Considine & Considine offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
The preparation of an audit or review is our commitment that a company’s financial position and reporting process operate in conformity with generally accepted accounting principles. Our service areas cover non-public companies, closely held family usinesses, partnerships, non-profit organizations, and other special projects that require a higher standard of analysis and expertise.We can also assist in the acquisition or sale of your business.
We represent the business owner and their business, giving special care to ensuring that regular financial statements are informative, the tax planning timely and the tax returns correct. Our billing system promotes a relationship with our clients that nurtures and supports their business’ success. We personally deliver and discuss each statement with our clients, emphasizing those areas that encourage successful decision-making for the future. We also provide monthly or quarterly financial statements and analysis to all clients for a set monthly fee.
Considine & Considine’s legacy as one of San Diego’s oldest and largest firms was built on our legendary commitment to timely and accurate tax solutions. Our CPAs provide a broad range of services to clients of any size at flat-fee prices. We help you grow from starting your business to selling your business.
Estate planning and its related products of inheritance and trust tax returns require a balance of technical expertise and practical experience. There is so much value that can be provided in this area that most people don’t recognize it until they speak with knowledgeable advisors. We can help with the planning of clients’ estates as well as assist in the trust funding and administration after a trust or estate matures.
Our Professional Services Department caters strictly to our professional clients, who include physicians, attorneys, real estate agents, engineers, insurance agents and others who provide a professional service. We analyze all strategies, from the simple to the complex, to assure our client is paying the minimum taxes prescribed by law.
We cater to all of our clients’ needs, from preparing financial statements and tax returns, business valuations, successor planning, internal control reviews, to buying or selling a practice. In essence, we assist our clients in planning their lives; therefore, retirement preparation is also an important part of our service. We care for our clients’ professional as well as personal financial well-being.
Our real estate department has a 60-year history of providing an unmatched level of personal and professional expertise throughout the industry. Our clients look to us for practical advice on the purchasing, financing, ownership and sales of their real estate investments.
There are many ways to plan for retirement:defined benefit pension plans, profit sharing plans and 401K plans. Each has various permutations, such as age-weighting, cross testing or integration. Whichever plan you choose, we can customize it to meet all of your needs while ensuring that it qualifies for Internal Revenue Service approval, and that you fully understand its uses and benefits. When the plan is adopted, we’ll provide the required materials, such as financial statements and governmental reports. Our relationships with our clients are both pro-active and reactive, as we work to anticipate your needs.
The representation of a client by a certified public accountant is a privilege that we take seriously at our firm. We use our expertise and resources to develop the best possible solutions for our clients. We make the client’s priority our priority within the various legal confines of our practice. We take pride in our professional belief that we cannot allow even the appearance of conflict in our relations.
At its heart the relationship between a client and members of our firm is one of personal trust. This trust is a mutual experience in that we need to have trust in the client as well as the client has trust in ourselves. We pledge to do our part to earn that trust.