Oliva & Associates is committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
We provide a variety of services including:
- Income Tax Planning and Preparation for All Types of Businesses and Individuals.
- IRS and State Audit Representation
- Compilation Services
- QuickBooks Setup, Support and Training
- Business Startup Services
- Estate and Succession Planning
- Financial Planning Review
NICHOLAS S. OLIVA – CPA
Nicholas S. Oliva (Nick) is Founder of Oliva & Associates. His practice emphasizes corporate, estate, individual planning, financial planning review and tax preparation. Mr. Oliva assists in choice of entity and retirement planning for each business as well as review the overall integration into personal tax planning goals.
Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison.
Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Please click on a tab below to learn about each of our services.
- Accounting Services
- Business Consulting
- Business Entity Selection
- Business Succession Planning
- Business Valuation
- Estate Planning
- Estate and Trust Tax Preparation
- IRS and State Tax Preparation
- Retirement Planning and Plan Selection
- Tax Services
- Other Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our Firm provides a full range of cost effective accounting services including the following:
General ledger & financial statement preparation
Accounting system setup for new businesses
Business tax return preparation (Sales & Use/Business Property)
Personal financial statements
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for analyzing your company’s profitability and efficiency. Compiled financial statements are based upon client information and are provided without any assurances or auditing/review service.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Whether you are thinking of an IRA or a Defined Benefit Plan, we can provide useful and objective information to assist you in the appropriate retirement plan. Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
Tax planning & return preparation
Estates, trusts & gift
IRS & State Audit Representation
Divorce and support issues
Tax effects of buying/selling a business
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
Mergers & acquisitions
Cash flow forecasting
Employee benefit plans
Expert witness services
Oliva & Associates is committed to providing quality services at a fair price. We price work in advance at a fixed fee to include meetings, planning and telephone calls. Our goal is to develop a relationship that offers great value and access for our clients. This philosophy to service and billing has developed strong relationships with our clients.
Oliva & Associates is by far one of the few firms that have integrity, honesty and willingness to understand complex business transactions.Michael Crews
Being in business for the last 40 years I have never had such a great experience with an accountant. Nick and team are available not just at tax time to answer questions and guide me through all my financial questions. They are available 365 days a year. I can not imagine not having them watching my back.Rich Byer
If one were to measure a firm by the quality and consistency of their service, Oliva & Associates would be best in class.Russ Sande
Hours of Operation
Monday – Friday
9333 Genesee Avenue, Suite 110
San Diego, CA 92121