Get to Know Our Firm

About San Diego Tax Professionals

Expert tax preparation, strategic tax planning, and personalized financial guidance for individuals and businesses across San Diego County, nationwide, and internationally since 2005.

Located in San Diego, California, our Tierrasanta-based firm is led by Enrolled Agent Robert Freidson. We specialize in navigating complex tax structures, minimizing liabilities, and maximizing financial opportunities for high-achieving individuals, investors, and business owners.

Licensed Enrolled Agent (EA)
Established 2005
30+ Yrs Business Experience
San Diego Tax Professionals Office located at 6050 Santo Rd Suite 160
San Diego Headquarters 6050 Santo Rd Suite 160
Working With Us

Expert Tax Services in San Diego Since 2005

San Diego Tax Professionals is a leading tax preparation and planning firm serving individuals and businesses throughout San Diego County, nationwide, and internationally.

20+ Years of Proven Results: Since 2005, we've built our reputation on delivering accurate, timely tax services—helping clients minimize tax liability, stay compliant, and maximize long-term financial opportunities.

Specialized Knowledge Areas

Tailored tax guidance designed for complex financial situations and multi-faceted portfolios.

Rental Property Taxation

Advanced real estate tax strategies, 1031 exchanges, depreciation schedules, and passive loss rules for property owners and real estate investors.

Trust & Estate Planning

Fiduciary tax preparation, trust return compliance, and wealth transfer strategies ensuring asset protection and tax minimization across generations.

Multi-State Tax Filings

Comprehensive multi-state return preparation for relocations, remote employees, multi-state business operations, and out-of-state investments.

Late Filing Assistance

Non-judgmental, confidential assistance to catch up on unfiled back tax returns, resolve penalties, and restore full compliance with federal and state tax authorities.

Entity Structure Optimization

Strategic business formation and election advice (LLC, S-Corp, C-Corp, Partnership) designed to reduce self-employment tax liabilities and protect operational assets.

Pre-Retirement Tax Planning

Tax-efficient retirement transition planning focused on required minimum distributions (RMDs), pension tax implications, and wealth preservation strategies.

San Diego Tax Professionals Team
Experienced Leadership

Dedicated Tax Professionals Working for You

Founded and led by Enrolled Agent Robert Freidson, San Diego Tax Professionals is built on a foundation of rigorous tax knowledge, practical business insight, and unwavering client care.

  • Personalized, one-on-one attention for every client
  • Decades of combined tax preparation and business experience
  • Year-round support and clear, plain-language guidance
Meet Our Team →
Who We Serve

Trusted Tax Preparation & Planning for All San Diegans

Whether you have a straightforward annual return, military orders, late filings, a growing business, or complex estate assets—we provide personalized, stress-free tax solutions for every client.

Individuals, Families & Military Members

From straightforward W-2 returns to active-duty military tax considerations and multi-year late filings, we deliver accurate, friendly, and reliable tax preparation.

  • Individual Federal & State Returns
  • Dedicated Military Tax Services
  • Late Filing & Back-Tax Resolution

Business Owners & Entrepreneurs

Sole proprietors, LLCs, S-Corporations, and Partnerships across San Diego. We help keep your operation compliant while maximizing legal deductions.

  • S-Corp & LLC Tax Preparation
  • Quarterly Estimated Tax Planning
  • Entity Formation & Structure Guidance

Property Owners & Investors

Clients managing rental real estate, capital gains, trusts, or multi-state assets who need rigorous accounting and specialized tax reporting.

  • Rental Real Estate & Depreciation
  • Trust & Estate Fiduciary Tax Returns
  • Multi-State Tax Return Filings

Retirees & Pre-Retirement Transition

Helping individuals navigate tax changes when entering retirement, ensuring tax-efficient retirement account withdrawal timing and compliance.

  • Retirement Account Withdrawal Tax Timing
  • Required Minimum Distribution (RMD) Tax
  • Pension & Social Security Tax Rules
Why Work With Us

Trusted San Diego Tax Preparation & Accounting Firm

We combine decades of real-world business insight with clear, actionable advice to put your financial interests first.

Comprehensive Tax Knowledge

Our team stays fully up-to-date with evolving local, state, and federal tax laws. We ensure every return is prepared thoroughly so you receive every tax benefit you are entitled to.

30+ Years Business Experience

Having owned and operated multiple businesses over three decades, Robert understands the practical decisions business owners face—from managing cash flow to operational compliance.

Plain Language Guidance

No jargon, no surprises. We explain your tax situation clearly and tell you what you actually need to know. Our clients return year after year because they trust that our advice puts their interests first.

Personalized Year-Round Support

Every return is prepared specifically for your circumstances. We provide reliable support and answers throughout the entire year, not just during tax season.

20+
Years Practice Experience
30+
Years Business Leadership
100%
Tailored Client Focus
Recognized Excellence

Licensed Credentials & Industry Accreditations

Our firm maintains the highest professional standards as licensed Treasury Enrolled Agents and members of leading state and national tax associations.

National Association of Enrolled Agents (NAEA) Logo
California Society of Tax Consultants (CSTC) Member Logo
Expertise.com Best Tax Accountant in San Diego Award Badge
San Diego Best Tax Services 2020 Badge
San Diego Best Tax Services 2021 Award Badge
San Diego Best Tax Services 2022 Award Badge
Federally Authorized Enrolled Agent (EA)
Authorized IRS Taxpayer Representation
Annual IRS Continuing Education Compliance
Client Testimonials

See Why Our Clients Love Us

★★★★★
5.0 Star Google Rating
Get Started Today

Work With San Diego Tax Professionals

Your tax situation deserves personalized attention and strategic guidance from experienced San Diego professionals who care about your financial success.

San Diego Office:
6050 Santo Rd, Suite 160, San Diego, CA 92124
(Convenient Tierrasanta location right off Highway 52)