Edward D

We Solve Income Tax and Retirement Problems. We are here to help you

Oceanside, California
Last seen over a week ago

25 years experience

Pay negotiable

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Accountant in Oceanside, California

CAPSTONE Financial &Tax provides tax preparation and representation services as well as investment and retirement planning service to all our clients. Our philosophy is to provide you, our trusted client, a one stop shop for all of your financial needs. We constantly Strive to provide unparalleled services for the benefit of our clients

This firm isn't just another tax preparation firm. We are proud to be Enrolled Agents (EAs), a prestigious designation from the Internal Revenue Service. An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation. The EA license is generally earned by passing a comprehensive examination and maintained by stringent annual continuing education requirements monitored by the IRS.
By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise - so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.

We know taxation and are experts in all areas, including corporate, estate, individual, partnership and federal, local and state taxes. You can count on us for professional, timely and reliable services, which include the following:
• Tax return preparation
• Representation before the IRS (audits, collections and appeals)
• Tax and financial planning
• Business and investment planning
• Retirement and pension funds
• Preserving your estate and protecting your most valued assets
• Maximizing your overall retirement savings
Learn more about the services we offer, such as tax preparation and planning and dealing with IRS tax problems, by browsing through our site. Our firm is here for you year-round, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to contact us. We look forward to assisting you with all your tax and financial needs.

PLEDGE OF CONFIDENTIALITY – Our firm maintains the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even the relatives, associates or friends who might have referred you to us.

NEW CLIENTS – If you are a potential client, don’t wait until the last minute to get your tax information in order. Call us today for a free initial consultation. We will be happy to evaluate your position and recommend steps that could result in significant tax savings – both for the current year and for many years to come.


Experience

Personal accounting

Personal accounting


Financial

Financial


Management

Management


Tax accounting

Tax accounting


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Services

Financial planning

Financial planning


Tax returns

Tax returns


Investments

Investments


Bookkeeping

Bookkeeping


Business consulting

Business consulting


Accounting system setup

Accounting system setup


Financial reporting

Financial reporting


Internal auditing

Internal auditing


Tax compliance

Tax compliance


Tax accounting

Tax accounting


Mergers and acquisitions

Mergers and acquisitions



Training

I have been trained as:

Certified financial planner

Enrolled agent


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