Business Details
Your Trusted Certified Public Accountant in San Diego
Aaron Hungerford is a certified public accountant and real estate broker dedicated to providing personalized financial guidance to individuals and businesses in San Diego, California. With extensive experience in corporate finance, public accounting, and tax controversies, our firm combines expertise and a team-oriented approach to deliver tailored solutions for tax management, financial planning, and business advisory services. We prioritize open communication and thorough analysis to address client needs, leveraging our deep understanding of evolving tax laws and financial strategies.Our commitment to excellence and client-centric service has earned us a reputation as a trusted partner in the Solana Beach business community. By staying current with industry trends and maintaining strong relationships with other professionals, we ensure our clients receive timely, accurate advice to navigate financial challenges and achieve long-term goals.
Services
Tax Management
Accounting Services
Estate Planning
QuickBooks Support
Financial Projections
IRS Representation
Business Valuation
Retirement Planning
Highlights and features
- We offer 20+ years of experience in tax and accounting services.
- Our team provides tailored financial strategies for individual and business needs.
- We ensure compliance with evolving tax laws and regulations.
- Our local expertise serves San Diego's unique financial landscape.
- We deliver transparent, jargon-free explanations of complex financial matters.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Management Services
Our tax management services help clients minimize liabilities while ensuring compliance with federal and state regulations. We analyze financial situations to implement strategies that optimize deductions, credits, and timing of income. Clients benefit from proactive planning for quarterly estimates, audits, and complex tax scenarios, supported by our expertise in evolving tax codes.
Accounting Services and Compilation
We provide accurate bookkeeping, financial statement preparation, and system setup for businesses of all sizes. Our services include cash flow analysis, payroll processing, and compilation of financial data to support decision-making. Clients receive organized reports that clarify their financial position and streamline tax preparation processes.
Estate and Trust Planning
Our estate planning focuses on minimizing tax burdens and ensuring smooth asset transfer. We assist with trust creation, wills, and succession strategies to protect wealth for beneficiaries. Clients gain peace of mind through customized plans that align with personal wishes and legal requirements.
QuickBooks Accounting Help
We offer comprehensive QuickBooks setup, training, and troubleshooting to improve financial efficiency. Services include system customization, data migration, and monthly reviews to ensure accurate records. Clients learn to leverage software features for budgeting, invoicing, and real-time financial insights.
IRS Representation
Our firm advocates for clients during IRS audits, ensuring proper documentation and communication. We negotiate settlements, payment plans, and penalty abatements while protecting client interests. With experience in tax controversy resolution, we reduce stress and complexity during enforcement actions.
People
Aaron Hungerford
Managing Principal
Aaron Hungerford is a Certified Public Accountant and Real Estate Broker with expertise in tax strategy, financial planning, and business advisory. He graduated from UC San Diego with a degree in Economics and completed their accounting program for CPA preparation. Prior experience includes roles at Premier, Inc. and Millimaki Eggert, LLP, focusing on revenue forecasting and public accounting.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and system setup tailored to small business needs.
Do you assist with personal tax preparation and planning?
Yes, we handle individual tax returns, quarterly estimates, and strategies to minimize long-term tax liabilities.
Can you help with QuickBooks setup and training?
We offer personalized QuickBooks installation, customization, and one-on-one training sessions for business owners.
What estate planning services are available?
Our services include trust creation, will preparation, and tax-efficient asset transfer strategies for individuals and families.
Do you represent clients during IRS audits?
Yes, we provide full audit support, including documentation preparation and direct communication with tax authorities.
