Bookkeeping & Accounting • Tax Planning2 MONTHS FREE · MONTHS 1 & 4
San Diego Bookkeeping & Tax Planning Services
Monthly bookkeeping, catch-up and cleanup, and proactive tax planning for San Diego small businesses. Get organized records, useful monthly reports, and year-round guidance.
Get months 1 and 4 of monthly bookkeeping free. Months 2 and 3 are billed at your agreed monthly rate.
Discuss My Bookkeeping Offer →“Very detailed and professional … very responsive and prompt.” — Allen R., Yelp
Read client feedback ↓From financial activity to clear, useful information.
Bookkeeping organizes what has already happened. Tax planning uses that financial picture to help you prepare for what comes next.
Organize and reconcile the records
Bring bank activity and business transactions into organized, reconciled records.
Review the financial picture
Turn monthly reports into a clearer view of your business and the questions worth discussing.
Plan around upcoming decisions
Connect your financial picture with upcoming business choices and tax-planning conversations.
Choose the service that matches your situation
Choose monthly bookkeeping, catch-up and cleanup, or proactive tax planning for your San Diego business.
Know your numbers and run the business clearly
Organized, current financial records for San Diego small businesses that need dependable monthly support, starting at $379/mo.
- Monthly transaction categorization and account review
- QuickBooks accounting support
- Cleanup & catch-up work
- Bank & credit-card reconciliations
- Monthly financial reports
Plan before the tax bill arrives
Proactive tax planning for individuals and business owners who want to understand upcoming obligations and make informed decisions before year-end.
- Small-business tax planning
- Estimated-tax planning
- Entity & compensation considerations
- Year-end tax planning
- Tax-impact review of major decisions
Catch-Up & Cleanup Bookkeeping for San Diego Small Businesses
Months or years behind? We organize overdue transactions, reconcile bank and credit-card accounts, and clean up QuickBooks Online so your records are accurate and up to date.
Start with a free consultation to review your records, deadlines, and cleanup needs. We’ll explain the scope and quote before work begins.
What clients say about working with National Taxor
“Ali helped me understand my out-of-state tax situation and provided solutions for future filing. He helped me understand things more clearly.”Kandice Kingston
“National Taxor does the job above my expectations. I am already recommending National Taxor to all my friends.”Ibrahim Rezaye
“They were very detailed and professional in helping my every need, in addition to being very responsive and prompt.”Allen R. · Yelp
“National Tax and Accounting Center is convenient, inexpensive, and competent.”Kyesha Norkus · Google
“Ali is a very professional and competent tax consultant. He was responsive to calls, emails and in person—quite rare these days.”Christ Music Inc · Google
“Excellent customer service, answer all my questions we will be back next year! Thank you Ali”Vero M. · Yelp
A real conversation. A clear next step.
Start with a free consultation with an expert. Discuss the support your business needs before deciding how to move forward.
Talk through your situation
Tell us about your business, overdue books, unclear reports, or upcoming tax decisions. Bring your questions and current concerns.
Discuss the work and price
Review your service needs, any cleanup work, and the proposed fees. Understand what is included before deciding to work with us.
See your financial picture
Receive a monthly financial report. Request a free report-review meeting every six months to go over the numbers with an expert.
Sit down with an expert who understands your questions
Talk with an expert about your books, financial reports, and upcoming tax decisions. Your first consultation is free. A free financial-report review meeting is also available every six months, on request.
We begin with your records, income, deadlines, and goals. Our approach: understand your financial picture, explain practical considerations clearly, and help you make informed decisions.
One financial picture. Two ways we help.
✓ Keep business books organized and decision-ready.
✓ Plan proactively for future tax obligations.
✓ Connect tax decisions with the financial records behind them.
✓ Support small businesses across San Diego County.
Get a clear next step for your business.
Behind on your books, unsure about your reports, or facing a tax decision? Choose your free consultation. We’ll talk through your needs, explain the support available, and discuss fees before you decide.
Prefer to talk first? Call (619) 880-5531. Available times and meeting details are shown in the booking calendar.
A few questions, answered.
Is the first consultation free?
Yes. Your introductory consultation is free. Choose bookkeeping or tax planning to view available times and the meeting details in the calendar. We’ll discuss your needs and explain the proposed scope and fees before any service begins.
What is included in the bookkeeping promotion?
New monthly bookkeeping clients receive two free months of monthly bookkeeping: service month 1 is free, months 2 and 3 are billed at the agreed monthly rate, and service month 4 is free. Regular monthly billing resumes in month 5. The second free month applies to month 4 of continuing service. We’ll confirm the included bookkeeping services, ongoing fees, and any additional work before enrollment.
How much will bookkeeping cost?
Monthly bookkeeping starts at $379/mo. Your quote depends on your accounts, transaction activity, the condition of your records, and the support you need. During the consultation, we’ll discuss cleanup work and ongoing services so the scope and price are clear before you decide.
My books are months behind. Can you help?
Cleanup and catch-up bookkeeping are part of our services. Tell us which periods need attention, which accounting software you use, and any deadlines you are facing.
Do you serve businesses throughout San Diego County?
Yes. Our focus is helping small businesses across San Diego County with monthly bookkeeping, catch-up and cleanup, and proactive tax planning.
What should I prepare for the first conversation?
Bring a brief description of your business, the software you use, when your books were last updated, and your main questions. You do not need to enter tax IDs, account passwords, or payment information on this homepage.
Is tax planning the same as tax preparation?
No. Tax planning looks ahead at income, business decisions, and potential tax effects. National Taxor provides bookkeeping and tax planning; we do not provide tax-return preparation, tax filing, or tax-resolution services. No particular tax outcome or amount of savings is guaranteed.
National Taxor
Serving small businesses across San Diego County
Call: (619) 880-5531
Email: Contact@Taxor.com
National Taxor is an independent tax practice. Tax-planning recommendations depend on individual facts and applicable law; no specific tax outcome is guaranteed.