K G.
10/7/2025
We have been using San Diego Tax & Financial for years to help us with our business tax needs. These folks are detailed, responsive and 100% have proven time and again they will save us money....
San Diego Tax & Financial Associates
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(139)
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5411 Avenida Encinas Ste 180
Carlsbad, CA 92008
San Diego Tax & Financial Associates is a full-service financial company based in Carlsbad, CA, specializing in taxes, investments, and insurance. The firm focuses on providing personalized financial strategies and world-class service by understanding their clients' unique needs and goals.
With a team of Enrolled Agents, the company excels in tax planning and preparation, helping clients navigate the complexities of tax law to minimize liabilities. As independent financial advisors, they create tax-efficient investment strategies and work with top-rated insurance companies to offer tailored insurance solutions.
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Reviews
5.0139 reviews
Ronnie S.
6/4/2025
I've used been a loyal customer since 2016. This year we owed 7400 to the feds. We've never owed before. Confused and worried, we noticed there were some receipts that could be used for extra...
Kevin S.
3/6/2025
Richard Nolan has done our taxes for 3 years. Very happy with him. Explains things well and is knowledgeable. I swear he must be up all night reading the tax code.
Frank H.
2/22/2024
Troy has provided fantastic advice and tax planning for 12 years . He helped us out of significant financial problems. We feel so blessed!
Gigi B.
3/11/2024
We were pleased with the service we received from Paul Newman. We were sad he no longer works there. We were grateful that Troy was able to take care of us. He was very generous with his time and...
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