Tax Problem Resolution

You’ve got a friend in the tax business. Let us be your go-to for your any tax resolution needs you may have. From IRS wage garnishment protection to helping you get “Innocent Spouse” protection, we have the experience you need.

What our Clients are saying

Daniel has been extremely helpful and friendly. He helped me with an issue on my return from 2 years ago, even though he was not my accountant at the time. He also helped explain to me the tax benefit I could get from buying my mother’s home. He is very knowledgeable, and I would definitely recommend him!

Daniel has been extremely helpful and friendly

Daryl R.

3+ Reasons Why San Diego Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our San Diego office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

San Diego Tax Center’s 2017 Tax Preparation Checklist

Lots of things have been changing recently -- from Academy Award ratings (they're down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at San...

The Behavior Profile of Our San Diego Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

The Joys Of Providing Professional Tax Services To San Diego

Well, our primary work for this tax season in San Diego has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in San Diego, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll...

Daniel K Yowell’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

3 More Reasons Why More San Diego Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from San Diego who trust us with their most sensitive financial details -- and we don't take that...

Four Tips For San Diego Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in San Diego into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in San Diego who are paying attention (because let's...

A 12-Point Financial Health Check For San Diego Families And Individuals

We are now fully engaged in our tax "off season" here in San Diego. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

How To Manage Money For San Diego Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Delayed Gratification: Staying Focused to Get Ahead (Later) in San Diego

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!