Personal & Family Services
Personal Finance, Simplified
You work hard for your money and we want to make it work hard for you. Our expert professionals help you manage your finances so you can keep your earnings well into the future. We cover estate planning, tax preparations and filing, investment planning and more.
Overseeing your own records opens you up to more legal risks than when you hire a certified public accountant to assist with your accounts. This is especially true during tax season, when you have to deal with everyday responsibilities, in addition to ensuring that your forms are prepared and submitted on time.
The accounting team at SD Accounting provides accurate financial review and documentation for your peace of mind. We’ll also assist you to make corrections for your previous filings.
Personal & Family Services
Personal Bookkeeping
Personal Bookkeeping
Track your income and expenses in a more efficient manner. Learn how to make your money work hard for you, with the help of our certified accountants and advisors. For your convenience, you can easily share your receipts, returns and information through our secure accounting platform.
Learn More
Tax Preparation
Tax Preparation
Get the most savings from your tax obligations with the help of a certified tax specialist. Our accounting professional, based out in San Diego, will find the most exemptions for your unique situation and needs. And with our secure online customer portal, your filing process is a breeze.
Learn More
Financial Planning
Financial Planning
Acquire and build wealth. SD Accounting will help you manage your financial activities and provide you with expert advice on where to put your nest egg. We’ll help you meet your desired cash flow, budget and overall financial goals for the future.
Learn More
Personal Bookkeeping
Track your income and expenses in a more efficient manner. Learn how to make your money work hard for you, with the help of our certified accountants and advisors. For your convenience, you can easily share your receipts, returns and information through our secure accounting platform.
Personal Bookkeeping
Learn MoreTax Preparation
Get the most savings from your tax obligations with the help of a certified tax specialist. Our accounting professional, based out in San Diego, will find the most exemptions for your unique situation and needs. And with our secure online customer portal, your filing process is a breeze.
Tax Preparation
Learn MoreFinancial Planning
Acquire and build wealth. SD Accounting will help you manage your financial activities and provide you with expert advice on where to put your nest egg. We’ll help you meet your desired cash flow, budget and overall financial goals for the future.
Financial Planning
Learn More
Treat your household like a business. By ensuring proper management of your finances, you’ll find ways to maximize your income and ensure a brighter financial future for you and your family.
How We Work
We employ a permanent staff of certified public accountants and business advisors that will attend to your needs. These accountants can work with you onsite or online, depending on your preference.
Step 1
Consultation
Our process begins with a meeting, scheduled at your convenience, where we discuss your requirements. This is also where we’ll identify key problem areas in your personal and business financial paperwork and strategies. This will help us develop a savvy action plan.
Step 2
Review
We’ll then run a review of your existing accounting practices and statements. We’ll devise a solution for any financial roadblocks that you may have, be it in relation to dealing with fines or audits, or simply filing your taxes with the IRS.
Step 3
Solution
We’ll obtain your final approval before submitting your paperwork to state and federal agencies. We can also provide projections and other types of documentations by request.
Prepare for Your Future
Lack of financial foresight prevents most people from enjoying their hard-earned money and obtaining financial freedom. Unfortunately, most people are not willing or able to spend time taking a closer look at their own financial activities.
By understanding how to make every cent of your money count, you’d be surprised at how much you can save. Income planning alone could save you hundreds in a month, if you know how to budget wisely.
Get your head out of the sand and increase your financial IQ by working with our accountants. Make informed decisions regarding your finances with our accounting, tax filing and financial advisory services.
Benefits of Working with Our Personal Accountants
- Learn how to diversify your portfolio to minimize risks.
- Protect yourself from penalties due to accounting errors.
- Get expert advice on saving for your retirement.
- Save more money by hiring a third-party accountant.
- Minimize errors with the use of our secure accounting software platform.
- Minimize your tax liabilities.
- Put a sound plan in place for managing your income.
- Manage your wealth and your financial future better.
- Learn more about debt management and ways to improve your credit.
- Find the right financial instruments to boost your savings.
Our clients know we give 110% to to help them succeed.
Let us know how we can help you.
Our clients know we give 110% to to help them succeed.
Let us know how we can help you.
Contact Us
Let us know how we can help you