Welcome to Beyond 415 Tax Coaching (formerly Horizon Planning), a distinguished family-owned tax practice with 48 years of experience in the heart of San Diego.
Specializing in complex, trust, and estate tax returns, we offer a high-end service focused on meticulous accuracy and an exceptional level of customer care. Our small, dedicated team serves a diverse clientele both locally and globally, providing both in-person and virtual assistance.
Trust us to navigate the intricacies of tax preparation with a personalized touch that caters to your unique financial needs.
Tax Preparation
The tax code can be quite complex, but at Beyond 415, our team is exceptionally qualified to handle tax preparation for all fifty states.
Whether you require tax returns for the current year or need to strategize for retirement or your child's education, our dedicated professionals are ready to assist you with a wide range of services.
Our office offers a comprehensive suite of services, including:
Individual Tax Preparation
Trust Tax Preparation
Gift & Estate Tax Preparation
Non-Profit Tax Preparation
Our primary objective is to simplify the preparation process for you while minimizing your tax burden through meticulous planning. Your tax consultation can be conducted in person or virtually—whichever option suits you best. No matter your circumstances, we are here to provide expert guidance to navigate life's financial challenges.
Tax Planning
Whether you're looking to secure your retirement, plan for your child's education, or implement tax-efficient strategies for your business, our experienced professionals are here to assist you.
Tax planning services encompass:
Retirement Planning
Education Savings Roadmap
Estate & Wealth Transfer Planning
Business Tax Optimization
Income Tax Planning
Investment Tax Strategy
Our primary goal is to simplify the tax planning process and provide you with customized strategies that align with your financial goals.
Trust Beyond 415 for expert tax planning solutions that enable you to navigate the complexities of the tax code and make informed decisions with confidence.
Representation
No one wants to go through an audit. The first line of defense is to avoid one, but if you are audited, it's not so bad when you know everything is in order and you have a representative with experience and credibility.
We meet with the revenue agent on your behalf, work with the agent to resolve your issues, and you will not need to meet the agent yourself.
A significant part of the stress of an audit is the unpredictability of the process and difficult to interpret communications. You may be comforted by the fact that we have been through it many times before with other clients.
As your representative, we will handle all communications with the taxing agency on your behalf. It is our job to understand and respond to the questions posed by an auditor in advance. We can interpret and demystify complex regulations and rulings so you understand the issues. We're on your side. You'll get through it.
All the information within this site is copyrighted material and any reproduction or sharing of content without permission is prohibited.
Privacy Policy
San Diego, CA
© 2018 - 2024 Beyond 4/15 Tax Coaching. All Rights Reserved
All the information within this membership site is copyrighted material and any reproduction or sharing of content without permission is prohibited
Privacy Policy
San Diego, CA
Privacy Policy
San Diego, CA
2018 - 2023 Beyond 4/15 Tax Coaching. All rights reserved.