PI Financial Tax Services & Specialties

PI Financial Tax Services & Specialties

Tax Preparation Services

Filing your tax return is not always a straight-forward process. There are many things to consider with regard to your total income, your various
sources of income, the appropriate tax forms to file, and so on. Whether you’re filing as an individual or as a business owner, we at PI Financial
can help you with tax preparation and provide tax advice throughout the year. We will endeavor to make sure that you file your taxes correctly,
minimizing your tax liability and maximizing your tax refund.

Individual Tax Returns

We have helped many San Diegans prepare and file their federal and state income tax returns. We pay close attention to detail and will thoroughly check and recheck all documents pertaining to your tax return. We will even review tax returns from previous years when necessary or requested. Our team will help ensure that you take all possible deductions and that your return is free from errors. We can also discuss taxplanning strategies so you can get a head start for next year and the years to follow.

Small Business Tax Returns

If you are a small business owner, there are several factors that you must take into account when prepariing your taxes. Som e things to consider include different sources of income, expenses, amortization, depreciation, compensation of contractors or non-employees, whether someone you pay is an employee or an independent contractor, and much more. We at PI Financial will provide small business owners with the attention to detail that is absolutely necessary. We will provide you with helpful tips to give you a head start for next year and beyond to help your business thrive.

S Corps, C Corps, Partnerships, LLCs, Estates, Nonprofits, and Trusts

PI Financial has helped many businesses and financial ventures with their tax preparation and tax planning needs. Whether you have an Scorporation or run a nonprofit, you’ll have many complex issues to juggle as tax time approaches. We at PI Financial will assist you in makinig the best decisions each step of the way, meeting your short-term needs while keeping your long-term objectives in mind.

PI Financial Also Specializes In:

  • Non-Filers
  • 1041 Estate Taxes
  • State and Federal Tax Problems
  • Collections, Levies, Liens, Garnishments
  • Offers in Compromise and Installment Agreements
  • EDD and BoE Problems
  • Social Security Planning
  • Tax Planning

PI Financial can help you resolve your tax problems. We can also quickly and efficiently file tax returns with our state-of-the-art tax preparation software, making the process easy and stress-free. We can file your tax return immediately online, while you wait. And, we will provide you with a full copy of your state and federal tax returns on paper or on CD, whichever you prefer.

Call us today at (619) 280-7854 and take the first step towad a relaxed, healthier financial future.


PI Financial     |     4711 33rd Street, San Diego, CA 92116      |     Phone (619) 280-7854      |       Fax (619) 280-2416      |       PIFinancialSanDiego.com