Minimize Your Tax Liability by Being Proactive
Are you wondering what strategies you should be implementing now to reduce your tax liability next year? We like your thinking, and we’re here to help. Tax planning and compliance are core services at Hamilton Tharp. We have been helping clients implement tax-saving strategies since our founding, always emphasizing the importance of a proactive approach. We know what questions to ask you, and we know what questions you should be asking us, to uncover hidden opportunities for additional tax savings. We serve individuals, businesses, estates and trusts, helping them understand, plan for and address the tax implications of circumstances such as:
Retirement planning –
Whether you are wondering if you can retire or how best to secure a comfortable retirement for your future, we’ll discuss your alternatives and help you evaluate their short- and long-term tax implications. We can also help you develop an investment strategy and evaluate investment choices so that your portfolio is optimized for an advantageous after-tax return.
Estates & trusts –
In addition to preparing your returns, our estate and trust taxation specialists will make sure you have end-of-life considerations in check and help you employ strategies to minimize tax liabilities for you and your heirs.
Entity selection –
The type of entity you set up for your business has significant tax implications. Changing your entity structure down the road can be challenging, so be sure to thoroughly evaluate your options as early as possible. Hamilton Tharp can help you determine the best type of entity to form or restructure, given your long-term goals, operations strategy, tax implications and legal considerations.
Succession planning –
Are you planning to sell, transition or close your business? Should you? We’ll guide you through various scenarios and help you decide which one is the best fit for your goals.
IRS representation –
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, having our support can put many of your worries at bay. We are ready and willing to answer all the questions the IRS may ask you.
Multi-state and international tax considerations –
If you are doing business in multiple states or countries, we’ll guide you toward the most tax-advantageous strategies and make sure you’re filing all the necessary forms. We’ve been serving domestic and foreign clients with multi-state and international tax planning and compliance needs since our founding. And when you need a local perspective for the business you do in another part of the world, we tap the international resources of more than 120 firms in 93 countries through our membership in the global network, CPAsNET. Count on Hamilton Tharp to help you comply with all your filing requirements and minimize your total tax liability.
Sales and payroll tax compliance –
We’ll help you implement systems and processes to ensure you’re always in compliance with sales and payroll tax filings.
Chasing a Moving Target Requires Planning and Expertise
If you are thinking it’s tough to be proactive when tax laws are constantly changing, you’re right. But it can be done. Let our experienced team of CPAs help you navigate the tax complexities affecting your business. We’ll be by your side throughout the year—alerting you to the potential impacts of regulatory changes, asking the questions you need to be thinking about to take advantage of tax-saving strategies and, of course, answering your questions as they arise. At Hamilton Tharp, we are dedicated to helping you achieve your financial goals—not just preparing your tax returns. With a proactive approach and knowledgeable professionals by your side, you’ll be confident that you’re making tax-advantageous decisions. Contact us to learn more.
Years Of Experience
Joined Hamilton Tharp
San Diego State University
Traveling, Spending time with family & friends, Volunteering, Going to the theater
Joined Hamilton Tharp
Registered Investment Advisor
San Diego State University
Years Of Experience
Joined Hamilton Tharp
Taxation, Accounting, Family Office Services, Sports & Entertainment; Professional Services
San Diego State University
Sports, Family, Golf, Volunteering
"My team is cross-trained to serve the needs of all our clients. That allows us to provide unparalleled responsiveness. With what we do, immediate attention is essential. Our clients rely on us for guidance when strategic opportunities arise and they have to make a fast decision."
Tina helps growth-minded business owners make faster, better-informed decisions. It sounds simple—and to her clients, it appears that way—but that’s just part of the value Tina delivers. In reality, she takes accounting and finance tasks off the shoulders of small- to medium-sized business owners so they can focus on growing their companies, with the assurance that their financial information and processes are in good hands.
Tina gets the challenges that business owners face because she is one herself. Since 2010, she has served as Hamilton Tharp’s managing partner, overseeing all administrative functions and staffing. In 2008, Tina created the firm’s business management division, which provides an invaluable suite of services to growing companies. Built from her own foundation of consulting experience and financial management expertise, Tina’s team now consists of knowledgeable staff who are all equally dedicated to helping clients achieve their financial visions.
As a strategic partner to her clients, Tina helps identify the options they need to move their businesses forward. The areas she consults on vary widely, and they are not all accounting-related. Tina has helped clients with everything from accounting software conversions to multi-state office accounting, coordination and process improvements.
Tina’s unique background transcends public accounting and includes many years of private industry accounting experience – which includes time as a controller for the Latin America division of a large consulting firm in Chicago. There, she traveled internationally, setting up accounting offices, consulting and serving as a part-time CFO for a wide variety of privately held, emerging companies. She combines that knowledge with her experience as both a business owner and consultant to provide creative solutions that unlock hidden potential for growth and operational efficiency.
A San Diego native, Tina enjoys her coastal community, especially early-morning walks with her dogs, visiting the theater, and spending time with her friends and family. She volunteers for numerous local nonprofit organizations that support business, children and animals. Tina is a past board member of the Solana Beach Chamber of Commerce and a past board member for the Canyon Crest Academy Foundation, for both of which she provides financial advice, leadership and fundraising support.
"We do so much more than prepare your tax return; we’re here to help you meet your financial goals. The tax return is just a check to see how we did."
Founding Partner Judy Hamilton says the key to helping clients achieve their financial goals—whether they include minimizing tax liabilities or maximizing profits—is knowing what questions to ask. With her extensive experience and deep expertise, Judy skillfully interviews her clients and quickly gains an understanding of their specific circumstances. Armed with relevant information, Judy then helps her clients make financially advantageous choices when they’re facing complex issues like ownership transitions, stock options and awards and real property exchanges. She specializes in tax planning and compliance for high net worth individuals, small business owners and corporate executives and offers specific expertise in executive compensation, real estate and M&A transactions.
In addition to her robust tax practice, Judy also provides business consulting and advisory services. Under that umbrella, she has helped clients navigate a variety of challenges, from entity set-up to accounting process optimization to succession planning. Helping her clients achieve their financial goals and position themselves for financially sound futures is Judy’s passion, and she particularly enjoys the forward-looking aspect of her work.
Judy founded Hamilton Accountancy Corporation (predecessor to Hamilton Tharp LLP) in 1980 with a desire to work with smaller companies and individuals after spending several years serving large real estate developers, manufacturers, hospitals and airlines as an auditor and consultant for Arthur Young & Co. She started her firm with one client and through consistent, high-quality, personalized service, grew it to the diverse, 1,000+ client base she oversees today.
Judy earned an MBA and a BA in accounting with distinction from San Diego State University, where she later taught courses in taxation. She is a licensed CPA in California and member of the AICPA. She also holds a Series 65 license and is a Registered Investment Advisor.
Actively involved in serving her local community, Judy has served on various boards and currently is a member of the Board of Trustees of the California Center for the Arts and the Budget and Finance Committee of the City of Solana Beach. She was the first recipient of the San Diego “Women who Mean Business” award in accounting.
Judy loves sports. In fact, she has played basketball and soccer for most of her life. She holds season tickets for San Diego State football and basketball games, and when it comes time to read the newspaper in her household, Judy always grabs the sports page first. With a personal passion for athletics and knowledge of the multi-state taxation issues professional team players face, Judy founded the Sports & Entertainment division of Hamilton Tharp in 1981. She has since enjoyed providing financial, accounting and tax services to professional athletes, agents and coaches in baseball, football, basketball and volleyball.
I am passionate about offering clients the best service and taking great pride in using a proactive approach to not only save taxes but seeing the importance of the overall financial picture to assist clients with making sound professional decisions.
Passionate about offering the best service, Kim takes great pride in using a proactive approach to serve clients. Her hard work and dedication to putting clients first set the foundation for her success working with small business owners, high net worth individuals, professional athletes, partnerships, corporations, trusts, and more! In the profession for more than a decade, Kim has developed expertise in serving professional service businesses, specifically physicians, in stock options, multi-state taxation and residency issues, advanced tax planning strategies (CLAT, NING, CRUT), real estate sales and exchanges, taxation of income earned overseas, entity selection, strategies for a business sale, and retirement plan set up.
A licensed CPA, Kim helps her clients achieve their financial goals by being available to answer questions and taking a step back to look at the bigger picture, suggesting creative solutions for her clients’ tax and life-long wealth planning. To act as a true business advisor to her clients, Kim has a very in-depth knowledge of the accounting related to the financials of business owners to not only help them minimize taxes but maximize profit. She is passionate about her work and highly values the client relationships she has developed. She enjoys providing leadership and mentorship to up-and-coming accountants at the firm to try and inspire them to be great at what they do.
Born in Merced, California, Kim moved to San Diego in 2006 upon attending San Diego State University. As a four-year letter winner for the SDSU women’s basketball team, Kim graduated with a bachelor’s degree in accounting in 2010. She was named to the Mountain West Conference All-Academic team and Dean’s list for the 2007 – 2008 season and received the SDSU Scholar-Athlete award seven out of eight semesters. She began her accounting career at a San Diego accounting firm for the first eight years and worked her way up to manager before joining Hamilton Tharp, LLP. She is a licensed CPA in California and a member of the AICPA and Aztec Varsity Club.
Kim serves on the Alumni Board and Intercollegiate Athletics Committee at San Diego State University. She previously volunteered for Rebuilding Together San Diego and Home of Guiding Hands Audit Committee. She is often at the forefront of recruiting for the firm and is part of the Aztec Mentoring Program, acting as a mentor to students of all majors at the university.
Kim is an avid fan of all sports and is often found at sporting venues across the country and, most notably, at Aztec basketball and football games. You can find Kim riding her Peloton, spending time on the golf course or enjoying time with her wife, Michelle, and their two Labradoodles, Callie and Jax.
are we a match made in heaven?
Receive Free financial tips & Tax Alerts!
From The Blog
Three tax breaks for small businesses
Sometimes, bigger isn’t better: Your small- or medium-sized business may be eligible for some tax breaks that aren’t available to larger businesses. Here are some examples. QBI deduction For 2018…
Important considerations when engaging in a like-kind exchange
A business or individual might be able to dispose of appreciated real property without being taxed on the gain by exchanging it rather than selling it. You can defer tax…