Call: (760) 480-1040
Email: info@taxtl.com
Mission Statement
We care, and that has set us apart for the last 35 years. Founded in 1985, Tax and Ledger Professionals has been a trusted partner in our clients' lives and businesses. We use our expert understanding of tax laws, experience with financial accounting, and ever-growing interest in the constantly changing accounting environment to keep our clients at the cutting edge of financial strategy.
The past is important, and we strive to maximize every opportunity for our clients. If there is an audit with a tax authority, we know how to best advise our clients. If the year has ended and the books are in, our clients trust us to help them take full advantage of the tax laws. If you are wondering how we can help you navigate your past financial decisions, give us a call.
The future matters, and we are here to build strategies that save money, grow with time, and guide our clients toward success. If our clients plan to move or expand, whether nationwide or overseas, we are their reliable resource for strategic planning. If a growing business seeks a loan from a bank or seed money from investors, we ensure they are protected and presented in the best light. Whether a client wants to build a business from the ground up, expand it, or sell, we ensure they have everything they need to succeed. For our high-net-worth individuals, if you have multiple investments—such as K-1s, rentals, PTPs, stocks, or others—we make your taxes easy and provide the strategic advantage you need for your best future.
The present is the best time to find your accountant, so give us a call to see if we are a good match.
Our Professionals
Peter Tabert, E.A.
Executive Director
Peter has been in the tax world for the last 35 years and he has loved every twist and turn. As the founder of Tax and Ledger Professionals, Inc., he built his career on the belief that good tax planning is equal parts strategy, creativity, and listening to what clients truly need.
Over the years, he has guided everyone from brand-new entrepreneurs to multi-generational families through the complexities of tax law, always with a knack for finding solutions that others might overlook.
Clients know Peter as the person who can take even the most complicated situation, untangle it, and turn it into a clear path forward.
Rebecca Tabert, CPA
Managing Director
Rebecca joined Tax and Ledger Professionals, Inc. a few years ago after leaving behind the pace of a top ten public accounting firm for the chance to work more closely with clients in San Diego.
Her background includes high-net-worth tax planning, launching businesses from the ground up, and navigating the intricacies of international accounts, but what really drives her is helping people make sense of the rules and turn them into opportunities.
Rebecca fell in love with tax law because it is never static; every new regulation is a puzzle, and she is relentless in making sure her clients get every advantage the law allows.