Tax Services
Taxation Made Easy
Filing taxes can be stressful, especially when you’re doing it all by yourself and don’t have a dedicated expert to assist you. As a leading professional tax and accounting firm in San Diego, SD Accounting will take the responsibility off your hands, so you can focus on what matters.
Individuals & Families
Individuals & Families
Gain a better understanding of your tax obligations and discover areas where you can save money. We’ll help you calculate and file your forms with the IRS, whether for personal filing or for your small business. We’ll perform a comprehensive review of your personal finances, taking into account any transactions and financial decisions you’ve already made or are about to.
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Corporate Tax Services
Corporate Tax Services
Our consultants are certified by the California Tax Education Council and are equipped to perform your tax evaluation requirements. For auditing requests, we work with trusted CPA firms and can recommend a point person to handle your needs.
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Non-Profit organization
Non-Profit organization
While generally tax-exempt, some charitable and non-profit organizations may need to file a return. In lieu of the standard business return, your non-profit may be required to file your IRS Form 990 or 990-N. Let us help you ensure that these public documents contain accurate information prior to being reviewed by your board and submitted to the IRS.
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Individuals & Families
Gain a better understanding of your tax obligations and discover areas where you can save money. We’ll help you calculate and file your forms with the IRS, whether for personal filing or for your small business. We’ll perform a comprehensive review of your personal finances, taking into account any transactions and financial decisions you’ve already made or are about to.
Individuals & Families
Learn MoreCorporate Tax Services
Our consultants are certified by the California Tax Education Council and are equipped to perform your tax evaluation requirements. For auditing requests, we work with trusted CPA firms and can recommend a point person to handle your needs.
Corporate Tax Services
Learn MoreNon-Profit organization
While generally tax-exempt, some charitable and non-profit organizations may need to file a return. In lieu of the standard business return, your non-profit may be required to file your IRS Form 990 or 990-N. Let us help you ensure that these public documents contain accurate information prior to being reviewed by your board and submitted to the IRS.
Non-Profit organization
Learn MoreAn Online Hub For All Your Documents
We believe that filing your taxes shouldn’t give you grief. That is why we’ve designed an easy way for us to collaborate. SD Accounting can work with your CPAs or assign one to your account.
We offer our clients access to a secure platform where you can conveniently upload your forms and documents, such as your books, benefits disbursement, and personal and business expenses. This platform allows us to access your documents remotely for a thorough assessment.
Our Process
We’ve broken down our process below to acquaint you with our tax preparation procedures, as well as your own, unique requirements.
Step 1
Initial Consultation
- Discussion about scope of services and quote
- Examination of your current tax situation
- Choice of method of accounting
- Any inquiries will be answered during this session
Step 2
Document Review
- Submission of previous tax filing through our secure and encrypted platform
- Completion of correct tax forms, either online or offline
- Computation of final tax and application of tax credits, exemptions or refunds
Step 3
Final Review and Submission
- Final board review (for corporations, non-profits and associations)
- Submission to the Internal Revenue Service
Timely and Accurate Tax and Accounting Services
We’ve got our finger on the pulse of developments relating to the policies of the state and federal government. Our dedicated team keeps themselves abreast of legislative changes and industry trends to ensure your compliance. We are also in constant communication with local tax departments and are an active member of the San Diego financial community.
In addition, each filing that we submit has been examined meticulously by several accountants. You can sleep soundly at night knowing that your tax and assets are being taken care of by our professional team.
The only thing certain in life is that SD Accounting gets your taxes done right.
Benefits of Using Our Tax Services
- Avoid operations-disrupting audits from the IRS.
- Enjoy lower fees than when hiring a full-time accountant.
- Save money by avoiding costly penalties due to accounting errors.
- Increase your staff’s productivity by relieving them of low-margin accounting tasks.
- Pay the right amount of tax — no more, no less.
- Save yourself the burden of filing different forms.
- Get your tax refund on time.
- Take advantage of deductions and credits more effectively.
- Protect yourself from legal risks.
- Receive expert advice in other areas of your financial activities.
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