Tax help without the pressure.
We prepare returns, keep the books, sort out IRS problems, and help you plan for retirement for individuals and small businesses, with a low-pressure approach built on long-term relationships.
Prefer to talk first? Call (760) 990-1829
Services
Individual tax preparation
Federal and state returns, prepared carefully and explained in plain English, so you know exactly what you're signing.
Learn moreBusiness tax returns
Partnership, S corporation, and C corporation returns, plus year-round planning for small businesses and self-employed professionals.
Learn moreBookkeeping
Monthly bookkeeping, reconciliations, and financial statements, plus catch-up work when the books have fallen behind.
Learn moreIRS & tax resolution
Got a letter from the IRS or the FTB? We'll help with notices, back taxes, unfiled returns, and payment plans.
Learn moreFinancial & retirement planning
Roth conversions, retirement withdrawals, RMDs, and Social Security timing, planned around your tax picture so you keep more of what you've saved.
Learn moreSee what it will cost
Our prices are published. Answer a few questions and get an itemized estimate for your tax return in about two minutes.
Get a quoteThree simple steps
Book a time
Choose a virtual or in-person appointment that fits your schedule, or just give us a call.
Share your documents
Upload securely through the client portal. Our checklist tells you exactly what to bring.
Review and file
We walk you through the results, answer your questions, and file when you're comfortable.
Meet Chad Wauschek
CPA · CFP®Chad is a Certified Public Accountant and CFP® professional who owns Pathway Tax & Financial. He brings tax and financial planning together, so the advice you get on one never works against the other.
We have an excellent client-retention rate, and we're proud of the high-quality, personal service behind it.
More about usLet's talk about your taxes
No pressure, no obligation. Reach out with your questions and we'll take it from there.
Fallbrook, CA 92028