San Diego Tax & Financial Associates

We've been getting our taxes done with Troy at San Diego Tax & Financial Associates for years now and it's been a great experience. Troy is flexible with his time, answers all of my questions, and makes sure that we get our taxes done properly and quickly every year. My wife and I can't recommend him enough and encourage everyone else to get in touch with him.

Troy is an awesome dude as a person and as an accountant. He is very knowledgeable and professional. I would easily give 10 stars if I could. We always get a good refund and he goes through everything with us. We got lucky to find him. Very reasonably priced for the service provided. The one person that gave a 1-star review was an idiot. Pay her no mind.

We've been using Troy's services at San Diego Tax & Financial Associates for over 5 years now and we can't recommend them enough. Troy and his team are professional, knowledgeable, and flexible with their time. It makes tax season a little bit easier knowing that they will do what it takes to make sure we get our taxes filed properly and efficiently.

My parents have had Troy manage their investments for what feels like forever. As my parents age, I've been tagging along to appointments to make sure they (parents) don't miss anything important. I can see why they have trusted Troy and the team at SD tax pros for so long. They are professional, kind, available and get to know what's important for their clients. For my parents it was ensuring they went on their dream trip to Ireland. They acknowledged when my mom was hospitalized and as I ramble on, the

Troy and his team at San Diego Tax and Financial are amazing! Super knowledgeable, friendly, efficient and helpful. Troy always has our returns done very quickly and is so helpful to us the rest of the year with questions we may have. We are so grateful to have his expertise :)

My wife and I recently moved to California resulting in our need to quickly partner with a top-notch professional tax preparation organization that met our criteria of having demonstrable tax return management expertise and experience. For us, these core capabilities needed to be coupled with the agility to compassionately personalize our style of collaborative communications and our need for a customized tax return creation process. As it turns out, SD Tax Pros met and exceeded all our expectations. Partn

Troy and his team are absolutely amazing. Communication is fantastic, the new portal works great and as usual tax preparation is done quickly and efficiently. If you are looking for a company to handle your taxes please contact San Diego Tax and Financial Associates, you will be very pleased.

Troy is very professional and enjoyable to work with. His expertise and knowledge are amazing. He took the time to go over our return and answer all our questions. It was a very pleasant experience working with him and Lynn Wilson. We highly recommend them.

We have worked with Troy for the past two years and truly appreciate his service and advice. The new tax organizer is simple and helpful. Our experience here has been excellent.

Troy and his staff are always welcoming and helpful. Troy is very knowledgeable in all financial matters including help with trust dispersements for IRAs and life insurance policies. He will help you with the tax implications for your trust and future 401K investments. The up-to-date financial portal that the office uses is also a very helpful tool for his clients.

Fast, efficient and friendly service. I have been using San Diego Tax & Financial Associates for my tax needs for as long as I can remember and I would highly recommend them. I really appreciate all the work they have done for me over the years. Keep up the good work and thanks for navigating me through the tricky tax season?

A friend recommended SD tax. After a few emails and a phone conversation we are now proud clients. Troy was exceptional at explaining multiple options for our tax prep and investments. We are really looking forward to our future with SD tax. SD Tax Pros completed our taxes last week. The process was exceptional. The best service we have ever received from a tax preparer. We highly recommend using SD Tax Pros.

We have worked with Troy for multiple years. He and his staff are wonderful to work with and always professional. Through multiple moves, employment changes and tax law changes, the team at SD Tax have reliably helped us along the way.

I?ve been doing business with Troy and his team for five years now. I travel 200 days a year and my schedule/lifestyle is very unusual to say the least. His team always fits me into their schedule and works with me on my tax filing. I appreciate their business operation and pleasant they always are.

I have used Troy and company for several years now. By far, the best tax professionals that I have experienced in 40 years of tax filings. My tax is a bit complicated and Troy has a handle on everything. The return gets filed within days of all the 1099s being submitted. Price is very fair. Can't say enough.

A key element of receiving tax and investment advice is trusting your advisor. We feel totally confident that Troy has a thorough understanding of our financial situation and extends advice and guidance that are in our best interests.

Troy is extremely knowledgeable, professional and responsive, and he always gets our taxes done in a timely manner. We are never left surprised on Tax Day, and I have very little anxiety around taxes since we've started using his services.

I'm not really into taxes, but Troy and team make it bearable. Observing Troy's diligence, attention to all the numbers, and his astute financial questions gives me piece of mind and a sense that all ducks are in a row and that I am not paying more than is necessary.

I've used SD Tax since 2016 and this will likely be my last year. This year I owed 7445 and I've never owed before. Some receipts were missed so I asked my preparer to add those in. The response I got was, its not going to change much and maybe next year you should get everything in when they file. They didn't even address me with my first name. Instead they called me and my wife by our last names like we were past teammates. I've been a loyal client since 2016 and you can't even remember my name? The lac

Troy is knowledgeable, honest, trustworthy. He gave me great advice. I am so glad he was recommended to me for financial services. I wish I had met him sooner.

Filing taxes is a mess, even for salaried workers, and neither the federal nor state government makes it any easier. That?s why I highly recommend San Diego Tax & Financial Associates. They made the process smooth, stress-free, and affordable. Don?t waste your time, let the pros handle it!"

Troy has been my tax Pro for eight years. My former pros in New York and Princeton,NJ were talented experts. But Troy has been the best in so many ways more than tax prep. Representing me with the IRS was most impressive. Proposing alternative solutions to complex tax issues every year that wisely and legally saved us $ and assured my tax filing was on time and totally correct. Recently he offered to share his tax expertise and financial knowledge with my son. Troy interviewed him. He then assisted him in

Troy is thoughtful and thorough. He keeps up with tax law and where it may and may not apply. We use him for our business and personal and highly recommend.

So fast, easy, and accurate. Would highly recommend San Diego Tax & Financial Associates to anyone. They make the process of filing taxes so easy and have the quickest turnaround time. They are amazing and so easy to work with.

Troy Koepplin and San Diego Tax & Financial Associates are the best tax CPA and financial advisor firm I have ever worked with. They have handled more than 8 years of both business and personal tax returns. Troy is extremely hard working, competent and professional. They are responsive and available for all questions and follow ups. He was especially helpful with guiding me through preparation of business financial statements as well as creating the best type of retirement accounts for my personal situation

Troy and his team did it again. Tax season is so much less stressful with SD Tax and Financial Associates on my team! Thank you guys for taking care of everything so smoothly!

Exceptional customer service from start to finish, handled taxes promptly, excellent software to upload information into. Troy is very knowledgeable and professional, highly recommend.

Highly recommended! Very happy with the help I?ve had from Troy over the years as are the family members I?ve suggested switch to him for their taxes.

We have received outstanding service from Troy for a decade. He completely understands our financial picture which includes our taxes. He is very much a pro!

Troy Koepplin and his team have been doing my taxes for over a decade and they always do a great job. They work with integrity and I have the utmost trust in them!

Richard Nolan has done our taxes for 3 years. Very happy with him. Explains things well and is knowledgeable. I swear he must do all nighters reading the tax code.

We've been using for the past 3-4 years since our last long-term tax account screwed up a return. We find Troy to be extremely professional and knowledgeable and he's done a great job on our taxes and my wife's late father's taxes. Highly recommended.PS. Another year, another great experience with Troy and SC Tax and Financial. Just got our review of 2020 taxes. .Just got back today again from Troy doing our taxes. Great as usual! Now he?s doing the very complicated taxes on my wife?s family?s home out of s

Troy has prepared our taxes for probably 10 years, does an excellent job;. He is very flexible and helpful. We live out of the area now. I prepare all the detailed figures, fill in the Tax Organizer and mail to Troy. He and his office prepare and file the return. All contact is by phone or email, which works well. He keeps us informed re: the process along the way, then the refund magically appears in our bank account. Thanks, Troy, for a professional job well=done. Until next year. Dr. Hal Forne

Troy and his team have earned my full respect and admiration. He has been my tax & financial advisor for many years, always ready to go that extra mile when the situation required it. I can recommend him highly.

I've been using SD Tax Pros for about 8 years now and they always do great work. Troy is my go to tax guy

Troy and his team are amazing. If you are looking for a tax professional that will look after your best interests and cares about you as a person, San Diego Tax & Financial Associates is the place to go. I have been using this firm since 2012 and have always had the best service. One of the best feelings is knowing the IRS/CA will not get red flags on my returns and come banging on my door (or that dreaded letter in the mail). The firm has helped me through financial retirement advice, estate advice, and ma

Troy and Lynn at San Diego Tax & Financial Associates have been providing us with exceptional professional and personable service and guidance for several years. Troy's expert broad-based knowledge, performance results and enthusiasm provides us with total confidence in him as our advisor. Lynn is also a pleasure to work with as she is thorough, responsive, patient and always good for a laugh.

As always, working with Troy made our financial planning and tax filing not only painless, but pleasurable. Thank you, Troy!

Troy is always very helpful and thorough. He answers our questions, and tells us about issues we didn't know to ask about.

We?ve been going to Troy for about 8 years now. He is an amazing guy that is very knowledgeable, and it?s always pleasant to see him. He always acts in a funny yet professional manner. His pricing is a fair rate and he cares about his clients. We would highly recommend him.

Highly recommend Troy and his team at SD Tax!! Don't go anywhere else for your Federal or State returns.

Could not recommend more. Troy is always there when you have questions, and his experience is a great comfort in these crazy financial times! Addendum! We have been guided by Troy's knowledge and expertise for a number of years now. We cannot say enough about him and his staff. I know it's cliche, but he really does go above and beyond! It is now July 23, 2024, and Troy is still there guiding people with his knowledge and expertise. Simply cannot recommend him enough.

My husband and I have been their clients for years and have nothing but positive things to say about Troy and his firm. We value and depend on his expertise and financial acumen, and are impressed with the professional and patient way he?s dealt with our sometimes challenging issues. We highly recommend them!

We have used Troy as our tax account for several years now and are completely satisfied with his service. He?s very knowledgeable, efficient, and personable. He completed our tax return very quickly this year as always.Highly recommend him.

Working with Troy is one of the best decisions we've ever made. He is smart, kind, experienced and frank. He crafted a custom-made financial strategy for our family and walked us through the steps we needed to take to implement it. I feel like we're finally "doing it right" in the realm of finances. I can't overstate the value we got from his services. #betterthantherapy

Troy helped me navigate many of the financial details that had to be completed after my mom (his client) passed away. I was so impressed with his (and his staff's) attention to detail and thoroughness. I offer my high recommendation.

As always, my tax-return visit with Troy this year was a positive experience! In addition to a quick review of my tax return, which was fine, he gave me some great investment advice, and I'll see him again in a few months. Everything about this office and the services they provide is professional and exceptional. Troy and his staff are easy-going, friendly, helpful, and fun, making every visit a positive experience!

Troy is fantastic! He's there to help you, straight to the point, and trustworthy. Very satisfied with the service and overall experience working with Troy and SD Tax & Financial.

Very happy with Troy Koepplin expert work. His profesionalism, expertise, knowledge of complex tax laws and excellent service is what I received from Troy. He is the best in his field.

Troy is the best. He has been doing my taxes forever and that's the way I intend to keep it!! He helps me plan for the upcoming tax year and is always available to answer tax related questions. I so appreciate Troy and the staff at San Diego Tax & Financial Associates......

I was recently referred to Troy from two different family members to help me with investing and retirement planning. I have been extremely impressed with his knowledge and availability. I own a small business and he has already given me tips and strategies particularly with regards to saving on taxes. I am confident that I will be able to achieve my goals with his advice.

Troy is an outstanding tax professional. He is extremely knowledgeable, practical and honest. He is very responsive to our needs. I feel so reassured to have the support of such a kind expert. I recommend him without reservations. I am updating this review a year later. We have interacted multiple times with Troy and his staff and I can only enhance my previous review. Troy's professionalism, expertise, honesty and customer service are outstanding. I couldn't recommend him enough. He is the type of tax exp

Troy has been doing our taxes for a few years now (after having a not-so-great experience with another company). He is incredibly knowledgeable, responsive and thorough, and I would consider our tax situation relatively complicated. The mid-year check-ins are helpful as well, so you have enough time left in the year to adjust strategies if needed. Highly recommend Troy and SDTFA.

Troy has been doing my taxes and finances for the past five years. I highly recommend him and his team. His advice is invaluable, straightforward and honest. I originally found San Diego Tax and Financial because they were close to my office. I've stayed with them because of their service is top notch, they work with you and they are there to help out was your finances evolve. I don't write reviews, but in this case it is warranted. I hope it helps.

Troy and company have been immensely helpful when it comes to wrangling my personal finances and taxes. His attention to detail and results are both top notch, and to top it off I am paying less for tax preparation than I was for inferior service in Austin, TX. I wholeheartedly recommend SDT&F! Update from 2023: Troy has continued to be a trusted advisor and someone that has gone above and beyond expectations, helping me through a rough time in my life with tremendous support and understanding.

Troy has been our financial advisor for several years. 100% happy with the service and extremely reasonable cost. I know how busy the firm is and appreciate all his work.

Troy is amazing and trustworthy. As my financial advisor he takes the time throughout the year to make sure I am on track and provides excellent and sound guidance. He is friendly and yet extremely professional. I have recommended Troy to others and he hasn?t disappointed. I feel completely comfortable with his expertise and his advise as I enter into my retirement years...

I was referred to Troy at SD Tax pros and it was the best referral ever. He and his staff are extremely responsive, professional and focused on delivering top service. After several years of taking care of having Troy take care of our taxes my wife and I decided to turn over the management of our financial investments. This decision has proved to be very successful and it gives us a feeling of relaxation that comes with the knowledge that we have a solid professional in charge of our investments.

Troy is a true professional who takes great care of his clients and provides excellent service. He is very informative and really breaks things down to help someone like myself a novice when it comes to taxes understand everything single aspect. We will continue to work with this company as the experience each and every time has been nothing short of fantastic.

Troy is absolutely the experienced professional partner that you want on your financial team.

Troy and his team at SDTax pros always exceed my expectation with the quality and expert knowledge in handling my finances. I run my own company and really rely on Troy to direct me and get me all the credit I deserve. Definitely recommend them to anyone.

Troy works hard to get us the best refunds possible. We have a slightly unique situation and he runs the numbers as many ways as possible to find the maximun refund. Above that, he is just a nice guy that is a pleasure to work with. Even above that, he really does offer financial advice and analysis, and has walked us through multiple business opportunities and saved our bacon more than once. I have recommended him to everyone, including my own father!

Troy is an amazing, trust-worthy professional who we entrust with our taxes and investments. He is friendly, communicative, and the best financial person we have worked with ever. Highly recommended!

I highly recommend Troy Koepplin at San Diego Tax and Financial Associates to anyone looking for an excellent financial advisor. I found Troy on Yelp and I?m so glad I did! He is knowledgeable, professional, kind and trustworthy. It?s a good feeling to work with someone like Troy who is very competent and has his client?s best interests at heart.

Our family has been using Troy for 5 years now and every year we are happy with the ease of the process, and how fully all our questions are answered. Troy is proactive in finding missing information, making suggestions and explaining different strategies to help us throughout the year, and most importantly he has helped us with complex rental property tax situations. He is also just a really nice guy who takes time to get to know us and explains things in a way we can understand, which is important! We've

We have used Troy Koepplin for years and couldn't ask for a better tax and financial advisor. He's affordable, professional, and has steered us in the right direction as we grow our business over the years. Troy provides another level of expertise and service you don't find with your typical tax person. Highly recommend!

Troy and staff are amazing! Everyone is professional, VERY knowledgeable and also make you feel important and valued. The process is detailed and easy to complete, any questions are quickly answered. I am Very Happy with San Diego Tax & Financial Associates!

Troy is an excellent tax professional and is a great option for your personal taxes or as part of your business team. I appreciate his ability to work hard at minimizing liability and looking for solutions rather than taking a cookie cutter approach. Will use him again in the future.

I'm so glad to have the opportunity to get expert guidance from Troy "Master of Finance"! I am thankful that he is able to guide me on how to plan for the future regarding finances to get me on track. Definitely trust his advice and knowledge! I just wish I was able to meet him sooner! Thank you Troy!

I've had the pleasure of working with Troy for the past 5 years and he has always been extremely helpful through his work and guidance. Every financial decision and tax season runs smooth and stress free thanks to his help. If you're looking for a professional and trustworthy setting, this is your place!

Troy Koepplin has been our tax professional for years, advising our family as our financial situation changes throughout various life stages and career moves. We stayed with Troy even as the military moved us to various locations across the U.S., and remain with him even now as we?ve retired from active service and are permanent residents of South Carolina. Extremely knowledgeable and always gives us the tools to make sound financial decisions in preparation for tax season. Almost just as importantly, he?s

Troy reviewed our previous year's taxes that were done by another firm. He re-did the other firm's work and saved us a lot of money. It made a believer out of us and we are back for another year. We have now been with Troy for 3 years and he continues to meet our every expectation.

Troy is the best accountant anyone can wish for. He is most knowledgeable, and professional but most importantly he cares about his clients and goes above and beyond to support them. I have referred many people to him and they all have had the same awesome experience. To top it all, his price is really fair too.

Troy is amazing! He is very conscientious, super quick in returning correspondences, and extremely informative. Our 2020 taxes were very complicated compared to previous years, and Troy navigated our forms and our questions with diligence and with patience. We very highly recommend Troy!

Great program, great people, about as easy as taxes can get! Troy is the man!

I recently contacted Troy regarding assistance with investments. He quickly determined my tolerance level for risk versus reward. His advice was clear and he makes himself available to assist with the technical aspects of efficiently shifting assets between multiple accounts. Chuck Yancey

My wife and I just finished our fifth yearly tax review with Troy. As always, he was great at answering our questions, clear in his analysis, and insightful and professional in his handling of our returns. Also, he is just such a pleasure to work with. We would strongly recommend him to anyone.

Troy has been handling our tax and financial planning for the past 4 years. He's always been generous with his time and we've come to fully trust his advice. I would recommend him and his team.

I have been going to Troy and his team for about 7-8 years now! They?re great, very personable, professional, super helpful! If you?re looking for a great place that you can trust to handle your finance, go see Troy and his team.

We?re happy and secure in our growing relationship with Troy Koepplin as a trusted adviser on tax and financial matters. Looking at a more complicated tax year in 2018 and looking for confirmation on plans for retirement, we found San Diego Tax & Financial through Yelp and were encouraged by all the great reviews. The experience has been kind of like finding a treasure map! With Troy?s advice and encouragement, I?ve confidently retired. This week, we submitted our 2019 tax return. Our mutual planning and es

My wife and I have worked with Troy for the past 6 years and highly recommend his services. He is knowledgeable and trustworthy. He is also a great communicator with quick follow-up on tax/finance questions.

San Diego Tax & Financial Associates has earned my business and trust. The staff is very professional and knowledgable. It's a busy office but when you are in front of them, you are their focus and take the time to answer all your questions. I wouldn't go anywhere else to get my taxes done. Very happy with their work for the last 5 years now.

Troy, thank you for far exceeding expectations and going above and beyond! Your fountain of knowledge combined with such a personal and caring approach to client services surely distinguish you as a true professional tax adviser! Well-worth the investment!

They are amazing. We have been working with Troy and his team for 10+ years. People using TurboTax and other big names for their tax returns are wasting their investment, more particularly if they live in North County!

San Diego Tax and Financial Services makes you feel like you?re their only customer. They are very professional and knowledgeable. They take the time to answer your tax questions and explain it to your understanding. I really have trusted Paul Newman with our return and also my mothers return for several years. I highly recommend their services for your tax needs.

My wife and I have been working with Troy for almost a decade, for tax prep, financial planning, and retirement investments. Troy has helped guide our financial strategy through marriage, job transitions, international relocations, and family planning. We have enjoyed working with Troy, recommend him to anyone and everyone looking for financial services, and will continue to do so for the foreseeable future!

I love working with Troy and the rest of the staff at San Diego Tax. Even when I moved out of state, Troy still cared for me. I would not hesitate to recommend them for all your financial needs.

We feel comfortable and secure having Troy Koepplin handling our taxes and the advice he has given on financial matters. He takes time to know his clients and therefore there is an easy feeling in his office- even when it comes to the dreaded taxman!! Highly recommend Troy.