Pacific Strategy Tax
Our mission is your financial freedom.
What We Do
Our tax magic starts with uninspiring tax returns.
We then develop a personal assessment, build a financial reality, and guide you to your financial freedom.
Tax Preparation
Our tax preparation is stress-free. It is supported by decades of experience in tax, technology and communication.
Tax Consulting
Knowing the tax implications of a transaction saves you time and money. Real estate deals and stock trades start simple but become complex. Our tax experts will outline scenarios, raise red flags, and find the best solution.
Tax Strategy
Our trusted tax advisors develop personalized tax strategies to preserve your income and investments. Having a financial plan assures our clients’ happiness and confidence.
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 boards of CPA and financial organizations. As a committee member of Financial Women of San Francisco, Dina mentors women in tax, finance and business.
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