Business Financial Solutions

Tax Preparation

1791 Financial Services helps business owners organize their financial records, review tax-related documents, identify preparation gaps, and get clearer visibility before tax season so they can work more efficiently with their tax professional.

  • Organize income, expenses, and tax-related records

  • Review missing documents and preparation gaps

  • Support cleaner reporting for tax filing conversations

  • Improve financial visibility before

    tax season

Get Your Taxes Done Right!

When it comes to tax preparation for your business, you need a partner who understands the complexities of the tax code and can help you navigate it efficiently. 1791 Financial Services, located in San Diego, CA, and serving businesses nationwide, offers comprehensive tax preparation services tailored to your unique needs. We handle:

  • Corporate tax returns

  • Partnership tax filings

  • Individual tax returns for business owners

  • Quarterly estimated tax payments

  • Tax planning and strategy

  • Payroll tax reporting

  • Sales tax compliance

Don't let tax season stress you out. Reach out to us and let our experienced team take care of your tax preparation needs.

Benefits of Our Tax Preparation Services

Tax preparation isn't just about filling out forms; it's about setting your business up for financial success. Here's why professional tax preparation is crucial:

  • Maximize deductions and credits

  • Ensure compliance with ever-changing tax laws

  • Reduce the risk of audits

  • Save time to focus on running your business

  • Gain insights into your financial health

  • Plan for future tax seasons

With 1791 Financial Services, you're not just getting a tax preparer; you're gaining a financial ally who's invested in your business's growth and success.

Ask Us About

Rate Matching!

We're committed to offering competitive rates. If you find a better offer elsewhere, let us know. We'll do our best to match it.

Why Choose 1791 Financial Services

When you partner with 1791 Financial Services for your tax preparation needs, you're choosing a team that goes above and beyond:

  • Over 25 years of experience in business financial services

  • Certified Financial Planner on staff

  • Comprehensive view of your business finances

  • True partnership approach, not just a vendor relationship

  • Potential savings through bundled financial services

  • Three months of free bookkeeping for new clients signing up for merchant processing

  • Competitive rates with rate matching available

  • Locally and minority-owned business

  • Quick turnaround with free proposals within 48 hours

  • 24/7 on-call support for our clients


We're committed to providing you with top-tier tax preparation services that not only meet your

immediate needs but also contribute to your long-term financial success.


Contact Us

Don't let tax season overwhelm you. Let 1791 Financial Services take the stress out of tax preparation, allowing you to focus on what you do best – running your business. We're here to ensure your taxes are prepared accurately, efficiently, and with your business's best interests in mind.


Contact us today to schedule a consultation and discover how our tax preparation services can benefit your business. Together, we'll navigate the complexities of tax season and set your business up for financial success.

Free Bookkeeping for 3 Months!

Sign up for our merchant processing services and receive three months of complimentary bookkeeping. Streamline your finances with 1791 Financial Services.

Call now to claim your 

free bookkeeping offer!

Not valid with any other offers or promotions. Restrictions apply. Must mention this coupon at the time of scheduling.

What types of payment methods can I accept with your merchant processing services?

Our merchant processing services allow you to accept a wide range of payment methods, including credit and debit cards, mobile payments, contactless payments, ACH transfers, and electronic checks. We'll work with you to determine the best payment options for your business needs and customer preferences.

How long does it take to set up merchant processing for my business?

The setup time for merchant processing can vary depending on your specific requirements. However, at 1791 Financial Services, we pride ourselves on efficiency. We typically provide proposals within 48 hours and can have your system up and running within a few business days once all necessary information is received and approvals are in place.

What security measures are in place to protect my business and customers from fraud?

We take security seriously at 1791 Financial Services. Our merchant processing solutions include advanced fraud prevention tools, encryption technology, and compliance with PCI DSS (Payment Card Industry Data Security Standard) requirements. We also provide ongoing support and education to help you stay informed about the latest security best practices and protect your business from potential threats.

Learn more about

1791 Financial Services

Located in San Diego. 1791 Financial Services specializes in bookkeeping and financial planning. We believes small business owners should keep more of their hard-earned profits in their own pockets. On call 24/7. Help you see the big picture. Over 25 years of experience. Call today.

Located in San Diego. 1791 Financial Services specializes in bookkeeping and financial planning. We believes small business owners should keep more of their hard-earned profits in their own pockets. On call 24/7. Help you see the big picture. Over 25 years of experience. Call today.

Visit Us

8274 Miramar Road

San Diego , CA 92126

Contact Us

(855) 645-8863

Business Hours

Monday - Friday | 9AM - 5PM

Saturday - Sunday | Closed

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