Income Tax Preparation and Planning for High Income Earners

San Diego wealth management servicesCongratulations on your high-income earnings. Many of my high-income earners say to me “you’re the only person I can talk to about my finances.” I take that as the highest compliment because I know they trust me. My clients know I have their best interests at heart. I treat my clients as if they were family and ask myself constantly “what is in the clients’ best interest?”

The aim of my income tax preparation services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, I'll meet with you to discuss your concerns and learn all I can about your financial aspirations and life goals. Afterwards, I will make financial and tax saving suggestions based on your income tax returns and goals you want to accomplish. I give you choices on how you ought to proceed. As your wealth grows and your circumstances change, I'll adjust my suggestions accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come.

If you want to work with someone you can talk to and form a long term professional and personal relationship, please call Barry J. Kohn at 619-252-7970 or email me at

My Services for High Income Earners: