Tax Group of San Diego

Specialties

We specialize in affordable high level individual and business tax preparation and planning. Tax Group of San Diego has been in business since 2010. The business is comprised of Enrolled Agents who have a high level of knowledge in the field of tax. We also work very closely with small businesses to provide them services such as:

Tax Planning, Bookkeeping, Tax Managed Investments and Business Coaching.

We will one on one with you to make sure that you are recieving the best service possible. Our accountants and financial advisors are up to date with all the new tax laws and financial laws. It is our duty to educate our clients better than any other firm in San Diego County,

With offices in Mission Valley and San Marcos we cover the whole county. Appointments are set via appointment though our website calendar as well as by phone.

My name is Joe Vallone, EA. Please give me a call and see if I can be your tax and business professional for life.

History

Established in 2010.

I was driving into San Diego on St. Patrick’s Day of 2008. I was starting over in a new territory, for some of us we know how hard that can be. While I was passing the El Cajon sign on Interstate 8 coming into San Diego I told myself that this town needs a tax and financial firm that is affordable but yet steeped with a wealth of knowledge in this industry.

In 2010 I started this business out of my town-​home in Spring Valley. I quickly was able to move my offices to Mission Valley and San Marcos. I must give a special thanks to all my returning clients that made this possible.

Over the years my clients have become special acquaintances. Clients are comfortable sharing their most sensitive material with us and for that I am grateful. The journey is long but if we can continue to provide excellent service at a reasonable rate, our dream of taking care of the businesses and citizens of San Diego County California will be achieved.

Meet the Business Owner

Joe V.

Business Owner

Mercy College — New York, NY Bachelor of Science in Business 1998

4 years in Public Accounting

10 Years in the private sector as a controller/​accountant

Areas of expertise include:

Accounting

Controller-​ship

Taxation –Business and Personal

Former Quick books Pro Advisor

Financial Planning

Bookkeeping

Small Business Coaching

Owner of Tax Group of San Diego since 2010

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