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San Diego Tax & Financial AssociatesFinancial advisor in Carlsbad, CA

San Diego Tax & Financial Associates is a financial advisor at 5411 Avenida Encinas Ste 180, Carlsbad, CA 92008, ranked #2 of 256 financial advisors in Carlsbad and rated 4.9 from 277 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Carlsbad, CAUpdated 0 paid placements in any rankingHow we rank

Call (760) 618-1099Website ↗

Key facts

Key facts about San Diego Tax & Financial Associates
Address5411 Avenida Encinas Ste 180, Carlsbad, CA 92008Get directions
Phone(760) 618-1099
Websitesdtaxpros.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating4.9 from 277 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Carlsbad and 11 towns within 25 miles: Oceanside, Encinitas, Vista, Camp Pendleton South, San Marcos, Solana Beach, Escondido, Rancho Penasquitos, Fallbrook, Mira Mesa and La Jolla.

Based in Carlsbad, CAView on map

Opening hours

Opening hours for San Diego Tax & Financial Associates
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about San Diego Tax & Financial Associates

How is San Diego Tax & Financial Associates ranked in Carlsbad?

San Diego Tax & Financial Associates is ranked #2 of 256 financial advisors in Carlsbad by RFA Score, with 74 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are San Diego Tax & Financial Associates’ hours?

San Diego Tax & Financial Associates is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does San Diego Tax & Financial Associates serve?

Serves Carlsbad and 11 towns within 25 miles: Oceanside, Encinitas, Vista, Camp Pendleton South, San Marcos, Solana Beach, Escondido, Rancho Penasquitos, Fallbrook, Mira Mesa and La Jolla. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about San Diego Tax & Financial Associates?

San Diego Tax & Financial Associates has a rating of 4.9 from 277 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact San Diego Tax & Financial Associates?

Call San Diego Tax & Financial Associates on (760) 618-1099. The business is at 5411 Avenida Encinas Ste 180, Carlsbad, CA 92008. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

San Diego Tax & Financial Associates compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
San Diego Tax & Financial Associates (this business)—744.9 (277)NoNo
iMerge Financial#1754.9 (574)YesYes0.6 mi
Deferred.com (Formerly Plenti Financial)#3735.0 (144)YesYes0.1 mi
IDA Wealth - Intelligence Driven Advisers#4735.0 (131)NoNo4.6 mi

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