Business Details
14 Years
experience
Trusted Tax & Bookkeeping Services in Carlsbad, CA
Carlsbad Tax was founded in 2012 by Sean Edward Currey, a Certified Public Accountant (CPA) and Enrolled Agent (EA) with over 12 years of experience in tax and accounting services. Our firm specializes in individual and business tax return preparation, value-added bookkeeping, and IRS representation, serving clients throughout San Diego County. Sean holds a Bachelor's Degree in Accounting and has passed rigorous IRS exams to earn his EA designation, which grants unrestricted practice rights before the IRS. As a CPA since August 2024, he combines deep technical expertise with a commitment to personalized service, ensuring accuracy and compliance for clients ranging from self-employed individuals to multimillion-dollar businesses.We prioritize transparency, offering a free 15-minute consultation and no-cost meet-and-greet sessions to analyze client needs. Our team leverages Intuit's QuickBooks and QuickBooks Online to deliver efficient, user-friendly bookkeeping solutions tailored to diverse financial requirements. With a focus on attention to detail and client education, we handle complex tax scenarios including corporate sales, investments, and deductions. Our reputation for reliability is reflected in testimonials highlighting our ability to resolve complicated tax situations and deliver consistent, high-quality results. We serve as a trusted partner for local individuals and businesses seeking affordable, professional tax and accounting services.
Services
Tax Preparation
Bookkeeping Services
IRS Representation
Tax Planning
Business Tax Services
Details
- Year established: 2012
Highlights and features
- We offer over 12 years of experience in tax and accounting services
- Our team includes both a Certified Public Accountant and Enrolled Agent
- We provide personalized service with free initial consultations
- We handle complex tax situations with proven accuracy
- We use industry-leading QuickBooks software for efficient bookkeeping
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
What people say
Outstanding rates
Knowledgeable and helpful
Flawless work
Keen attention to detail
Handle complicated tax situations
Services
Bookkeeping Services
Our bookkeeping services include bank reconciliations, journal entries, accounts receivable/payable tracking, and financial statement preparation. We serve clients from self-employed individuals to multimillion-dollar businesses using Intuit's QuickBooks software. Our solutions ensure accurate financial records and streamlined accounting processes for long-term business success.
Tax Preparation
We provide comprehensive tax preparation for individuals, businesses, and trusts. Our services cover standard returns, complex corporate sales, investment reporting, and deduction optimization. Starting at $300 for individuals and $750 for businesses, we ensure compliance while maximizing refunds through personalized analysis and expert tax law knowledge.
IRS Representation
As Enrolled Agents with unrestricted IRS practice rights, we represent clients in tax disputes and compliance matters. Our services include resolving audits, collections issues, and tax debt negotiations. We leverage federal authority to handle complex IRS and state Franchise Tax Board matters with professional advocacy and strategic solutions.
Tax Planning
Our proactive tax planning services help clients minimize liabilities through year-round strategy development. We analyze financial situations to implement legal deductions, optimize business structures, and create long-term savings plans. This service benefits individuals and businesses seeking to improve financial efficiency while maintaining full compliance with evolving tax regulations.
Business Tax Services
We specialize in business tax solutions for C/S corporations, partnerships, and trusts. Our services include entity selection, quarterly tax planning, payroll tax compliance, and financial reporting. Starting at $750, these comprehensive services ensure accurate filings while supporting strategic business growth through tax-efficient financial management.
People
Sean Edward Currey
Owner, Certified Public Accountant & Enrolled Agent
Sean Currey, CPA and Enrolled Agent, has over 12 years of tax and accounting experience. He holds a Bachelor's in Accounting and specializes in individual/business tax preparation, bookkeeping, and IRS representation. Clients praise his attention to detail and complex tax expertise.
Questions
What tax services do you offer?
We provide individual and business tax preparation, trust returns, tax planning, and IRS representation. Our services cover standard filings to complex corporate transactions with personalized analysis.
Are you qualified to handle complex tax situations?
Yes, as both a Certified Public Accountant and Enrolled Agent, we handle complex scenarios including corporate sales, investment reporting, and multi-entity tax structures with proven accuracy.
Do you offer bookkeeping services?
Yes, we provide bookkeeping using QuickBooks software, including bank reconciliations, financial statements, and accounts receivable/payable tracking for businesses of all sizes.
Can you represent me during IRS audits?
As Enrolled Agents with unrestricted IRS practice rights, we offer full representation for audits, collections issues, and tax debt negotiations at both federal and state levels.
What are your service rates?
Individual tax returns start at $300, business/trust returns at $750, and bookkeeping services are $75/hour. We offer free initial consultations to analyze your specific needs.
Reviews (6)
Justin Williams
Jan 27, 2022
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Very knowledgeable and smart young man. My wife and I are so happy to find someone who will patiently sit with us, because we can ask a lot of questions! We would highly recommend Sean.
David Alston
Jan 20, 2022
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My wife and I are new to the area for 2022 and were badly missing our old accountant in upstate NY. Sean is very patient in guiding us through our complex return. We will be back next year. Smart and kind young man!
Jacob Murphy
Jan 19, 2022
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Great price and more knowledgeable than the guys in the mall. Location is a little hard to find and hours seem to be flexible. If you can get in they will do a good job!
Skyler Thompson
Jan 19, 2022
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I was not initially super impressed with the call back and turn around time BUT by time I actually got in to see Sean he ended up saving me thousands. I will now go back no matter how long it takes! Can't afford not to!
Casey Wallace
Jan 18, 2022
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Last year I tried a business with a very similar name in the area who made SEVERAL MAJOR MISTAKES that I am now trying to recoup through amended returns. Carlsbad Tax is helping me get my life back. I can't say enough good things about them.
Matthew B.
Apr 24, 2021
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Sean is still a gem! Sean is still kicking butt and doing a great job. We hand him a complicated pile of paperwork and he nails it. I always spot check the returns and he has great attention to detail and accuracy. He can handle all type of complicated tax situations, from business returns, corporate sales, standard tax returns, investments, home office deductions, vehicle deductions... you name it. Way to go Sean, keep it up.
