Who We Are |
Our office staff has over 150 years combined experience and prepare over 800 returns annually. Offices conveniently located in Chula Vista and La Mesa. Less than 1`% of our clients experience IRS audits. Law Enforcement Officers, Border Patrol Agents, Nurses, Teachers, Government Employees, Union Members and Members of the Building Trades throughout San Diego rely on the experience and integrity offered by The Tax Medic. If you have questions or would like to have last years' tax return checked for accuracy, please call for a free consultation.
Through our association with America's Tax Solutions we can suggest methods to reduce the impact of unnecessary taxation on retirement account distributions and inheritance. |
Our History |
In 1977 while working as a teacher, Hal trained to become a tax preparer with Tax Preparers of America. In 1984 Hal became an independent preparer under the name “The Tax Medic”.
The name “The Tax Medic” was inspired by a client Hal represented in an IRS audit. The IRS had billed the client for over $10,000 including interest and penalties. After the audit he owed just $50.00. As they left the IRS office the client smiled and said “You are like a Tax Medic”. Milestones:
Community awards:
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Our Senior Staff: |
Hal: (43 years) - Founder, Tax Preparer, Notary Public
Georgia: (10 years) - Office Manager and Tax Preparer Ivonne: (26 years) - Bookkeeping, Payroll Specialist and Tax Preparer Alice: (38 years) Tax Preparer John: (34 years) Retirement Planning Services |