Carlsbad Tax, situated in Carlsbad, CA, was established in 2012. Sean Edward Currey, the owner, holds a Bachelor’s Degree in Accounting and is an Enrolled Agent (EA), a designation conferred by the Internal Revenue Service (IRS) upon successful completion of rigorous examinations covering individual tax laws, business entities (such as trusts, estates, and non-profit organizations), tax regulations, and ethical standards. To augment Sean's credentials, his acute attention to detail has been commended, and he takes pride in delivering top-tier work. He has collaborated with other Enrolled Agents, Certified Public Accountants (CPAs), and Attorneys. Their services encompass individual tax return preparation, offering relief to those who prefer to avoid the frustration and challenges that often accompany tax preparation. Their process commences with a complimentary meet-and-greet session and a comprehensive analysis of each client's situation.
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3 Best Tax Services in Carlsbad, CA
Expert recommended Top 3 Tax Services in Carlsbad, California. All of our tax services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
CARLSBAD TAX REVIEWS
Sean was great with preparing my taxes. My tax situation had changed since I had recently bought an investment property. I was hesitant to do this on my own. I found Sean and he made everything very simple for me. He handled everything, he was thorough, and professional. And, very reasonably priced. I will be using his services again next year for sure. Thanks, Sean!
I was referred to Sean by a good friend of mine this year. He was fast, very efficient, and affordable with both my personal and business filings. He made me feel welcome and was able to answer every little and big question I threw at him. I will definitely be seeing him again next year and suggest you do too!
I would highly recommended and very reasonable rates! I completed my return with Sean and highly recommend him. He know tax laws very well and completed my return and found errors from a return I prepared via Turbo Tax.
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San Diego Tax & Financial Associates, situated in Carlsbad, places paramount importance on comprehending their clients thoroughly. This approach serves as the foundation for offering innovative, future-oriented guidance and establishing enduring partnerships. It enables them to foresee the distinct requirements of their clients and identify fresh opportunities. Their primary emphasis lies in cultivating strong connections with their clients. They actively listen, acquaint themselves with each client's unique circumstances, and deliver tailored advice accordingly. Their commitment to trust and integrity serves as the cornerstone for nurturing enduring and mutually beneficial associations. They direct their focus towards tax-efficient investment strategies, steering away from mere reliance on charts, graphs, and periodic financial statements. As Enrolled Agents, their comprehension of tax law and its implications on investments is comprehensive and nuanced.
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SAN DIEGO TAX & FINANCIAL ASSOCIATES REVIEWS
Working with Troy is one of the best decisions we've ever made. He is smart, kind, experienced and frank. He crafted a custom-made financial strategy for our family and walked us through the steps we needed to take to implement it. I feel like we're finally "doing it right" in the realm of finances. I can't overstate the value we got from his services. #betterthantherapy.
I'm so glad to have the opportunity to get expert guidance from Troy "Master of Finance"! I am thankful that he is able to guide me on how to plan for the future regarding finances to get me on track. Definitely trust his advice and knowledge! I just wish I was able to meet him sooner! Thank you Troy!
Troy, thank you for far exceeding expectations and going above and beyond! Your fountain of knowledge combined with such a personal and caring approach to client services surely distinguish you as a true professional tax adviser! Well-worth the investment!
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H&R Block, situated in Carlsbad, boasts tax professionals adept at handling tax requirements while maximizing potential refunds. You have the option to schedule an appointment at the local tax preparation office or collaborate with a tax consultant remotely from your home. Whether you opt for an in-person meeting at the Carlsbad H&R Block office or choose a drop-off method for your documents, your safety remains their foremost concern. Prioritizing community safety, they ensure thorough office sanitation, disinfect high-contact surfaces after every appointment, and maintain social distancing measures. If you prefer remote assistance, inquire about their Digital Drop-Off service. This service allows you to collaborate with a tax professional from home by receiving an email containing a link to upload your documents.
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H&R BLOCK REVIEWS
Extremely satisfied with Albina's knowledge and her ability to ask the right questions in maximizing our return. Albina was always very responsive with our questions and was available to set up a call to speak in person, in a very timely manner. She was also able to uncover a missed deduction from a previous year's return conducted by a separate party, which we were very happy to uncover. It is very clear that she excels in her tax advice and we could not be happier.
Albina was amazing. She was caring, attentive and passionate on finding me the best possible outcome. She remembered my daughters name from the previous year. The attention to detail was great. She made it feel like I was at a private CPA firm.
Mary is awesome! Professional and Quick! I have used her for several years now and with her diligence I am free of my tax debt because Mary help me every step of the way and helped me create a payment plan. thank you Mary!!!
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