SP Financial

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

Specialties

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

Photos and videos

Reviews

Your trust is our top concern, so businesses can't pay to alter or remove their reviews. Learn more.

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0 reviews

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.

June 10, 2021

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.

March 06, 2021

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.

Services offered

Legal Document Preparation

Business Consulting

Business Tax Preparation

Individual Tax Preparation

Accounting

Hr And Payroll