About
Personal service from a CPA who knows your name
Chad Wauschek
CPA · CFP®Chad is a Certified Public Accountant and CFP® professional who owns Pathway Tax & Financial. He works with individuals and small businesses on tax preparation, accounting, IRS resolution, and tax-focused retirement planning.
Because he handles both the tax and the planning side, clients get advice that fits together, rather than recommendations from two people who never talk to each other.
How we work
This website exists to give clients and future clients a clear picture of our firm and our low-pressure approach.
- Low pressure. We explain your options and let you decide. You'll never be pushed into a service you don't need.
- Virtual or in person. Meet by video or phone from anywhere, or visit the office in Fallbrook.
- Secure by default. Documents move through a secure client portal instead of regular email.
- Long-term relationships. We have an excellent client-retention rate, and we're proud of the relationships behind it.