DeSanti & Associates, Inc.
IMPORTANT UPDATE FOR CURRENT AND NEW CLIENTS
We are pleased to announce that, going forward, we will be working in conjunction with Coast-to-Coast Tax Service! If you are a returning client, you should have received a letter in the mail around the 2nd week of January. If you are new, welcome!
After 40 years of serving tax clients, Lynn has decided that it is time to take a step back from the grinding hours of tax compliance. Although she’s not fully retiring, she will be working at a reduced capacity and in another business venture. Steve always anticipated taking over the entire firm when Lynn decided it was her time to leave, however the practice has grown to a size that does not allow him to continue with his outside business opportunities and still provide all the services you deserve.
Therefore, Steve has decided to work with Coast-to-Coast Tax Service on a limited basis. Located here in Escondido, Coast-to-Coast Tax has graciously agreed help us take good care of our tax and bookkeeping clients. The owner, Morey Holzman, is also an Enrolled Agent and licensed to represent clients before the Internal Revenue Service. We assure you that it would be very difficult to find a more energetic, knowledgeable and engaging “tax guy”. Morey loves what he does and has developed an impressive team of practitioners in his 22-year tenure with his firm. We assure you they will take great care of you. In fact, we’re certain they will be more responsive and available for you than we have been in the past couple of years.
We are making ourselves available to answer any questions you may have and to ensure that Morey and his team have all records necessary to properly prepare your future tax returns. Since we will be working in conjunction with Coast-to-Coast you are welcome to drop off or email your documents directly to us. We encourage you to call their office if you would like to have a face-to-face appointment as they will be maintaining the calendar.
Coast-to-Coast Tax Service
2434 Auto Park Way #100
Escondido, CA 92029
(760) 739-1040 – please call to make an appointment
You’ll be happy to know that Morey and his team offer face-to-face appointments! However, they also cater to a fully digital experience if that’s your preference. No matter which method you prefer they welcome all clients and will service your needs on your terms. Their pricing structure is very similar to ours so there shouldn’t be any surprises.
All About Us
DeSanti & Associates, Inc. provides unparalleled personalized Tax accounting services to a broad range of clients across the San Diego area. As your local Enrolled Agents, we are here to ensure that all of your tax decisions are made carefully and with your best interests in mind. We are ready and able to serve as your tax advisor, tax planner and business advisor to guide along your path to success.
Monday - Thursday 9:00am to 5:00pm
Friday 9:00am to 4:00pm
227 S. Maple Street
Escondido, CA 92025
Phone - (760) 781-1700
Fax - (866) 512-1792