Business Details
Trusted San Diego CPA for Tax and Accounting Services
I am a San Diego-based CPA dedicated to building long-term relationships with clients seeking expertise and objectivity. My professional background includes working at Price Waterhouse, a Big 6 firm known for serving the Academy Awards and Fortune 500 companies. I hold a Master of Accounting from the University of Southern California, a nationally recognized top 5 program. My practice focuses on tax returns, consulting, and accounting services for clients including Trust/Estate entities, real estate investors, executives, and individuals. As a fee-only professional, I maintain independence by refusing to sell insurance, annuities, or mutual funds, ensuring unbiased advice.My commitment to continuing education exceeds the required 80 hours every two years, with specialized training in tax and accounting from national experts. I serve clients through hourly or project-based fees, prioritizing transparency and client-centric solutions. My memberships in organizations like the California Society of Certified Public Accountants and the Professional Fiduciary Association of California reflect my dedication to industry standards. I combine technical expertise with personalized service to address complex financial needs while maintaining ethical integrity.
Services
Tax Returns
Tax Consulting
Accounting Services
Financial Statements
Estate Tax Planning
Business Tax Services
Real Estate Tax Consulting
Investment Analysis
Fiduciary Accounting
1031 Exchange Guidance
Highlights and features
- We are a fee-only professional, maintaining independence by not selling financial products.
- Our CPA has over 120 hours of continuing education, exceeding industry requirements.
- Experience with Fortune 500 companies through prior Big 4 firm work.
- Advanced education from USC's nationally ranked accounting program.
- Specialized expertise in real estate tax planning and fiduciary accounting.
Services
Tax Returns
Comprehensive preparation of individual, business, and estate tax returns with meticulous attention to compliance and optimization. Services cover federal, state, and local tax requirements for diverse client profiles including executives, real estate investors, and fiduciaries. Emphasis on accuracy and regulatory adherence ensures clients meet obligations while maximizing allowable deductions.
Tax Consulting
Strategic guidance for tax planning and compliance across personal, business, and investment scenarios. Specialized expertise in real estate transactions, 1031 exchanges, and fiduciary accounting helps clients minimize liabilities while maintaining regulatory compliance. Services include entity selection for new businesses and executive compensation structuring.
Fiduciary Accounting
Specialized accounting services for trusts, estates, and fiduciary entities. Includes preparation of detailed financial records, tax reporting, and compliance with probate court requirements. Focus on transparency and accuracy ensures proper management of complex asset portfolios and distribution processes.
Business Tax Services
Tailored tax solutions for businesses including S-corporation elections, entity structuring, and compliance reporting. Services address both operational tax needs and strategic planning to optimize financial outcomes while meeting regulatory standards for corporations and partnerships.
Real Estate Tax Consulting
Expert analysis of tax implications for real estate investments, including property transactions, 1031 exchanges, and investment portfolio planning. Services help investors and developers navigate complex tax codes to maximize returns while ensuring compliance with federal and state regulations.
People
Michael Fitzsimmons
Certified Public Accountant
San Diego CPA with prior experience at Price Waterhouse (Big 4 firm) and advanced education from USC's top-ranked accounting program. Specializes in tax, fiduciary accounting, and real estate consulting. Maintains independence through fee-only practice and exceeds continuing education requirements.
Questions
What services does Michael Fitzsimmons CPA offer?
We provide tax returns, consulting, fiduciary accounting, financial statements, and real estate tax planning for individuals, businesses, and fiduciaries.
Are you affiliated with any financial institutions?
No, we maintain independence by refusing to sell insurance, annuities, or mutual funds, ensuring unbiased advice.
How do you stay current with tax regulations?
We complete 120+ hours of continuing education every two years, exceeding requirements, with specialized training from national tax experts.
What areas do you serve?
Our primary service area is San Diego County, with clients including real estate investors, executives, and fiduciary entities.
How are fees structured?
We operate on an hourly or project-fee basis with transparent pricing and no commissions or product sales.
Reviews (2)
Briana R.
Apr 03, 2019
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Michael came recommended by a colleague. I first started using him for my business and was very happy with his services all the way around. Easy to work with and very knowledgeable. After a couple years of having Michael handle my business returns, I also started having him do my personal returns. He is much more thorough than my previous accountant and friendly to work with. I referred a friend to Michael, and she and her husband also were very happy with him and have now switched to him.
A. O.
Feb 04, 2018
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Michael Fitzsimmons has great things to say on his website, but when I became a paying customer, he completely dropped the ball. I don't know if this guy was going through personal problems or what, but his work was disorganized and incomplete, he wouldn't return calls or emails for MONTHS, and he missed a major tax deadline for my corporation.
