858.646.0681
Individual Tax Services

CPA San Diego for Tax Planning and Tax Preparation for the Individual Taxpayer

♦ Individual Tax Preparation Services

I strive to make the tax preparation a simple process for my clients with the goal of minimizing potential tax liabilities with thorough and careful tax analysis. I am dedicated to continually educating myself on the changing and complex tax laws used for successful tax preparation. My CPA firm provides tax preparation services for many tax issues including:

  • Tax preparation for California
  • Federal tax preparation
  • Extensions of time to file income tax return
  • Amended tax returns
  • Family taxes
  • Rental Income
  • Capital gains/losses
  • Foreign tax credit
  • Medical expense deductions
  • Education credits
  • Reporting interest dividends and stock sales
  • Residence gain exclusion
  • Employee business expenses

Gary M. Zweig, an Accountancy Corporation maintains the strictest confidence concerning all client affairs. I provide a broad range of tax preparation services catered to each individual taxpayer and their unique set of goals. If you have tax questions or would like to make an appointment, please contact me at (858) 646-0681.

♦ Tax Planning for Individuals by a San Diego Accountant

Although we hear about the virtues of tax planning, in my experience people hit a roadblock when they confront the issue of how to begin the process. Our lives are filled with more things to do than we have time for and now someone is saying you need to do one more thing. Probably not what you want to hear. I can help you get started in a few easy steps. Once you begin to get a financial picture of yourself as of today it becomes easier to develop, with help, a strategy for getting where you want to be. A few things to know include:

  • Your current federal and state income tax bracket
  • The primary sources of your taxable income for the last few years
  • Some of the significant deductions taken on your returns during a critical look back period
  • Loss limitations that have affected your taxable income
  • Business and investment performance as reflected on relevant tax return schedules reporting such data

Much more can be said in this area. The important thing is for you to decide to become engaged in the process of your financial life and communicating with an experienced accountant. Whether you own San Diego real estate, operate a business in San Diego, or have as a goal increasing your net worth, call me to discuss your particular interests.

♦ CPA San Diego Individual Taxpayer Representation

Failing to file a tax return or incurring tax debt are serious tax issues, but they can be resolved with a knowledgeable certified public accountant.  I can assist you with IRS tax problems such as wage garnishment, tax lien, bank levy and IRS back taxes. I have a long track record of providing tax help for tax resolution, including:

  • Tax audit assistance 
  • Unfiled tax return preparation 
  • Tax settlement such as Offer Compromise
  • Negotiating installment agreements or payment plans and
  • Timely, strategic responses to IRS and California state tax notices.

Gary M. Zweig, an Accountancy Corporation offers many unique approaches and strategies to help with taxes and resolve your IRS tax problems. Gary M. Zweig, an experienced San Diego CPA, prides himself on being dedicated to every client with exceptional client service and is committed to providing cost-effective tax and accounting solutions. Call to discuss your confidential tax issues at (858) 646-0681. Gary M. Zweig, CPA is conveniently located in San Diego at 5080 Shoreham Place, Suite 201, San Diego, California 92122.


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