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TAXONOMIC

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Tax Preparation Services
TAXONOMICSan Diego, CA

Additional Information

Taxonomic Tax Services & Advisory helps established business owners minimize tax liability, increase cash flow, and protect profits through personalized tax strategies and year-round support. The firm is led by an experienced CPA and specializes in tax planning for growth-stage companies.

CPA

Specializes in

Tax reduction for established business ownersGrowth-stage company tax optimizationMulti-state business tax returnsYear-round tax strategyTax implications of hiring, expansion, and exit planning

Services

Strategic tax planningQuarterly tax strategy sessionsTax preparationEntity structuring and conversion strategiesS Corp election analysis and optimizationOwner compensation and distribution strategiesReal estate and depreciation planningTax-deferred retirement and benefit plan implementationTax liability forecasting

Additional information extracted from the firm's public website. Last updated: September 11, 2026

Contact Information

Phone: (619) 512-6711

Website: TAXONOMIC.NET

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Frequently Asked Questions

How much does a bookkeeper cost in San Diego?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.