Enrolled Agent | 30+ Years of Tax Expertise

Keep More of
What You've
Earned

Expert tax preparation and bookkeeping for San Diego investors, property owners, and individuals — with the depth of an Enrolled Agent and the convenience of virtual services.

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IRS Enrolled Agent

30+ Years Experience

Virtual Services Available

Tax Savings Over Time

Strategic Planning Pays

30+

Years Expert

IRS Certified

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Why Clients Trust Us

The Credentials That Matter

IRS Enrolled Agent

The highest federal tax credential available — your return is in expert hands.

30+ Years Experience

Decades of expertise from simple returns to complex multi-property portfolios.

Real Estate Specialists

Deep knowledge of rental property tax rules generalists simply don't have.

Fully Virtual & Secure

Encrypted client portal — professional-grade security with complete flexibility.

Year-Round Availability

We don't disappear after April 15. Ongoing support year-round.

What Sets Us Apart

Precision. Strategy.
Results.

Every client gets the full weight of our expertise — not a template, not a rush job.

Enrolled Agent Authority

As an IRS-authorized Enrolled Agent, we bring the highest federally recognized credential in tax representation — giving your filings the weight they deserve.

30+ Years of Tax Mastery

Decades of hands-on experience means fewer surprises at tax time and more opportunities identified that a generalist would miss.

Real Estate Tax Specialists

From depreciation schedules to passive activity rules, we understand the full complexity of rental and investment property taxation.

Virtual Services, Full Access

Work with us from anywhere — our secure digital platform handles document exchange, signatures, and communication without a single in-person visit.

Year-Round Planning Support

Tax strategy doesn't stop on April 15. We stay engaged throughout the year so you're never caught off guard by a bill you didn't see coming.

Comprehensive Deduction Analysis

We go beyond the obvious. Every return is reviewed for deductions and credits specific to your income type, property profile, and life situation.

Our Services

Full-Spectrum
Tax Solutions

From a straightforward individual return to a complex multi-state rental portfolio, we bring the same depth of expertise and the same commitment to maximum legal benefit.

Individual Tax Preparation

Accurate, thorough personal tax returns prepared by an Enrolled Agent who understands California and federal nuances.

Rental Property Tax Services

Full-service preparation for rental property owners — income reporting, expense deductions, depreciation, and passive activity rules.

Short-Term Rental Tax Preparation

Airbnb and VRBO tax obligations require a specialist. We handle unique rules so you stay compliant and profitable.

Depreciation Calculations

We apply the correct depreciation strategies for your property type to maximize deductions and reduce taxable income year after year.

Property Sale & Capital Gains Planning

Selling an investment property triggers complex tax consequences. We plan ahead to minimize capital gains exposure.

Multi-State Rental Property Returns

Own properties in multiple states? We handle the cross-jurisdictional filing requirements so nothing falls through the cracks.

Bookkeeping Services

Clean, accurate books are the foundation of every smart tax strategy. We keep your financials organized and audit-ready all year long.

Year-Round Tax Planning

Proactive planning sessions aligning financial decisions with tax-optimal strategies — not reactive scrambling at the deadline.

About Us

More Than a Tax Return.
A Trusted Partner.

San Diego Tax Professionals was built on a simple conviction: taxpayers deserve more than a rushed return and a handshake. With over 30 years of experience and the IRS Enrolled Agent designation, we bring a level of expertise to every client that goes far beyond what most tax offices offer — particularly for real estate investors and rental property owners navigating California's complex tax landscape.

We've seen the full spectrum of tax situations, from straightforward W-2 filers to multi-state rental portfolios with layered depreciation and passive loss rules. That breadth of experience means we don't just prepare your taxes — we understand your financial picture, ask the right questions, and identify opportunities others overlook.

Because your time matters, we've made the entire process available virtually. Secure document sharing, electronic signatures, and seamless communication mean you get the expertise of a seasoned San Diego tax professional without ever having to sit in a waiting room.

Start a Conversation (619) 282-1040

Enrolled Agent

How It Works

Simple. Secure. Seamless.

From first conversation to filed return — and everything after — we make the process completely clear.

Free Consultation

We learn about your tax situation, property portfolio, and goals before a single form is touched.

Secure Document Collection

Upload through our encrypted portal. No faxes, no drop-offs — a streamlined, secure digital handoff.

Expert Preparation & Analysis

Your Enrolled Agent reviews every detail and applies comprehensive deduction analysis.

Review & E-File

We walk you through your completed return, answer every question, and file electronically once approved.

Year-Round Support

Filing isn't the finish line. We stay available for planning questions and IRS correspondence all year.

Frequently Asked

Common Questions

An Enrolled Agent (EA) is a federally licensed tax practitioner authorized by the IRS to represent taxpayers in all matters before the agency. It's the highest tax credential the IRS grants — meaning your return is prepared by someone with demonstrated expertise in tax law, not just software.

Not at all. Our full-service virtual platform allows you to securely share documents, sign electronically, and communicate directly with your tax professional from anywhere. Everything is handled online at your convenience.

Absolutely — rental property taxation is one of our core specialties. We handle income and expense reporting, depreciation calculations, passive activity rules, short-term rental filings, and even properties held across multiple states.

Short-term rentals come with their own set of tax rules that differ significantly from traditional rentals. We're well-versed in these distinctions and will ensure your return is both accurate and fully optimized.

Yes. We provide bookkeeping services to keep your financial records clean, organized, and ready for tax time — or for any financial decision you need to make throughout the year.

Both. We believe proactive planning is just as important as accurate filing. We offer year-round support to help you make financially sound decisions that keep your tax liability as low as legally possible.

Yes. Multi-state rental properties require careful coordination of different state filing requirements. We manage the full picture so you remain compliant in every jurisdiction where you hold property.

Start with a free consultation. We'll discuss your tax situation, answer your questions, and outline exactly how we can help — with no pressure and no obligation.

Keep More of What You've Earned