San Diego, California

Boutique Tax Services in the San Diego, California Area

A CPA in practice since 1975, doing boutique tax work for a limited number of key clients.

Monday to Friday, 9:00 AM to 3:00 PM Pacific

Certified Public AccountantEdward Z. Estrin, CPA

“I am a CPA who retired from my CFO position at an RIA and now am continuing to do boutique tax work for a limited number of key clients.”

Since 1975In practice
Past PresidentSociety of California Accountants (1993–94)
Former CFOPrivate Asset Management, Inc. (1997–2020)
CPA since 1979Certified Public Accountant

About Edward

Edward Z. Estrin, CPA

I am a CPA who retired from my CFO position at an RIA and now am continuing to do boutique tax work for a limited number of key clients.

I have been in practice since 1975 and a CPA since 1979 and am a past President of the Society of California Accountants (1993–94), a statewide licensee organization. I have taught at the college level, for CPA license review courses, and for CPA continuing professional education.

I began my career in Los Angeles for a large local CPA firm and worked my way up to a partner in that CPA firm. I moved to San Diego in 1981 and started my own CPA firm. I helped create a very successful firm in Vista and in 1997 was offered the position of CFO for a client. I sold my CPA firm to my partner and worked for Private Asset Management, Inc. as their CFO and ran Private Tax Services until I retired from that role in June 2020.

TeachingHas taught at the college level, for CPA license review courses, and for CPA continuing professional education.

Career

Since 1975

1
1975 • In practice
Began his career at a large local CPA firm in Los Angeles and became a partner in that firm.
2
1979 • Certified Public Accountant
Became a CPA.
3
1981 • San Diego
Moved to San Diego and started his own CPA firm, and helped create a very successful firm in Vista.
4
1997 • CFO, Private Asset Management, Inc.
Sold his CPA firm to his partner, became CFO of a client, and ran Private Tax Services.
5
2020 • Boutique tax work
Retired from the CFO role in June 2020 and continues boutique tax work for a limited number of key clients.

1993–94Past PresidentSociety of California Accountants

Services

As a CPA, I provide the following services for my clients:

Planning and Preparation of Income and Estate Taxes
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Financial Planning
Individual, Estate, and Retirement Planning
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How Edward works

Edward works directly with each client.

Boutique tax work for a limited number of key clients, from San Diego, California, for clients nationwide.

In practice since 1975, a CPA since 1979
Former CFO of Private Asset Management, Inc.
San Diego, California, serving clients nationwide

1975In practice
Began his career at a large local CPA firm in Los Angeles and became a partner in that firm.
1981San Diego
Moved to San Diego and started his own CPA firm, and helped create a very successful firm in Vista.
1997–2020CFO, Private Asset Management, Inc.
Ran Private Tax Services until he retired from that role in June 2020.
1993–94Past President
Society of California Accountants, a statewide licensee organization.

Contact

Contact Edward Z. Estrin, CPA

Edward is not taking new clients at this time.

Telephone

Work:1 (858) 247-1308

Monday to Friday, 9:00 AM to 3:00 PM Pacific

LocationProviding Tax Services From Sunny San Diego, California

Send a message

To reach Edward Z. Estrin, CPA, use the contact form or call 1 (858) 247-1308, Monday to Friday, 9:00 AM to 3:00 PM Pacific.