Tax Services

Big picture vision with scrupulous attention to detail

Personalized service, comprehensive plans, accurate results.

We learn about your business from the ground up – your operations, your personnel, your opportunities and your risks – before we devise a strategy that suits your needs, and meets your goals.

We treat our clients as our colleagues. Our Partners work closely with your team to ensure we're working together to achieve a common goal.

We're obsessed with the details. We leave no stone unturned to ensure you maximize your tax benefits – and minimize your risk.

Your Team of Tax Experts

From tax return preparation to business planning to representation before the IRS and FTB, PKF San Diego is your trusted tax partner. Our tax services include:

• Business and individual taxation consulting
• Tax planning strategies and solutions
• Federal and state tax returns
• Preparation for business, partnership, and individuals
• Representation before the IRS, FTB and other taxing authorities
• Trust, estate, and not-for-profit tax returns preparation and planning
• Business exit and succession planning

• Specialized services:
  • Section 1031 exchange assessment
  • Choice of entity analysis
  • Specialized tax allocations for entities taxed as partnerships
  • IC DISC’s
  • R&D tax credits
  • Cost segregation studies
  • ESOP’s
  • Retirement planning