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.
Couldn’t be more impressed with the help Richard Nolan gave us! He had looked at our documents in advance and gave us many suggestions to help with our taxes after selling our house. We will definitely be back. Many thanks, Richard.
I walked out of that meeting feeling confident about the plan we discussed. Thank you for listening to what I had to share and helping me figure things out.
Looking forward to working with you for a long time.
Thanks again Rich.
Very thorough, friendly, professional, thoughtful and courteous. Happy to have SD Tax Associates as our accountant.
Thank you for helping me with my taxes. Your expertise and professionalism are very much appreciated, and it was great to meet you. Will be using SD Tax Associates again next year.
Thanks again!