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About Us

About Our Firm

Located in Vista, California since 1984, the office of Mark D. Nelson, CPA specializes in individual income tax services and services to closely held business enterprises. We provide tax preparation services, tax planning, tax audit representation services, bookkeeping, accounting, financial statement compilation and review services and personal business management and consulting services to a wide variety of clients.

On an annual basis, our office prepares approximately 450 individual income tax returns, including other state returns due to property transactions or part-year and non-residency issues. Services also include tax planning for property/real estate sales and exchanges, retirement, and income tax minimization.

In addition, we provide trust accounting and tax preparation services, partnership, limited liability company and corporate tax preparation and accounting services during the year. This may include accounting services on a monthly, quarterly or annual basis ranging from journal entry, general ledger, financial statement services for small businesses, business consulting, and trust/estate accounting for probate purposes.

We currently serve clients in such businesses as light manufacturing, service industries, construction trades, medical and dental practices, real estate professionals, brokers and rental activities.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Mark D. Nelson, CPA is dedicated to meeting these goals with high standards of excellence and professionalism.

Our Team

Mark D. Nelson, CPA 760-724-2103

Mark D. Nelson is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. A graduate of San Diego State University, certified in 1984, with previous experience at the worldwide accounting firm of RSM McGladrey and with private companies in the hotel/hospitality and newspaper publications industries.

Nancy Osborne, Staff Accountant

Juliana Schmidt, Office Manager