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Tax Preparation

& Planning

Take the stress out of tax time.

AAG San Diego has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with additional certifications and continuing education courses throughout the year, we are highly qualified to prepare tax returns in all fifty states.


Our goal is to make the tax preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted over the phone, in person, or via email, whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.


Whether you need current year returns prepared, have back taxes that need to be filed, are looking for a helping hand with your bookkeeping, or are overwhelmed trying to figure out what expenses should be written off, our professional team is ready to assist you with all your needs.


This office provides many services, including the following:

  • Individual Tax Preparation

  • Business Tax Return Preparation

  • Gift and Estate Tax Preparation

  • Partnership and Corporation Tax Return Preparation

  • Non-Profit Tax Preparation

  • Out of State Returns

  • Bookkeeping/Payroll

  • Business Formation


Start with a complimentary tax consultation to find out where you are and where you want to be. Call (858) 384-2074 or send a message to get things started.

Unlike other firms, Lisa and her team took the time to understand my complete needs. 
Ian Jensen, Jensen Creative Studio
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