Strategic Tax Planning in Escondido
We help you reduce your tax burden, avoid surprises, and make smarter financial decisions—long before filing season.
Clear, Strategic Tax Planning—Without the Guesswork
At Rowe & Jimenez, we believe smart tax planning should happen before tax season.
Our approach goes beyond compliance—we help you uncover opportunities, reduce surprises, and build long-term tax efficiency into your financial life.
Whether you’re a business owner or an individual, our proactive strategies are designed to help you pay only what’s necessary—and keep more of what you earn.
We stay current with tax laws and planning techniques, so you don’t have to.
Based in Escondido, proudly serving clients across San Diego.
Established 1995
escondido, ca
Who We Help
We work with people at every stage of life and business— from early career to retirement, from new startups to established companies.
For Individuals:
W-2 earners looking to grow wealth tax-efficiently
1099 contractors and freelancers
High-income professionals
Investors, landlords, and those planning for retirement
For Small Businesses:
Sole proprietors and LLCs
S Corps and partnerships
Owners exploring deductions and deferrals
Anyone who wants to plan ahead—not just react
What’s Included in Our
Tax Preparation Services
Personalized year-round planning—not just year-end prep
Guidance on how to reduce taxes on income, investments, and retirement
Advice on deferrals, deductions, credits, and shifting income
Entity selection and structure reviews
Strategic use of contributions, assets, and timing
Coordination with your financial planner or investment advisor
Scenario planning for major life events
We focus on clarity, not jargon.
We plan for taxes before they become problems.
Bilingual support available (English + Spanish)
Why Clients Trust Us
Over 30 years serving Escondido and North County
Licensed Enrolled Agents—not just tax preparers
Tax strategies tailored to you
Friendly, transparent, and judgment-free
Ongoing availability—year-round support
What to Expect
A no-pressure consultation to understand your goals
A tailored tax plan based on your situation
Ideas to reduce current and future taxes
Guidance that’s clear and actionable
Annual and mid-year check-ins as needed
Turn tax season into a strategic advantage
Let’s turn your financial goals into a clear, tax-efficient plan.
Whether it’s for this year or the long run,
we’ll help you find the strategies that work best for you.
