Specialties
The ideal CPA firm for businesses and their owners
Tax Compliance - Tax preparation for Individuals, Corporations & S-Corporations, Partnerships & Limited Liability Companies, Estates & Trusts, and Not-for-Profit organizations. Our clients span across a wide range of industries including manufacturing and distribution, technology, software, medical device, real estate, construction, educational institutions, automotive, and professional services organizations. Our services include income tax preparation and filings, multi-State filings for businesses and individuals, international tax compliance, consolidated income tax returns, estate, gift & trust return filings, sales & use tax, and payroll taxes.
Tax Consulting - Tax planning strategies include a comprehensive year-end planning analysis, retirement planning, tax accounting methods, stock-based comp & incentive compensation, short Sales, cancellation of debt, entity classification selection, merger, acquisition and divestiture structuring, research & development, tax credit studies, US manufacturers deduction, depreciation studies / cost segregation, and offers in compromise with taxing authorities.
Business Advisory - Our goal is to be an integral part of your management team help you to grow and manage your business as effectively as possible.
History
Established in 2012.
With 20+ years experience in public account, Alan brings big firm expertise to his clients, delivering value added services with the personal touch and competitive pricing of a local CPA firm.
Meet the Business Owner: Alan B.
Alan Brown is a Certified Public Accountant practicing in San Diego, California. Prior to starting his own firm, he worked at PricewaterhouseCoopers for over 11 years. Alan has over 20 years of experience in public accounting performing taxation and accounting services.
Alan's primary area of practice is in taxation where he performs tax compliance and tax consulting projects for companies as well as high wealth individuals. He has extensive experience with complex corporate transactions, including acquisitions, tax attribute planning in coordination with IRC 382 ownership changes, R&D credit studies, Manufacturers tax incentives, and planning for international and multi-state tax matters, as well as managing examinations with taxing authorities, including offers in compromise.
Alan also provides his business clients assistance with accounting information systems design & implementation as well as monthly accounting assistance and sales tax and payroll tax services