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.
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.
Call or text 858-571-8623 to connect with our team.
Recent Posts
The Ultimate Guide to Deductible Business Expenses
Running a business comes with a lot of costs but many owners overlook legitimate, IRS-approved deductions that can dramatically lower their taxable income. As a tax professional, I see the same pattern every year: business owners claim the obvious expenses but miss dozens of powerful deductions hiding in plain sight. This guide breaks down fully-compliant…
Renting Out a Room in Your Home: What It Means for Your Taxes
Thinking about renting out a spare bedroom? Whether you’re offsetting your mortgage or taking advantage of a hot rental market, it’s smart to understand how the IRS views that income and what expenses you can deduct. Let’s break it down. 1. Rental Income Is Taxable If you rent out a bedroom in your primary home,…
The Balance Sheet of Intelligence: When AI Starts Auditing Humanity
AI won’t overthrow humanity; it will audit it. As artificial intelligence begins evaluating how we define value and measure success, business owners should ask a vital question: if an AI audited your incentives, would the books balance?
