We are here and ready to help.
As the situation with coronavirus (COVID-19) continues to develop, our entire team is ready and standing by to help our Clients, like you – individuals, small and large business owners, corporations, etc. You rely on us every day for professional help with your legal tax, accounting and business needs. We are going to continue to provide reliable access to the important services you count on.
Promoting health and safety. For everyone.
Nothing is more important than your health and safety, and the need to protect those most vulnerable to the coronavirus. We have taken multiple steps to minimize health risks to our teammates, our clients and our communities we serve, including cleaning procedures in our San Diego, headquarters.We are committed to still being available to our clients via teleconference and video conferencing.
Call us at (858) 376-1501 or connect with us through our contact page.
We’re available wherever you are.
Our staff is here for you and ready to discuss your immediate financial concerns as we continue through the 2019 Tax Season and prepare for 2020. We are open and working regular business hours, Monday – Friday, 8am – 5pm. Please contact us at your earliest convenience.
Some cash relief for you.
Please accept our gift of 10% off any new service we can provide you, including; Tax Preparation, Trust and Estate Planning, Business Services or any other of our services. This will be given for services that an engagement letter has not yet been sent and/or a retainer has not been left. Your 10% will be taken off your final invoice for the new service. We hope this helps lift some financial burden off your shoulders.
Let us know if you need additional assistance.
We understand these times can be challenging and we are here to help—whether it’s providing advice on the current tax environment, understanding your personal and or business’ financial needs, or planning for your long term tax goals.
Finally, if you have been negatively impacted by illness due to coronavirus and need additional assistance related to your account, please reach out to our COVID-19 Resources Manager, Michelle on her direct line (858) 524-3108.
As new developments emerge regarding the coronavirus we will continue to keep you updated on how we plan to continue to operate safely and effectively on our website.
I want to personally thank you for being a valued client. Stay safe and healthy.
16745 West Bernardo Drive, Suite 260
San Diego, CA 92137
Telephone: (866) 631-3470
Fax: (858) 376-1410