QUANTAX, INC. specializes in managerial accounting.  Analyzing quantitative data from financial statements and tax returns and combining it with non-quantitative information (non-financial) to facilitate decision making and align decisions to achieve financial and non-financial goals. Considering implications inherent to working in diverse economies with many constituents and identifying opportunities that traditionally have not been identified. Moving away from a siloed perspective where only quantitative information exists in a vacuum.

We have an overall business perspective and not solely a tax or accounting perspective. We have over 25 years’ experience preparing tax returns and financial statements, which make us uniquely positioned to provide managerial accounting and consulting services. We understand the mechanics of compiling this information and can effectively extract information to analyze data and combine it with other non-financial information to make strategic business and financial decisions. Our focus is on internal users and strategic decision making and not external users and compliance.  

QUANTAX, INC. is in San Marcos, CA and works with clients nationwide.

Empowering our clients through knowledge

Managerial Accounting Services

Independent business perspective to highlight trends, analyze performance metrics, and develop strategic plans owners/executives can implement.

We specialize in:
•Analyzing financial data
•Financial modeling for multiple opportunities
•Executive reviews of financials
•Designing and implementing internal controls
•Support for on-site staff
•Targeted business planning and budgeting

Non-profit Advising Services

Did you know your non-profit is a business? Having an outside managerial accountant provides your organization with a business perspective to help achieve the non-profit’s purpose.

We specialize in:
•Ensuring tax compliance to maintain non-profit status
•Independent 3rd party oversight for donor confidence
•Revenue generation models
•Short and long term budget projections
•Safeguarding of non-profit assets

Individual Tax Planning

Are you getting what you need out of your current tax planning and preparation experience? We focus on helping you understand your tax situation so you can proactively manage taxes. 

We can help with:
•Buying and selling personal and investment properties
•Starting a small business
•Understanding employer stock options, RSUs, and retirement options
•Multi-state tax implications
•Understanding passive activity loss rules
•Tax planning to achieve targeted tax results