SP Financial

SP Financial

5.0(2 reviews)
Offers online services
Offers online services

About

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

https://www.spfinancial.co/

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.


Highlights

4 employees
6 years in business
Serves Escondido , CA
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Paypal, Apple Pay, Google Pay, Samsung Pay, Stripe, Zelle

Social media


Details

Special tax situations

Rental property, Stocks or bonds, Disability, Military service, Foreign income

Employment status

Customer is self-employed, Customer is not self-employed

Filing status

Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child

Photos and videos


  • Reviews

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    VD

    Vin D.

    I used SP Financial for the 2nd year in a row and couldnt be more pleased. I thought I was going to owe money on my personal tax return this year but SP was able to get me over $1000 back! The entire process was very quick and easy and handled completely by email. Of course they would have met me in person if I had wanted to, but I have such a busy schedule that doing everything via email was the best option for me. I highly recommend their service.
    ... Show more
    June 10, 2021

    KM

    Kelsey M.

    Filing my taxes has always felt like a laborious process filled with anxiety and a lot of unknowns. Working with Nick from SP Financial made the process incredibly smooth and easy. Their client portal system is user-friendly and makes submitting your tax documents quick and effortless. Nick made an effort to communicate with me throughout the past year to inform me of the new tax laws in place and how to adjust my pay accordingly to maximize my returns. If you are looking for competent professionals who make filing your taxes easy and who genuinely care about your financial well-being, then I highly recommend SP Financial.
    ... Show more
    March 06, 2021

    Frequently asked questions

    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. 

    Everyone at our firm is a Certified Public Accountant (CPA) and has several years of experience in public and private accounting.  

    Pricing will depend on what services are provided, please contact us for a quote. 

    SP Financial was started by two friends who attended college in San Diego. 

    All industries and services. 

    Helping a client receive $8,000 from an IRS audit that they had been dealing with for several years with their previous CPA.

    Look for someone who will take the time to understand your specific situation and develop a plan that fits your needs. 


    Services offered

    Legal Document Preparation
    Business Consulting
    Business Tax Preparation
    Individual Tax Preparation
    Accounting
    Hr And Payroll