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Invictus Advisors Invictus Advisors
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Business Details
28 Years
experience
Trusted Accounting and Business Advisory Services in San Diego
Invictus Advisors is a bilingual firm of senior executives with extensive experience in diverse industries, including domestic and international companies of all sizes. Headquartered in San Diego with additional operations in Mexico, our team specializes in cross-border business solutions. We prioritize client relationships and aim to help businesses grow, thrive, and achieve optimal success in their chosen industries. Our services include chief financial officer support, accounting, tax planning, business consulting, immigration services, human resources management, and legal entity creation.

We emphasize transparency, personalized support, and strategic guidance tailored to each client's unique needs. With decades of combined experience, our professionals deliver actionable insights to optimize financial performance and operational efficiency. We are committed to building trust through clear communication, timely responses, and a deep understanding of the challenges faced by modern businesses.
Services
Business Consulting Accounting Expertise Tax Planning Immigration Services HR Management Legal Entity Creation
Served areas
  • San Diego County
Details
  • Year established: 1998
  • Employees: 10
Highlights and features
  • Accounting
  • Taxation
  • Corporate Creation
  • Financial Advice
  • Financial Reviews
  • Business Consulting
Associations and certifications
  • San Diego Regional Chamber Of Commerce
  • Otay Mesa Chamber of Commerce
  • National City Chamber of Commerce
  • San Diego Coastal Chamber of Commerce
  • San Diego County Hispanic Chamber of Commerce
  • E-Hispanic Chamber of Commerce
  • We are also certified as a small business through the State of California
Payment methods
  • Financing available, Debit cards, Credit cards, Mobile payments, Checks
What people say
Excellent ideas Fundamental in growth Honest feedback Timely responses Cross-border expertise
Website
Services
Business Consulting
Our business consulting services help companies solve complex challenges and achieve growth objectives. We provide market analysis, operational optimization, and strategic planning tailored to your industry. With cross-border expertise, we help businesses navigate regulatory environments in both the U.S. and Mexico.
Accounting Expertise
We deliver comprehensive accounting solutions including financial reporting, tax compliance, and profit analysis. Our team ensures accurate record-keeping and provides insights to improve financial decision-making. Services cover both corporate and individual accounting needs with bilingual support.
Tax Planning
Our tax planning services focus on minimizing liabilities while maintaining compliance. We offer IRS guidance, deduction strategies, and cross-border tax solutions. The team helps businesses and individuals develop proactive tax management approaches tailored to their specific circumstances.
Immigration Services
We advocate for clients' immigration rights and provide guidance through complex visa processes. Our services include work permit applications, residency documentation, and compliance with U.S. and Mexican immigration regulations for business professionals.
Legal Entity Creation
We assist with establishing new business entities tailored to clients' operational needs. Services include entity selection, registration, and compliance setup for companies entering U.S. or Mexican markets. Our team provides ongoing support for corporate structure optimization.
People
Viviana Ibanez
Programs Director
With two years of collaboration experience, Viviana praises the firm's problem-solving abilities and proactive business insights. She highlights their seminar expertise and community-focused approach.
Roberto Knauf
Head Hanco
Roberto credits the firm's consulting for driving business growth and strategic development. He emphasizes their reliable accounting management and honest feedback approach.
Dr. Rafael Ramon
Founding Doctor
As a healthcare professional, Dr. Ramon highlights the firm's financial expertise and CFO-level support that helped grow his chiropractic practice.
Questions
What accounting services do you offer?
We provide full-cycle accounting including financial reporting, tax compliance, profit analysis, and business advisory strategies with bilingual support for U.S. and Mexican operations.
How can you help with IRS issues?
We offer IRS guidance, tax dispute resolution, and compliance strategies without requiring third-party representation through our educational resources and direct support.
Do you work with international businesses?
Yes, we specialize in cross-border solutions for companies operating between the U.S. and Mexico, including tax planning and regulatory compliance.
What business consulting services are available?
We provide strategic planning, operational optimization, market analysis, and growth strategy development tailored to businesses of all sizes and industries.
How quickly do you respond to client inquiries?
We commit to responding within 24-48 hours through direct phone contact during normal business hours for urgent matters.