San Diego's Trusted Tax & Wealth Advisors

Your Business Earned It —
Is Your Tax Strategy Earning It Back?

Most business owners overpay by tens of thousands every year because their tax strategy was built reactively — not designed proactively. At Taxable Wealth, we build tax architectures that work year-round, not just at April 15th.

Request a Free Strategy Session Explore Our Services

15+ Years Serving San Diego

$2M+ Average Client Tax Savings

500+ Businesses Advised

What We Do

Comprehensive Tax & Wealth Services
Built for Business Owners

From quarterly estimated taxes to multi-year wealth preservation, we cover every angle so you can focus on what you do best — running your business.

Tax Planning & Preparation

Strategic, year-round tax planning that minimizes liability and maximizes returns. We don't just file your return — we engineer your tax position before the year begins.

Quarterly estimated tax optimization
Entity selection & restructuring advice
Pass-through deduction analysis
Year-round proactive planning

Wealth Management

Holistic financial strategies that align your investments, retirement plans, and cash flow with your long-term wealth goals and risk tolerance.

Retirement plan design & administration
Investment allocation strategy
Cash flow forecasting & management
Estate & succession planning

Business Accounting

Clean, accurate books that give you real-time visibility into your financial health — and the data you need to make confident growth decisions.

Monthly bookkeeping & reconciliation
Financial statement preparation
Accounts payable & receivable management
Profit & loss analysis & reporting

IRS Representation & Audit Defense

If the IRS comes knocking, you need someone who speaks their language. We handle audits, offers in compromise, and complex tax controversies with confidence.

Audit representation & defense
IRS negotiation & settlement
Tax resolution & penalty abatement
Foreign asset & income compliance

Real Estate Tax Strategy

San Diego's real estate market demands specialized tax knowledge. We help investors and owners navigate depreciation, 1031 exchanges, and opportunity zone strategies.

1031 exchange coordination
Opportunity zone structuring
Depreciation & cost segregation studies
Multi-unit & commercial property advice

Payroll & Employment Taxes

Stay compliant and avoid costly penalties. We manage payroll tax deposits, filings, and compliance so you never miss a deadline or trigger an audit.

Payroll tax filing & deposits
W-2 & 1099 preparation
California & local tax compliance
Employee benefit plan taxation

Taxable Wealth team in their San Diego office

15+ Years of
San Diego Experience

Who We Are

More Than Accountants.
Your Strategic Partners.

Taxable Wealth was founded on a simple belief: every business owner in San Diego deserves a tax strategy as ambitious as their business. Too many firms treat tax preparation as a commodity — something you file and forget until April. We treat it as the single most powerful lever you have for growing and protecting your wealth.

Based in the Evening Creek corridor, we work with business owners, real estate investors, and high-net-worth individuals across San Diego County. Our approach is direct, thorough, and relentlessly focused on your financial outcome. No jargon. No surprises. Just clear strategy and measurable results.

Proactive, not reactive — we plan before the tax year begins

Transparent pricing — no hidden fees or surprise billable hours

Deep local expertise — California and San Diego-specific tax law

Year-round availability — we're here when you need us, not just tax season

Our Process

How We Work
With You

A clear, structured process that takes the uncertainty out of tax season and puts you in control of your financial future.

Free Strategy Session

We start with a complimentary 30-minute consultation to understand your business, your current tax situation, and your financial goals. No pressure, no obligation — just an honest assessment of where you stand and where you could be.

Deep-Dive Analysis

We review your financial records, entity structure, prior tax returns, and investment portfolio to identify every opportunity for tax savings, compliance risk, and wealth optimization specific to your situation.

Custom Strategy Plan

You receive a detailed, written strategy outlining exactly what we recommend, why it matters, and the projected impact on your bottom line. You'll know precisely what to expect before committing a single dollar.

Ongoing Execution & Support

We implement your strategy, handle all filings and compliance, and stay in touch throughout the year to adjust as your business evolves. You get a dedicated advisor who knows your file inside and out.

Client Stories

What San Diego Business Owners
Say About Us

"I switched to Taxable Wealth after five years of overpaying with my previous CPA. In my first year with them, they found deductions I didn't even know existed — and restructured my entity in a way that cut my annual tax bill by over $40,000. They're not just accountants; they're strategic partners who genuinely care about your success."

Restaurant Owner San Diego, CA

"As a real estate investor juggling multiple properties across San Diego County, I needed someone who understood the nuances of depreciation, 1031 exchanges, and California-specific rules. Taxable Wealth handled everything seamlessly — including an audit that would have been a nightmare with anyone else. They made it painless."

Real Estate Investor Carlsbad, CA

"The level of responsiveness and clarity is unmatched. Every quarter, I get a proactive call about estimated taxes and any changes that could affect my business. They explain everything in plain English and never make me feel like I'm asking a dumb question. That peace of mind is priceless."

Tech Startup Founder Downtown San Diego, CA

Get in Touch

Let's Start a
Conversation

Whether you need a fresh tax strategy, help with an IRS issue, or simply want a second opinion on your current setup — we're here. Reach out and we'll get back to you within one business day.

Office Address

13520 Evening Creek Dr N
San Diego, CA 92128-8100

Phone

(858) 221-7521

Office Hours

Monday – Friday: 9:00 AM – 5:00 PM
Saturday & Sunday: By Appointment

Request Your Free Strategy Session

Fill out the form below and we'll reach out within one business day to schedule your complimentary consultation.

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Tell Us About Your Situation

Your Business Earned It —
Is Your Tax Strategy Earning It Back?