Accounting for attorneys who run their own practice
Trust account compliance, billing reconciliation, and tax strategy built for solo attorneys, partners, and independent legal professionals across San Diego.
Tax Preparation & Planning
Year-round tax strategy for attorneys — minimize self-employment tax, optimize your entity structure, and plan for retirement.
- Self-employment & business tax planning
- S-Corp election & reasonable salary review
- Solo 401(k) & SEP-IRA strategy
- Quarterly estimated tax payments
- Payroll setup & management
- State & federal tax filings
Bookkeeping
Organized financials for attorneys — billing reconciliation, trust account tracking, and clean monthly reports.
- Monthly bank & credit card reconciliation
- Trust account (IOLTA) reconciliation
- Client billing & retainer tracking
- Business expense categorization
- QuickBooks Pro Advisor
Solo Attorneys
Law Firm Partners
Real Estate Law
Family Law
Business Law
Medical Malpractice
Personal Injury
Estate Planning
You focus on clients. We'll handle the books.
Schedule a free call with David — a licensed CPA who understands the financial complexity of running a legal practice. We'll show you exactly where you can save.
Whether you have questions about our services or are ready to optimize your business finances, we’re here to help. Fill out the form or contact us directly, and let’s take the first step toward simplifying your bookkeeping and accounting needs.