Accurate, Diligent & Personalized
Income Tax Preparation and Business Advisory Services since 2010.
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.
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.
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.
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.
INCOME TAX PREPARATION
TAX PLANNING
AUDIT REPRESENTATION
Your tax return preparation is billed at completion. Your income tax is individual to you.
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
Website Designed by KO DESIGN
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