Financial consultant Morgan Dave CPA 13520 Evening Creek Dr N #480, San Diego, CA 92128

Our Services

• Bookkeeping: Accurate and timely management of your financial records.
• Tax Preparation: Expert assistance in preparing and filing your taxes to maximize your returns.
• Financial Planning: Comprehensive strategies to help you achieve your financial goals.

How Engagements Work

When you engage our services, we start with a consultation to understand your unique financial situation. We’ll discuss your needs, gather necessary documents, and create a tailored plan to help you succeed.

What to Bring

For your first consultation, please bring the following documents:

• Recent tax returns
• Income statements
• Bank and investment account statements
• Any other relevant financial documents

Frequently Asked Questions

What types of clients do you work with?
We work with both individuals and businesses to meet their financial needs.

How often should I meet with my financial consultant?
It depends on your needs, but annual meetings are common for regular reviews and updates.

Do you offer virtual consultations?
Yes, we can meet virtually to accommodate your schedule and preferences.

What is your fee structure?
Our fees vary based on the services provided; we can discuss this during your consultation.

How do you ensure confidentiality?
We prioritize your privacy and follow strict confidentiality protocols.

Can you help with retirement planning?
Absolutely! We offer comprehensive retirement planning services to help you prepare for the future.

What should I expect during my first meeting?
We will discuss your financial goals, review relevant documents, and outline a plan moving forward.

How do I schedule a consultation?
You can call us at (858) 484-1955 to schedule your consultation.