San Diego Tax & Financial Associates
- Opens soon ⋅ 8:30 am
- 8:30 am–5 pm
- Closed on Sunday
San Diego Tax and Financial provides affordable tax, investment and insurance services.
Services
- Tax preparation service
- Financial consultant
- Financial planner
- Insurance agency
- Investment service
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
Business Hours
- Monday
- 8:30 am–5 pm
- Tuesday
- 8:30 am–5 pm
- Wednesday
- 8:30 am–5 pm
- Thursday
- 8:30 am–5 pm
- Friday
- 8:30 am–5 pm
- Saturday
- 9 am–2 pm
- Sunday
- Closed
Find Us on Google Maps
5411 Avenida Encinas Suite 180, Carlsbad, CA 92008, United States
Customer Reviews

Reviews

Troy has been my tax Pro for eight years. My former pros in New York and Princeton,NJ were talented experts. But Troy has been the best in so many ways more than tax prep. Representing me with the IRS was most impressive. Proposing alternative solutions to complex tax issues every year that wisely and legally saved us $ and assured my tax filing was on time and totally correct. Recently he offered to share his tax expertise and financial knowledge with my son. Troy interviewed him. He then assisted him in creation of a tailored life plan to greatly improve his financial skills and, achieve targeted goals while building his confidence In many ways. Troy has my most sincere appreciation and my full respect. THANKS!

Troy helped me navigate many of the financial details that had to be completed after my mom (his client) passed away. I was so impressed with his (and his staff's) attention to detail and thoroughness. I offer my high recommendation.

I love working with Troy and the rest of the staff at San Diego Tax. Even when I moved out of state, Troy still cared for me. I would not hesitate to recommend them for all your financial needs. Positive Value

Troy and his team have earned my full respect and admiration. He has been my tax & financial advisor for many years, always ready to go that extra mile when the situation required it. I can recommend him highly.

Troy is the best!!!! They are a full-service firm, very knowledgeable in every aspect of taxes, investments and all your financial needs. I couldnt be happier!!! Thank you! Positive Responsiveness, Quality, Professionalism, Value

Troy is fantastic! Hes there to help you, straight to the point, and trustworthy. Very satisfied with the service and overall experience working with Troy and SD Tax & Financial.

I have only worked with Troy from San Diego Tax & Financial Associates for less then a year. I could not be happier with his service, I highly recommend this business.

Troy went above and beyond to help us with our financial needs. Very knowledgeable and personable.

Very helpful and friendly.

Troy and his team at SDTax pros always exceed my expectation with the quality and expert knowledge in handling my finances. I run my own company and really rely on Troy to direct me and get me all the credit I deserve. Definitely recommend them to anyone.

Troy reviewed our previous years taxes that were done by another firm. He re-did the other firms work and saved us a lot of money. It made a believer out of us and we are back for another year. We have now been with Troy for 3 years and he continues to meet our every expectation.

Weve been working with Troy for a few years and our experience has been fantastic.
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