Business Details
50+ Years
experience
Trusted Accounting and Tax Services in San Diego
Since 1946, Considine & Considine has provided personalized accounting and tax services to businesses and professionals. Our firm combines decades of experience with a commitment to understanding each client's unique financial landscape. We prioritize proactive planning, accurate tax solutions, and transparent communication to build long-term trust. Our team of certified professionals delivers value-driven services including audits, business tax planning, retirement strategies, and real estate advisory. We operate on a fixed-fee billing model to ensure budget predictability for clients.With expertise spanning industries like manufacturing, real estate, and nonprofits, we serve as strategic financial partners. Our participation in peer reviews and membership in the AICPA underscores our dedication to industry standards. We focus on empowering clients to retain more of their earnings through tailored financial guidance. Our legacy of trust is built on consistent responsiveness and technical excellence. We believe exceptional service starts with investing in talented professionals who prioritize client success.
Services
Audits & Reviews
Business Tax Services
Professional Services
Real Estate Advisory
Retirement Planning
Estate & Trust Services
Small Business Accounting
Tax Preparation
Financial Statement Analysis
Succession Planning
Details
- Year established: 1946
Highlights and features
- We've provided accounting expertise since 1946 with proven industry knowledge
- Our fixed-fee billing model ensures transparent and predictable pricing
- We offer comprehensive services spanning audits, tax planning, and business advisory
- Our team includes CPAs with specialized expertise in real estate and professional practices
- We maintain AICPA membership demonstrating commitment to professional standards
Associations and certifications
- AICPA
Services
Audits & Reviews
Our audit and review services provide business owners with accurate financial feedback through GAAS-compliant examinations. We serve diverse industries including manufacturing, real estate, and nonprofits while maintaining strict adherence to government audit standards. Our team delivers actionable insights to improve operational efficiency and regulatory compliance.
Business Tax Services
We offer comprehensive business tax planning and compliance services at fixed fees. Our CPAs specialize in entity selection, multi-state tax issues, and business succession planning. We help clients minimize tax liabilities while ensuring compliance with federal, state, and local regulations through proactive year-round tax strategies.
Retirement Planning
Our retirement planning services combine technical expertise with personalized strategies. We help clients navigate defined benefit plans, 401(k)s, and IRAs while optimizing tax advantages. Our advisors create customized plans that align with individual financial goals and IRS requirements.
Real Estate Advisory
With 60 years of experience, our real estate team provides tax-efficient solutions for property transactions. We advise on purchase financing, ownership structures, and sales strategies while minimizing tax consequences through specialized industry knowledge and proactive planning.
Small Business Services
We help small business owners retain more earnings through strategic financial guidance. Our services include financial statement preparation, tax planning, internal control reviews, and business succession planning delivered through a fixed-fee model with unlimited consultation access.
People
David Dolan
Partner
CPA partner with expertise in assurance services, conducting audits and reviews for diverse industries while maintaining compliance with professional standards.
Jim Swartout
Managing Partner
Managing partner overseeing firm operations with extensive experience in tax and accounting services for professional practices and business owners.
Christopher Tutor
Real Estate Partner
Real estate services partner providing tax-efficient solutions for property transactions with specialized industry knowledge spanning decades.
Rick Hotz
Business Tax Partner
Business tax partner offering strategic planning solutions and compliance services to help companies navigate complex tax requirements.
Troy Faris
Professional Services Partner
Professional services partner specializing in tax planning for physicians, attorneys, and other professional service providers with tailored financial strategies.
Questions
What accounting services do you offer?
We provide audits, reviews, tax preparation, financial statements, business valuations, succession planning, and retirement strategy services for businesses and professionals.
Do you offer fixed-fee pricing?
Yes, we use a value billing system with fixed fees quoted before engagements begin, ensuring budget predictability for our clients.
What tax documents are required for preparation?
We provide tax organizers to help clients gather necessary documents including W-2s, 1099s, bank statements, and business financial records.
Do you serve specific industries?
We specialize in serving professional practices, real estate, manufacturing, retail, technology, franchises, and nonprofit organizations.
What retirement plan services are available?
We offer defined benefit plans, 401(k)s, 403(b)s, 457(b)s, SEPs, and IRAs with customized solutions meeting IRS requirements.
How are audit services conducted?
Our audits follow GAAS and GAGAS standards, covering for-profit entities, nonprofits, government audits, and retirement plan examinations.
