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comprehensive wealth managers, Premier Wealth Advisors

Personal & Corporate Income Taxes

We’re not just a financial planning and wealth management firm. Our managing partners, Ari Crandall and Joe LeBlanc, with the help of their staff, prepare over 1,000 income tax returns yearly.

Income tax preparation and planning is a critical piece of any well designed retirement planning strategy. Whether it’s personal or corporate income taxes, we’re able to help you.

To schedule your tax appointment or have your existing taxes reviewed, please call us at 858-668-0776 or send us an email.


Schedule a Tax Appointment

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    • Tax Organizer
    • Law Enforcement ExpensesIf you are interested in scheduling your initial meeting, please download and complete our Initial Planning Questionnaire.
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    OUR OFFICE LOCATION
    12531 High Bluff Drive
    Suite 110
    San Diego, CA 92130

    CONTACT
    Phone: 1-858-668-0776

    Fax: 858-668-3016

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    Investment adviser representatives offering advisory services through Premier Wealth Advisors (PWA), a registered investment adviser. Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment advisor, Member FINRA / SIPC. PWA and IFG are unaffiliated entities. | [ Privacy ]


    Licensed to offer Advisory services to residents of California; Colorado; Texas and Washington.

    Securities in California; Alabama; Arizona; Connecticut; Florida; Massachusetts; Minnesota; New Mexico; Nevada; Ohio; South Carolina; Texas; Virginia and Washington.


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    NOTE: Information provided here is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. When you click on a link to a third party website, you are leaving our site and assuming all responsibility for your use on these sites.