Taxlana

Accounting & TaxVerified

About

Taxlana is a full-service accounting firm in Allied Gardens, San Diego, run by founder Svetlana Vakaeva, a CRTP-designated tax preparer who earned her bachelor's degree in Economics and Mathematics from the University of California, San Diego. Vakaeva launched the practice in December 2013 out of Suite 8 at 4950 Waring Road, and the California Secretary of State lists the corporation under an October 2016 filing date. Individual, business, trust, and estate returns make up the core tax preparation workload, and the firm pairs each filing with a tax-planning review that covers estimated quarterly payments, retirement-contribution timing, and tax-loss harvesting on investment portfolios — a service line shared with the personal-lines and commercial-policy coordination at Fiesta Auto Insurance & Tax Service on El Cajon Boulevard. IRS resolution and debt-relief cases draw on Vakaeva's training in federal compliance, and new-business formation filings cover LLCs, S-corps, and C-corps through the state portal. Vakaeva's coursework in stocks, options, futures, and foreign exchange shapes the firm's approach to investment-related Schedule D and K-1 reporting for clients with brokerage and partnership holdings. The 92120 office provides part-time CFO engagements, payroll processing, QuickBooks implementation, cash flow modeling, and strategic business planning for small businesses along the Waring Road corridor near the Interstate 8 interchange. Consultations run in English, Russian, and Hebrew, and Taxlana identifies as a women-owned firm. The financial planning arm extends beyond tax optimization into retirement projections and portfolio-level wealth strategies, and the firm coordinates with estate attorneys and financial advisors including Clutinger Williams and Verhoye in Del Cerro when clients need integrated counsel. The bookkeeping and write-up division processes monthly reconciliations, bank-feed integrations, and year-end adjusted trial balances for Allied Gardens businesses that need ongoing ledger management rather than seasonal-only filing.