San Diego Tax & Financial Associates's cover image
Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

San Diego Tax & Financial Associates

4.9

About this business

San Diego Tax and Financial provides affordable tax, investment and insurance services. 

Location details

5411 Avenida Encinas Suite 180, #B, Carlsbad, CA, 92008, United States

Get directions
WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
Sat9:00 a.m. to 2:00 p.m.
SunClosed
4.9275 reviews
Select a rating
Kelly Mahan's profile image
Kelly Mahan 
on Google
4 days ago

Troy and his team at San Diego Tax and Financial are amazing! Super knowledgeable, friendly, efficient and helpful. Troy always has our returns done very quickly and is so helpful to us the rest of the year with questions we may have. We are so grateful to have his expertise :) 

David Ecker's profile image
David Ecker 
on Google
6 days ago

I have used Troy and company for several years now. By far, the best tax professionals that I have experienced in 40 years of tax filings. My tax is a bit complicated and Troy has a handle on everything. The return gets filed within days of all the 1099s being submitted. Price is very fair. Can't say enough. 

Charles Furman's profile image
Charles Furman 
on Google
a week ago

Thorough, Accurate, and Friendly 

Leonard Esparza's profile image
Leonard Esparza 
on Google
a week ago

A key element of receiving tax and investment advice is trusting your advisor. We feel totally confident that Troy has a thorough understanding of our financial situation and extends advice and guidance that are in our best interests. 

Donald Houde's profile image
Donald Houde 
on Google
a week ago

My wife and I recently moved to California resulting in our need to quickly partner with a top-notch professional tax preparation organization that met our criteria of having demonstrable tax return management expertise and experience. For us, these core capabilities needed to be coupled with the agility to compassionately personalize our style of collaborative communications and our need for a customized tax return creation process. As it turns out, SD Tax Pros met and exceeded all our expectations. Partnering with Troy and... read more

View all google reviews

Frequently asked questions about San Diego Tax & Financial Associates

How is San Diego Tax & Financial Associates rated?

San Diego Tax & Financial Associates has a 4.9 star rating with 275 reviews. 

When is San Diego Tax & Financial Associates open?

San Diego Tax & Financial Associates is closed now. It will open tomorrow at 9:00 a.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com