With LPA, you can keep more of what you earn with proactive tax planning. We are a San Diego based firm built to replace tax surprises with strategic guidance. We combine deep expertise with a planning mindset to ensure your tax strategy is fully aligned with your financial goals.

💎 FOR BUSINESS OWNERS & HNW FAMILIES: The tax code is complex, but your strategy should be clear. Our team identifies tax-efficient opportunities year-round and coordinates with your advisors to protect your legacy. We deliver plain-English answers on your timeline. 📩 Message us for our Tax Planning Checklist.

🤝 FOR FINANCIAL ADVISORS: We position ourselves as a tech-forward extension of your team. We deliver a family office feel, coordinating with you and your attorneys to handle complex situations. We help you anticipate client needs and solidify your role as the trusted orchestrator. 📩 Message us for our Advisor Toolkit.

👥 JOIN OUR TEAM: We prioritize well-being over the chaos of traditional accounting with flexible schedules and remote options. Join a forward-thinking firm where your contribution is recognized. 🚀 Visit our website to apply.

✅ HOW IT WORKS: Discover: Submit your previous year returns. Assess: You receive precise timing and pricing. Plan: We meet to finalize a tax strategy. Execute and review: You have the confidence that your tax plan is working for you.

📍 WHAT WE DO: • Tax Planning & Preparation: Year-round planning aligned to your goals. • Business Owner Strategy: Entity design, compensation, and distributions. • Investment & Wealth Tax: Coordination for tax-aware decisions. • Estate & Trust Tax: Practical structures that respect your wishes. • IRS Support: Notices and audits handled calmly and clearly.

📞 Book a call at 858.225.2355 or visit www.legacpa.com.

📖 You build the legacy. We handle the strategic tax planning.

Legacy Park Advisors

Org chart

Teams

Offices