David Thomas, CPA, Esq.
- A Professional Corporation -
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Accounting, Law, Financial Planning
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A boutique wealth management practice based in San Diego specializing in an integrated approach to investments, taxes, and estate planning.
PRACTICE
AREAS
TAX PLANNING & COMPLIANCE
Tax planning and preparation for individuals and businesses. We will keep you in compliance, offering insights along the way.
FINANCIAL PLANNING & INVESTMENT MANAGEMENT
Through a disciplined approach, our goal is to protect and grow your wealth. ​​
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ESTATE PLANNING
Establish appropriate holistic estate plans based on your financial, business, and life situations. This includes the creation of Trusts, Wills, Powers of Attorney, and Healthcare Directives.
Our STORY
David
I started my career as an accountant with Ernst & Young focusing on real estate clients. I then did some consulting in the areas of financial reporting, internal controls, Sarbanes-Oxley compliance, and SEC filings. After a few years of consulting, I went back to law school at the University of San Diego during which time I interned for a Federal Magistrate and gained experience at a mid-size law firm. Upon graduation, and after getting married, my wife and I found work abroad in Zambia. Upon returning to San Diego, and having a couple sons, I worked as an executive for a mid-size company here in San Diego. I since started this practice.
Sophia
Over ten years of accounting experience with international experience. Fluent in Korean with an accounting degree from the British Columbia Institute of Technology. Prior to living and working in San Diego she was employed in Vancouver, Canada. She has a young family and focuses her free time on them.
Dan
A UCSD graduate with multiple years of tax preparation experience. After UCSD he has held a variety of roles in the hospitality industry, including management. He is married and lives in North County, San Diego. He is a sports enthusiast, playing multiple sports and following local teams.
CONTACTS
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Office in San Diego:
2340 Moore Street
San Diego, CA 92110
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Email:
Phone:
619-220-8600
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David Thomas, CPA, Esq., PC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where David Thomas, CPA, Esq., PC is properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by this firm unless a client service agreement is in place.