Profile
Richard Nolan
ListedCarlsbad Tax Planning and Preparation Professional
About
About
Richard Nolan is listed with SD Tax Associates, a tax-focused firm based in Carlsbad, CA. The source materials describe tax preparation, tax planning, and related financial planning services for clients in Southern California, with the firm serving both individual filers and…
The profile facts identify Nolan with CPA, EA, and AFSP credentials. SD Tax Associates offers in-person service from its Carlsbad office and also supports remote web meetings.
Richard Nolan is listed with SD Tax Associates, a tax-focused firm based in Carlsbad, CA. The source materials describe tax preparation, tax planning, and related financial planning services for clients in Southern California, with the firm serving both individual filers and small business owners.
The profile facts identify Nolan with CPA, EA, and AFSP credentials. SD Tax Associates offers in-person service from its Carlsbad office and also supports remote web meetings. The firm’s materials reference tax organizers, a client tax portal, appointment scheduling, and project-start workflows, which suggest a structured process for tax service intake and client collaboration.
Source text also notes that tax planning and preparation services are offered through SD Tax Associates, while securities and advisory services are separately offered through Osaic Wealth, Inc.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Service areas
Service areas
Carlsbad, CA
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