Do you need a tax professional?

Hi, my name is Brad Segal and I would like to personally welcome you to my firm’s website. I graduated from San Diego State University with a Bachelor’s Degree in Accounting. I am also an IRS Enrolled Agent. I focus on providing tax advice to individuals and small businesses as well as helping them with their income tax returns and other tax compliance matters.

I have spent my entire career focused on educating my clients, minimizing their tax liability and becoming a trusted advisor. Sure, we all have to file our tax returns, but wouldn’t it be nice to have someone to explain the return to us? Help us minimize our tax liability? Plan for our future?

Whether you own a small business, are a “solopreneur”, are a W-2 employee, or are retired, there are many advantages to working with a tax professional. We are not just putting numbers in boxes, but are offering advice, strategy, and can often be a sounding board for decisions that you think may not even be tax related!

If any of this is ringing a bell, let’s connect and see how I can best assist you with your tax and other financial needs.

Thanks for reading and I look forward to working with you!

Brad Segal, EA