Business Details
Your Trusted Partner for Accounting Solutions in San Diego
Chakarian & Associates has served the tax planning and accounting needs of San Diego businesses, physicians, and high net worth individuals for over three decades. Our founder, Robert Chakarian, brings 30+ years of expertise in tax strategy and financial advisory, emphasizing proactive planning to eliminate surprises and optimize client outcomes. We prioritize personalized service, tailoring strategies to align with each client's unique goals while maintaining simplicity and practicality. Our team of certified professionals combines deep technical knowledge with a commitment to transparency, ensuring clients understand their financial position and make informed decisions.As active members of the California Society of CPAs and the American Institute of CPAs, we uphold the highest professional standards. Our community involvement reflects our dedication to ethical service, including leadership roles in local nonprofits like the Children's Dental Health Association. We limit our practice to clients who benefit most from our specialized approach, ensuring focused attention and exceptional service quality. Our legacy of trust is built on decades of client relationships grounded in integrity, expertise, and measurable results.
Services
Tax Planning
Trust and Estate Tax Preparation
Retirement Planning
Dental Practice Acquisition Assistance
Client Portal Access
Highlights and features
- 30+ years of specialized tax planning expertise for high net worth individuals
- CPA-certified team with deep local market knowledge in San Diego
- Personalized strategies that balance tax efficiency with client simplicity
- Active community involvement through nonprofit board leadership roles
- Focused practice serving clients who benefit most from our specialized approach
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Planning
Our tax planning services help businesses and high net worth individuals optimize financial decisions while minimizing tax liabilities. We develop customized strategies that align with client goals, ensuring compliance with evolving tax regulations. Our proactive approach eliminates surprises through continuous monitoring and adjustments to changing circumstances.
Trust and Estate Tax Preparation
We specialize in trust and estate tax compliance for complex financial situations. Our team prepares accurate filings while identifying opportunities to reduce tax burdens. Services include multi-generational planning and coordination with legal advisors to ensure seamless asset transfer while maintaining regulatory compliance.
Retirement Planning
Our retirement planning integrates tax considerations with long-term financial goals. We analyze current assets, projected income needs, and tax implications to create sustainable withdrawal strategies. Services include qualified plan analysis and optimization of Social Security benefits for maximum efficiency.
Dental Practice Acquisition Assistance
We provide specialized advisory services for dental professionals acquiring or selling practices. Our expertise includes financial due diligence, tax-efficient structuring, and cash flow analysis. We collaborate with industry specialists to ensure smooth transitions while maximizing financial outcomes for practitioners.
Client Portal Access
Our secure client portal enables document sharing, tax information uploads, and online payments. This digital platform streamlines communication while maintaining strict data security protocols. Clients gain 24/7 access to financial documents and can securely exchange sensitive information with our team.
People
Robert Chakarian
Founder/CPA
Robert Chakarian, CPA, has over 30 years of public accounting experience specializing in tax planning for high net worth individuals and businesses. He actively contributes to community nonprofits and holds leadership roles in professional accounting organizations.
Erin McCabe
CPA
Erin McCabe, CPA, brings 20+ years of experience in corporate taxation and financial statement preparation. Specializing in entity structures, she provides expert tax compliance services for corporations, partnerships, and trusts while maintaining meticulous attention to regulatory requirements.
Melissa Kroeger
Office Manager
Melissa Kroeger manages office operations with 20+ years of marketing and administrative experience. Her expertise in client relations ensures seamless service delivery while overseeing financial operations and maintaining the firm's commitment to exceptional customer service.
Questions
What accounting services do you specialize in?
We specialize in tax planning, trust and estate tax preparation, retirement planning, and dental practice acquisition assistance for San Diego businesses and high net worth individuals.
How does your tax planning process work?
Our tax planning process begins with understanding client goals, followed by analyzing current financial situations and developing customized strategies to minimize liabilities while ensuring compliance with changing regulations.
Are you available for urgent tax matters?
While we don't offer emergency services, we prioritize timely responses to urgent tax concerns through scheduled appointments and dedicated client communication channels.
Can I access my documents online?
Yes, our secure client portal provides 24/7 access to tax documents, allows file sharing, and enables online payments for your convenience and security.
What experience do you have with physician clients?
We've served San Diego physicians for over 30 years, understanding their unique tax challenges including practice structures, compensation models, and retirement planning specific to medical professionals.
