Comprehensive Tax & Insurance Services
Expert financial guidance for San Diego County. From tax preparation to insurance protection, we provide trusted, integrated solutions for individuals and businesses.
Expert Tax Preparation & Planning
At Lupita Solorzano Insurance & Tax Services, we provide comprehensive tax solutions for individuals and businesses throughout San Diego County. Our goal is to maximize your savings while ensuring full compliance, giving you peace of mind.
Our Tax Services
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Individual & Business Tax Preparation
Accurate filing for all tax situations, from simple returns to complex business finances.
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Strategic Tax Planning
Proactive strategies to minimize liabilities and optimize your financial outcomes year-round.
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Audit Support & IRS Guidance
Expert assistance and representation for IRS inquiries, ensuring you're never alone.
Why Clients Trust Us
"94% recommend rating with 13 reviews" – Our clients value our accuracy, timely filing, and dedicated support.
Get a personalized tax assessment. Contact us directly for a quote or consultation.
Serving National City, San Ysidro, and all of San Diego County.
Comprehensive Insurance Protection
Secure your future and gain peace of mind with our tailored insurance solutions. We provide clear, customized coverage plans designed to protect what matters most to you and your family.
Customized Coverage Plans
We offer auto, home, life, and health insurance options. Each plan is carefully crafted to fit your unique needs and budget, ensuring you're never overpaying for coverage you don't need.
Benefits You Can Trust
Our insurance services provide essential financial protection and proactive risk management. We help you navigate complex decisions with straightforward advice.
Integrated Financial Advice
As your local insurance and tax professional, I provide holistic advice that integrates your insurance planning with tax strategies. This coordinated approach can uncover savings and strengthen your overall financial security.
"Our clients consistently rate their experience highly. With 13 reviews, we maintain a 94% recommend rating by focusing on clear communication and reliable service."
Ready to discuss your insurance needs? Get clear, personalized advice with no obligation.
Simplify Your Financial Life in San Diego
At Lupita Solorzano Insurance & Tax Services, we offer more than just separate services. We provide a unified, strategic approach to managing your financial health. Combining tax and insurance expertise under one roof delivers unmatched convenience and insight for individuals and businesses across San Diego County.
Integrated Financial Strategy
Your insurance decisions impact your taxes, and vice versa. We coordinate both areas to identify opportunities for savings and protection you might miss with separate providers.
One Point of Contact
No more juggling multiple appointments or repeating your story. Manage your tax preparation, planning, and insurance coverage with a single, trusted advisor who knows your complete picture.
Potential for Cost Efficiency
A holistic view can reveal overlaps and opportunities to streamline your financial portfolio, potentially reducing overall costs while enhancing your coverage and compliance.
Real-World Example:
"A local business owner saved significantly by aligning their business insurance structure with their tax strategy, a solution only possible because both services were managed together."
94% Recommend
Based on 13 reviews from satisfied clients.
Our clients consistently praise the convenience and confidence that comes from having a single, reliable partner for their tax and insurance needs in National City and beyond.
Local Expertise
Serving San Diego County
We understand the specific financial landscape of our community. Visit our office in National City for personalized, face-to-face service.
124 E 30th St, Suite F, National City, CA 91950