San Diego Tax Professionals

San Diego Tax Professionals

Reviews Summary

San Diego Tax Professionals consistently receive high praise for their exceptional service, professionalism, and expertise. Clients highlight the team's responsiveness, knowledge, and ability to simplify complex tax situations. The staff is described as friendly, courteous, and efficient, with many noting the thoroughness and clarity of explanations provided. While most reviews are overwhelmingly positive, a few mention delays or billing issues. Overall, the firm is highly recommended for its reliability, attention to detail, and stress-free tax preparation experience.

About This Listing

Business Consulting
Tax Preparation
Tax Planning

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning

Contact Information

Address

6050 Santo Rd # 160

San Diego, California 92124

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

I had an outstanding experience with the San Diego Tax Professionals, they handled my tax returns this year. From start to finish, they were professional, knowledgeable, and incredibly efficient. Kevin McCully took the time to understand my financial situation, answered all my questions clearly, and made the entire process smooth and stress-free. I highly recommend their services to anyone looking for reliable and expert tax preparation. I'll definitely be returning to them next year!

As a veteran, doing my taxes is a daunting task. San Diego Tax Professionals are top notch with the services they provide and were very knowledgeable, responsive, and professional. The front desk staff, Kerstin and Rebecca, were kind, warm, and welcoming. I'll definitely be back.

When I called about coming in, I was immediately connected to Rebecca, and she was very knowledgeable about what documents I needed to bring in order to get my taxes done. She set up an appointment for me with Rob. The day of my appointment, Kerstin greeted me at the front, and was so nice and professional. It made me feel like this was a good decision! The fact that I got Rob as my preparer was icing on the cake. Definitely recommend coming here for taxes at the very least!

The office team is the best! Greetings and help always. Rob Freidson is incredibly knowledgeable and thorough in a professional but cordial way. I have been a client for many years and would not go anywhere but San Diego Tax Professionals and I would encourage others to do the same. A helpful, professional, friendly team is there to help you through out your tax process. Rob provides a guide sheet so that you can easily organize. I wouldn't go anywhere else but San Diego Tax Professionals.

I got my returns done here at SDTP. Everyone here made it such a smooth and stress free experience. The ladies in the front office are always so nice and friendly. I had my returns done by Rob and they came back so quickly with no problems. Overall a great experience with them. :))

San Diego Tax Professionals is a trustworthy, reliable, and easy to work with organization. I'm so glad I found them a few years ago, and only come here for my tax preparation. I've told family and friends about this place. Shout out to Robert.

Everyone at San Diego Tax Professionals was very friendly and informative. The front desk was great and made everything very easy. Our tax professional Viktoriya was excellent and very knowledgeable!

We were recommended by a friend to meet with Robert for tax preparation. He was very helpful, attentive and provided us with the assistance we needed. We recommend for those looking for a great tax professional. Plus the front office was kind and welcoming.

The staff is so helpful and knowledgeable. They helped me with complicated organizational taxes for an organization I was with. They knew the ins and outs of what needed to be done, helped explain everything to us, and ensure everything was done in a timely manner. They are also very friendly and professional.

Top notch. Great service and outgoing attitude. Who likes to do taxes? Not anyone I know. Robert and The San Diego Tax Professional will get it done as painlessly as possible.

Nothing but a great experience all around! The front desk team was very polite and courteous, my preparer was very professional and knowledgeable, and the overall atmosphere of the office was quite pleasant! Will be returning next year for sure!

SD tax professionals run the most well-organized office and business. The front office staff are courteous and Robert Freidson is an excellent tax preparer. Thank you!

We have been going to Robert for our taxes for the last three years. His counsel has improved our tax situation each year. He takes the time to explain, in terms we can understand, any questions we have. We would highly recommend San Diego Tax Professionals!

This has been one of the best accounting firms I have ever used. Viktoriya is on top of her game in tax liabilities and takes the time to explain complicated tax codes. If you are looking for ethical and professional help with your tax issues, this is the place!

Rebecca and Kerstin are so very nice ! Been going to Robert for many years - always a pleasure to!

Marianne was very helpful!! She made the process easy and fast for my wife and I.

very unprofessional, they led me on for about a month saying they were going to complete my taxes and then never did. Now I'm late for my taxes because of them thanks tax unprofessionals

San Diego Tax Professionals has been a LIFE SAVER! I first went to them 5 years ago with a pile of paperwork from previous incomplete tax years. Rob was instrumental in getting everything back on track! He answered all of my questions, and provided insight on the best way to navigate moving forward. Needless to say I've been going back to them year after year. I would highly recommend Rob and the staff at San Diego Tax Professionals to my family, friends, and anyone who is reading this. You'll be happy you

Great service, very trustworthy, timely, reliable, service. Very knowledgeable and keeps it simple.

First time using San Diego Tax Professionals and I gotta say, they are phenomenal! Their attention to detail and professionalism has made filing for taxes this year a breeze. Absolutely wonderful company to do business with. Will definitely be using them again next tax season.

I went to San Diego tax professionals with a few questions and Rob was so knowledgeable I ended up letting him do all of my taxes. I own my own small business and it's very important that I find somebody who's professional, who takes the time to answer questions and also makes sure I understand the best ways to proceed and he absolutely hit it out of the park. I would not hesitate to recommend him to anyone who is looking for a professional company to handle their taxes at a reasonable rate.

San Diego Tax Professionals provides top notch service! Wouldn't recommend going anywhere else for any of your tax needs. Rob always talks me through all my questions and clearly explains any changes from year to year. Excellent service and very easy to work with!

It seems like taxes get more involved every year, especially this year after the tax laws changed. I finally gave in and went to a pro, San Diego Tax Professionals. They knew their stuff and made the process quick and painless. Once all was said and done, I was confident my taxes were correct and felt reassured I maximized my return. Highly recommended!

Rob has been amazing! My taxes were quite difficult for me due to moving to a new state while still working in another (and several other factors). He made the process so smooth that I even referred some friends!

Jackie did an amazing job helping me with my late father's taxes, and answered questions about the estate that he left behind. My schedule was a little crazy with a move and new family, and Jackie was patient and professional the entire time. She was able to get things done and somehow order and manage the chaos I presented her with. I'm looking forward to future business with this team. Thanks again!

Jackie is seriously the best and I plan to go back every year for my taxes. Normal rate to get my taxes done but she goes above and beyond to help you out with whatever you need in the complicated tax season. Recommend to everyone!!! She also helped with my out of state stuff too

It's a rare occasion when I feel compelled to leave a review. This is one of those rare occasions that truly deserves being shared with others. Mr. Freidson was extremely professional and made the process of getting my taxes done efficiently and painless. I know this almost sounds like a commercial, however I would highly recommend San Diego tax professional to all those looking for an efficient and friendly tax specialist.

San Diego Tax Professionals have been handling my business accounting and tax preparation as well as my personal taxes for several years. Always on time and always quick to respond to questions. You cant go wrong here!

San Diego Tax Professionals is the best!! Rob and his team are extremely professional and attentive. I highly recommend them to anyone looking for a great tax preparer.

I started with this company in February and still as of today, June 4, I do not have my taxes filed correctly. They went ahead and charged my bank account 5 figures without talking to me first AND that amount is not def not the NET amount owed after consideration of my tax payments and heavy deductions I sustained during 2020 covid impacts (I bought a vaca rental in Jan2020 and was not qualified for the free money gov issued PPP 'loans' that never had to be paid back). Now I have penalties and interest to

Jacqualyn was very responsive to the general tax return question I had. Immediately she reviewed my tax documents from a previous year and provided me with the next steps. Great customer service! Keep up the good work!

Very friendly and helpful! I learned a lot.

Very great service from start to finish, with COVID I expected delays but they were on top of it the whole way through. Jackie is awesome, will definitely use them again.

I've been using San Diego Tax Professionals for five or so years. Always done fast and accurate. No audits!

I was referred to Rob by a friend, and I couldn't be more satisfied! Such great help, and friendly. Will definitely be back! Thanks so much!

Robert is awesome to work with. Have been using their services for decades.

They were so thorough and patient and kind! Very professional, thank you Laura for all of your help!

They have always been there for my tax needs.

Superb professional and attentive.

Great customer service

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.