Business Details
YOUR Trusted San Diego Tax & Accounting Partner
YOUR is a dedicated accounting and tax advisory firm serving individuals, businesses, estates, trusts, and nonprofit organizations. Our approach prioritizes proactive tax planning over mere compliance, focusing on minimizing liabilities while building long-term client relationships grounded in honesty and transparency. With decades of combined experience from both regional and international CPA firms, our team delivers personalized solutions tailored to each client's unique financial situation. We emphasize thorough understanding of client needs through detailed consultations, ensuring accurate tax preparation and strategic financial guidance. Our services extend beyond returns to include comprehensive accounting, bookkeeping, and tax-saving opportunities identified through meticulous financial analysis.Certified professionals, including a Certified Financial Planner, provide expertise recognized by local media and industry peers. We serve clients across all 50 states, maintaining rigorous professional standards through active CPA licensure and continuous education. Our commitment to client-centric service ensures every decision aligns with the client's best interests, supported by detailed reporting and clear communication. By combining technical excellence with personalized attention, we help clients navigate complex tax landscapes while optimizing financial outcomes.
Services
Tax Preparation
Tax Planning
Accounting & Bookkeeping
Financial Planning
Nonprofit Tax Services
Highlights and features
- We offer 20+ years of experience in public accounting and taxation.
- Our team includes both Certified Public Accountants and a Certified Financial Planner.
- We provide proactive tax planning strategies to minimize liabilities.
- Our personalized service includes detailed financial reporting for businesses.
- We prepare tax returns for all 50 states with proven accuracy.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate and timely filing for individuals, businesses, estates, trusts, and nonprofits. We handle federal and state returns across all 50 states using our extensive expertise to minimize errors. Our personalized approach reduces client stress through thorough consultations and detailed documentation review.
Tax Planning
Proactive tax planning identifies legitimate deductions and credits to minimize liabilities throughout the year. We develop customized strategies considering current regulations and client-specific circumstances. Our approach combines long-term financial goals with immediate tax-saving opportunities for optimal outcomes.
Accounting & Bookkeeping
Expert accounting services maintain precise financial records while uncovering tax-saving opportunities. We provide detailed reporting to enhance business decision-making through accurate cash flow analysis and expense tracking. Our bookkeeping ensures compliance with accounting standards and regulatory requirements.
Nonprofit Tax Services
Specialized tax solutions for nonprofit organizations ensure compliance with complex exempt organization regulations. We handle Form 990 filings, unrelated business income tax calculations, and governance compliance. Our expertise helps maintain tax-exempt status while optimizing financial operations.
Financial Planning
Certified Financial Planner professionals create comprehensive wealth management strategies aligned with life goals. Services include retirement planning, investment analysis, and estate tax optimization. We integrate tax planning with overall financial strategy for holistic client solutions.
People
Todd Tyler
CPA, Founder
With 20+ years in public accounting, Todd Tyler combines Big 4 expertise with personalized service. A frequent media financial expert, he holds CPA and CFP certifications, serving clients through strategic tax solutions and financial planning.
Bonnie Tyler
CPA
Bonnie Tyler brings 15+ years of CPA experience from both local firms and corporate roles. Her expertise in complex tax matters and compliance ensures accurate filings while maintaining California CPA licensure since 2005.
Fe Boticano
Staff Accountant
Fe Boticano contributes over a decade of accounting experience with specialized skills in bookkeeping and tax preparation. Her attention to detail and University of the Philippines accounting background enhance our team's technical capabilities.
Questions
What tax services do you offer?
We provide complete tax preparation for individuals, businesses, estates, trusts, and nonprofits, including federal and all 50 state returns with strategic error prevention.
How do you differ from online tax services?
Our CPA-led approach offers personalized planning and complex situation handling versus automated solutions, with proactive year-round tax strategy development.
What information is needed for tax preparation?
Clients should provide income documents, expense records, prior year returns, and any significant life changes affecting tax status for comprehensive preparation.
Do you handle out-of-state tax returns?
Yes, we prepare and file tax returns for all 50 states with expertise in multi-jurisdictional compliance requirements.
Are your professionals certified?
Our team includes Certified Public Accountants (CPA) with active California licenses and a Certified Financial Planner (CFP) for comprehensive financial strategies.
