David Thomas, CPA, Esq.

Tax planning and preparation for individuals and businesses We will keep you in compliance, offering insights along the way

We will provide a composite review of your current portfolio and offer our recommendations

Furthermore, we offer investment management in conjunction with an affiliated boutique investment advisory firm You will thereby have a single point of contact for your entire financial and legal team with a holistic approach (Gradient Capital Advisors, LLC is the affiliated firm ) For your business needs, we offer accounting expertise These services include quarterly and annual financial statement preparation; financial analysis;  and, bookkeeping services

Establish appropriate holistic estate plans and financial plans based on your financial, business, and life situations

I started my career as an accountant with Ernst & Young focusing on real estate clients I then did some consulting in the areas of financial reporting, internal controls, Sarbanes-Oxley compliance, and SEC filings After a few years of consulting, I went back to law school at the University of San Diego during which time I interned for a Federal Magistrate and gained experience at a mid-size law firm Upon graduation, and after getting married, my wife and I found work abroad in Zambia Upon returning to San Diego, and having a couple sons, I worked as an executive for a mid-size company here in San Diego I since started this practice

Over ten years of accounting experience with international experience Fluent in Korean with an accounting degree from the British Columbia Institute of Technology Prior to living and working in San Diego she was employed in Vancouver, Canada She has a young family and focuses her free time on them

A UCSD graduate with multiple years of tax preparation experience After UCSD he has held a variety of roles in the hospitality industry, including management He is married and lives in North County, San Diego He is a sports enthusiast, playing multiple sports and following local teams

Office in San Diego: 2340 Moore Street              San Diego, CA 92110 3960 W Point Loma Blvd, H Ste San Diego,  CA, 92110