Business Details
Your Trusted San Diego CPA for Comprehensive Financial Services
For years, Aaron Hungerford has provided quality, personalized financial guidance to individuals and businesses in San Diego. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. By combining deep industry knowledge with a dedicated team approach, we ensure every client receives tailored analysis and attention. Our commitment to high standards and ethical practices has earned lasting trust, with clients returning year after year. Aaron holds a bachelor's degree in Economics from UC San Diego and completed the UCSD Extension Accounting Program, passing both the CPA and California Real Estate Broker exams.With experience in revenue forecasting, public accounting, and tax controversies, we deliver proactive solutions to maintain financial viability today while achieving long-term goals. Our mission prioritizes open communication, research, and sound analysis to meet client needs, supported by strong relationships with reputable professionals. As a staple of Solana Beach's business community, we pride ourselves on responsiveness, competence, and timely advice for both current and prospective clients.
Services
Tax Planning
Estate Planning
QuickBooks Support
Business Valuation
Financial Consulting
IRS Representation
Accounting Services
Cash Flow Management
Entity Selection
Retirement Planning
Highlights and features
- We are a leading accounting firm in San Diego with a proven track record in tax and financial services.
- Our team offers specialized expertise in IRS representation and tax controversy resolution.
- We provide personalized QuickBooks setup, training, and optimization for small to mid-sized businesses.
- Our financial planning services integrate tax, estate, and retirement strategies for holistic solutions.
- We combine deep local market knowledge with decades of experience in public accounting and consulting.
Associations and certifications
- CPA
Services
Tax Planning
Our tax planning services optimize financial opportunities through strategic compliance with evolving tax laws. We minimize liabilities while maximizing cash flow by analyzing receipts, bills, and notices to align with your financial goals. Expertise includes entity selection, estate planning, and IRS audit representation for individuals and businesses.
QuickBooks Support
We provide comprehensive QuickBooks solutions including setup, training, and system optimization. Services cover installation, preference configuration, transaction reviews, and monthly financial reporting to ensure accurate, real-time business insights for informed decision-making.
Financial Planning
Our financial planning integrates retirement strategies, investment monitoring, and tax-efficient estate planning. We guide clients through asset allocation, college funding, and business succession planning to achieve long-term financial independence with personalized, actionable roadmaps.
Business Valuation
We deliver in-depth business valuations for mergers, acquisitions, and estate planning. Using market trends and financial modeling, we identify value drivers to support strategic decisions for buying/selling businesses, divorce settlements, and partnership agreements.
IRS Representation
Professional IRS audit representation ensures compliance while protecting client interests. With experience in federal and state tax controversies, we resolve issues related to unfiled returns, payment plans, and liability disputes through negotiated settlements and procedural guidance.
People
Aaron Hungerford
Managing Principal
CPA and real estate broker with expertise in tax planning, QuickBooks systems, and business valuations. Holds economics degree from UC San Diego and 15+ years of experience in public accounting and financial consulting.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, cash flow analysis, and tax planning tailored to small business needs.
Can you help with IRS audit representation?
Yes, we offer professional IRS audit defense, including document preparation, procedural guidance, and direct communication with tax authorities.
Do you provide QuickBooks training and support?
We offer personalized QuickBooks setup, one-on-one training, and ongoing technical/accounting support for optimal software utilization.
What estate planning services are available?
Our estate planning includes trust creation, tax-efficient asset transfer strategies, and beneficiary designation to minimize tax liabilities.
How do you handle business valuation consultations?
We analyze financial statements, market conditions, and ownership structures to deliver accurate business valuations for sales, partnerships, or legal matters.
What areas do you serve?
Primarily San Diego County, with virtual services available for clients throughout California and beyond.
