CPA San Diego
San Diego CPA helping clients with tax preparation, tax planning, and tax controversy problems...in a changing and complex world
At Gary M. Zweig, an Accountancy Corporation, we work collaboratively with businesses owners, individual investors, attorneys, medical professionals, and executives in San Diego. Clients with business interests, real estate investments, diverse family issues have complex tax issues. Often when clients are first introduced to my tax practice, their issues are significant. They are looking for help from someone who will pay attention to them and who starts with the questions they do not know to ask. Listening to clients about why they are looking for a new accountant and then gaining an understanding of relevant transactional facts is where we generally start our process.
As a business owner and after working with other business owners I appreciate the daily operational challenges contending with suppliers, customers, and competitors. Bookkeeping and tax compliance only add to an already busy day. Our effort to help you manage this extra work.
Apartment and commercial property owners represent another component of our client base. We have helped real estate investors with issues from entity formation in collaboration with their counsel, essential bookkeeping duties for tax compliance purposes, interpreting purchase and sale closing escrow statements for tax basis considerations, and with their reporting of tax deferred exchanges.
We strive to work collaboratively with our clients in providing risk sensitive tax solutions. Our menu of services includes tax planning, tax preparation, and tax resolution services for businesses and individuals.
Exceptional Client Service
I believe that tax planning and tax return preparation are not commodities that can be easily purchased at the lowest price. Certainly, value in relation to the cost is a critical consideration for the prospective client as it should be. Equally important is knowing that the tax law is complex and the application of law to one’s transactions often requires fact gathering and analysis followed by the interpretation of complex law to arrive at a reporting position based on substantial authority or for which there is a reasonable basis.
From my perspective, the key to success is the quality of communication I have with my clients. I cannot stress enough the importance of a productive, proactive relationship between a client and their accountant. I have been fortunate to work with many clients that understand the importance of this relationship. Each client knows what they can expect from me in terms of project or task service, timelines, my responsiveness to questions, and cost estimates for tax and accounting solutions. I encourage you to call me at (858) 646-0681 in confidence to discuss your interest in becoming a client. I am conveniently located in San Diego at 5080 Shoreham Place, Suite 201, San Diego, California 92122.
Gary Zweig is a member of the American Institute of Certified Public Accountants. With membership, CPAs are guided and directed by the Code of Professional Conduct which ensures competence, integrity and objectivity. Members are required to attend continuing education programs. Gary is also a member of the California Society of Certified Public Accountants (CalCPA).