San Diego, CA Meeting: In-Person Only
Language(s): Spanish

I'm Marcos Guevara, proud owner of HomEstate Solutions, and I bring over 6 years of expertise in providing top-notch tax planning and preparation services. My background as a former army veteran with experience in finance and human resources offers a unique perspective to tackle my clients' financial challenges. With a keen focus on safeguarding their interests, I understand the pivotal role taxes play in financial well-being. My strategic mindset and understanding of business systems allow me to navigate complex tax matters with ease, guiding both businesses and individuals toward financial success.

Having been a business owner myself, I intimately grasp the inner workings of businesses and the financial implications of strategic decisions. This firsthand knowledge equips me to address the financial and administrative challenges faced by entrepreneurs effectively. Moreover, my expertise in real estate, including market analysis, property valuation, and investment strategies, empowers my clients to make informed decisions and maximize their returns. With prior experience in construction project management, I bring a strategic approach to my clients' real estate endeavors, ensuring they achieve their long-term financial goals.

Recognizing the importance of life insurance in comprehensive financial planning, I offer strategic life insurance solutions tailored to my clients' needs and long-term objectives. Certified as a tax professional and a member of the Main Street Tax Pro Tax Advisor Network, I provide comprehensive asset protection and tax strategies aligned with my clients' financial aspirations. Whether it's optimizing tax planning, minimizing liabilities, or identifying strategic tax-saving opportunities, I am dedicated to streamlining financial growth and wealth accumulation for my clients. With my meticulous attention to detail, up-to-date knowledge of tax laws, and understanding of business systems, I strive to be a trusted advisor in every aspect of financial planning.

Licensing & Credentials

CPA - Certified Public Accountant Real Estate Broker/Realtor

Services Offered

Accounting/Bookkeeping Payroll Sales Tax Insurance

Tax Specialties

Foreign Citizen Real Estate