Business Details
47 Years
experience
Your Trusted Certified Public Accountants in San Diego, CA
At Nasella Mathis & Associates, we have dedicated ourselves to providing exceptional accounting, tax, and financial services since 1979. Our firm combines over three decades of experience with a personalized approach, ensuring each client receives individual attention tailored to their unique needs. We serve a diverse clientele, from individuals to businesses, offering comprehensive solutions that adapt to evolving financial landscapes. Our team of nine professionals, including seven Certified Public Accountants, brings specialized expertise in tax planning, compliance, and financial reporting. We prioritize timeliness and accuracy, maintaining active engagement with clients throughout the year to optimize financial outcomes.As members of the American Institute of CPAs and the California Society of CPAs, we uphold the highest standards of professionalism and integrity. Our commitment extends beyond technical excellence to fostering long-term relationships built on trust and reliability. We continuously monitor tax law changes to provide proactive guidance, helping clients navigate complex regulations while minimizing liabilities. Our services span accounting software implementation, payroll management, and IRS representation, ensuring full-service support. Rooted in San Diego County, we take pride in delivering locally informed yet nationally compliant financial solutions that empower our clients' success.
Services
Accounting Services
Tax Planning
Bookkeeping/Write-Up
Consulting Services
Tax Preparation
IRS Representation
Financial Statements
Payroll Services
Sales Tax Services
Estate Tax Preparation
Details
- Year established: 1979
Highlights and features
- We have provided quality service since 1979 with over 30 years of experience.
- Our team includes seven Certified Public Accountants and nine dedicated professionals.
- We offer personalized attention to address your specific financial concerns.
- We are members of the American Institute of CPAs and California Society of CPAs.
- We prioritize timely information delivery to meet critical business needs.
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies aligned with federal, state, and local regulations. We monitor ongoing law changes to optimize your tax position year-round. Our tailored approach ensures compliance while maximizing savings for individuals and businesses.
Bookkeeping/Write-Up
We maintain accurate financial records including receivables, payables, and payroll tracking. Our services include ledger maintenance, bank reconciliations, and customized reporting to support informed business decisions. We ensure organized financial data for both internal management and external reporting needs.
IRS Representation
Our firm provides comprehensive representation during IRS and state tax audits. We prepare documentation, communicate with authorities, and negotiate resolutions including Offers in Compromise. Our expertise reduces stress and ensures professional handling of tax disputes while protecting your interests.
Financial Statements
We prepare GAAP-compliant financial statements for banks, investors, and regulatory bodies. Our services include balance sheets, income statements, and cash flow analysis tailored to your business needs. We also create custom managerial reports for internal decision-making and operational improvements.
Payroll Services
Our payroll services cover tax reporting and compliance for federal and state requirements. We handle wage reporting, tax filings, and documentation to ensure timely and accurate submissions. This service simplifies payroll obligations while maintaining full regulatory compliance for businesses of all sizes.
People
Lawrence J. Nasella
Managing Partner
Founding partner specializing in tax planning for high-net-worth individuals. Licensed CPA in California with over 30 years of experience. Active member of AICPA and CalCPA societies.
Judith K. Fleer
Senior Accountant
CPA with expertise in individual and trust tax returns. Joined the firm in 1988, bringing extensive experience in diverse tax compliance matters. Graduated from Washburn University with an accounting degree.
Rebeca M. Miller
Tax Specialist
Experienced CPA handling business and individual tax returns, audit representation, and financial services. Returned to the firm in 2011 after gaining expertise at a large CPA firm. UC Riverside graduate.
Rick W. Turner
Accounting Professional
CPA with expertise in corporate, partnership, and nonprofit tax returns. Joined in 2015 with an MBA in accounting from Hawaii Pacific University. Active in CalCPA society.
Questions
What services does Nasella, Mathis & Associates offer?
We provide accounting, tax planning, bookkeeping, financial statements, IRS representation, payroll services, and sales tax compliance for individuals and businesses.
How long has the firm been in business?
We have served clients since 1979, offering over 40 years of experience in accounting and tax services.
Are your accountants certified?
Yes, our team includes seven Certified Public Accountants licensed in California.
Do you handle IRS or tax authority representation?
Yes, we provide full representation before the IRS and state/local taxing authorities, including audit support.
Can you help with accounting software selection?
Yes, we assist in selecting and implementing accounting software tailored to your business needs.
