Tax Preparation & Accounting. 
Personalized.

Providing high-quality services throughout Southern California since 2018

We founded SP Financial to help more people experience financial well-being. We are dedicated to helping our clients navigate tax and accounting complexities by providing a high-quality service that works with a millennial budget.

Tax Preparation & Planning

Individual, Partnership, Corporation, Trust, and Nonprofit Return Filing

CFO & Accounting Services

Let us help set up, organize, and streamline your Quickbooks Online to create meaningful and reliable financials. 

SP Financial - Your trusted tax planner and financial advisor.