Tax return preparation done with your full financial life in mind

Many people attempt to complete their own tax preparation with software programs. However, tax laws are so complex that even a simple “software-assisted” return can contain errors. And many of these errors can cost you money you don’t owe!

If you pay too little, you end up with a tax bill at the end of the year. If you pay too much, you may get a refund check, but that is money that could have been earning interest for you, not the government.

Our Certified Public Accountant (CPA) tax experts stay informed on current tax laws and utilize advanced planning strategies, so you can be assured your tax returns are completed professionally and accurately, your goals are attainable, and help is just a phone call or email away throughout the year.


Strategic tax planning aligned with your financial plan to help you achieve your goals

Federal & State Returns

CPAs with a specialty in individual, partnership, LLC, and corporate taxation

IRS Audit Support

Support with IRS audits and amending incorrect returns from prior years

Tax Related Articles:

Are Your Investments Optimized For Capital Gains Tax?
Are Your Investments Optimized For Capital Gains Tax?

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Does Your Wealth Management Firm Optimize For Taxes?
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Year-End Tax Planning: Roth Conversions
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Year-End Planning: Financial Organizing
Year-End Planning: Financial Organizing

Here at Rowling & Associates, we talk a lot about the importance of year-end planning for taxes. Evaluating your tax situation prior to the end of the year for any tax-smart moves you can make goes a long way in reducing your future tax liability. Year-end...

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Call the CPAs at Pathview Wealth Advisors to schedule a free introductory meeting to learn about the benefits of having your financial advisor handle your tax preparation.


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San Diego, CA 92108


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