SET Advisors - San Diego, California

SET Advisors: Comprehensive Accounting Solutions in San Diego

Located at 3919 30th St, San Diego, CA 92104, SET Advisors is a reputable accounting firm that offers a wide range of financial services to businesses and individuals. With their expertise in accounting, they have helped numerous clients achieve financial success and stability. The firm's commitment to excellence is evident in their dedication to providing personalized attention and tailored solutions for each client's unique needs.

Specialties and Services

• Accounting: SET Advisors specializes in offering comprehensive accounting services, including tax preparation, bookkeeping, and financial planning.

Other Points of Interest

• Wheelchair Accessible Entrance: The office is equipped with a wheelchair accessible entrance, ensuring that all clients can easily access their services.
• Wheelchair Accessible Parking Lot: SET Advisors also provides a wheelchair accessible parking lot for the convenience of their clients.
• Appointments Recommended: While walk-ins are welcome, it is recommended to make an appointment in advance to ensure the best possible service.

Opinions and Reviews

This company has received 7 reviews on Google My Business, with an average rating of 3.9/5. Clients have praised the firm for its knowledgeable staff, personalized attention, and effective solutions. One satisfied client, Miguel, mentioned that SET Advisors has been invaluable in helping him navigate the challenges of running his LLC. They have provided him with tax advice and accounting help since the inception of his business, contributing to his success and confidence in managing his finances.

Another client highlighted the professionalism and expertise of the team at SET Advisors. They emphasized the firm's ability to understand and address their unique financial needs, offering tailored solutions that have significantly benefited their business.

Recommendation

For those seeking a reliable and experienced accounting firm in San Diego, SET Advisors is an excellent choice. Their commitment to personalized attention, expertise in accounting, and dedication to client success make them stand out in the industry. To learn more about their services or to schedule an appointment, visit their website at sharedeconomycpa.com. Don't hesitate to contact them via phone at 8882724915 to discuss your accounting needs and take the first step towards achieving financial success.

👍 Reviews of SET Advisors

Erin E.

5/5

Miguel and the Shared Economy team have been invaluable - they have been providing me with tax advice and accounting help since I started my LLC a year ago, and have helped me navigate this new phase with confidence and much success! Cannot recommend more highly. They are smart, professional, and know their stuff.

Sarah H.

5/5

I had SET prepare my taxes for my Airbnb and Turo business. I first spoke to Jacob who was able to find me the engagement that best suited my needs. Working through the whole process Mike my tax manager was very helpful in explaining my tax liability and shed light on some strategies to implement to ultimately save me money on my return. I am very happy with their service so far and just established my engagement for taxes for 2023.

G S.

5/5

I have had a great experience with Shared Economy this year. I have them managing my personal taxes as well as my LLC, which includes their bookkeeping services. My account manager Renee is always on the ball and makes sure that I take care of any action items on my end. They have helped me save money on taxes by advising me on the LLC and their bookkeeping services and oversight prevent me from making any errors or losing out out on valuable tax deductions. Would highly recommend for any and all of the aforementioned services.

Dan B.

5/5

Working with Shared Economy Tax is an absolute game-changer! Their in-depth tax knowledge and personalized service exceeded our expectations. If you're looking for expertise, efficiency, and a client-focused approach, I would highly recommend working with them!

Cameron H.

5/5

Over 10k in savings thanks to their cost segregation study. Really worth it. If you're an Airbnb host, they can save you money!

Matthew M.

1/5

Scammers, the worst accounting service I have ever dealt with ever. Will overcharge, continue to charge even canceling, and screw up your taxes and business filing. Stay far away from this scamming company.

shalom K.

1/5

Absolute scam. Would stay far away.