Carlsbad Tax

Carlsbad Tax is a CPA firm in Carlsbad, California, set up in 2012 and led by Sean Edward Currey, who holds CPA and EA credentials. It prepares, plans and represents tax matters for private clients and businesses. Every new engagement begins with an introductory meeting, by phone, video call or in person, to review the client's situation.

What Carlsbad Tax does

• Individual tax preparation: personal returns handled with guidance throughout.
• Business tax preparation: returns for C corporations, S corporations and partnerships.
• Trust and estate tax preparation: trust returns for trustees and families.
• Strategic tax planning: year-round planning to reduce tax and avoid surprises.
• Bookkeeping and accounting: keeping records accurate, mainly using QuickBooks Online.

Customers and markets

Individuals, families, trustees and businesses, with clients in the San Diego area.

Key facts

• Based in: Carlsbad, California, USA
• Founded: 2012
• Leadership: Sean Edward Currey, CPA, EA
• Software: QuickBooks Online