We founded SP Financial to help more people experience financial well-being. We are dedicated to helping our clients navigate tax and accounting complexities by providing a high-quality service that works with any budget.
*Tax Preperation and Planning
*CFO & Accounting Services
We enjoy working with clients because we love sharing in their success. Knowing that a client's expectations have been exceeded is our number one goal!
Certified Public Accountants, like the ones at SP Financial, have proven they can advise clients through any situation they encounter. Being able to work with clients in every industry and situation means there is nobody we cannot help out. Let us show you what we can ddo to help you.
Special tax situations
Photos and videos
Frequently asked questions
What is your typical process for working with a new customer?
Our approach is tailored towards the convenience of the customer. Typically we start by setting up a phone call or video chat to better understand the clients needs.
What education and/or training do you have that relates to your work?
Everyone at our firm is a Certified Public Accountant (CPA) and has several years of experience in public and private accounting.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing will depend on what services are provided, please contact us for a quote.
How did you get started in this business?
SP Financial was started by two friends who attended college in San Diego.
What types of customers have you worked with?
All industries and services.
Describe a recent event you are fond of.
Helping a client receive $8,000 from an IRS audit that they had been dealing with for several years with their previous CPA.
What advice would you give a customer looking to hire a pro in your area of expertise?
Look for someone who will take the time to understand your specific situation and develop a plan that fits your needs.