Business Details
48 Years
experience
Your Trusted Accounting Partner in San Diego
Blum & Clark has been dedicated to enhancing the financial outlook of our clients since 1978. Our mission centers on delivering personalized, responsive, and knowledgeable service rooted in fairness and integrity. With over four decades of experience, we have built a legacy of trust, supporting startups, businesses, and individuals through tailored tax, accounting, and advisory solutions. Our team's expertise spans entity selection, tax strategy, retirement planning, and more, ensuring clients receive actionable insights aligned with their unique goals. As a family-led firm, we prioritize long-term relationships and community impact, maintaining the same values established by founder Richard Blum. Today, under Managing Partner Robert Blum, we continue to combine generational wisdom with modern financial strategies.Our commitment to excellence extends to ongoing education, ensuring we remain at the forefront of evolving tax regulations and industry standards. Clients benefit from our QuickBooks ProAdvisor certification, streamlined bookkeeping solutions, and specialized guidance for domestic and international tax matters. Every interaction reflects our dedication to client success, whether through strategic business planning or comprehensive estate management. This enduring approach has earned us the trust of clients who have remained with us for decades, a testament to our unwavering focus on their financial well-being.
Services
Tax Planning & Compliance
Bookkeeping Services
Business Advisory
Retirement Planning
Estate & Trust Services
Entity Selection
Payroll Management
Financial Reporting
Mergers & Acquisitions
College Savings Strategies
Details
- Year established: 1978
Highlights and features
- We offer over 40 years of experience in tax and accounting services.
- Our team provides personalized solutions tailored to your financial journey.
- QuickBooks ProAdvisor certification ensures seamless accounting software integration.
- We specialize in cross-border tax compliance and international filings.
- Family-led firm prioritizing long-term client relationships and community impact.
Associations and certifications
- QuickBooks ProAdvisor Program
What people say
Trusted advisors
Personable staff
Financially fit
Decades of experience
Tailored solutions
Services
Tax Planning & Compliance
Blum & Clark provides expert guidance on federal, state, and international tax matters, ensuring compliance while optimizing savings. Our team navigates complex regulations, including FATCA and cross-border filings, to minimize liabilities. Clients receive strategic advice tailored to their business or personal financial situation.
Bookkeeping Services
We offer accurate bookkeeping, cash flow analysis, and budget preparation to maintain financial clarity. Our QuickBooks ProAdvisor-certified professionals streamline accounting processes, ensuring reliable reporting for informed business decisions. Services include income tax provisions and ongoing financial tracking.
Business Advisory
From startups to established firms, we deliver advisory services covering entity selection, M&A strategies, and operational efficiency. Our experts help businesses structure for growth, manage capital, and implement employee benefit plans to attract talent and drive profitability.
Retirement Planning
Our retirement planning services focus on maximizing after-tax returns through asset allocation, investment monitoring, and tax-efficient strategies. We help clients build sustainable income streams while addressing college savings, insurance, and estate planning needs for long-term financial independence.
Estate & Trust Services
Blum & Clark offers comprehensive estate and trust planning to ensure financial security for future generations. We assist with wills, trusts, and tax-efficient wealth transfer strategies, navigating complex regulations to protect assets and provide peace of mind for clients' legacies.
People
Robert Blum
Managing Partner
Robert Blum leads Blum & Clark with a passion for client service, building on his father's legacy since becoming Managing Partner in 2005. He prioritizes personalized solutions and industry-leading expertise to drive client success.
Questions
What services does Blum & Clark offer?
We provide tax planning, compliance, bookkeeping, business advisory, retirement planning, and estate services for individuals and businesses.
Do you specialize in international tax matters?
Yes, we assist with cross-border taxation, FBAR filings, foreign tax credits, and compliance for clients with global financial interests.
How can Blum & Clark help startups?
We guide startups through entity selection, accounting system setup, cash flow management, and employee benefit plans to support growth.
Are you a QuickBooks ProAdvisor?
Yes, we are certified QuickBooks ProAdvisors, offering expert software integration and bookkeeping solutions for businesses.
What areas do you serve?
We primarily serve San Diego, California, with expertise in domestic and international tax compliance for global clients.
Reviews (1)
James Tidwell
Jun 20, 2022
Report
Robert is a really good accountant. Had a complex tax issue that another CPA really messed up. Robert figured out the problem, fought the IRS, and saved me tens of thousands. Great guy too. Highly recommend him.
