client needs above all else.
Services
Individual Tax Preparation
Estate Planning
Tax Audit Representation
QuickBooks Consulting
Payroll Services
Business Tax Filing
Nonprofit Accounting
Financial Consulting
Bookkeeping Services
Compilation Services
Details
- Year established: 1978
Highlights and features
- Certified CPAs with over 30 years of experience in financial management
- BBB Accredited accounting firm since establishment in 1978
- Bilingual services in English and Spanish for San Diego clients
- Affiliated with CALCPA and AICPA professional accounting organizations
- Specialized expertise in nonprofit accounting and QuickBooks consulting
Associations and certifications
- BBB
- California State Board of Accountancy
- California Society of CPAs (CALCPA)
- American Institute of CPAs (AICPA)
Services
Individual Tax Preparation
We prepare and file individual tax returns with meticulous attention to detail. Our CPAs ensure accurate documentation while maximizing legal tax benefits. Clients receive comprehensive guidance through the entire filing process, from initial consultation to final submission, helping optimize their personal financial outcomes.
Estate Planning
Our firm specializes in creating comprehensive estate plans that protect assets and facilitate smooth wealth transfer. We help clients establish guardianships, minimize tax liabilities, and ensure their wishes are legally documented through wills, trusts, and advanced directives tailored to their unique circumstances.
Tax Audit Representation
We provide expert representation during tax audits, protecting clients' interests before the IRS and other authorities. Our services include preparing documentation, accompanying clients to meetings, and negotiating resolutions while maintaining strict compliance with tax regulations and deadlines.
QuickBooks Consulting
Our QuickBooks ProAdvisors help businesses implement and optimize accounting systems. We provide customized setup, staff training, and ongoing support to ensure proper financial tracking. Our solutions improve efficiency in managing accounts payable/receivable, payroll, and financial reporting for businesses of all sizes.
Nonprofit Accounting
We offer specialized accounting services for nonprofit organizations, including grant tracking, compliance reporting, and board financial training. Our team ensures adherence to FASB standards and federal regulations while helping nonprofits maintain proper internal controls and transparent financial operations.
People
Gabriel Martinez
Owner/CPA
Certified Public Accountant with over 30 years of experience in financial management. Holds MBA from University of San Diego. Former network engineering executive at AT&T and Excite@Home. Active community leader and CALCPA member.
Tito Calsada
CPA
Licensed CPA since 1990 with extensive nonprofit audit experience. Bachelor's degree from San Diego State University. Over 30 years in public accounting including controller roles. Served nonprofit organizations through various financial leadership positions.
Questions
What accounting services do you offer for businesses?
We provide business tax filing, audit services, payroll processing, QuickBooks consulting, and financial statement preparation for various entity types including corporations and nonprofits.
Are you BBB Accredited?
Yes, we are a BBB Accredited accounting firm serving San Diego since 1978, maintaining an A+ rating through our commitment to ethical business practices.
Do you offer Spanish-language services?
Yes, our firm provides bilingual accounting services in both English and Spanish to accommodate our diverse client base throughout San Diego County.
What areas do you serve?
We serve all of San Diego County including Chula Vista, La Jolla, Coronado, Carlsbad, and Temecula, with offices in Chula Vista's Historic District.
What are your office hours?
Our accounting services are available Monday through Friday from 8:30 AM to 5:30 PM. We recommend scheduling appointments in advance for specialized consultations.
