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About
I help businesses owners and real estate investors save thousands in taxes. Note: Must have some complexity to returns for me to accept you as a client.
***Free consultation for 15 minutes or paid 1 hour consultation for $150 to be applied to services if you sign on as a client. ****.
Note: Serious inquiries only please. I charge 100% deposit of fees for all work before it is started if you decide to move forward with services. This is typical of the industry.
My Background:
• Education: I graduated with honors from California State University, where I earned my bachelor’s degree.
• Licensing: I began my career at a large national CPA firm and successfully obtained my California CPA license. This involved passing four rigorous exams (with a pass rate under 50%) and an additional challenging ethics exam, a requirement not imposed on Enrolled Agents (who have a 70% pass rate and are not required to hold a bachelor’s degree).
• Professional Experience: I’ve worked at several reputable CPA firms that specialize in complex tax matters (high-net worth and ultra high-net worth individuals included), including a firm focused on real estate investors, particularly those managing short-term rentals (Airbnbs) and those claiming real estate professional status.
• Leadership: I managed the tax department of a national wealth management firm in San Diego, serving over 200 clients.
My Approach:
I work with clients throughout the year to help them save on taxes, providing comprehensive, strategic advice rather than simply preparing returns. Unlike high-volume tax return “mills,” my services are holistic, focusing on tax savings strategies that align with long-term goals. Keep in mind my value is reflected in my pricing as such.
My Goal:
My ultimate goal is to build lifelong relationships with my clients, delivering consistent value through proactive tax planning. I have successfully saved clients thousands of dollars with strategic tax planning, and I have a strong track record of fighting incorrect IRS and state agency tax notices, achieving favorable outcomes.
Customers rated this pro highly for work quality, professionalism, and responsiveness.
Exceptional 5.0
6 reviews
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This pro's rating is a combination of reviews posted by customers both on and off of Thumbtack. Thumbtack cannot verify external reviews.
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Read reviews that mention:
Shawn J.
Nov 9, 2024
•
Hired on Thumbtack
Magali has been an amazing find for me and my business! She tackled my tax returns quickly, efficiently and for a fair cost. I'm excited to be working with her now for future advice and tax prep. Thankful that I found her!
Individual Tax Preparation
Samantha C.
Sep 24, 2024
Magali is the only CPA I have talked to that actually had tax savings strategies for me. She provided me with some tax analysis projection and we planned on how I could save on taxes before I file my taxes next year. Super happy to have met her. She is very knowledgeable and professional. I am less stressed out knowing what I will owe next year instead of waiting last minute. Thank you!
Peter H.
Sep 25, 2024
Magali helped me maximize my tax savings in ways I hadn’t considered before. She’s thorough, knowledgeable, and took the time to explain everything clearly. Her proactive approach and attention to detail make her services well worth the investment!
Kelly O.
Sep 24, 2024
I have been to many tax advisors before. Magali is the best tax advisor/CPA I have ever used. She took one look at my prior tax returns and realized a few mistakes on them, I was surprised. She was able to help me identify some tax savings opportunities that no else has mentioned before. Her fees are not the lowest but she is absolutely worth it as I saved thousands using her services this last tax season. On top of that, she’s easy to talk to and is very responsive. I highly recommend her!
Neal c.
Nov 11, 2024
•
Hired on Thumbtack
Fantastic
Individual Tax Preparation
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
My Fees (note that you must have a certain complexity to work with me):
Personal returns: $800+
Sole proprietorships: $1,000+
LLCs and S Corps: $1,700 +
Multi-state: $250 additional per state
Single Member LLC CA returns: additional $250
Tax projections: Start at $800+
Hourly Consulting: $250/hr
Tax plans for business owners: $1,200+
What is your typical process for working with a new customer?
Initial consultation to see if we are a good fit to work together. Then, I would gather your most recently filed tax returns and review them to get your proper quote and to give you ideas on how you can improve on tax savings. I almost always find something that can be improved upon. From there, I will have you sign an engagement letter. Then, I will have you upload your documents through ( secure portal) which is encrypted. I will prepare your returns. Any questions you may have throughout the year, will be responded to. I help year round. My practice is not seasonal.
What education and/or training do you have that relates to your work?
Close to a decade of firm experience at reputable firms. I worked at CPA firms and wealth management firms. I have fantastic experience from the best mentors who worked at the "big 4" accounting firms.
