👤 About Justin Tisdale, CPA, PFS

Strategic Tax Advisor | California CPA | Family-Focused Business Ally

“Tax planning shouldn’t be reactive. It should be a tool to build wealth, simplify your life, and help you sleep better at night.”

I’m Justin Tisdale—Certified Public Accountant, Personal Financial Specialist, and trusted advisor to business owners across California. I started this firm to give entrepreneurs, families, and professionals something they’re not used to getting from a CPA: clarity, strategy, and a partner who actually pays attention.

📍 Local Roots, National Perspective

Born and raised in San Diego, I understand the balancing act that comes with building a business and raising a family here. After years in both public accounting and industry, I founded my own practice to offer something different—proactive planning that meets clients where they are and helps them make the most of what they’ve built.

Whether it’s navigating the California Franchise Tax Board, structuring your business for growth, or mapping out your long-term retirement plan, I bring deep technical expertise with a mindset geared toward practical results.

🧠 Credentials & Focus Areas

• Licensed CPA (California)
  
  

• Personal Financial Specialist (PFS) – advanced designation in personal financial planning
  
  

• Over 15 years of experience in tax strategy, business structuring, GAAP reporting, and compliance
  
  

• Strategic focus on:
  
  

  • S-Corporation & partnership tax
    
    

  • Entity structuring and buyout planning
    
    

  • Retirement, estate, and succession planning
    
    

  • Real estate and high-income individual advisory
    
    

💡 What Makes This Firm Different

I don’t just fill out forms—I build tax strategies designed to evolve with your life and business. My clients rely on me for:

• Proactive vs. reactive planning
  
  

• Clear communication & practical advice
  
  

• Reliable GAAP-based financials
  
  

• Tech-enabled service delivery (tech that supports real conversations, not replaces them)
  
  

• A hands-on approach: I meet regularly with clients and adapt plans as goals shift
  
  

👨‍👩‍👧‍👦 Beyond the Numbers

When I’m not deep in a tax strategy planning sessions, you’ll find me spending time with my wife and two young kids—chasing our toddler down the beach, grilling on the patio, or taking family hikes in Carlsbad.

This practice is built around the life I want for my family: simple, grounded, and intentional. I help my clients build toward the same.

🤝 Let’s Work Together

Whether you’re growing a business, selling one, or just want to stop overpaying the IRS—this is your starting point.

→ Schedule a free intro call to learn how proactive planning can change your financial trajectory.