Business Details
43 Years
experience
Expert Accounting & Tax Services in San Diego
Since 1983, Gatto, Pope & Walwick has delivered specialized tax and business consulting services to high net-worth individuals and multi-million-dollar corporations. Our firm prioritizes personalized service, leveraging decades of collective experience to protect client assets and implement growth strategies. With a focus on proactive advisory, we provide tailored solutions that address complex tax planning, estate management, and international compliance challenges. Our team maintains active memberships in major professional organizations, including the American Institute of CPAs and California Society of CPAs, reinforcing our commitment to industry excellence. Clients benefit from consistent principal-level engagement and timely communication, ensuring their inquiries receive immediate attention.We emphasize long-term relationship development over transactional interactions, offering continuity through our experienced assurance, tax, and consulting professionals. Our proactive approach addresses evolving tax landscapes while maintaining a client-centered philosophy grounded in reliability and technical expertise. Community involvement remains central to our values, reflecting our commitment to responsible corporate citizenship. The firm's leadership includes seasoned professionals with specialized certifications in tax, auditing, and business strategy.
Services
Tax Planning
Estate Tax Preparation
International Tax Services
Tax Representation
Business Consulting
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of specialized tax and accounting expertise
- Our team includes Certified Public Accountants with advanced certifications
- We maintain active memberships in leading accounting professional organizations
- Our proactive planning approach helps clients anticipate tax law changes
- We provide principal-level engagement with consistent client service teams
Associations and certifications
- American Institute of CPAs
- California Society of CPAs
- Florida Institute of CPAs
Services
Estate, Gift & Trust Tax
Our estate tax specialists help clients minimize tax burdens and create comprehensive asset transfer strategies. We collaborate with attorneys and financial planners to develop customized plans for wealth preservation. Our services include trust tax preparation and strategic guidance for complex estate arrangements.
International Tax Services
We navigate complex international tax regulations for individuals and businesses with cross-border activities. Our services include compliance with US foreign tax reporting requirements and strategic planning for expatriates and multinational entities. We ensure proper documentation and adherence to evolving international tax laws.
Tax Representation
Our certified professionals provide expert representation during tax audits, working to minimize liabilities and resolve disputes. We assist with preparing documentation and correspondence while advocating for favorable outcomes during examinations by tax authorities.
Income Tax Preparation
We offer comprehensive tax preparation for individuals, corporations, and non-profits with complex financial situations. Our services include multi-state tax filings and specialized reporting for pass-through entities. We provide strategic tax planning to optimize compliance while minimizing tax obligations.
Business Consulting
Our consultants provide strategic guidance on business structure, mergers and acquisitions, and transactional tax planning. We help companies navigate regulatory challenges and implement growth strategies while maintaining compliance with evolving tax regulations and financial reporting standards.
People
Kirk A. Walwick
Tax Partner
Experienced tax partner specializing in complex tax planning and compliance for high-net-worth individuals and corporations. Active member of professional accounting organizations with extensive industry experience.
Andrea K. Dear
Operations Partner
Operations partner managing firm logistics and client service delivery systems. Certified in tax with specialization in accounting methodologies and business process optimization for professional service firms.
Andrew T. Bolinger
Tax Partner
Certified Public Accountant with specialization in tax strategy for corporate entities and individuals. Brings technical expertise in navigating complex tax regulations and compliance requirements.
Gregory D. Sallee
Audit Partner
Audit partner providing assurance services with focus on financial statement accuracy and regulatory compliance. Certified Public Accountant with extensive experience in audit methodologies and reporting standards.
Thomas J. McFadden
Managing Partner
Managing partner overseeing firm operations and strategic direction. Certified Public Accountant with leadership experience in professional accounting services and practice management.
Questions
What accounting services do you offer?
We provide tax planning, audit services, international tax compliance, estate tax preparation, and business consulting for individuals and corporations.
How do you assist with tax audits?
Our team offers expert representation during IRS examinations, including preparing documentation and advocating for favorable resolution while minimizing tax liabilities.
What makes your firm different?
We emphasize principal-level engagement, timely communication, and proactive tax planning based on 40+ years of experience with complex financial situations.
How do you handle international tax matters?
We specialize in navigating complex US foreign tax regulations, providing compliance solutions and strategic planning for cross-border financial activities.
Do you serve specific industries?
While we serve diverse clients, we specialize in working with high-net-worth individuals and corporations requiring complex tax and business advisory services.
