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Core Services

Expert Tax Services

Our goal is to ensure your financial health and tax efficiency, whether you're an individual, a small business, or require estate planning services. From strategic tax planning to meticulous tax preparation, San Diego Tax Associates stands ready to minimize your liabilities and maximize your returns.

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Investment Strategies

We believe in a tax-efficient approach to investment, crafting strategies that not only meet your financial goals but also complement your tax planning. With no allegiance to sales quotas or proprietary products, our advice is always in your best interest.

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Comprehensive Insurance Options

Beyond taxes and investments, ensuring your peace of mind through the right insurance policies is paramount. Whether you're considering life insurance or long-term care options, we guide you through choosing the best protection for your circumstances.

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From Our Clients

When I approached San Diego Tax Associates, I was overwhelmed with my financial and tax situation. Richard and his team not only provided me with a comprehensive tax strategy that significantly reduced my liabilities but also guided me through investment options that have since grown my portfolio impressively. Their personalized approach and ongoing support have been invaluable.


San Diego Tax Associates transformed my approach to financial planning. Their advice was a game-changer for my business.


Thanks to Richard's team, I'm confident about my financial future. Best tax advice I've ever received!


I never realized how much I was overpaying in taxes until I met with the team at San Diego Tax Associates. They not only helped me understand my financial picture but also implemented strategies that saved me thousands. It's comforting to know I have experts on my side.

Secure Your Financial Future Today!