Tax preparation, IRS problem resolution, and business consulting

Enrolled Agent Leadership

Led by David Neugart, EA—Taxman Dave, our firm provides tax preparation, planning, and representation grounded in your circumstances. We take the time to understand your questions and explain your options clearly.

Personalized Tax Strategies

Your income, business interests, investments, and goals deserve individual attention. We develop recommendations tailored to your situation, with practical steps you can understand and put into action.

A Focus on Reducing Your Tax Liability

We look for available deductions, credits, and planning opportunities while preparing accurate, well-supported returns. Our goal is to help you meet your obligations, avoid unnecessary costs, and strengthen your financial position.

Guidance That Reflects Changing Tax Laws

Changes in tax law can affect both your current return and your future decisions. We evaluate the rules that apply to you and explain when adjustments to your tax strategy may be needed.

Support Beyond Filing Season

Tax questions do not end when your return is filed. Whether you receive a notice, launch a business, purchase an investment property, or experience a major life change, we can help you evaluate the tax implications and plan your next move.

Tax Preparation

Federal, state and international returns for individuals and businesses, with efficient compliance and effective planning strategies.

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Audit & Appeal Representation

Representation before tax authorities by a federally licensed Enrolled Agent who understands the dispute resolution process.

IRS Problem Resolution

Help resolving issues with the IRS so you can move forward with confidence.

Divorce Financial Analysis

Guidance for those navigating financial complexities during divorce proceedings.

Business Consulting

Transactional structuring, accounting method reviews, nexus and state tax analysis, and more.

Accounting & Bookkeeping

Keep your books clean and ready so tax time is easy.

Real Estate

Tax strategies and practical financial management for the real estate sector, with experience in accounting, tax planning and business consulting for real estate businesses.

Family Planning & New Parents

Tax advice for expecting and new parents: childcare credits, dependent-care flexible spending accounts, and a review of your withholding so you're not overpaying or underpaying.

New Homeowners

Guidance on homeowner tax benefits, including the mortgage interest deduction and review of purchase and improvement costs to see what you may be eligible to deduct.

Estate & Trust Tax Services

Customized estate planning services to help protect and distribute your assets in accordance with your wishes.

NIL & Athlete Tax

Tax strategy built around athletes, from a first NIL deal to a pro career, led by former SDSU player Desai Lopez.

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NIL Contract & 1099 Review

We review your NIL deals and 1099s so every payment, including products and perks, is reported correctly.

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Quarterly Estimated Taxes for Athletes

NIL pay usually has no withholding. We calculate and schedule your quarterly IRS and state payments to help you avoid penalties.

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Multi-State & Jock Tax Filing

Played or earned in other states? We handle the nonresident returns that come with road games and appearances.

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Athlete LLC & Entity Guidance

Straight talk on whether an LLC or other entity makes sense for your NIL income, and how to set it up correctly.

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Rookie & Pro Transition Planning

Planning for signing bonuses, first contracts and the jump from college NIL to pro income.

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