My services are built for
...in need of tax preparation complimented by expert financial advisory services to further benefit their long term financial future.
...in need of assistance with sales tax and bookkeeping to make time for the many other aspects of their day-to-day management.
The Financially Confused...
...who are in need of financial guidance for all the different facets of life from birth to death and everywhere in between.
More than an Accountant
I pride myself on offering a warm, personable service that puts my clients' needs at the heart of my business. My people-oriented approach to taxes and finances is what sets me apart from other Accountants. I put high priority on my clients' financial wellbeing because I care about their physical and mental wellbeing.
I found Courtney at a time when my finances were the number 1 thing causing me anxiety. She immediately put me at ease and helped me sort everything out. Her calm demeanor and strong competence have given me peace of mind and the confidence to take control of my financial wellness. For the first time in my life, I don't feel like I'm battling this stuff alone! I truly can't recommend her enough!
I very rarely write reviews, but Courtney is the best. My husband and I moved out to San Diego from the NYC and had been using a tax accountant out east up until this year. After working with Courtney on my 2020 taxes I completely regret not making a change sooner. Courtney knows her stuff and provided us with different approaches around how we could handle filing given a somewhat tricky tax situation. She was extremely patient and addressed all of our questions. We felt extremely supported throughout the process and it is obvious that she is invested in helping her clients make the right decisions. Courtney will be our tax accountant for life. Our experience was so positive that we are going to look into her financial planning services as well. I highly recommend Courtney and am so grateful we found her.
I'm mad I can't give Courtney over 5 stars! I'm a small business owner who is terrified of all things tax related, so I was freaking out until I met with Courtney! She was so helpful and calming, held my hand through every step of the process (I needed it haha), and genuinely loves her job. I've gone to other tax preparers who made me feel like I was stepping over my boundaries by asking them questions, but Courtney answered all of them happily and made me feel so at ease. Couldn't recommend her enough!
Courtney was the first CMA/EA that I worked with. Up until this point in my life, I did my taxes myself via TurboTax. Due to some occupational changes and marriage, I decided to get some assistance, and I am so glad I did. Courtney was extremely prompt. She answered all of my questions. She uses a secure portal for online security. She helped me navigate a 1099 situation that I was having difficulty with. She helped me save a significant amount of money on my taxes! I could not be more grateful. I hope to continue to use her tax services, and perhaps venture out into her financial planning services. Thank you for making this as easy as possible for me :)
Highly recommend Courtney's services! As someone new to owning a small business, she has so much first-hand knowledge to provide her clients. She is prompt, reliable, and made the process so quick and easy. Also, with her help I saved a SIGNFICANT amount of taxes due back!! I am stoked I found Courtney and will be using her services in the future.
My husband and I truly appreciated having Courtney do our taxes. This was our first time using her services and she now has our business for now on. She was very informative, thorough, and easy to work with. She was also able to get us more cash back than we expected!! I highly highly recommend her!! Thanks again Courtney!!
Started working with Courtney this year on my personal and business taxes; super clear communication and very straightforward. I love how she handles all documents electronically. Definitely recommended!
I have a unique tax situation for the 2020 tax season and I needed to find a tax pro that could offer affordable prices for my specific situation. she was very responsive with answering all of my specific questions and the set up that she has will make filing the taxes incredibly easy. I have done my research around different tax options within San Diego County and her prices are very competitive and fair. I have decided to file my taxes with her because of her business sense, professionalism, solid references, and fair prices. It is refreshing to find a tax pair that I can trust.
Courtney is AMAZING. She helped me find 401k from college I forgot existed, consolidate all of them, and make a solid plan! She is kind, informative, helpful and more. I'm an accountant, but I would never do my own taxes. Courtney is making it easy on me this year with the addition of new contract income that I havent dealt with before. She is an inciredble resource and professional!
We had a great experience with Courtney. My fiancé and I were interested in hearing more about universal life insurance and Courtney was able to answer all our questions and walk us through the process. With financial decisions like these we were so happy that not only did Courtney provide us with everything we needed to know but she was so sweet and pleasant to talk to and really felt like she was looking out for our best interests.
Courtney is the best! She was patient with me and answered all my questions. Thanks to her, I was able to establish a Roth IRA and start planning for my future. She listened and took my priorities and concerns seriously and got me on track to meet my financial goals.
Courtney is an amazing resource! Her knowledge base is wide and she provides her own brand of personalized attention and advocacy on your behalf. Thank you for your help Courtney, it is appreciated.