Business Details
21 Years
experience
Trusted San Diego Accountants for Tax & Financial Planning
Grigg Financial Group is a comprehensive problem-solving financial services firm founded in 2005 in San Diego, CA. Our team of certified professionals specializes in tax compliance, strategic tax planning, accounting consulting, payroll services, and audit defense for businesses and individuals. We leverage over 30 years of combined experience to deliver tailored solutions that minimize tax liabilities while maximizing wealth-building opportunities. Our approach integrates advanced financial planning techniques with personalized service, ensuring clients achieve short- and long-term goals.We maintain strict confidentiality and adhere to rigorous ethical standards, prioritizing client education and transparency. Our expertise extends to specialized industries including medical professions and high-net-worth individuals, supported by strategic partnerships for wealth management and insurance services. We operate as a paperless firm, utilizing secure digital platforms for efficient document exchange and communication.
Services
Tax Preparation
Payroll Services
Accounting Consulting
Audit Defense
Wealth Management
Business Formation
Retirement Planning
Estate Tax Services
Risk Management
Education Planning
Details
- Year established: 2005
Highlights and features
- Founded in 2005 with 30+ years of combined experience in tax and financial planning
- Specialized expertise in medical professions and high-net-worth individual taxation
- Offer virtual meetings with global accessibility and in-person appointments
- Implement advanced tax strategies that prioritize wealth growth alongside tax reduction
- Maintain strict confidentiality and ethical standards per IRS and AICPA guidelines
Associations and certifications
- CPA
- PFS
What people say
Knowledgeable team
Responsive professionals
Peace of mind
Fair pricing
Stress reduction
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, corporations, partnerships, trusts, and estates. Our services include FBAR reporting and expat tax filings, with specialized expertise in medical professions and high-net-worth individuals. We utilize secure digital portals for document exchange and signature collection, ensuring efficient processing and secure storage of tax records for multiple years.
Payroll Services
Our internet-based payroll solutions include time tracking via smartphone apps and strategic payroll planning. We optimize payroll tax benefits while ensuring compliance with evolving regulations. The integrated system standardizes processes to reduce administrative burdens for business owners, with a focus on maximizing employee and owner benefits through efficient payroll tax strategies.
Audit Defense
We represent clients during federal, state, and local tax audits, handling both in-person and correspondence audits. Our team works directly with auditors to minimize client involvement and reduce stress. We implement preventive measures through advanced tax planning and documentation practices, leveraging our CPA expertise to defend tax positions while maintaining compliance with evolving tax codes.
Wealth Management
Through our partner company Grigg Wealth Management, we offer portfolio management, tax-loss harvesting, and retirement planning services. Our integrated approach coordinates tax strategies with investment decisions to optimize after-tax returns. Services include traditional and Roth IRA planning, retirement income projections, and tax-aware investing strategies tailored to individual financial goals and risk profiles.
Business Consulting
We provide business formation guidance, succession planning, and entity selection analysis. Our consulting services cover S-corporation compliance, retirement plan options, and owner benefit structuring. We help clients navigate complex tax implications of business decisions while implementing systems to reduce administrative burdens, focusing on long-term financial sustainability and tax efficiency.
People
Brian Grigg
Owner
Brian Grigg, CPA/PFS, founded the firm in 2005 after serving in the Navy. With 20 years of experience in taxation and financial planning, he specializes in medical profession taxation and wealth management. He holds Series 7 & 66 investment licenses and property & casualty insurance certifications.
Belinda Montgomery
Staff Accountant
Belinda Montgomery provides accounting services to select clients, focusing on quality control and financial reporting accuracy. She works closely with business clients to implement standardized accounting procedures and supports tax preparation engagements with detailed financial analysis.
Questions
What CPA services do you offer?
We provide tax preparation, planning, bookkeeping, payroll services, audit representation, and financial consulting.
What differentiates a CPA from a regular accountant?
CPAs pass rigorous exams, maintain continuing education, and adhere to strict ethical standards not required for non-certified accountants.
Do you specialize in any industries?
We specialize in medical professions, high-net-worth individuals, and veteran financial services.
Can you help with business entity selection?
Yes, we analyze tax implications, liability protection, and operational needs to recommend optimal business structures.
How do you handle document exchange?
We use secure digital portals for paperless document submission, communication, and tax return processing.
Do you offer retirement planning services?
Yes, we coordinate with our sister company for comprehensive retirement plans including 401(k)s, IRAs, and defined benefit plans.
