P I Tax Services

Accounting & TaxVerified

About

P I Tax Services operates from 4711 33rd Street in San Diego's Normal Heights, a CPA-directed tax preparation practice serving individual and small-business filers across the 92116 ZIP and the broader San Diego metro. The firm has maintained an active client base since at least 2006, with a preparation workflow built on direct communication by phone, text, and email to keep turnaround times short and documentation transparent. Return types cover individual 1040 filings, Schedule C sole-proprietor income, rental-property reporting, and small-business entity returns, and the tax-law intersection with estate and succession planning connects to the legal structuring work at The Saint-Jeans Law Firm in the neighborhood. The 33rd Street address sits one block east of the Adams Avenue commercial corridor, within the Normal Heights residential grid that runs between Felton Street and Kensington Drive. The appointment-based scheduling structure pairs a CPA's credential with a single-practitioner pace, meaning each return receives individual review rather than assembly-line processing. Year-round availability extends the practice beyond the January-to-April filing sprint into extension work, amended returns, and estimated-tax-payment planning for self-employed clients. The financial-planning dimension of tax strategy aligns with the investment and retirement guidance at Sage Financial Planning on the same side of the neighborhood. The CPA designation requires passing the Uniform CPA Examination, meeting California's experience requirements, and completing annual continuing education to maintain active licensure with the California Board of Accountancy.