About Us

WELCOME

J. Thomas Epperson, is a boutique accounting firm located in San Diego and Orange County, California and is dedicated to providing exceptional personalized service to help our clients succeed. As a smaller firm, our practice relies on the strong relationships that we have established with our clients, both individual and corporate. We are committed to providing personalized service and solutions you can trust.

Mr, Epperson has over 45 years of accounting experience.He has received his

B.S., and M.S., Business Administration from San Diego State University

He has taught at multiple Universities as well as being a Certified Public Accountant, Mr. Epperson has

extensive experience in the Real Estate and Mortgage Industry. He is passionate about helping people achieve their financial goals and ambitions.

PROFESSIONAL AFFILIATIONS

California Society of Certified Public Accountants

Georgia Society of Certified Public Accountants

American Institute of Certified Public Accountants

Real Estate Broker

Insurance Agent

Preparation of Federal and State Income tax Returns
Preparation of Consolidated Federal tax returns including Combined State Returns
Preparation of Multi-State returns
Preparation of Sales Tax and Property Tax Returns
Research complex tax issues and report to management
Assist in Capital Budgeting Decisions using Present Value techniques
Tax Panning and Compliance on a daily basis
Cash Flow planning as it relates to Federal and State Income Tax returns
Analyzing the Tax Consequences of Proposed transactions by management
Practice before the Internal Revenue Service including Audits, Appeals, and the United States Tax Court.
Financial Accounting and Management
Litigation Support

Family Court

Superior Court

Bankruptcy Court

Federal Court

TEACHING EXPERIENCE

San Diego State University 1983-2000 (not consecutive)

Columbus State University 1999-2000 (University of Georgia System)

Auburn University 2000-2005

University of New Mexico 2005-2006

Intermediate Accounting

Financial Accounting

Individual and Corporate Income tax

Principles of Real Estate

Real Estate Finance and Investments

SERVING GROWING BUSINESSES

Whether you are self-employed, have a start-up business, or run a mature firm, we offer an objective viewpoint and provide advice that will save you money and give you peace of mind. We allow you to concentrate on your business without getting sidetracked by the time-consuming demands of maintaining an efficient organization.

QUALITY SERVICE

We are committed to providing you with the highest level of service. We promise to exceed your expectations.

EFFICIENCY

Our size and structure allow us to provide our clients with the first-class service they deserve. As a smaller boutique CPA firm, we are able to provide our clients with tailored, quality services that many larger firms are not able to offer. An understanding of the challenges faced by entrepreneurs and small businesses, we are able to offer experience and expertise with incredible personalized attention.