Courtney EA Tax & Financial Planning

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About Courtney EA Tax & Financial Planning

Let your financial burden's be eased
Everyone deserves financial wellness. Courtney EA Tax & Financial Planning offers a wide variety of accounting and financial services including personal budgeting, tax preparation, tax planning, small business bookkeeping, retirement planning and investment management to individuals and businesses in San Diego and the entire United States to ensure you and your finances, stay healthy.

More than an Accountant
I pride myself on offering a warm, personable service that puts my clients' needs at the heart of my business. My people-oriented approach to taxes and finances is what sets me apart from other Accountants. I put high priority on my clients' financial wellbeing because I care about their physical and mental wellbeing.

As the daughter of both a CPA and a Tax Guru, I have grown up to understand and appreciate what goes into maintaining great relationships with clients while providing exceptional services within the Financial Planning field. After earning my Life Insurance license in 2020, I promptly made the decision to offer my services under my own business identity after several years in the corporate accounting world. This decision was made to offer a service that feels genuine and personal, something that I couldn’t do at my old desk job.

Alongside my CMA, EA and Life Insurance distinctions, I also hold a Health Coaching Certification which assures that I am able to not only handle fundamental accounting and tax practices, but that I can provide an immaculate personal service to walk you through complicated, sometimes difficult situations, with ease. I understand how struggles and confusion revolving around one's personal finances can have an impact on the mind, body and spirit. My goal is to leave my clients feeling stress-free and financially prepared.

The journey of working within the delicate areas of accounting and financial planning comes from genuine interest in helping individuals and business owners traverse the frustrating world of taxes, financial planning and all things retirement. This allows my clients to spend quality time in places that matter to them without the administrative necessities, that I personally find thrilling, looming over them.

Services I Offer:
1. Tax Preparation and tax planning
2. Bookkeeping
3. Financial Planning
4. Life Insurance

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Read & Share Reviews about Courtney EA Tax & Financial Planning

  • My husband and I truly appreciated having Courtney do our taxes. This was our first time using her services and she now has our business for now on. She was very informative, thorough, and easy to work with. She was also able to get us more cash back than we expected!! I highly highly recommend her!!

  • Highly recommend Courtney's services! As someone new to owning a small business, she has so much first-hand knowledge to provide her clients. She is prompt, reliable, and made the process so quick and easy. Also, with her help I saved a SIGNFICANT amount of taxes due back!! I am stoked I found Courtney and will be using her services in the future.

  • I was facing a $3,000 tax bill that I could not figure out how to resolve (and believe me, I tried). Within minutes of requesting assistance, Courtney called me to see how she could help. She did a very thorough review of my situation and long-story short, she helped me reduce my bill by more than 75%! It was nice working with a woman also after years of dealing only with men- she was highly responsive, engaged with the process and communicative.

  • I'm mad I can't give Courtney over 5 stars! I'm a small business owner who is terrified of all things tax related, so I was freaking out until I met with Courtney! She was so helpful and calming, held my hand through every step of the process (I needed it haha), and genuinely loves her job. I've gone to other tax preparers who made me feel like I was stepping over my boundaries by asking them questions, but Courtney answered all of them happily and made me feel so at ease.

  • Courtney was the first CMA/EA that I worked with. Up until this point in my life, I did my taxes myself via TurboTax. Due to some occupational changes and marriage, I decided to get some assistance, and I am so glad I did. Courtney was extremely prompt. She answered all of my questions. She uses a secure portal for online security. She helped me navigate a 1099 situation that I was having difficulty with. She helped me save a significant amount of money on my taxes! I could not be more grateful. I hope to continue to use her tax services, and perhaps venture out into her financial planning services.

  • Thank you for the assistance. Highly recommended!

  • Fantastic Service! I will definitely recommend you.

  • Thumbs up for the great service!

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    Managing a great CPA, Accounting, or Bookkeeping Business in San Diego, California is a rewarding experience. The average annual gross income in San Diego is $26049. This provides a resilient income base and need for top quality bookkeepers and accountants. The typical home in San Diego is worth $141600 and has 3 bedrooms. San Diego and the greater surrounding area has a total population of 47123 people. This also gives Certified Professional Accountants, Bookkeepers and other accounting professionals a thriving community to serve. If you are requiring a best in class accounting business or Quickbooks service provider please search our website to find the best providers in your city.