San Diego Tax attorney – We are a full service year round financial services company. I am an enrolled agent, licensed by the Internal Revenue Service, in all states. My staff of 4 and I file personal, corporate, partnerships & payroll tax returns. We also conduct extensive IRS & State negotiations on several issues including back tax resolution. We also provide advisory services, General Ledger (QuickBooks) consulting, monthly & quarterly bookkeeping services, payroll services, sales tax preparation, trust & estate services, tax audit representation, financial statement preparation, medical, secondary supplemental health insurance, life insurance, fixed annuities & mergers & acquisition help.
To deliver tax-optimized services to businesses and families. With a broad understanding of your tax situation, your business, your estate and your entire financial picture, FTB is specially positioned to provide independent, objective wealth management advice
FTB helps your family & your business be better tomorrow than they are today in a way that is meaningful to you — the client. As a full service financial services company.
The care, concern and deep commitment to help our clients succeed is what sets us apart.
We believe in the power and advantages of primary and usable research to bring value to you.
If tax planning is not at the core of a financial plan, the plan may fail to deliver optimal benefits to you.
Our Signature Service is “Smart Business BundleSM ” which Includes:
We also preform special situation services such as Forensic Accounting divorce, asset discovery, and more. See Forensic Accounting
Needless to say, we file current tax returns on time and take advantage of EVERY legal way to reduce your taxes.
Our Business Tax Service includes:
FTB Tax Services offers a full service booking practice to help support your growing business.We work with local, and national clients utilizing a secure hosted environment.
Forensic accounting covers two broad areas: litigation support and investigative accounting.Simply put, forensic accounting is accounting that is suitable for legal review,
If you are new to FTB Tax Services please come in for a free consultation. We will discuss your particular tax situation, make sure there are no issues with past returns, and you will receive a tax planning package.
You gather the needed information and bring the information to you tax appointment. Your taxes will be complete and filed on time electronically.
IF you are current in your taxes you may request the current year tax planning package using the contact me form on the left. In that package there are places to put all the relevant tax information for filing.
Bring the gathered information to your tax appointment. Your taxes will be complete and filed on time electronically.
EASY NO HASSLE! – Taxes DONE!