CPA services for San Diego businesses and founders.
From the coworking floors of Downtown to creative hubs in North Park, our San Diego-based CPA firm delivers bookkeeping, tax, and advisory services built for the region’s diverse economy. Whether you’re launching a startup out of UCSD’s innovation center, flipping properties in Point Loma, or running a boutique brand from Hillcrest, we’ll help you stay financially dialed-in and compliant.
"I am beyond happy to switch to Sugam. I really needed guidance on how to maximize my tax savings and he offered to do that without me asking. I have worked with several CPAs and none of them have provided that information without me asking them. Beyond that, I really appreciated how organized the whole process was from providing a checklist of the documents I will need to creating a google folder where I'll have my tax documents updated YoY."
– Priyanka Punjabi
Your financial partner in San Diego.
San Diego businesses face their own mix of local filings, coastal cash flow rhythms, and fast-moving industries. From Barrio Logan entrepreneurs to tech teams in Sorrento Valley, we help clients simplify, streamline, and stay audit-ready.
Bookkeeping & Accounting Services
We keep your books clean—whether you’re running client projects in Little Italy or processing online orders from Chula Vista.
Tax Planning & Strategy
Plan proactively with a team that understands California taxes and San Diego-specific small business incentives.
Year-Round Compliance Support
From city tax certificates to quarterly filings, we manage deadlines so you can focus on growth.
Startup Accounting & Advisory
Early-stage founder in Mission Valley? Preparing to raise in La Jolla? We help San Diego startups build smart financial systems that scale.
Built for who we work with.
Helping San Diego’s top industries thrive.
We work with the creators, founders, and operators fueling the city’s growth—from solo influencers in Ocean Beach to tech innovators near Torrey Pines.
Content Creators & Influencers
Keep track of brand deals, ad revenue, and platform payouts—without the spreadsheet headaches.
Startups & Entrepreneurs
We help SD startups build budgets, manage cap tables, and get investor-ready.
E-Commerce & Online Businesses
From Shopify stores in East Village to Amazon sellers in Mira Mesa, we help manage inventory, margins, and sales tax.
Real Estate Professionals
Get help with rental income, 1031 exchanges, and clean reporting—whether you’re flipping or holding.
Crypto & Web3 Entrepreneurs
We help San Diego-based crypto founders make sense of wallets, staking, and token taxes.
Why work with a local San Diego CPA?
We regularly meet with clients at our WeWork office in Downtown—located at 600 B Street.
We know San Diego’s rules
From business tax certificates to local startup incentives—we’ll keep you on track.
We're not just virtual
Stop by, sync up, and meet your CPA team face-to-face when you need to.
We’re part of your ecosystem
We’re connected with the same incubators, advisors, and business resources you are—and we know how to keep up.
Core Bookkeeping
$600/mo
Tax Reduction Strategy
Bookkeeping: Up to 50 transactions/month
Business Income Tax Preparation
Tax Planning Meetings: Annual
Financial Reporting: Quarterly
Additional Virtual Consultations: Annual Meeting
Preparation of Annual 1099's (up to 10)
24/7 Cloud Access to Tax Returns & Documents
CPA Support
$1,200/mo
Tax Reduction Strategy
Bookkeeping: Up to 200 transactions/month
Business Income Tax Preparation
Tax Planning Meetings: 2x Per Year
Financial Reporting: Monthly
IRS Notice Response
Electronic Bill Pay Services
Additional Virtual Consultations: Quarterly (Maximum)
Preparation of Annual 1099's (up to 10)
24/7 Cloud Access to Tax Returns & Documents
Prioritized Communication System
Monthly Newsletter
Peak Performance
$4,500/ Mo
Custom Quoted
Tax Reduction Strategy
Full Service Bookkeeping
Business Income Tax Preparation
Tax Planning Meetings: Biweekly
Financial Reporting: Monthly
IRS Notice Response
Electronic Bill Pay Services
Additional Virtual Consultations
Preparation of Annual 1099's (up to 10)
24/7 Cloud Access to Tax Returns and Documents
Prioritized Communication System
Monthly Newsletter
Worldwide Pickup/Delivery Service
Software Fees Included
