Best Tax Preparation Carlsbad Near Me

4worldlovers: Some of life’s picture perfect moments do not come with a picture perfect price tag. At JL Wennes CPAs in Carlsbad, California we help you plan for the future, from mapping out a plan to save for college to helping you make big decisions about retirement. And we are here for more than just the big things. Completing your taxes and business consulting are our specialty too. Choose a CPA team that cares about your financial success, so you can spend less time worrying about the big picture and more time smiling for the camera.


We are here to help you meet and understand your financial goals so that you can feel secure with your financial plan.


We have a forward-thinking style and focus on tax and financial planning to help pave the road to your financial success, both now and in the future.


Our mission is to provide an easy and welcoming approach to servicing you and your financial well-being.


As your accounting team, we make sure someone is here to help you and answer your questions during normal business hours, year-round.

One of the main advantages in choosing JL Wennes CPAs as your tax professionals is having access to a team of CPAs and a staff of professionals with your financial goals and dilemmas in mind. You will never get the answer, “Oh, I’m sorry, but your accountant is on vacation for the next 3 weeks.” As your accounting team, we do our very best to make sure someone is here to help you and answer your questions during normal business hours, year-round. You can rest assured that each team member you speak with at JL Wennes will do their very best to provide you with the answers and assistance you are looking for within the time frame you need it.

Tax season can be stressful on anyone in charge of their personal or business finances. We take the terror out of tax time by preparing your taxes promptly and professionally, making sure that you get maximum deductions and that, in the end, your taxes are successfully submitted. Learn more here.

Our CPAs have decades of experience working with and for companies from small startups to companies with billion dollar revenues. They have also worked in several different industries and in several different financial environments, including companies operating on limited budgets. Learn more here.

4worldlovers: I have worked with Dick Moore for over 40 years. He helped me with my business start-up and has given me excellent tax planning advice.

Dick has been my tax preparer for more than 15 years. He takes a professional approach which is tailored to both my personal tax and business tax needs.

I've been with Miles and Lawrence Tax Service for 15 years. He's always provided me with great advice and supported me with respect to our tax dealings. I would highly recommend his group.

My family will be coming here from now on during tax season. I even recommended close friends to them!

I have been a LTS client for many years, currently working with Miles and previously with his father who founded the firm. They have always handled my complex returns professionally and in a timely manner. Therefore, I have gladly referred friends and colleagues to them knowing they would be well taken care of.

We have worked with Miles at Miles Lawrence Tax Services for nearly two decades. We started out as individual clients and have morphed into a more complex corporate structure and Miles has handled our growth seamlessly. It is a huge benefit that he can handle both our personal and corporate needs as well as oversee our retirement benefits. He is always affable and available for all of our questions, small or large, and his integrity is without question. Although dealing with taxes is not our favorite pastime, Miles, with his good nature, always seems to make it a pleasant experience.

We have been clients of Lawrence Tax Service for over 10 years. Our business requires knowledge of different state tax applications and laws and Tom Rice, our Enrolled Agent, has been a thoughtful and detailed advisor on these issues. Tom is highly personable and easily accessible – he is never too busy to answer even some of the oddest questions. The firm itself has a reputation for being highly ethical and client-service oriented. We highly recommend Tom and LTS.

4worldlovers: We offer individual tax return preparation for those who don’t want to deal with the frustration and headaches that accompany preparing their returns. We start the return preparation process with a no-cost meet and greet and situation analysis for every client.


Business and trust tax return preparation starts at $500 due to the increased complexity level and amount of time involved over individual tax returns. We can prepare returns for C corporations, S corporations, partnerships, and trusts.


Need help getting your books in order? We can definitely help. We use Intuit’s QuickBooks and QuickBooks Online for the majority of our bookkeeping requirements. They are user-friendly, have a wide range of features, and can be used to serve multiple purposes.

Providing high-quality individual and business tax return preparation and value-added bookkeeping services to Carlsbad and nearby cities for over 10 years. Get in touch with me today for a free consultation.

Sean is still a gem! Sean is still kicking butt and doing a great job. We hand him a complicated pile of paperwork and he nails it. I always spot check the returns and he has great attention to detail and accuracy. He can handle all type of complicated tax situations, from business returns, corporate sales, standard tax returns, investments, home office deductions, vehicle deductions… you name it.

I would highly recommended and very reasonable rates! I completed my return with Sean and highly recommend him. He know tax laws very well and completed my return and found errors from a return I prepared via Turbo Tax.

Years later, I continue to rely on Sean for his vast tax knowledge and general financial common sense. I can’t name another service I’ve consistently used for so many years! (Other than Utilities, that doesn’t count).

I got in touch with Sean at Carlsbad Tax through a recommendation, and I am beyond pleased with the customer service I received! Sean answered my questions thoroughly, and was efficient when he did my 2020 LLC business taxes. I am happy with the outcome of my tax return, and will DEFINITELY be using Sean for the foreseeable future!

My husband and I have used Sean for our taxes. Very professional, fast and looks out for our best financial results. I would recommend him and this company to my family and friends!

Have a question regarding our bookkeeping services? Send us a message and we’ll get in touch shortly, or phone between 9 am and 6 pm Monday to Friday.

4worldlovers: Our tax pros at La Costa Plaza in Carlsbad, CA can handle all your tax needs. Whatever your situation, we know what to do. Schedule an appointment today.


We can help your small business with taxes, payroll, and bookkeeping.

Encuentre un profesional de impuestos que hable Español cerca de usted.

My tax professional was excellent, so timely and organized. It was just the separate form filing fees I wish I had known about beforehand because I paid triple over what was anticipated for the HR block fees

I had a family emergency in Loveland, CO. Mary and I worked like back home, she took away my tax concerns and allowed me to focus on becoming a grandpa.Mary is family. Thank you for your always amazing help.

I like to work with HR block they are always personable and professional

Tax forms are too complicated for me to figure out where to put my income sources and my long form deductions. I need expert help.

Another good experience where the work was quality, people were friendly & knowledgeable, and the process was easy

We like our advisor She is very personable advisor we have been happy for years with her

I always do my taxes with H&R Block. They never make mistakes. They always answer my questions. They are very professional.

4worldlovers: Welcome to San Diego Tax & Financial Associates, a full-service financial company specializing in Taxes, Investments and Insurance. : Our goal is to provide personalized financial strategies and world-class service. You deserve nothing less!


“Everything we do starts with understanding our client’s inside and out. It’s the key to providing creative, forward-looking advice and building long-term relationships. It helps us anticipate our client’s unique needs and to present new and different opportunities.”

Please click below to learn more about our services, and how we can help you.

We are EXPERTS in Tax Planning and Tax Preparation. Our Enrolled Agents can help you navigate the challenging Tax Code, and provide advice to help you legally minimize your tax liabilities.

As independent financial advisors, we are not beholden to “sales quotas” or proprietary products. We create tax efficient investment strategies, which help our clients achieve their financial goals.

Whether it is Life, or Long-Term Care Insurance, San Diego Tax & Financial Associates can help you find the right type of policy. We work with most of the top rated insurance companies in the world.

We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs.

We emphasize trust and integrity to foster a long-term and mutually beneficial relationship with you.

4worldlovers: Disclaimer: No Rendering of Advice The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

4worldlovers: If you are looking for a trusted advisor that not only understands the distinctive details of your industry, but who can also assist with accounting, tax preparation and other financials services, E3 Coastal Advisors can help.

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Tax time doesn’t have to be stressful. Let our experts help.


Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions.

Get back to what matters most—your service-based business—and let us handle the books.

We’ll handle the accounting so you can get back on location, location, location.

We’ll construct a plan to help lead you toward financial success.

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