My Services

Expertise to Ease Your Tax Worries

Your Trusted Tax Specialist in San Diego

With a focus on customer satisfaction and 10 years of experience, I provide reliable tax services tailored to your needs.
  • Transparent pricing with no hidden fees or surprises.
  • Timely and accurate tax preparation to meet deadlines.
  • Exceptional customer service to address all your tax concerns.
  • Personalized tax solutions to optimize your financial situation.

TESTIMONIALS

Don't Just Take My Word For It

Charles O.

Used their Tax Planning service with some skepticism initially. Surprisingly, they not only met but surpassed my expectations by simplifying complex tax matters and saving me a significant amount in taxes. Truly a stress-reducing experience!

Richard O.

I was overwhelmed with my tax situation until I found Truebalance Tax & Accounting. Their Income Tax Planning service was straightforward, professional, and tailored to my needs. Truly grateful for their guidance!

Sarah E.

I turned to their IRS Representation Service with a heavy heart, expecting a maze of confusion. Surprisingly, they navigated the complexities with ease, exceeding my expectations by securing a favorable outcome. Truly a game-changer for my tax situation!

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Frequently Asked Questions

You've got questions, I've got the answers!

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Can I get my tax issues resolved quickly?

Yes, I provide same-day service speed for Tax Resolution.

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What types of payment options do you accept?

I accept Credit Card, Debit Card, and E-Transfer for payments.

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Do you handle all aspects of tax filing?

Yes, I offer comprehensive Tax Filing services for your convenience.

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How long have you been in the tax specialist industry?

I established my business in 2016 and have 10 years of experience.

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Are you a locally owned business?

Yes, I am locally owned, providing personalized service to the community.

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What guarantees do you offer for your services?

I guarantee same-day service for Tax Resolution with a focus on efficiency and accuracy.

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My Badges and Accomplishments

See my achievements in the Tax Specialist field.

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About Me

With over 15 years of professional experience in bookkeeping, I provide comprehensive financial services to individuals, small business owners, and entrepreneurs. My work is centered on accuracy, compliance, and strategic financial clarity, helping clients maintain organized records and meet their financial and tax obligations with confidence. I offer full service bookkeeping along with personal and business tax preparation, allowing clients to work with a single, trusted professional for year round financial support. I also bring extensive experience working with nonprofit organizations and understand the specialized reporting, compliance, and regulatory requirements unique to the nonprofit sector. As a QuickBooks Pro Advisor, I am highly proficient in QuickBooks and leverage its tools to streamline financial processes, ensure accurate reporting, and provide meaningful financial insights. I take a professional detail oriented and client focused approach with a commitment to reliabil

Did you know?
Did you know that California has one of the highest state income tax rates in the country, with a top rate of 13.3% for individuals earning over $1 million? Make sure you're maximizing your tax deductions!