Professional Tax Accounting & CPA Services in San Diego
Learn More About What We Can Do
Number Nerds offers a comprehensive suite of financial services tailored to meet the unique needs of individuals and businesses. Here are six key services we provide:
Taxation:
We provide personalized strategies to minimize tax burdens and maximize deductions, while ensuring full compliance with evolving regulations. Our experience spans individual and business income tax, as well as trust and estate returns, partnership filings, gift tax reporting, and exempt organization returns
Business Entity Services:
Guidance on forming, dissolving, or restructuring business entities—with advice tailored to your goals and regulatory needs.
Financial Planning and Analysis:
On-call CFOs provide margin analysis, helpful forecasting, and future-ready planning to support growth and opportunity.
Operational Accounting:
Day-to-day accounting support, including bookkeeping, payroll processing, and financial reporting, with insights to guide better business decisions.
Retirement Plan Strategies:
Strategic planning for individual and business retirement accounts, including tax-advantaged savings options tailored to long-term financial goals.
Assistance with Payroll Setup:
We help small business owners set up payroll properly from the start. Whether you’re the only employee or hiring your first team member, we ensure compliance, simplicity, and peace of mind.
With over 15 years of experience in public auditing, consulting, and taxation, our team brings deep technical knowledge and extensive experience, particularly in serving small to mid-sized companies and small businesses. We are committed to delivering excellence and innovative solutions to help your business thrive.
Recent Posts

How to Choose a Small Business CPA in San Diego
Running a small business in San Diego comes with its share of excitement—and complexity. Between local tax regulations, payroll, and cash flow, there’s a lot to manage. That’s why choosing the right small business CPA in San Diego can make a big difference in your long-term success. Whether you’re just starting out or scaling up,…

Tax Planning Made Easy: Find Services Near You and Learn How to File a Tax Extension
Introduction Tax planning is a crucial aspect of financial management that helps individuals and businesses optimize their tax liabilities while staying compliant with ever-changing regulations. Whether you’re a small business owner, freelancer, or working professional, having the right tax strategy can save you thousands of dollars. But with so many options available, how do you…

Fractional CFO Services: The Smart Way to Scale Your Business
Introduction Every business needs strong financial leadership, but not every company can afford a full-time Chief Financial Officer (CFO). That’s where Fractional CFO services come in—a cost-effective, scalable solution that provides expert financial guidance without the full-time commitment. At Number Nerds, we specialize in helping businesses in San Diego navigate their financial challenges and plan…
