Tax Preparation & Planning in Escondido, CA
Trusted by Individuals and Small Businesses in Escondido for Over 30 Years.
Smart tax help. Real peace of mind.
We help simplify taxes so you can focus on what matters most.
who we help
At Rowe & Jimenez, we work with people across Escondido and North County San Diego who want clarity.
Small business owners trying to stay compliant while staying focused.
Individuals and families who want to file with confidence, not confusion.
New business builders setting things up right from the start.
How We Help
Tax Preparation and Planning
File with confidence.
Stop worrying about what you might’ve missed.
We handle your returns with care and accuracy.
Our proactive approach helps you avoid penalties, find every deduction you deserve, and plan smarter for next year.
Bookkeeping That Frees You Up
Stay organized. Make better decisions with clean, reliable books.
We handle the details—so you can
focus on the big picture.
Just consistent, accurate bookkeeping that
helps you grow with confidence.
IRS Representation When It Matters Most
If the IRS contacts you, we go with you.
As federally licensed Enrolled Agents, we’re qualified to speak directly to the IRS on your behalf.
That means audits, letters, disputes—we’ll stand in the gap so you don’t have to face it alone.
Year-Round Support, Not Just Tax Season
You don’t just need help once a year. We stay with you.
We build long-term relationships with our clients, checking in when things change, answering questions when they come up, and keeping you prepared.
Whether it’s tax law updates, mid-year planning, or handling surprises, we’re here when you need us.
Frequently Asked Questions
What documents do I need to bring to my tax appointment?
We’ll send you a checklist, but most clients need income forms (W-2s, 1099s), prior-year returns, deduction details, and any IRS letters.
Can you help me if I’m behind on my taxes or received an IRS notice?
Yes. We specialize in helping clients catch up, respond to letters, and work through IRS issues—without judgment or pressure.
Do you offer tax services for self-employed or 1099 workers?
Absolutely. We work with freelancers, independent contractors, and gig workers to make sure their income is filed correctly and deductions are maximized.
What bookkeeping services do you provide for small businesses?
We offer monthly reconciliation, financial reports, QuickBooks support, and year-end coordination—so you always know where your business stands.
Are you open year-round, or just during tax season?
We’re open all year to provide ongoing support for taxes, bookkeeping, and IRS communication—not just in April.
Do you offer bilingual support?
Yes. Our team provides services in both English and Spanish.
How much do your tax preparation or bookkeeping services cost?
Our fees vary depending on the complexity of your situation. We’ll provide clear pricing after a brief consultation—no surprises, no pressure.
Do you work with clients outside of Escondido?
Yes. While we’re based in Escondido, we serve clients across North County San Diego and the entire state of California through secure virtual appointments.
What if I’ve never worked with a tax preparer before?
That’s okay. We’ll walk you through each step, explain what you need, and make sure you understand your return. We’re here to make the process easier, not more confusing.
What’s the difference between a CPA and an Enrolled Agent?
Both can help with taxes, but Enrolled Agents are federally licensed and specialize in taxation. We’re authorized to represent you before the IRS and stay current on tax law year-round.
Why Choose Us
Discover why our clients trust us with their tax needs year after year.
For over 30 years, we’ve proudly served the Escondido community with personalized, professional support.
From individuals to small businesses, our steady approach has made a lasting impact.
Read their stories and see how Rowe & Jimenez has helped clients navigate the complexities of taxes with clarity and confidence.
Serving Escondido—and Beyond
Located in the heart of Escondido, CA, we proudly serve our local community and clients across California with both in-person and virtual appointments.
Let’s make tax season feel simple—and your finances feel secure.
