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Expert Tax Services at San Diego Tax Associates

Your Path to Financial Health and Efficiency

At San Diego Tax Associates, we're committed to optimizing your financial well-being through our expert tax services. Our goal is to minimize your liabilities and maximize your returns, whether you're an individual, a small business, or in need of estate planning services.

Why Choose Us?

  • Personalized Tax Planning: Tailored strategies to reduce your tax burden and secure your financial future.
  • Meticulous Tax Preparation: Detailed and accurate tax filing to ensure you're compliant while maximizing deductions and credits.
  • Diverse Expertise: From individuals to businesses and estate planning, our expertise spans all facets of tax services.

Our Promise: We believe in a partnership approach, standing ready to guide you through every tax season and financial decision with clarity and confidence. With San Diego Tax Associates, your financial health is in expert hands.

Learn More About Our Services

  • Investment Strategies: Aligning your investment portfolio with your tax strategy to enhance financial growth.
  • Comprehensive Insurance Options: Ensuring your peace of mind with the right insurance coverage tailored to your needs.

Contact us today to start your journey towards optimized tax efficiency and financial health.

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Your success is our mission; San Diego Tax Associates commits to personalized financial strategies for every client, every time.

Osaic Wealth Customer Relationship Summary

About UsOur Tax Pricing
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Richard Nolan is a registered representative with securities and advisory services offered through Osaic Wealth, Inc., Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a Registered Investment Advisor. Insurance offered through SDTA Insurance Services.  Tax planning and preparation services offered through SD Tax Associates.
‍Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
CA Insurance license #0D47288. EA License#00113412. No offers may be made or accepted from any resident outside thespecific state(s) referenced
AZ, CA, CO, FL, HI, ID, IL, MA, MT, NC, NV, OR, PA, TX, UT, VA, WA, WY.

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