Profile
DAVID THOMAS
ListedSan Diego CPA and Law Practice for Tax and Planning
About
About
David Thomas, CPA, Esq. is a San Diego-based CPA and law practice serving Taxpros clients with an integrated focus on accounting, tax, financial planning, and law.
Its stated practice areas include tax planning and compliance for individuals and businesses, along with financial planning, investment management, and estate planning.
David Thomas, CPA, Esq. is a San Diego-based CPA and law practice serving Taxpros clients with an integrated focus on accounting, tax, financial planning, and law. The practice describes itself as a boutique wealth management practice with work centered on investments, taxes, and estate planning.
Its stated practice areas include tax planning and compliance for individuals and businesses, along with financial planning, investment management, and estate planning. The firm also notes team experience in accounting, tax preparation, and international work, supporting a practice that connects tax compliance with broader financial and estate considerations.
- Tax planning and preparation for individuals and businesses
- Accounting and tax services
- Financial planning and investment management
- Estate planning tied to financial and life circumstances
- Located in San Diego, CA
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Tax services | Standard | ||
Service areas
Service areas
San Diego, CA
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