Profile
NATHAN H MEDINA
ListedSan Diego Tax Preparation Firm Led by EA and CFP® Nathan Medina
About
About
Nathan Medina Tax Services is a San Diego tax preparation firm serving clients with federal and state income tax preparation. The firm presents Nathan Medina as an EA and CERTIFIED FINANCIAL PLANNER™ (CFP®), with additional listed designations including CEP® and CRPC®.
The practice describes its work as going beyond preparing and filing personal tax returns by looking at tax-saving opportunities and other parts of a client’s financial situation.
Nathan Medina Tax Services is a San Diego tax preparation firm serving clients with federal and state income tax preparation. The firm presents Nathan Medina as an EA and CERTIFIED FINANCIAL PLANNER™ (CFP®), with additional listed designations including CEP® and CRPC®.
The practice describes its work as going beyond preparing and filing personal tax returns by looking at tax-saving opportunities and other parts of a client’s financial situation. Its stated approach is to customize services around each client’s needs and provide recommendations from a broader financial perspective.
- Federal and state income tax preparation
- Personal tax return preparation and filing
- Tax planning perspective tied to broader finances
- Secure tax return download/login tools
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax services | Standard | ||
Tax focus
Tax focus
Service areas
Service areas
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