David Thomas, CPA

David Thomas, CPA, Esq. - A Professional Corporation is a boutique practice based in San Diego, specializing in an integrated approach to taxes, estate planning, and wealth management. With a team of experienced professionals, they offer comprehensive accounting services, including financial statement preparation and analysis, as well as bookkeeping services for businesses. They also provide expert guidance in estate planning and tax planning compliance for individuals and businesses, ensuring clients remain in compliance while offering valuable insights along the way.

With a background in accounting and law, David Thomas, the founder, brings a wealth of knowledge and experience to the practice. Supported by a team of skilled professionals, including Dan, a tax preparation expert, and Sophia, an experienced accountant, they offer personalized services tailored to each client's unique financial and life situations. Whether it's managing investments, creating holistic estate plans, or ensuring tax compliance, David Thomas, CPA, Esq. - A Professional Corporation is dedicated to providing top-notch services with a holistic approach to help clients achieve their financial goals.

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