San Diego Tax & Financial Associates

San Diego Tax & Financial Associates is a full-service financial company specializing in Taxes, Investments, and Insurance. Our goal is to provide personalized financial strategies and world-class service. We strive to understand our clients inside and out, which enables us to provide creative, forward-looking advice and build long-term relationships. Our team of experts is dedicated to helping individuals and small businesses navigate the complex world of finance and achieve their financial goals.

Our Services

We offer a comprehensive range of financial services designed to meet the unique needs of our clients. Our expertise includes Tax Planning and Tax Preparation, Investments, and Insurance. As Enrolled Agents, we understand tax law and the tax consequences of investing, which sets us apart from brokers, insurance agents, and other investment professionals.

In Tax Planning and Tax Preparation, our Enrolled Agents can help you navigate the challenging Tax Code and provide advice to help you legally minimize your tax liabilities. Our independent financial advisors create tax-efficient investment strategies to help you achieve your financial goals. We also offer a wide range of insurance products, including Life and Long-Term Care Insurance, from top-rated insurance companies worldwide.

What Makes Us Different

At San Diego Tax & Financial Associates, we focus on building relationships with our clients. We take the time to listen, get to know you, and provide advice specific to your needs. We emphasize trust and integrity to foster a long-term and mutually beneficial relationship with you. Our approach is centered on tax-efficient investment strategies, not just charts, graphs, and monthly statements.