Comprehensive Tax Services in San Diego
As an Enrolled Agent, JoAnn Glatthaar provides expert tax preparation and planning for a wide range of clients. Explore our specialized services designed to meet your unique needs.
Business Tax Returns
Expert preparation and filing for sole proprietorships, LLCs, corporations, and partnerships. We ensure compliance and maximize deductions for your San Diego business.
Individual Tax Returns
Accurate and strategic filing for personal income taxes. We handle complex situations, deductions, credits, and amendments with precision and care.
Trust & Estate Tax Returns
Specialized handling for fiduciary tax returns, estate tax filings, and gift tax compliance. Navigate complex regulations with confidence.
Non-Profit Tax Returns
Compliance and preparation for charitable organizations and non-profits. Ensure your organization meets all IRS requirements for tax-exempt status.
Payroll Services
Integrated payroll solutions for San Diego businesses. From tax withholding to quarterly filings, we streamline your payroll process.
Enrolled Agent Expertise
JoAnn Glatthaar is an IRS-authorized Enrolled Agent, qualified to represent you before the IRS. This credential ensures the highest level of tax expertise for all your needs.
Serving San Diego and surrounding areas from our office at 445 St #207, San Diego, CA 92103
Expert Business Tax Services in San Diego
As an Enrolled Agent, JoAnn Glatthaar provides comprehensive tax solutions tailored to your business structure, ensuring compliance and maximizing your financial health.
Entities We Serve
From sole proprietors and LLCs to S-Corps and C-Corps, we handle tax preparation and planning for all business structures with precision.
Deductions & Compliance
We identify legitimate deductions—from home office expenses to vehicle use—while ensuring full compliance with federal and California tax regulations to protect your business.
Integrated Payroll Solutions
Streamline your operations with our payroll services. We ensure accurate payroll tax filings and seamless integration with your overall business tax strategy.
Navigate the complexities of business taxation with a credentialed professional. Get tailored advice for your San Diego enterprise.
Call (619) 861-3247 for a Business Consultation
Personal Tax Services in San Diego
Navigate your personal tax obligations with confidence. I provide meticulous income tax preparation designed to maximize your refund and ensure complete accuracy, giving you peace of mind.
Income Tax Preparation
Comprehensive preparation and filing of federal and California state income tax returns for individuals, ensuring every detail is correct.
Deductions & Credits
Expert identification of all eligible deductions, exemptions, and tax credits you qualify for, from education expenses to energy-efficient home improvements.
Extensions & Amendments
Assistance with filing extensions if you need more time, and professional preparation of amended returns (Form 1040-X) to correct past filings.
Enrolled Agent Expertise
As an Enrolled Agent, I am federally licensed by the IRS. This means you have a dedicated representative who can provide audit support and directly communicate with the IRS on your behalf, should the need arise.
Call (619) 861-3247Specialized Tax Services for Complex Entities
Navigating the intricate tax landscape for trusts, estates, gifts, and non-profits requires specialized knowledge. As an Enrolled Agent, JoAnn Glatthaar provides the expertise needed to ensure compliance and optimize outcomes for these sensitive and complex matters.
Trust Tax Return Services
Proper administration and filing for various trust structures, ensuring adherence to fiduciary responsibilities and complex IRS regulations.
Estate & Gift Tax Preparation
Expert handling of Form 706 (Estate Tax) and Form 709 (Gift Tax) returns, including valuation issues and strategic planning to minimize tax liability.
Charitable Non-Profit Tax Compliance
Assistance with Form 990 series returns, maintaining tax-exempt status, and navigating the unique reporting requirements for charitable organizations.
Why Specialized Expertise Matters: These areas are highly scrutinized by the IRS. JoAnn's Enrolled Agent credential authorizes her to represent you before the IRS, providing peace of mind and expert advocacy.
Call for a Consultation: (619) 861-3247
Secure, expert handling of your most sensitive tax matters.