Business Details
41 Years
experience
Trusted Accounting & Tax Services in San Diego
Founded in 1985, Celeste & Associates is a full-service accounting and tax firm dedicated to delivering personalized financial solutions to individuals, businesses, and nonprofit organizations in San Diego and beyond. With over 35 years of combined experience, our team of certified professionals specializes in tax preparation, financial planning, business advisory services, and IRS audit representation. We prioritize professionalism, responsiveness, and quality in every client interaction, ensuring accurate financial reporting, strategic tax planning, and comprehensive wealth management.Our expertise extends to QuickBooks setup and training, forensic accounting, and succession planning for businesses. Clients benefit from our deep understanding of evolving tax laws and our commitment to minimizing liabilities while maximizing growth opportunities. We offer free consultations to tailor our services to each client's unique needs, emphasizing transparency, ethical practices, and long-term financial stability. By integrating technology and traditional accounting principles, we empower clients to make informed decisions and achieve their financial goals with confidence.
Services
Tax Preparation
Financial Planning
Estate Planning
IRS Audit Representation
QuickBooks Services
Small Business Accounting
Retirement Planning
Payroll Services
Forensic Accounting
Cryptocurrency Accounting
Details
- Year established: 1985
Highlights and features
- We have over 35 years of accounting and tax expertise.
- Our team handles complex IRS audit cases successfully.
- Personalized financial strategies tailored to your unique needs.
- QuickBooks Certified ProAdvisors for seamless accounting solutions.
- Comprehensive services spanning tax planning to estate management.
Associations and certifications
- California Society of CPAs
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We maximize deductions while maintaining strict adherence to IRS regulations. Our team stays current with changing tax laws to optimize your financial position.
Estate Planning
We develop comprehensive estate plans to protect your assets and ensure smooth wealth transfer. Our strategies minimize tax liabilities and address unique family circumstances through trusts, wills, and gifting techniques.
IRS Audit Representation
Our experienced professionals handle all IRS audit matters from initial correspondence through appeals. We protect your interests during examinations and work to reduce potential liabilities through proven negotiation strategies.
Small Business Accounting
We provide complete accounting solutions including bookkeeping, payroll, financial reporting, and cash flow management. Our services help businesses maintain accurate records and make informed financial decisions.
Retirement Planning
Our retirement planning services analyze current financial status to create customized strategies for sustainable income. We optimize savings vehicles and tax-efficient withdrawal methods to support long-term financial security.
People
Ron Celeste
Founder/Accountant
With 35+ years in accounting, Ron established the firm in 1985 after serving as CFO for a San Diego real estate firm. He specializes in tax strategies and business financial planning.
Cindy Lococo
Accountant
Cindy provides expert tax preparation and financial consulting services, focusing on individual and small business clients' unique needs with meticulous attention to detail.
Ron Smedley
Accountant
Ron offers comprehensive accounting solutions with particular expertise in QuickBooks implementation and business process optimization for growing companies.
Debra Humphrey
Accountant
Debra specializes in estate tax planning and compliance, helping clients preserve wealth through strategic gifting and trust structures while maintaining regulatory compliance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, tax planning, and business advisory services tailored to small business needs.
Can you help with IRS audit representation?
Yes, we offer full audit support including correspondence handling, liability minimization strategies, and appeals representation.
Do you specialize in cryptocurrency tax reporting?
Yes, we provide specialized accounting and tax reporting services for cryptocurrency transactions and wallet management.
What financial planning services are available for individuals?
We offer retirement planning, estate planning, tax-efficient investment strategies, and comprehensive wealth management solutions.
Are you available for urgent tax issues?
While we don't offer 24/7 emergency services, we prioritize urgent tax matters and provide prompt consultation during business hours.
Do you offer QuickBooks training for business owners?
Yes, we provide QuickBooks setup, training, and troubleshooting services to help businesses manage their accounting efficiently.
