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Navigating tax credits can be complex, but you don't have to do it alone. At Lupita G. Fernandez & Associates, we help you identify and claim every credit you're entitled to. Our tax credits consulting services include:

• Employee retention credits
• Research and development tax credits
• Work opportunity tax credits
• Investment tax credits
• Energy efficiency incentives
• Small business health care credits

Serving families and businesses since 1972 with personalized guidance. Reach out to us for your free consultation, often available within 24 hours.

Many businesses in San Diego County leave money on the table because they don't know about available tax credits. If you recently hired new employees, invested in equipment, or improved your facilities, you might qualify for significant savings. Watch for these indicators:

• Recent hires from specific target groups
• Business invests in innovation or product development
• Energy-efficient upgrades to your property
• Health insurance offered to employees
• Business disruptions affecting operations
• Unsure what credits apply to your industry

Our CPEC-certified team will review your situation and make sure you're capturing every opportunity.

Strategic tax planning goes beyond simple compliance. It's about maximizing your resources so you can reinvest in growth. Our tax credits consulting identifies opportunities that directly reduce what you owe, giving you more capital to work with. Key advantages include:

• Lower overall tax liability through proven strategies
• Better cash flow from credits and refunds
• Compliance confidence with proper documentation
• Long-term planning for recurring credit opportunities
• Industry-specific insights for your business
• Coordination with bookkeeping and tax preparation services

With over five decades of experience, we understand both federal and state programs inside and out.

When you work with us, you're partnering with a family-owned firm trusted since 1972. We treat every client like family, offering personalized service that larger firms simply can't match. Here's what sets us apart:

• Free consultations typically scheduled within 24 hours
• Virtual consultations for your convenience
• Bilingual services—se habla español
• CPEC certification and proven credibility
• Strong community connections throughout San Diego County
• Fast turnaround—personal taxes done same day, corporate in about a week

Available all year to support your business and help you save. Our reputation is built on delivering results while maintaining the highest standards of integrity.

Start claiming the credits your business deserves. Our dedicated team at LGF Tax is ready to review your operations and uncover savings you might have overlooked. We provide the guidance you need for tax credits consulting, bookkeeping, and comprehensive tax preparation. Request a free consultation at our office or your location. Virtual consultations are also available.