Pacific Strategy Tax
Our mission is your financial freedom.
What We Do
Our tax magic starts with understanding you.
We then develop a comprehensive assessment of your assets and goals, build a financial reality, and guide you to your financial freedom.
Advisory Services
Our trusted advisors learn all aspects of your life and develop personalized tax strategies to preserve your income and investments. Our tax experts will outline scenarios, raise red flags, and find the best solution. Whether you are running a business, dealing with assets, or retiring, having a plan assures your stability and confidence.
Business Accounting
Accounting for personal and business transactions results in tax savings. Each transaction flows to the Profit & Loss statement and finally to the personal tax return. Entrepreneurs have to understand the tax implications of each transaction to make a decision. Besides, owners, who can read their revenue and expenses, can understand their business and be more successful.
Tax Preparation
Our tax preparation is stress-free. It is supported by decades of experience in tax, technology and communication.
It is the final product of maximum tax savings resulting from understanding our clients’ goals and complete financial picture.
Who We Are
Our expert team holds multiple professional degrees and certifications, decades of experience, and a strong reputation in the community.
Our founder, Dina Britten, CPA, CFP®, has a diverse cultural background and extensive education, providing her clients with a fresh and in-depth perspective.
Growing up in the economic uncertainty of post-Soviet Russia helped her realize the strengths and opportunities of the U.S. stability, founded in the rule of law. The absence of financial planning in Russia, compelled Dina to study finance and launch her career at Fidelity Investments, earning the trust of her colleagues and clients.
To deepen her advisory skills, Dina earned a Master's in Accountancy and joined the tax industry learning the intricacies of tax law. In over a decade of running her own tax practice, Dina helped clients build their financial lives, their investments, and their small businesses. To strengthen her real estate expertise, Dina acted as a general contractor building her own home.
Having accumulated extensive education and experience, Dina invests in the community. Dina has served on the board of CalCPA. As a committee member of Financial Women of San Francisco, Dina mentored women in tax and finance. Dina now serves as an Ambassador for the Los Gatos Chamber of Commerce, where she supports local businesses and helps preserve the Town’s cherished quality of life.
Connect
Are you looking for tax preparation or tax planning? Or, would you like to hear our take on your tax return or a financial decision? Please, send us your question for a complimentary review.
Dina@PacificStrategyTax.com
(415) 470-0800
