Tracy H. Weaver, Attorney/CPA is a San Diego-based firm offering a unique dual-qualified approach to financial and legal advisory services, combining expertise as both a certified public accountant and an estate planning attorney. This integrated practice stands out by providing clients with comprehensive tax strategy and estate planning under one roof, eliminating the need to coordinate between separate firms.
The firm emphasizes lifetime tax planning and client education, ensuring that individuals and businesses are well-informed and strategically positioned to maximize deductions and preserve wealth. With a focus on personalized service, Tracy H. Weaver tailors strategies to meet each client’s specific financial and legacy objectives, helping them keep more of what they earn and plan securely for the future.
Services Offered
- Tax Preparation
- Tax Planning
- Estate Planning
- Retirement Planning
- Business Management Consulting
- Attorney Referral Services
- Certified Public Accounting
- Wealth Preservation and Protection
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Services are provided to clients across all fifty states, with a secure client portal enabling seamless communication and document sharing. The firm is committed to accessibility and client education, offering a newsletter with tax updates and financial tips to keep clients informed and empowered.
