"No man is an
island, separate unto himself." John Donne (17th century poet)
We do not share
profits, nor are we partners, we simply agree to the philosophy and agree
to communicate with each other when you engage more than one of us in our
individual professional capacity to handle your affairs be it taxes,
estate planning, wills and trusts, audits and reviews, asset protection or
wealth management.
This way you do
better planning and with more comprehensive and integrated planning
you minimize your taxes and manage your wealth more efficiently.
All of the
doctrines of effective financial planning suggests wealth management and
financial planning for all income levels requires the skillful application
of several technical disciplines that historically are separate and
distinct, at the San Diego Tax Institute we assist you to integrate these
disciplines.
Copyright San Diego Tax Institute
San Diego Tax Institute is registered with the California Board of
Accountancy. CPA tax practitioners and firms, attorneys
and enrolled actuaries are regulated by the Department of the Treasury's
Circular 230 which sets high practice standards that don't apply to most tax
return preparers, including commercial preparers. For text see
IRS Circular 230.
