Stacy L. Otto
Certified Public Accountant

Accurate, Diligent & Personalized

 

Income Tax Preparation and Business Advisory Services since 2010.

 

About Me

I have been certified as a Public Accountant since 1998 and have over 20 years of public accounting experience. A California native, I graduated with a Business and Accounting degree from California State University Fresno in 1994.

EXPLORE MY SERVICES

I began my career in San Diego working for a mid-sized local public CPA firm.  I've had the opportunity to work for San Diego attorneys which specialized in estate planning in addition to offering tax services to their clients. During that time I have gained experience in the areas of basic estate planning, 1031 exchanges and Internal Revenue Service audits for high income taxpayers.

 

In 2010, I  formed my own firm generating a more personalized approach for my clients. This involves customized attention to each client, whatever their goal may be. Everyone is unique and I focus my attention on doing what is best for each client and their legacy.

What I do best

As a CPA, I have worked in both large and small CPA firms. This diverse exposure has given me a solid base and a wide range of tax preparation knowledge.

Fee Schedule

Your tax return preparation is billed at completion. Your income tax is individual to you.

Ask for a quote!

Hourly Rates

 

Tax Preparation, Planning and Consulting
$225/hour billed monthly

 

Financial Statement Preparation
$100/hour billed monthly

Monthly Fees

 

Personal Tax Returns (Federal and one State)
Minimum Fee: $400

 

Business Tax Returns (Federal and one State)
This includes, C Corporations, Partnerships and S Corporation Returns

Minimum Fee: $600

 

Single Member LLCs
Minimum Fee: $500

 

Multi-State
Each additional state return will add an additional $200 for each state

 

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Get in Touch

Use the form below and request a consultation.

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Stacy L. Otto
Certified Public Accountant
CA LIC#76428

1041 Market Street, PMB 413

San Diego, CA 92101

Tel: 858.531.1156

Fax: 858.381.5264

Email: stacy@stacyotto.com

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  • INCOME TAX PREPARATION

    Tax Preparation

    Stacy L. Otto prepares returns for individuals, C corporations, S corporations, partnerships and LLC’s.  I have experience with single member multi-member LLC’s and multi state returns. As I am preparing your taxes, if I see a tax saving or money saving opportunity, I will be sure to bring that up with you.

     

    CONTACT ME TODAY

  • TAX PLANNING

    Tax Planning

    I know with the ever changing economy,  an individuals’ goal may change as well. I can help with projecting your tax liability under different scenarios.   I have extensive experience with coordinating your corporate tax with your personal return to get the maximum benefit.  With proper planning and a proactive approach, I can let you know when it’s time to change strategy, and keep an eye out for future planning opportunities.

     

    CONTACT ME TODAY

  • AUDIT REPRESENTATION

    Audit Representation

    The IRS and Franchise Tax Board are increasing their number of audits in the coming years.  If you should find yourself a subject of an audit, I will be there to help you present your case.  I know questions they make ask and how to recognize a fishing expedition or a potential landmine!  If there is an area where you are vulnerable, I can help you present your position in the best possible light.  In addition, if you need a payment plan to pay your tax over time, I can arrange the details with the respective agencies.

     

    CONTACT ME TODAY

INCOME TAX PREPARATION

TAX PLANNING

AUDIT REPRESENTATION

Stacy L. Otto
Certified Public Accountant
CA LIC#76428

 

1041 Market Street, PMB 413

San Diego, CA 92101

Tel: 858.531.1156

Fax: 858.381.5264
Email: stacy@stacyotto.com