About San Diego Tax & Financial Associates
San Diego Tax & Financial Associates was built to work differently. They look at tax planning and investment management together, throughout the year, so one decision is not made without considering how it may affect the other. That approach has guided the firm since its beginning and remains the standard for how they work with clients today. No call centers and no rotating account representatives. You’ll know the people working on your accounts by name — and there’s a standing rule here that your tax picture and your investment picture are never discussed separately.
Services
Tax Strategy Investment Management Estate & Legacy Individual And Family Tax Returns Estate Tax Returns Trust And Business Tax Returns Audit Representation Tax Planning Tax PreparationReviews
I have had my taxes done by Troy for two years now which was made so simple and completed fast. Yesterday I had my first financial consult and was given a lot of good advice and things to consider. Troy is easy to communicate with and I appreciate his honesty and expertise. I can highly recommend.